• Introduction / Install
  • End User License Agreement
  • Trademarks and Copyrights
  • Technical Support Disclaimer
  • System Requirements / Limits
  • Install Desktop Version
  • Concepts
  • Object / Data Concepts
• Definitions
• How-To
  • Exclude Supplier from Warehouse Management Fee
    • Exclude for ALL Warehouses/Distributors
    • Exclude for a Specific Warehouse/Distributor
  • Manage Warehouse Management Fees
  • Invoicing
    • Gather Supplier/Distributor Invoices
    • Remove Invoices
• RHOP User Interface (UI)
  • Overview
    • Install / Auto-Update Feature
    • Login
    • Password Requirements
    • Tool Bar
    • Live Support
    • Data Structure
  • Membership
    • Members/Establishments
      • Rebate Exceptions
      • Dashboard
        • Member Purchase Analysis
      • Reports
      • Print Member Purchase Monthly Report
    • Members/Establishements Contacts
      • Prospects
        • Reports
    • Prospects Contacts
    • Prospect Contacts
    • Business Owners
    • Business Owners Contacts
    • Member Rebate Programs
  • Suppliers and Distributors
    • Supplier/Distributor Contacts
    • Territory Manager
    • Broker
    • Broker Contacts
  • Products
    • Product Line
      • View Variants
        • Active Product Lines
        • Non-Active Product Lines
        • All Product Lines
    • Product Guide
    • Product Guide Categories
      • Rebates
        • Reports
          • Rebate Log
      • Rebates Categories for Selected Distributor / Supplier
    • Warehouse Management Fees
    • Manufacturer
    • Supplier Contract Pricing and Additional Rebates
      • Load Supplier Contract Pricing
      • Remove a Supplier Contract Pricings Imported File
  • Member Purchases
    • Rebatable Purchases
    • View Variants
      • All Rebatable Purchases
      • Rebatable Purchases for the last 12 months
    • Administrator Fees
      • View Variants
        • All Administration Fees
        • Administration Fees for the Last 12 Months
    • Drop Sizes
      • View Variants
        • Drop Sizes for the Last 12 Months
        • All Drop Sizes
    • Distributor Purchases
      • View Variants
        • Rebateable Purchases for the last 12 Months
        • Non-Rebateable Purchases for the last 12 Months
        • All Purchases for the last 12 Months
        • Rebateable Purchases
        • Non-Rebateable Purchases
        • All Purchases
      • Analysis
    • Load Purchases
      • Universal File Format
    • Purchases Manual Entry
    • Load Surplus Bonuses
    • E-mail MPRs to Members
  • Coffee
    • Coffee Purchase
  • Invoicing
    • Supplier/Distributor Invoicing
      • Invoice Batches Listing
      • Invoice Batch Detail
  • Simply Accounting
    • Export Member Rebates
    • Export Supplier / Distributor Invoices
    • Swagman
    • Load Member Cheques
      • Member Cheques File Format
    • Load Members A/R Total
      • Member A/R Total File Format
  • Scheduler
    • Scheduler UI
      • Toolbars
      • Ribbon Interface
    • Create Appointments
    • Edit Appointments
    • Manage Reminders
    • Delete Appointments
    • Restrictions for Operations with Appointments
    • Switch Scheduler Views
    • Scheduler Grouping
    • Zoom the Scheduling Area
    • Navigate Dates in the Scheduler
    • Navigate Scheduler Resources
    • Navigate Scheduler Time Cells
    • Scheduler Navigation Buttons
    • Scheduler 'More' Buttons
    • Printing
  • KPI (Key Performance Indicators) 
    • Definition
    • Scorecard
  • Reports
    • Reports 
      • Copy/Clone an existing report
    • Batch Reports
    • Analysis
    • Dashboard
  • Company Settings
    • Employees
    • Regions/Territories
    • Company Information
  • System Management
    • Common
      • Contact Position
      • Document Type
      • Preferred Language
    • Suppliers and Distributors Related
      • Suppliers and Distributors Categories
    • Product Related
      • Product Guide Related
        • Brands
        • Brandnames
        • Product Units
        • Rebate Product Units
