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The following tasks are commonly performed in most tabs:
- Switching to a different tab
- Determining which table columns to display
- Copying data to the clipboard
- Exporting to Precise Custom Portal
- Adding, viewing, and deleting Favorites
- Sending an email message
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You can easily switch between the different tabs using the Tab Selection bar. When you start your Precise product, the Dashboard tab opens by default. For other Precise products, another tab will open by default. The button of the selected tab is displayed in orange.
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- Click a button on the Tab Selection bar to display information on the selected entity in a different tab.
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Tables are used to display information about a set of related entities. It is possible to determine which columns to display in the area tables.
To determine which columns to display in a table1. Click
- Click the Table icon on the upper right-hand side of a table and select Column Chooser.
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- In the Table columns dialog box, click the arrows to move the names of the columns that you want to display to the Visible box and the ones that you do not want to display to the Invisible box.
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- Click OK.
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At times you may want to save data displayed in the table area in a Microsoft Excel spreadsheet for further analysis. To copy data displayed in the table to the clipboard1. Click
- Click the Table icon on the upper right-hand side of the table and select Copy to clipboard.
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- Open a Microsoft Excel spreadsheet and choose Paste from the Edit menu.
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The Export to Precise Custom Portal Portlet feature enables you to export the view of the chosen table or graph and generate a portlet with that view in Precise Custom Portal, so that it will provide you with another way of monitoring your application.
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To be able to use this feature, you need to have the following rights in Precise:• View
- View permissions to all Tiers in the application.
If you do not have sufficient rights, you will get an error message when trying to execute this feature.
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The name field has the following restrictions: maximum 100 characters. |
To export a table view1. Click the
- Click the Column Chooser icon.
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- Select Export to Precise Custom Portal Portlet.
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- Insert a name in the name field that clearly describes the table view.
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- Click OK.
To export a graph view1. Right
- Right-click the graph.
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- Select Export to Precise Custom Portal Portlet.
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- Insert a name in the name field that clearly describes the graph view.
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- Click OK.
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The Favorites feature allows you to save a specific location in your application and to retrieve the same location later without having to navigate to it.
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The new Favorites feature includes the following options:• Relative
- Relative Time Frame
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- . Saving relative time frame instead of static date. For example, saving the last 7 days will always display the last 7 days, depending on the day entered.
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- One click to specific location
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- . Once you open Precise by launching a saved Favorite item, you will not have to enter a login credential nor click the login button.
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- IE Favorites support
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- . Adding a new Favorite item in Precise will also add it to the IE Favorites menu.
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- Auto Complete
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- . The Favorites dialog includes a new combo box which supports Auto Complete.
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- Auto Naming
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- . The Favorites dialog generates item names based on the current location.
UI description
An Add/Delete Favorites option under the Favorites menu allows you to save the current location or delete an existing one.
To add a new Favorite location
1. On the Add/Delete Favorites Favorite dialog box, enter the name of the new Favorites entry.
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NOTE The favorite address is displayed in the Address field and cannot be edited.
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You can send an email message to one or more recipients from the Precise toolbar. The default subject for the message will be “Link to a Precise application”.
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