Initializing help system before first use

Managing Views

The process of creating Views is also described in Creating a New View.
There are three ways to create a new view:
  • In Xpress Workbench, you can click File > New > Insight View(VDL).
  • In the View Designer, click the green plus icon in the tab area.
  • In the View Designer, Xpress Insight> Views pane, click VDL View.

The New View Wizard is displayed. Proceed through each page of the New View wizard before clicking Finish. The new view is displayed on the artboard.

Importing Views

Existing Views can be imported into the project using the Import Insight View option.

  1. Copy a suitable source file into the Project folder, either through the operating system explorer software, or by dragging and dropping the file onto the Project pane in Workbench.
    You can import .html or .vdl into the client_resources folder, or .twb or .twbx into the tableau folder.
  2. Right-click on the file to open the Import Insight View Wizard-This wizard is only displayed if an appropriate file type is selected.
  3. Enter a Title for the View, and select the View Group. Click Next.
  4. Select the View Options.
    Menu option Definition
    Requires Scenario To Be Loaded: This option is enabled by default-It can be disabled if you are creating a view containing static introductory information, or a view used to configure how scenarios are loaded.
    Set As Default View: The view will be displayed in the Xpress Insight web client when a scenario selected-This will replace any view previously set as default view in your app.
    Default When No Scenarios Selected: The view will be displayed by default until a Scenario is selected.
  5. Click FINISH.
    The new view is displayed on the artboard.

Deleting Views

To delete a View:

In the Views pane, right click on the View and select Delete—This will remove the file from the view. Confirm the deletion in the next dialog.
You will also be given the option to delete any associated source files from the project.
Parent Topic Managing Insight Views

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