        • Invalid SCCs to Ignore
      • Products (Unipco Descriptions) Related
        • Brandnames
    • e-mail Configuration
    • Employee Related
      • Employee Positions
    • Security
      • User
        • Audit Trail
      • Role
  • My Information
    • My Details
• Supplier Invoicing Process
  • Preparation for Invoicing
    • Setup and Load the Product Contract Pricing and Addition Rebates
      • Setup the Suppliers for Contract Pricing
      • Loading Contract Pricing
        • File Format for Product Contract Pricing and Additional Rebate
    • Suppliers: Add the Additional Rebates/Items to Invoice
    • Suppliers: Coffee Green Market Differential and Partnering Fund
      • Supplier: Setup for Tracking the Coffee Green Market Differential and Partnering Fund
      • Suppliers: Add the Coffee Green Market Differential and Partnering Fund
• Backup / Restore
• File Service Interface (UI)
  • Overview
• User Interface (UI) Elements
  • Charting
    • Charting Designer
    • Chart Wizard
      • Chart Type Page
      • Appearance Page
      • Series Page Data Page
      • Chart Page
      • Diagram Page
      • Panes Page
      • Axes Page
      • Series Views Page
      • Point Labels Page
      • Chart Titles Page
      • Legend Page
      • Annotations Page
    • Highlighting and Selection Chart Elements
    • Zoom a Chart
    • Scroll a Chart
    • Rotate a Chart
  • Docking
    • Dock Panels
    • Documents
  • Editors
    • Working with Dropdown Editors
    • Editing Values, Selecting Text and Using the Clipboard
    • Editor Context Menu
    • Image Editor
    • Manipulating Tokens
  •  Expression Editor
    • Expression Operators, Functions and Constants
  • Filter Editor
    • Filter Data via the Filter Editor
    • Examples of Using the Filter Editor
  • Grid
    • Edit Grid Cells
    • Add and Delete Grid Records
    • Sort Grid Rows
    • Group Grid Rows Fix Grid Rows
    • Filter Grid Data
    • Show Summaries (Totals) in Grids
    • Apply Cell Conditional Formatting
    • Expand and Collapse Rows and Cards in Grids
    • Hide and Display Grid Columns, Bands and Card Fields
    • Rearrange Grid Columns, Bands and Card Fields
    • Resize Cards in Grids
    • Resize Grid Columns, Bands and Card Fields
    • Locate Grid Records
    • Navigate Through Grid Records
    • Select Grid Rows and Cards
  • Layout Manager
    • Start Layout Customization
    • Finish Layout Customization
    • Hide and Display Elements using a Layout Manager
    • Change Element Layout
    • Resize Interface Elements
    • Add Empty Regions, Separators, Splitters and Labels
    • Change Text Label Options
    • Work with Interface Element Groups Create and Delete Tabbed Groups
    • Save and Restore Interface Layout
  • Map
    • Scrolling
    • Zooming
    • Selection
    • Using the Search Panel
    • Mini Map
    • Map Editor
    • Rulers
  • Navigation Bars
    • Navigation Pane
    • Navigation Bar
  • PDF Viewer
    • Manage Documents and Files
      • Open a PDF File
      • Save a PDF File
    • Print Documents
    • Navigate and View a Document
      • Navigate Between Pages
      • Navigate Between Views
      • Search for a Specific Text
    • Adjust the Document View
      • Rotate a Document
      • Zoom In and Out of a Document
      • Using Marquee Zoom Tool Use a Specific Zoom Factor
    • Select and Copy the Document Content
    • View Document Properties
    • Thumbnails
      • Overview 
      • Customization
    • Bookmarks
      • Overview 
      • Customization
    • File Attachments
    • Annotations
    • Export and Import the AcroForm Data
  • Pivot Table
    •  Edit Data in Pivot Tables
    • Edit Unbound Expression
    • Sort Data in Pivot Tables
      • Simple Sorting
      • Sort Data Using the Context Menu
      • Sort Data Using a Field List
      • Sort Data by Summaries
    • Filter Data in Pivot Tables
      • Filter Data by Field Values
        • Invoke a Filter Popup Window
        • Using Filter Popup Windows
        • Filtering Options
