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Create a Dashboard in the WinForms Designer

This topic describes how to create a dashboard in the WinForms Dashboard Designer prepared in the Create a WinForms Designer tutorial.

Important

This example uses an Access 97 Database file shipped with the installation package as the data source. If you have Windows x64, make sure that the WinForms Dashboard Designer application is created with its Platform target set to x86.

Steps 1-6. Connect to a Database and Select Data

  1. Click New in the Ribbon. This creates a new dashboard and runs the Data Source wizard.

    GettingStarted_L1_New

  2. Select Database and click Next on the first page.

    GettingStarted_L1_SelectDataSourceType

  3. Specify data connection parameters. Select the data provider to Microsoft Access 97 and specify the following path to the database in the Database field:

    C:\Users\Public\Documents\DevExpress Demos 18.2\Components\Data\nwind.mdb

    GettingStarted_CreateDashboardWin_ConnectionParameters

    Click Next.

  4. On the final page, click the Run Query Builder... button to run Query Builder and select the required data.

    GettingStarted_L1_RunQueryBuilder

  5. In the invoked Query Builder, drag and drop the SalesPerson view from Tables Pane on the left to the Design Pane...

    GettingStarted_L1_QueryBuilder_DragSalesPerson

    ...and check the (All Columns) check box.

    GettingStarted_L1_QueryBuilder_SelectAll

    Click OK.

  6. The Data Source Wizard displays the generated query.

    GettingStarted_L1_DataSourceWizard_GeneratedQuery

    Click Finish to create the data source.

Steps 7-9. Create Dashboard Items and Bind them to Data

  1. Click the Gauges button in the Ribbon to add gauges.

    GettingStarted_L1_AddGauge

    Drag the Extended Price field from the Data Source Browser to the "Actual" placeholder in the Gauges section.

    GettingStarted_L1_BindGauge_Series

    Then, drag the Country field to the Series section.

  2. Click the Chart button in the Ribbon to add a chart.

    GettingStarted_L1_AddChart

    Drag the Extended Price field to the Values section, the CategoryName field to the Arguments section and the OrderDate field to the Series section.

    GettingStarted_L1_BindChart_Series

  3. Click the Cards button in the Ribbon to add cards.

    GettingStarted_L1_AddCards

    Drag the Extended Price field to the "Actual" placeholder in the Cards section. Then, place the Sales Person field in the Series section.

    GettingStarted_L1_BindCards_Series

    The dashboard looks like this:

    GettingStarted_L1_Result

Step 10. Save the Dashboard

  1. Click Save in the Ribbon and select a destination to save the dashboard XML file.

    GettingStarted_L1_SaveDashboard

    The dashboard is now ready. Refer to tutorials in Build End-User Dashboard Viewer Applications for details on how to embed a dashboard into a Viewer application.