pcmobile:userguide:designer:12

Canvas Functionality

Description of functionality common to all web browser based canvases.

Important!Mobile canvas browsing has limited functionality and is descibed in Mobile Canvas.


By right clicking any free part of the Canvas you will always find the default menu.
Canvas menu

  • Send to printer… - Brings up the windows default printer dialogues box, showing the installed printers you can use.
  • Download as PDF - Creates a PDF and shows the page in PDF format for either saving or printing.
  • Download as PPT - Creates a PowerPoint slide and shows the page for either saving or printing.

Viewpoints is a powerful feature used for saving specific filter settings. Usually used to easily create a way to collaborate around a specific view or quickly find a way to desired starting point.

When you have drilled through the information and found a specific point you want to save, setting a viewpoint is done by right clicking any free part of the canvas and select ViewPoint/Save ViewPoint. This brings up the dialogue box where you save this viewpoint. To return to this view point is simply done by clicking the Viewpoint menu again and select the actual viewpoint.

Info menu

  • Canvas URL - Sends the Canvas URL to the cutting memory - possible to paste.
  • Filtered Canvas URL - Sends the URL to the filtered version of the Canvas for sharing to the cutting memory - possible to paste.
  • <Name of datasource> - Gives metadata about the datasource(*).

(*)There is also an option to see information about the datasource:

  • Source:1
  • Type:CUBE
  • Description:
  • Last data update:
  • Last schema update:

This reloads the canvas with the orginal settings from the canvas designer. A nice feature if you have lost track of where you started out.

This option is used to open the designer window to create gems, slicers or canvases.


In order for information and data to make sense we all need to filter and “slice” this in some ways. The canvas designer usually puts a filtering capability (“slicer” in pcMobile terminology) in the upper left corner of the screen. This is most common place to place filter slicers but can be placed on other locations on the canvas by the canvas designer.

The filter slicers is one of your tools for focusing the view and drilling down in the data showing only the selected range, product, person, time etc. To use the slicer just click with your left mouse button on the relevant slicers category you want to adjust. The filter lets you select multiple ranges of the relevant members you want to see. When you are happy with your choices click “ok” and the gem will generate your new filter settings instantly.

Sometimes you have a lot of members in a dimension. Examples of that could be when you have a lot of accounts or products which makes scrolling through a filter a pain. Therefore it can be handy to use the canvas instant search function in the slicer.

This is done by clicking on the slicer with left mouse button and typing a string of text or numbers that you think are included in what you are looking for.

In this example we typed “can” and response was all members that included this string of text. You tick the boxes of the relevant members you wanted to make the selection or a make a new search if none suited what you where looking for.


Gems can either be graphs or tables. In pcMobile there is many different graph types and layouts which the canvas designer can use. As a user you can still interact in powerful ways whatever graph type there is.

The most common way to drill down to underlying levels of data is by clicking on the graph itself with left mouse button. This will display the underlying children of that graph, all other filter settings remaining the same. The drill down by clicking is activated in the outer border of the specific graph part you want to drill down into. NB: The drill down function is only activated if you click on the outer border of the graph.

When you right click on a graph you will bring up new options for acting on the data.

  • Show underlying data displays all transactions accumulating that graph. Good to use if you want to know if a specific sale,account, region, sales person etc is included in the figures.
  • The breakdown option is used when you want to breakdown a graph by a different measure. An example would in this case would to see a breakdown of food by salesperson to understand better who sells the food products.
  • Other options can also be available by clicking right mouse button if enabled by the canvas designer. In this case there is an option to bring up a preset report for this graph but it can also be other actions set by the canvas designer.

Right clicking with the mouse on a graph displays one of pcMobile powerful user features and gives several options.