      • Filter Data by Cell Values
        • Invoke a Summary Filter Window
        • Select a Range of Values
        • Move the Selected Range
        • Zoom and Move the Viewport
        • Specify Target Cells
        • Remove Filtering
      • Build Complex Filter Criteria
    •  Apply Conditional Formatting
    • Change Summary Type in Pivot Tables
    • Pinned (Fixed) Columns
    • Exporting and Printing
    • Expand and Collapse Groups in Pivot Tables
    • Hide Pivot Table Fields
      • Hide Fields Using the Context Menu
      • Hide Fields Using a Field List
    • Display Hidden Pivot Table Fields
    • Reorder Pivot Table Fields
      • Simple Fields Reordering
      • Reorder Fields Using a Field List
    • Select Cells in Pivot Tables
    • Field List Overview
    • Invoke a Field List
    • Defer Pivot Table Updates
    • Change Field List Layout
  • Print Preview
    • Save a Print Preview to a File
    • Load a Print Preview from a File
    • Print a Document via the Print Dialog
    • Print a Document Using Default Settings
    • Change Printing Settings via the Page Setup Dialog Specify Page Margins in Print Preview
    • Specify Page Margins in Print Preview
    • Print Selection
    • Insert Page Header and Page Footer into Printed Documents
    • Insert Page Numbers into Printed Documents
    • Insert Date and Time into Printed Documents
    • Insert the User Name into Printed Documents
    • Insert a Logo into Printed Documents
    • Scale Print Preview by Entering a Zoom Factor
    • Scale Print Preview by Specifying Width in Pages
    • Zoom Print Preview In or Out
    • Zoom Print Preview by Entering a Zoom Factor
    • Zoom Print Preview to Show Whole Pages or Fit Content
    • Show Two or More Pages in Print Preview
    • Navigate Between Pages in Print Preview
    • Use the Hand Tool in Print Preview
    • Navigate in Print Preview Using Bookmarks
    • Navigate in Print Preview Using Thumbnails
    • Search for a Specific Text in Print Preview Switch Print Preview Display Mode
    • Switch Print Preview Display Mode
    • Content Editing in Print Preview
    • Change Watermark and Background Settings in Print Preview
    •  Remove a Watermark in Print Preview
    • Exporting from Print Preview
      • Copy to The Clipboard
      • PDF-Specific Export Options
      • HTML-Specific Export Options
      • MHT-Specific Export Options
      • RTF-Specific Export Options
      • DOCX-Specific Export Options
      • XLS-Specific Export Options
      • XLSX-Specific Export Options
      • CSV-Specific Export Options
      • TXT-Specific Export Options
      • Image-Specific Export Options
    • Passing Parameters in Print Preview
    • Customize Printing Settings of Charts
    • Customize Printing Settings of Grids
    • Customize Printing Settings of Pivot Tables
    • Customize Printing Settings of Tree Views
    • Warnings and Error Messages in Print Preview
  • Report Designer
    • Report Designer Tools
      • Report Wizard
        • Blank
        • Table Report
        • Vertical Report
        • Cross-Tab Report
        •  Labels
        • Template
      • Data Source Wizard
      • Query Builder
      • Localization Editor
      • Toolbox
      • Toolbar
      • UI Panels
    • First Look at the Report Designer
    • Create a New Blank Report
    • Create a New Report Using the Report Wizard
    • Open Reports
    • Save Reports
      • Use the Ribbon Application Menu
    • Introduction to Banded Reports
      • Add a Detail Band to a Master-Detail Band
      • Vertical Bands
      • Create Band Copies
      • Manage Report Bands
      • Apply Styles to Bands
    • Bind to Data
      • Bind a Report to a Database
      • Bind a Report to a Stored Procedure
      • Specify Query Parameters
      • Bind a Report to an XML File
      • Bind a Report to an Entity Framework Data Source
      • Bind a Report to an Object Data Source
      • Bind a Report to an Excel Workbook
      • Bind a Report to a CSV File
      • Bind a Report to JSON Data
