General - Join the Conversation! https://forums.datanyx.com/community/general-basics/ Datanyx Support Forum en-US Fri, 01 May 2026 04:11:05 +0000 wpForo 60 How does the ‘Template editor’ function work? https://forums.datanyx.com/community/general-basics/how-does-the-template-editor-function-work/ Thu, 08 Dec 2022 06:28:30 +0000 Step 1: Click on the template editor icon. A warning pop-up will appear. Click on the ok button. (Refer to the image below). 

Step 2: The template editor is opened. The user will be able to make the necessary changes such as datasource, dimension and measure columns from the dropdown button. (Refer to the image below).  
 

Step 3: After making the necessary changes to the columns, click on the template editor icon again.  

Step 4: You will get a pop-up confirmation regarding the changes made. Click on the Yes button to update the chart. 

]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-does-the-template-editor-function-work/ ‘Export’ a chart in Datanyx. https://forums.datanyx.com/community/general-basics/export-a-chart-in-datanyx/ Thu, 08 Dec 2022 06:26:27 +0000 Step 1: Create a chart or select any existing chart. 
Step 2: Click on the export chart icon available on the chart page.   
Step 3: A RPT file will be downloaded onto the local device. (Refer image below). 
]]> General Nikhila https://forums.datanyx.com/community/general-basics/export-a-chart-in-datanyx/ How do I ‘Preview’ a chart? https://forums.datanyx.com/community/general-basics/how-do-i-preview-a-chart/ Thu, 08 Dec 2022 06:24:26 +0000 Step 1: Click on the preview icon. The preview of the chart will be displayed on the screen. (Refer to the image below). 

]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-do-i-preview-a-chart/ ‘Publish’ a chart in Datanyx. https://forums.datanyx.com/community/general-basics/publish-a-chart-in-datanyx/ Thu, 08 Dec 2022 06:21:54 +0000 Step 1: Click on the publish icon. A popup message appears on your screen, click on the ok button to get the chart published. (Refer to the image below).   
Step 2: The chart status will be updated from Not Published to Published. (Refer to the images below).
]]> General Nikhila https://forums.datanyx.com/community/general-basics/publish-a-chart-in-datanyx/ How do I ‘Embed Link’ in a chart? https://forums.datanyx.com/community/general-basics/how-do-i-embed-link-in-a-chart/ Thu, 08 Dec 2022 06:19:56 +0000 Step 1: Click on the  embed link icon. A pop-up will appear on your screen. (Refer to the image below).  

Step 2: Click on the save button after the desired changes are made.  
]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-do-i-embed-link-in-a-chart/ How do I ‘Refresh’ the chart? https://forums.datanyx.com/community/general-basics/how-do-i-refresh-the-chart/ Thu, 08 Dec 2022 06:18:00 +0000 Step 1: Under the chart page in design, drag and drop the columns under Data sets into dimension and measure. The table chart is then created. 
Step 2: Click on the refresh icon to update the data in the chart.  
]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-do-i-refresh-the-chart/ How do I ‘Reset’ the chart? https://forums.datanyx.com/community/general-basics/how-do-i-reset-the-chart/ Thu, 08 Dec 2022 06:15:41 +0000 Step 1: Under the chart page in design, drag and drop the columns under Data sets into dimension and measure. The chart is then created. 
Step 2: Click on the reset icon. A warning popup will appear. (Refer to the image below). 
Step 3: Click on the ok button to reset the changes made.
]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-do-i-reset-the-chart/ ‘Save As' command in Datanyx. https://forums.datanyx.com/community/general-basics/save-as-command-in-datanyx/ Thu, 08 Dec 2022 06:10:04 +0000 Step 1: Click on the ’Save as’ icon and proceed to rename your chart.  
Step 2: You can see that the name of the chart has been updated successfully. The new name is found at the lower left side of the screen.
]]> General Nikhila https://forums.datanyx.com/community/general-basics/save-as-command-in-datanyx/ How do I organize my data? I need to sort the data in descending order. https://forums.datanyx.com/community/general-basics/how-do-i-organize-my-data-i-need-to-sort-the-data-in-descending-order/ Thu, 08 Dec 2022 06:08:01 +0000 Step 1: Under the chart page in design, drag and drop the columns under datasets into dimension and measure. The table chart is then created.  
Step 2: Drag and drop the column that you need to sort, into the ‘sort’ section.  
Step 3: Click on the dropdown button in sort and select ascending/descending order.    
Step 4: The column will be sorted in ascending/descending order. (Refer to the image below).  
]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-do-i-organize-my-data-i-need-to-sort-the-data-in-descending-order/ How to hide a filter? I need some filter added but need it to be hidden. https://forums.datanyx.com/community/general-basics/how-to-hide-a-filter-i-need-some-filter-added-but-need-it-to-be-hidden-2/ Thu, 08 Dec 2022 06:00:26 +0000 Step 1: Under the chart page in design, drag and drop the columns under datasets into dimension and measure. The table chart is then created. 
Step 2: Drag and drop any columns present under dimension or measure into filter. Click on the filter dropdown button and click on the option named Hidden. (Refer to the image below). 

Step 3: The filter selected will not be visible in the chart. Click on the filter preferences icon. The filter configuration pop-up appears on the screen.  

Step 4: Select logical operator and give the value of your choice and click on the save button. (Refer to the image below).

]]> General Nikhila https://forums.datanyx.com/community/general-basics/how-to-hide-a-filter-i-need-some-filter-added-but-need-it-to-be-hidden-2/