ON THIS PAGE:
New in this release:
- Changes to the Trend and Page ribbons.
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 3 other context-sensitive tabs appearing as needed (Studio, Trend and Page).
Additional custom-built tabs may appear if they have been configured for an organisation. There is also a table of contents tab, that appears when an entity is clicked in the hierarchy navigator; this tab is named for the selected entity.
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. Button groups | Buttons are arranged in functional groups. |
| 5. Collapse button | Clicking the small arrow collapses the ribbon so that only the tabs are visible. To expand the ribbon again, click one of the tabs. |
Home Tab
The Home tab provides access to the primary functions in P2 Explorer.
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Home | Opens the home page in a tab inside P2 Explorer. |
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Workspaces | Opens the list of workspaces and displays that you have permissions to view. |
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Search | Opens the search screen, where you can search for pages, trends, and tags across all of P2 Explorer. |
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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. |
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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 |
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New Page | Opens a new page inside Explorer Studio. From here, you can start building a new page. |
View Tab
The View tab provides easy access to Hierarchies and Tags from P2 Server.
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Hierarchy | Opens the hierarchies created in P2 Server. From here, you can drag entities and attributes onto pages and trends. |
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Tags | Opens a flat list of tags from P2 Server. From here, you can add the tags to trends and pages. |
Admin Tab
The Admin tab is only available to users with administrator roles, and contains various administrative functions.
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Export All | Exports all pages and trends from P2 Explorer into a .zip file for download. Requires the Explorer Administrator role. |
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Import | Imports a .zip file containing pages, trends and workspaces, into P2 Explorer. Requires the Explorer Administrator role. |
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Styles | Opens the Style Settings page, which allows you to configure styles for each component. Requires the Explorer Style Administrator role. |
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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. |
Studio Tab
The Studio tab on the ribbon is activated whenever someone creates a new page or edits an existing page.
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Hierarchy | Open the Hierarchy Navigator. |
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Tags | Open the Tags Navigator. |
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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. |
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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. |
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Toolbox | Open the component toolbox to enable you to choose a component. |
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Defaults | Open the Default Values panel to assign a default value to any variable on an Explorer page. |
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Triggers | Open the Triggers panel. |
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Properties | Open the Page Properties panel to display page details and supply further information about the page, such as description, page dimensions, print options, and thumbnail image. |
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Component | Toggle the component editor on or off. The component editor allows you to configure a component. |
To Save a page, click the save 
button on the Studio toolbar. Read more about Saving your Page.
Trend Tab
The Trend tab on the ribbon is activated whenever a trend is opened.
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Reload | Reload 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 ‘Reload’, these disappear. |
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Save | Save the trend to a workspace. |
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Hierarchy | Open the Hierarchy Navigator. |
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Tags | Open the Tags Navigator. |
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Controls | Toggle the trend controls (date selectors, sampling, hairlines, and scaling) on and off. |
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Range Selector | Toggle the range selector of the trend on and off. |
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Trace Table | Toggle the trace table of the trend on and off. |
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New Calc | Open P2 Server Management to create a new calculation. Requires permissions for P2 Server Management. |
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Refresh | Refresh the data on the trend. (Note: To refresh current data at a steady rate, select ‘Now’ and choose a duration and a refresh rate.) |
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Export CSV | Export the trend's data to a .csv file for downloading. |
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Snapshot | Save the current selections of the trend as a snapshot, and allow it to be retrieved at a later date. |
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Share Link | Share the link to the current trend through P2 Explorer. |
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Print the currently open trend. | |
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Properties | Open the Trend Properties panel for a summary of trend details. |
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Help | Open the Trends landing page on the P2 Explorer Help Center. |
Page Tab
The Page tab on the ribbon is activated whenever a page is opened in run mode.
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Reload | Reload the page to its state when you first opened it (with the same selections). |
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Edit | Switch to Explorer Studio, so that you can edit the page. Note that you need editor permissions for this. |
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Submit | Submit an unpublished page for approval. (Available for pages in My Workspace.) |
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Refresh | Refresh the data on the page. |
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Export CSV | Export the page's data to a .csv file for downloading. |
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Snapshot | Save the current selections of the page as a snapshot. The snapshot can be opened from the page's preview in its workspace. |
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Share Link | Click to get the link to this page. You can copy the URL and send this to another user. |
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Print the page. | |
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Properties | Open the Page Properties panel for a summary of page details. |
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Help | Open the P2 Explorer Help Center on the Using the Page Controls landing page. |
Table of Contents Tab
The Table of Contents ribbon tab is activated when an entity is clicked in the Hierarchy Navigator.
If the entity's current primary template has links assigned, then these appear in its table of contents tab.
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Primary Link | This opens the page, trend or URI assigned to the template's primary link. |
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Links | These open the page, trend or URI assigned to the template's other links. |
Version History
- Explorer Ribbon (4.4.1)