      • Bind a Report to XPO Persistent Object
      • Bind a Report to a Join-Based Federated Data Source
      • Bind a Report to a Union-Based Federated Data Source
      • Bind a Report to a Transformation-Based Data Source
      • Bind a Report to a Federated Master-Detail Data Source
    • Create Reports
      • Table reports
      • Vertical reports
        • Set Vertical Table Options
      • Master-Detail Reports with Subreports
      • Hierarchical Reports
      • Invoices report
      • Invoices from Templates
      • Cross-Tab Reports
      • Balance Sheets
      • Labels and Badges
      • Multi-Column Reports
      • Interactive E-Forms
      • Reports with Cross-Band Content and Populated Empty Space
      • Reports with PDF Content
      • Reports with a Visual PDF Signature
      • Configure Design Settings
      • Change a Report's Measurement Units
      • Change a Report's Page Settings
      • Add Controls to a Report
      • Select Report Elements and Access Their Settings
      • Move and Resize Report Elements
      • Apply Styles to Report Elements
      • Copy Report Controls
      • Reuse Report Controls
      • Arrange Report Controls
      • Convert Labels to Table
      • Add Report Controls to Containers
      • Validate the Report Layout
      • Bind Report Controls to Data (Expression Bindings)
      • Use Embedded Fields (Mail Merge)
      • Update Report Data Bindings
    • Use Basic Report Controls
      • Label
        • Bind to Data
        • Adjust the Label Size and Content
        • Interactivity
        • Markup Text
      • Character Comb
        • Main Options
        • Content Layout and Position
      • Rich Text
        • Bind to Data
        • Markup text
      • Check Box
        • Bind To Data
        • Interactivity
        • Customization
      • Picture Box
        • Assign an External Image
        • Assign an Image from the Report's Image Collection
        • Bind a Picture Box to Data
        • SVG Support Limitations
        • Image Size Modes
        • Interactivity
      • Subreport
      • Panel
      • Page Break
      • Table of Contents
      • Page Info
      • PDF Content
        • Add a PDF Content Control to a Report
        • Specify PDF Data
        • Specify a Reference to a PDF Document
        • Use Expressions
        • Limitations
      • PDF Signature
        • Add a Signature Control to a Report
        • Report with Multiple Signatures
        • Specify Signature Options
    • Use Tables
      • Table Overview
      • Bind Table Cells to Data
      • Manage Table Structure
        • Insert, Split and Merge Table Cells
        • Delete Table Elements
        • Manipulate Table Elements
          • Resize Table Elements
          • Reorder Table Rows and Cells
          • Apply Styles to Table Elements
          • Stretch Table Cells
          • Hide Table Cells
    • Use Barcodes
      • Add Barcodes to Reports
      • Barcode Recognition Specifics
      • Codabar
      • Code 11
      • Code 128
      • Code 39 (USD-3)
      • Code 39 Extended
      • Code 93
      • Code 93 Extended
      • EAN 13
      • EAN 8
      • ECC200 - Data Matrix
      • GS1 - DataBar
      • GS1- Data Matrix
      • GS1-128 - EAN-128 (UCC)
      • Industrial 2 of 5
      • Intelligent Mail
      • Intelligent Mail Package
      • Interleaved 2 of 5
      • Matrix 2 of 5
      • MSI - Plessey
      • PDF417
      • Pharmacode
      • PostNet
      • QR Code
      • UPC Shipping Container Symbol (ITF-14)
      • UPC Supplemental 2
      • UPC Supplemental 5
      • UPC-A
      • UPC-E0
      • UPC-E1
    • Use Charts and Pivot Grids
      • Convert a Pivot Grid to a Cross Tab
      • Use Charts in Reports
      • Add a Chart (Set Up Series Manually)
      • Add a Chart to a Report
      • Add Series to the Chart
      • Customize the Chart
      • Add a Chart (Use a Series Template)
      • Adjust the Series Template
      • Use Charts to Visualize Grouped Data
      • Link a Chart and a Pivot Grid
    • Use Cross Tabs
      • Cross Tab Overview
