Install the Sample project > Practice exercises > Create a menu

Create a menu

Typically, a project has one main View that is shown to the end user. This is an entry point for displaying all the required dashboards. The main project View may contain several elements: a menu, a View holder that changes the View with the help of the selected menu item, filters, a logo, and other additional elements.

One of the possible layouts:

  1. Logo at the top of the page.
  2. Horizontal menu, which changes the dashboards (Views) and includes different actions (logout, export to Excel, and more).
  3. Filter panel with the time window, a dimension filter, and the Reset filters button.
  4. View holder which takes up the most part of the screen space.



To create such a layout, do the following:

  1. Add a logo.
  2. Add a View holder.
  3. Create a menu.

Add a View holder

  1. Drag a View holder to the canvas. On the Data wizard, you can change the View holder name or leave the default name.
  2. Set the default View for the View holder component: click Add New Data, highlight the new line, click the ellipsis icon, and select the Order Overview View from the Documents Tree. Click OK.
  3. Click OK to close the wizard.

Add a menu

  1. Drag a menu to the canvas.
  2. Configure the Data wizard.
    1. In The menu affects the View holder component, select the View holder name created above.
    2. By default, the first menu item is automatically created. To configure it, do the following: in the Name section, change the name to Home, in the Menu item, execute action, select Display view, and select Order Overview with a pop-up as a View to be opened.
    3. Add another peer menu item. Click the Add peer icon.

      change the name to Order Process, in the same way as above, select the Display view action, and select the Process Chart View.
    4. Add another peer menu item. Click the Add peer icon, change the name to Map, select the Display view action, and select the Map View.
    5. Add another peer menu item. Click the Add peer icon and change the name to Metrics.
    6. To this menu item, add a child item: click Add child.

      change the name to Grids, select the Display view action, and select the Metric Grids View.
    7. Add another child menu item to Metrics. Highlight Metrics, click Add child, change the name to Charts, select the Display view action, and select the Charts View.
    8. Add a new parent item. Click the Add peer icon, change the name to Sales, and select the Display view action. Select the Sales wtih TT View.
    9. Add a new parent item. Click the Add peer icon, change the name to Logout, and select the Log out action.


  3. Configure the Display wizard.
    1. Select Horizontal menu and Auto space items.
    2. Click OK to close the wizard.
  4. Open the Design tab on the toolbar above the dashboard and click Create anchors for all components.
  5. Save the View and open it in the Preview/Viewer.
After completing this exercise, you can now create and organize a typical dashboard with the company logo and the menu that launches different charts, grids, and other required elements and functions.