  • Modify - Opens the canvas designer edit window to modify the selected canvas.
  • Analyze - Opens the analysis client. Here user can analyze the selected gems details. It is also possible to save the object as an Analysis that will be available under My Analysis on the main menu.
  • Add comment - When you drill through the data you will sometimes find a view that you want to make a commnent on. This comment can be either a comment for that specific filter setting or a global comment visible for any filter setting on that gem. You can see if there is comments if there is a comment bubble on the gem. If there is a double bubble there is mutiple comments.
  • Send as email - This option gives you the opportunity to send the canvas as a linked picture in an email to show someone that you want to collaborate or communicate with. Clicking this will take you into your standard emailprogram with an URL to the picture with current filter settings
  • Save as… - You can export the gem to excel as standard excel sheet with the data from gem filled in to start working with or save it as an pivot table with a live connection to the database. There is also an option to save the gem as a PDF file or an image file. All these option makes it easy for you to collaborate and analyze in whatever way you see appropriate. When having problems to use Save as Look into FAQ #15.
  • Sort… - Like reordering measures there is a possibilty to order them in different ways like ascending/descending etc
  • Show top items by
    • Count… returns a specified number of items from the topmost members. (3 most popular products, 5 top salespersons…)
    • Percent… returns a result with the highest values whose cumulative total is equal to a specified percentage(show products that make 80% of sales)
    • Sum… returns the topmost elements whose cumulative total is at least a specified value (show products that make cumulative 1 million in sales)
  • Show bottom items by
    • Count… returns a specified number of items from the bottom most members. (3 least popular products, 5 worst salespersons…)
    • Percent… returns a result with the highest values whose cumulative total is equal to a specified percentage (show products that make 20% of sales)
    • Sum… returns the topmost elements whose cumulative total is at least a specified value(show products that make cumulative 1000 in sales)

When you drill through the data you will sometimes find a view that you want to make a comment on. Annotations can be made on two levels:

  • Global- shown on all filter settings for that gem
  • Local- shown only for a specific filter setting

If there is a annotation on the gem an icon will appear in the upper left corner of the gem. Two “bubbles” means more then one annotation


Tables is another way to display the data and works in the same way as graph gems but displaying the information in a table. The format of the table is set in general in the data source but the powerful feature of adding calculated measure to a table lets you format and create new measures in the tables.

Drilling into table gems is done by clicking with left mouse button on +/- to expand or collapse the table. Drilling this way will show you next level of data. This example show a table with multiple data series on x-axis for drilling.

  • Modify - Opens the canvas designer edit window to modify the selected canvas.
  • Analyze - Opens the analysis client. Here user can analyze the selected gems details.
  • Add comment - When you drill through the data you will sometimes find a view that you want to make a commnent on. This comment can be either a comment for that specific filter setting or a global comment visible for any filter setting on that gem. You can see if there is comments if there is a comment bubble on the gem. If there is a double bubble there is mutiple comments.
  • Send as Email - This option gives you the opportunity to send the canvas as a linked picture in an email to show someone that you want to collaborate or communicate with. Clicking this will take you into your standard email program with an URL to the picture with current filter settings.
  • Save as… - You can export the gem to excel as standard excel sheet with the data from gem filled in to start working with or save it as an pivot table with a live connection to the database. There is also an option to save the gem as a PDF file or an image file. All these option makes it easy for you to collaborate and analyze in whatever way you see appropriate.
  • Sort… - Like reordering measures there is a possibilty to order them in different ways like ascending/descending etc
  • Show top items by
    • Count… returns a specified number of items from the topmost members. (3 most popular products, 5 top salespersons…)
    • Percent… returns a result with the highest values whose cumulative total is equal to a specified percentage(show products that make 80% of sales)
    • Sum… returns the topmost elements whose cumulative total is at least a specified value (show products that make cumulative 1 million in sales)
  • Show bottom items by
    • Count… returns a specified number of items from the bottom most members. (3 least popular products, 5 worst salespersons…)
    • Percent… returns a result with the highest values whose cumulative total is equal to a specified percentage (show products that make 20% of sales)
    • Sum… returns the topmost elements whose cumulative total is at least a specified value(show products that make cumulative 1000 in sales)

Annotations are ways to comment on a gem for collaborative purposes. Annotations can be made on two levels:

  • Global- shown on all filter settings for that gem
  • Local- shown only for a specific filter setting

If there is a annotation on the gem an icon will appear in the upper left corner of the gem.

Two “bubbles” means more then one annotation One annotation Two annotations

Mouse over the bubbles and the annotations wil display

  • pcmobile/userguide/designer/12.txt
  • Last modified: 2014/04/23 12:13
  • by pcevli