      • Cross Tab Fields
      • Data Shaping
      • Layout and Print Options
      • Cross Tab Appearance
    • Use Gauges and Sparklines
      • Add Gauges to a Report
      • Add Sparklines to a Report
    • Draw Lines and Shapes
      • Draw Lines
      • Draw Shapes
      • Draw Cross-Band Lines and Boxes
      • Shape Report Data
      • Filter Data
    • Group and Sort Data
      • Sort Data
      • Group Data
      • Sort Data by a Custom Field
      • Group Data by a Custom Field
      • Sort Groups by a Summary Function's Result
      • Format Data
    • Specify Conditions for Report Elements
      • Conditionally Change a Control's Appearance
      • Conditionally Change a Label's Text
      • Conditionally Change a Band's Visibility
      • Conditionally Filter Report Data
      • Conditionally Suppress Controls
      • Limit the Number of Records per Page
    • Calculate Summaries
      • Calculate a Summary
      • Calculate a Weighted Average
      • Calculate an Advanced Summary
    • Use Calculated Fields
      • Calculated Fields Overview
      • Calculate an Aggregate Function
    • Use Report Parameters
      • Create a Report Parameter
      • Report Parameters with Predefined Static Values
      • Report Parameters with Predefined Dynamic Values
      • Multi-Value Report Parameters
      • Cascading Report Parameters
      • Date Range Report Parameters
    • Layout Dynamic Report Content
      • Maintain the Band Location on a Page
      • Keep Content Together
      • Maintain the Size and Content of Data-Bound Controls
      • Anchor Controls
      • Suppress Controls
    • Count Elements and Values
      • Count the Number of Records in a Report or Group
      • Count the Number of Groups in a Report
      • Display Row Numbers in a Report, Group or Page
    • Customize Appearance
      • Appearance Properties
      • Report Visual Styles
      • Report Style Sheets
    • Add Navigation
      • Add Page Numbers
      • Add Cross-References and Hyperlinks
      • Add Bookmarks and a Document Map
      • Add a Table of Contents
    • Provide Interactivity
      • Create Drill-Down Reports
      • Sort a Report in Print Preview
      • Content Editing in Print Preview
    • Text Editors
      • Character Comb Editors
      • Check Box Editor
      • Image Editors
      • Export Editable Fields to PDF AcroForms
    • Add Extra Information
      • Add Watermarks to a Report
      • Display the Current Date and Time in a Report
      • Display the User Name in a Report
      • Merge Reports
      • Use Data-Driven Page Sequence
    • Use Expressions
      • Expression Constants, Operators, and Functions
    • Data Binding Modes
    • Use Report Scripts
    • Preview, Print and Export Reports
    • Data Source Wizard
      • Connect to a Database
        • Select a Data Connection
        • Specify a Connection String
        • Save the Connection String
        • Create a Query or Select a Stored Procedure
        • Configure Query Parameters
      • Connect to an Entity Framework Data Source
        • Select the Data Context
        • Select a Connection String
        • Bind to a Stored Procedure
        • Select a Data Member
        • Configure Filters
      • Connect to an Object Data Source
        • Select an Assembly
        • Select a Data Source Type
        • Select a Data Source Member
        • Specify the Member Parameters
        • Select the Data Binding Mode
        • Select a Data Source Constructor
        • Specify the Constructor Parameters
      • Connect to an Excel Data Source
        • Select an Excel Workbook or CSV File
        • Specify Import Settings
        • Select a Worksheet, Table or Named Range
        • Choose Columns
      • Connect to a JSON Data Source
        • Specify JSON Data Location
        • Configure Web Service Endpoint Request
        • Select Data Fields
      • Connect to an XPO Data Source
        • Choose an Entity Type
        • Select a Data Connection
        • Specify a Connection String Save the Connection String
