Explorer Ribbon (4.4.1)

ON THIS PAGE:

This article applies to the Ribbon in version 4.4.1 of P2 Explorer. For help on the latest version of the Explorer Ribbon, see Explorer Ribbon.

The P2 Explorer Ribbon is the main way to access the functionality of P2 Explorer.

The ribbon contains 3 main tabs (Home, View, Admin), along with 2 other context-sensitive tabs appearing as needed (Studio, Trend).

Additional custom-built tabs may appear if they have been configured for an organisation.

If a function is unavailable, it will be greyed out.

The ribbon has the following structure:

1. Ribbon buttons	The buttons on the ribbon provide access to P2 Explorer functionality.
2. Active tab	The highlighted tab is the one that is currently selected.
3. Ribbon tabs	Functionality is grouped into different tabs on the ribbon. See the following sections for detailed information on each tab.
4. Collapse button	Clicking the small arrow collapses the ribbon so that only the tabs are visible. To expand the ribbon again, simply click one of the tabs.

Home Tab

The Home tab provides access to the primary functions in P2 Explorer.

	Home	Opens the home page in a tab inside P2 Explorer.
	Workspaces	Opens the list of workspaces and displays that you have permissions to view.
	Search	Opens the search screen, where you can search for pages and trends across all of P2 Explorer.
	Environment	Opens the My Environment page, where you can see all your private pages and trends, as well as pages that have been submitted for publishing.
	New Trend	Opens a blank trend. From here, you can add tags or attributes, and change the default sampling. Read more: Trend Interactive Tour, Creating a Trend
	New Page	Opens a new page inside Explorer Studio. From here, you can start building a new page.

The View tab provides easy access to Hierarchies and Tags from P2 Server.

	Hierarchy	Opens the hierarchies created in P2 Server. From here, you can add entities and attributes to pages and trends.
	Tags	Opens a flat list of tags from P2 Server. From here, you can add the tags to trends and pages.

The Admin tab is only available to users with administrator roles, and contains various administrative functions.

	Export All	Exports all pages and trends from P2 Explorer into a .zip file for download. Requires the Explorer Administrator role.
	Import	Imports a .zip file containing pages, trends and workspaces, into P2 Explorer. Requires the Explorer Administrator role.
	Styles	Opens the Style Settings page, which allows you to configure styles for each component. Requires the Explorer Style Administrator role.
	Style Constants	Opens the Style Constants page, which allows you to set a common style property for use across multiple components. Requires the Explorer Style Administrator role.

The Studio tab on the ribbon is activated whenever someone creates a new page or edits an existing page.

	Hierarchy	Open the Hierarchy Navigator.
	Tags	Open the Tags Navigator.
	New Calc	Open Server Management to create calculations. Note that you must have the relevant permissions to access Server Management. If you require access, contact your administrator.
	New Datasource	Open Server Management to create datasources. Note that you must have the relevant permissions to access Server Management. If you require access, contact your administrator.
	Toolbox	Open the component toolbox to enable you to choose a component.
	Defaults	Open the Default Values panel to assign a default value to any variable on an Explorer page.
	Triggers	Open the Triggers panel.
	Properties	Open the Page Properties panel to display page details and supply further information about the page, such as description, page dimensions, and thumbnail image.
	Component	Toggle the component editor on or off. The component editor allows you to configure a component.

The Trend tab on the ribbon is activated whenever a trend is opened.

	Refresh	Revert the trend to what is was since the last Save (or to a blank trend, if you’ve just started a new trend). E.g. If you add two new tags to the trend and then click ‘Refresh’, these disappear. To refresh data, select ‘Now’ and choose a refresh rate.
	Save	Save the trend to a workspace.
	Hierarchy	Open the Hierarchy Navigator.
	Tags	Open the Tags Navigator.
	Controls	Toggle the trend controls (date selectors, sampling, hairlines, and scaling) on and off.
	Range Selector	Toggle the range selector of the trend on and off.
	Trace Table	Toggle the trace table of the trend on and off.
	New Calc	Open P2 Server Management to create a new calculation. Requires permissions for P2 Server Management.
	Snapshot	Save the current selections of the trend as a snapshot, and allow it to be retrieved at a later date.
	Share Link	Share the link to the current trend through P2 Explorer.
	Print	Print the currently open trend.
	Export CSV	Export the trend's data to a .csv file for downloading.
	Help	Open the Trends landing page on the P2 Explorer Help Center.