Opening the View Builder

How to:

You can customize your Dashboard appearance by using the View Builder. From the View Builder, you can customize the following:

Only one session of the View Builder can be open at any time. If you try to access the View Builder while another administrator is using it, you will receive the following message:

A customization is currently in progress.

If you want to cancel the current customization, you can reset the View Builder. See How to Reset the View Builder for details.

When you open the View Builder after upgrading from a previous version of Dashboard, the following message displays:

The View Builder is now migrating
the existing customization and
personalizations to the new
version. Please wait.

Note: Do not use your browsers Back and Forward buttons to navigate in the View Builder. Instead, use the links provided on the left side of the View Builder.
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Procedure: How to Open the View Builder to Customize a View
  1. Click Business Intelligence Dashboard View Builder on the WebFOCUS Welcome page (http://webserver/ibi_apps/).

    or

    Click the View Builder button on the toolbar when you are in the Managed Reporting area of Developer Studio.

    or

    Click View Builder in the Dashboard banner.

    or

    Type the following URL in your Web browser: 

    http://hostname[:port]/wf_context_root/bid

    where:

    hostname[:port]
    Is the name of the Web Server and optional port number (specified only if you are not using the default port number) where the WebFOCUS Web application is deployed.
    wf_context_root
    Is the site-customized context root for the WebFOCUS Web application deployed on your Application Server. The default value is ibi_apps.

    The WebFOCUS Business Intelligence Dashboard Index page opens.

    Alternatively you can type:

    http://hostname[:port]/wf_context_root/bid/vblogin

    to directly access the View Builder Login page (bypassing the Index page).

  2. From the Index page, click WebFOCUS BI Dashboard View Builder Login Page.

    If you used the alternative method to directly access the Login page, skip this step.

  3. From the Login page, enter your user ID and password.
  4. Click Logon to open the Public Views window.

    If you want to customize a group view, click Group Views.

  5. Select the check box next to the public or group view you want to customize.
  6. Click Edit Look.
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Procedure: How to Reset the View Builder
  1. Click Reset View Builder in the window that displays the error message.

    The Login to Reset Customization window opens.

  2. Type your user ID and password, then click Logon and the following message displays: 
    WebFOCUS BI Dashboard ViewBuilder customization session ended.
  3. Click View Builder Login.
  4. Type your user ID and password again, then click Logon.

Note: If you disconnect the previously connected session, any customizations that were in progress are lost.

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