      • Connect to a Federated Data Source
        • Create a Federated Query
      • No Data
    • Query Builder
      • Run Query Builder
      • Select Tables
      • Join Tables
      • Edit Parameters
      • Filter Data
      • Shape Data
      • Preview Results
    • Control Toolbox
    • Toolbar
    • UI Panels
      • Report Explorer
      • Field List
      • Report Gallery
      • Property Grid (Tabbed View)
      • Property Grid (Non-Tabbed View)
      • Group and Sort Panel
    • Localize Reports
    • Report Types
      • Static Report
      • Table Report
      • Label Report
      • Multi-Column Report
      • Master-Detail Report
        • Master-Detail Report (Detail Report Bands)
        • Master-Detail Report (Subreports)
      • Report with PDF Content
      •  Cross-Tab Report
      • Parametrized Report
      • Chart with Static Series
      • Chart with Dynamic Series
  • Ribbon
    • Frequently Used Ribbon Commands
    • Minimize Ribbon
    • Invoke Ribbon Commands
  • Rich Text Editor
    • Editor Elements
    • Toolbars Ribbon Interface
    • Create a New Document
    • Load a Document
    • Save a Document
    • Print a Document
    • Divide a Document into Sections
    • Adjust Page Settings
    • Lay Out Text in Columns
    • Add Line Numbers
    • Page Background Color
    • Navigate through a Document
    • Switch Document Views
    • Show Rulers
    • Zoom a Document
    • Select Text
    • Delete Text
    • Find and Replace Text
    • Use a Clipboard
    • Check Text Spelling
    • Undo and Redo Last Operations
    • Format Text
    • Format Paragraphs
    • Apply and Modify Styles
    • Insert, Select, Copy or Delete a Text Box
    • Insert a Picture
    • Add, Change or Delete a Border for a Picture or Text Box
    • Add, Change or Delete a Text Box Fill
    • Rotate a Picture or Text Box
    • Move a Picture or Text Box
    • Wrap Text around a Picture or Text Box
    • Resize a Picture or Text Box
    • Numbered Lists
    • Bulleted Lists
    • Multilevel Lists
    • Insert a Table
    • Add and Remove Table Borders
    • Customize a Style of Cell Borders Select a Cell, Row or Column
    • Select a Cell, Row or Column
    • Insert a Cell, Row or Column
    • Delete a Cell, Row or Column
    • Merge or Split Cells
    • Adjust Column Width
    • Align Text in Table Cells
    • Set Background Color of Cells
    • Set Table Properties
    • Wrap Text Around a Table
    • Header and Footer
    • Insert and Edit a Footnote or Endnote
    • Change Note Appearance
    • Mail Merge
    • Create a Table of Contents
    • Create Table of Contents for Special Cases
    • Update Table of Contents
    • Turn On Track Changes 
    • Accept and Reject Changes
    • Protect and Unprotect a Document
    • Edit a Protected Document
    • Insert a Bookmark
    • Insert a Hyperlink
    • Insert a Comment
    • Insert a Page Break
    • Insert Page Numbers
    • Insert a Symbol
    • Set Document Properties
  • Spreadsheet
    • Ribbon Interface
    • Spreadsheet Elements
    • Create a Workbook
    • Load a Workbook
    • Create a Worksheet
    • Rename a Worksheet
    • Delete a Worksheet
    • Save a Workbook
    • Import and Export Text Files
    • Print a Workbook
    • Adjust Page Settings
    • Undo and Redo Last Actions
    • Hide and Display Worksheets
    • Zoom a Worksheet
    • Hide Gridlines and Headings
    • Freeze Columns and Rows
    • Select Cells or Cell Content
    • Copy and Paste Cell Content
    • Fill Data Automatically
    • Find and Replace
    • Insert a Comment 
    • Insert a Symbol
    • Format Cells
    • Format Cell Content
    • Wrap Text and Merge Cells
    • Number Formatting
    • Conditional Formatting
    • Clear Cell Formatting
    • Insert and Delete Columns and Rows
    • Show and Hide Columns and Rows
    • Specify Column Width and Row Height
    • Create a Table
    • Create a Pivot Table
    • Modify a Pivot Table
    • Refresh the PivotTable Data
    • Change the PivotTable Layout
    • Apply a Predefined Style to a Pivot Table
