What users do¶

Everything on this page works out of the box, and each interaction is a behavior you can configure, replace or remove. Every action is one undo step.

Make visuals from fields¶

Drag a field from the field list onto the dashboard: next to an item, between two lines, or onto a free space. It makes a visual; the other items make room live around a placeholder.

Channel dragged to the right of the key indicators: a bar chart of revenue by channel appears

Dropped	Gives
A measure, where an item can go	A KPI of that measure
A dimension, where an item can go	The first measure by that dimension: a line by month for a date, bars otherwise
Onto an empty item	Fills it
Onto a visual	Adds the field to it: a measure to its values, a dimension to its axis, then its legend; a dimension breaks a KPI down into bars

Change what a field makes

The rules are pure functions in FieldVisuals (Create, AddField). Set FieldDropBehavior.CreateVisual and AddField to replace them.

Add an item¶

"+" on the right and bottom edges of an item adds an item next to it; "+" between lines and between bands adds a line or a band.
A free space (room left by items of fixed size) shows a placeholder that adds an item there.
An empty item offers a visual (opens the designer), a text, an image or a variable to change.

Move¶

Drag an item by its grip (⠿, top left on hover). Near an item's edge it goes next to it, between two lines it becomes a line of its own, over a free space it fills it. The other items make room live; Escape cancels.

Revenue by quarter dragged by its grip to the right of Revenue by region and channel

Resize¶

Drag the handle in an item's bottom right corner. In a grid band, the item snaps to columns and rows; elsewhere, it takes a width in pixels. Its neighbours share the rest; when they all have a fixed size, the room left becomes a free space.

The key indicators resized from 12 to 6 columns, leaving a free space

The toolbar's ↔ button gives a resized item its automatic size back.

On hover or selection, an item shows its toolbar:

Item	Buttons
Any	↔ automatic size (once resized), ✎ edit, ✕ remove
Text	Size, bold, alignment; double-click edits the text in place
Image	Fit: contain, cover, stretch

✎ on a visual opens the designer in a dialog.

Select¶

Action	Result
Click an item	Selects it
`Ctrl` + click	Adds or removes it (on a chart's bar, slice or row, extends the cross-filtering instead)
Drag from the background	Draws a selection box
Click the background, `Esc`	Unselects
`Ctrl`+`A`	Selects everything

Keyboard¶

Keys	Action
Arrows	Select the nearest item in that direction (`Shift` adds it)
`Ctrl` + arrows	Move the selected item: Left/Right swap it with its neighbour, Down/Up move it to the next line or band
`Ctrl`+`Shift`+`Down` / `Ctrl`+`Shift`+`Up`	Move it to a new band below / above
`Alt` + arrows	Extend the selected items over the free room next to them
`Del`	Remove the selection
`Ctrl`+`D`	Duplicate the selection
`Ctrl`+`C`, `Ctrl`+`X`, `Ctrl`+`V`	Copy, cut, paste
`Ctrl`+`Z`, `Ctrl`+`Y`	Undo, redo

Copy and paste¶

Copied items keep their arrangement and sizes, and paste after the line of the last selected item, also into another dashboard. They take along the calculated measures they use; a measure whose name is taken by another definition is renamed. Visuals of a model the target does not know are left out.

The clipboard

The clipboard holds an easybi/v1 report with the visuals and their calculated measures (VisualTransfer.ClipboardFormat), their titles as text, and their layout (DashboardView.LayoutClipboardFormat). CreateCopy and Paste(data) work without the clipboard.

Bands¶

The ⋮ menu on the left of a band changes its mode (Fit, Scroll, Wrap: see Layout), inserts a band or removes it. Shift + wheel, or the scroll bar, scrolls a Scroll band.