    • Subtotal and Total Fields in a Pivot Table
    • Group Items in a Pivot Table
    • Sort Items in a Pivot Table
    • Filter a Pivot Table
    • Insert a Calculated Field and Calculated Item
    • Outline Data
    • Subtotal Data
    • Sort Data
    • Filter Data 
    • Validate Data in Cells
    • Protect a Workbook
    • Protect a Worksheet
    • Protect Worksheet Ranges
    • Encrypt a Workbook with the Password
    • Spreadsheet Shortcuts
  • Tree List
    • Edit Cells in a Tree List
    • Sort Tree List Nodes
    • Filter TreeList Data
    • Show Summaries (Totals) in a Tree List 
    • Apply Cell Conditional Formatting
    • Expand and Collapse Nodes in a Tree List
    • Hide and Display Tree List Columns
    • Reorder Tree List Columns
    • Resize Tree List Columns
    • Navigation in a Tree List
    • Select Tree List Nodes
  • Vertical Grid
    • Edit Cells in Vertical Grids
    • Expand and Collapse Rows in Vertical Grids 
    • Resize Rows and Columns in Vertical Grids
    • Navigation in Vertical Grids
• Power BI
  • Basic Concepts
  • How to Connect
  • RHOP -Power BI ODBC
  • How to Use Power BI
  • Available Help/Tutorials
• Dashboard Designer
  • Create a Dashboard
  • Provide Data
    • Supported Data Sources
      • SQL Data Source
      • OLAP Data Source
      • Microsoft Excel Workbooks/CSV Files
      • JSON Data Source
      • XPO Data Source
      • Extract Data Source
      • Object Data Source
      • Entity Framework Data Source
      • Federated Data Source
    • Connecting to SQL Databases
    • Connecting to OLAP cubes
    • Binding to Microsoft Excel Workbooks
    • Binding to CSV Files
    • Binding to Extract Data Sources
    • Data Processing Modes
    • Connect to EF Data Sources
    • Binding to Federated Data Source
    • Binding to JSON Data Sources
    • Binding to Object Data Sources
    • Binding to XPO Data Sources
  • Work with Data
    • Edit Connection Parameters
    • Using the Query Builder
    • Using the Query Editor
    • Manage SQL Queries
    • Filter Queries
    • Pass Query Parameters
    • Stored Procedures
    • Preview Data
    • Creating Calculated Fields
    • Data Inspector
  • Add Dashboard Items
  • Bind Dashboard Items to Data
    • Hidden Data Items
    • Bind Dashboard Items to Data in OLAP mode
  • Dashboard Item 
    • Chart
      • Providing Data
      • Series
      • Panes
      • Interactivity
      • Coloring
      • Axes
      • Legend
      • Orientation
      • Conditional Formatting
    • Scatter Chart
      • Providing Data
        • Binding to Data in the Designer
        • Transposing X- and Y-axis
      • Interactivity
        • Master Filtering
        • Drill-Down
      • Coloring
      • Legend
      • Axes
      • Orientation
      • Labels
      • Conditional Formatting
    • Grid
      • Providing Data
      • Columns
        • Column Type Overview
        • Hyperlink Column
        • Measure Column
        •  Delta Column
        • Sparkline Column
      • Interactivity
        • Master Filtering  
        • Drill-Down
      • Conditional Formatting
      • Totals
      • Layout
      • Style
    • Pies
      • Providing Data
      • Interactivity
        • Master Filtering
        • Drill-Down
      • Coloring
      • Layout
      • Labels
      • Style
    • Cards
      • Providing Data
      • Layout
      • Delta
      • Sparkline
      • Formatting
      • Interactivity
      • Cards Arrangement
    • Gauges
      • Providing Data
      • Delta
      • Gauge Scale
      • Interactivity
        • Master Filtering
        • Drill-Down
      • Layout
      • Style
    • Pivot
      • Providing Data
      • Interactivity
      • Conditional Formatting
      • Layout
      • Expanded State
    • Choropleth Map
      • Providing Maps
      • Providing Data
      • Map Coloring
      • Map Navigation
      • Interactivity
      • Labels
      • Legend
    • Geo Point Maps
      • Map Types Overview
      • Providing Maps
      • Geo Point Map
        • Providing Data
      • Bubble Map
      • Pie Map
      • Clustering
      • Interactivity
      • Labels
      • Map Navigation
    • Range Filter
      • Providing Data
      • Series
      • Interactivity
      • Predefined Ranges
      • Coloring
    • Date Filter
    • Images
      • Image Types Overview
      • Providing Images
      • Interactivity
      • Image Settings
    • Text Box
      • Editing Text
      • Providing Data
      • Interactivity
    • Treemap
      • Providing Data
      • Interactivity
        • Master Filtering
        • Drill-Down
      • Layout
      • Grouping
      • Coloring
      • Labels
    • Filter Elements
      • Filter Elements Overview
      • Providing Data 
      • Interactivity
    • Dashboard Item Group
      • Create a Group
      • Interactivity
    • Tab Container
      • Overview
      • Tab Order
      • Display Item as Page
      • Selection
      • Interactivity
  • Data Shaping
    •  Summarization
      • Summary Function Types
      • Changing Summary Type
    • Grouping
      • Text Group Intervals
      • Date-Time Group Intervals
      • Changing Group Interval
    • Sorting
      • Changing Sort Order
      • Sorting by Measure Values
      • OLAP Sorting Specifics
    • Filtering
    • Top N
    • Formatting Data
      • Formatting Numeric Values
      • Formatting Date-Time Values
      • Currency Formatting Specifics
    • Interactivity
      • Master Filtering 
        • Master Filtering Overview
        • Master Filter Settings
        • Apply Filtering
      • Drill-Down
      • Neutral Filter Mode
    • Passing Parameter Values
    • Requesting Parameter Values
    • Convert Dashboard Items
    • Undo and Redo Operations
    • Automatic and Manual Updates
    • Save a Dashboard
    • Printing and Exporting
    • UI Elements
  • Appearance Customization
    • Conditional Formatting
      • Format Rules
      • Create and Edit a Format Rule
      • The Edit Rules Dialog
      • Dashboard Items Specific
    • Value
    • Top-Bottom
    • Average
    • Icon Ranges
    • Color Ranges
    • Gradient Ranges
    • A Date Occurring
    • Expression
    • Bar
    • Bar Color Ranges
    • Bar Gradient Ranges
    • Coloring
    • Data Display Formatting
  • Dashboard Layout
    • Dashboard Title
    • Dashboard Item Caption
    • Dashboard Items Layout
      • Layout Concepts
      • Item Resizing
      • Maximize and Restore Item
      • Item Positioning
  • Data Analysis
    • Aggregations
      • Summary Level Aggregations
      • Intermediate Level Aggregations
    • Expression Constants, Operators, and Functions
    • Window Calculations
      • Window Calculations Overview
      • Window Definition
      • Creating Window Calculations
      • Calculation Functions Reference
      • Window Calculation Limitations
  • UI Elements
    • Data Source Browser
    • Data Items Pane 
    • Print Preview
  • Printing and Exporting
• Dashboard Viewer
  • Data Presentation Basics
  • Master Filtering
  • Drill-Down
  • Dashboard Layout
    • Dashboard Title
    • Dashboard Item Caption
    • Caption Resizing 
  • Data Inspector
  • Dashboard Parameters
    • Requesting Parameter Values
• Dashboard items
  • Charts
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Scatter Chart
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Grid
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Pies
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Cards
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Gauges
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Pivot
    • Printing and Exporting
  • Choropleth Map
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Geo Point Maps
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Range Filter
    • Printing and Exporting
  • Date Filter
  • Image
    • Printing and Exporting
  • Text Box
    • Printing and Exporting
  • Treemap
    • Data Presentation Basics
    • Interactivity
    • Printing and Exporting
  • Filter Elements 
    • Filter Elements Overview
    • Neutral Filter Mode
  • Tab Container