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The P2 Explorer Ribbon is the main way to access the functionality of P2 Explorer.
The ribbon contains two main tabs (Home and Admin), along with 6 other context-sensitive tabs appearing as needed (Studio, Trend, Page, Details, Trend Preview, and Page Preview).
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.
The ribbon has the following structure:
1. Ribbon buttons | The buttons on the ribbon provide access to P2 Explorer functionality. If a function is unavailable, its button is greyed out. |
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 display tabs are visible. To expand the ribbon again, click one of the tabs, then click the pin ![]() |
Home Tab
The Home tab provides access to the high-level functions in P2 Explorer.
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Home | Opens the home page in a tab inside P2 Explorer. A designated page can be configured as the Home page for a user group, by an administrator. If there is no designated page for the logged-in user, then this is greyed out. |
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Workspaces | Opens the list of workspaces and a pop-out panel of the Pages (and Trends, in a separate tab) to which you have access. |
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Search | Opens a Search Page in a new display tab, where you can search for pages, trends, and tags. |
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Environment | Opens the My Environment page, where you can see all your private pages and trends, as well as pages and trends pending approval, and snapshots. |
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Hierarchy | Toggle button to open/close the Hierarchy Navigator. Use this to navigate to entities. You can open an attribute value's Point Detail page from here. |
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Tags | Toggle button to open/close the Tags Navigator. Use this to search or navigate to tags. You can open a tag's Point Detail page from here. |
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New Trend | Opens a new, blank trend. From here, you can add tags or attributes, and change the default sampling. Read more: Trend 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. |
Admin Tab
The Admin tab is only available to users with administrator roles, and contains various administrative functions.
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Export All | Opens the Export all Pages and Trends dialog, from which you can Export all pages and trends from P2 Explorer into a .zip file for download. Requires the Explorer Administrator role. |
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Import | Opens the Import Pages and Trends dialog, from which you can Import 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 ribbon tab is activated when the currently selected tab in the display area is a Page in Design Mode.
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Hierarchy | Toggle button to open/close the Hierarchy Navigator. Use this to navigate to entities, whose attributes you can drag onto a Studio page or into a component's properties. You can also open an attribute value's Point Detail page from here. |
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Tags | Toggle button to open/close the Tags Navigator. Use this to search or navigate to tags that you can drag onto a Studio page or into a component's properties. You can also open a tag's Point Detail page from here. |
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New Calc | Open Server Management to create calculations. If you require access to Server Management, but don't have the relevant permissions, contact your administrator. |
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New Datasource | Open Server Management to create datasources. If you require access to Server Management, but don't have the relevant permissions, contact your administrator. |
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Data Errors | Click to open the Data Errors window. The button is only enabled when there are data errors on the page. Read more about Data Error Handling in Explorer. |
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Toolbox | Open the component toolbox. You can choose a component here, to drag and drop onto your page. |
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Defaults | Toggle button to open/close the Default Values panel. This is where can configure the page's startTime and endTime, or assign a default value to any variable on an Explorer page. You can also add new page variables here. |
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Triggers | Toggle button to open/close the Triggers panel. |
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Properties | Toggle button to open/close the Page Properties panel. This displays page details including a description, page dimensions, print options, and thumbnail image. |
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Component | Toggle button to open/close the component editor panel. The component editor allows you to configure a component. |
Trend Tab
The Trend ribbon tab is activated when the currently selected tab in the display area is a Trend.
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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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Submit | Submit an unpublished trend for approval. (Available for trends in My Workspace.) |
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Hierarchy | Open the Hierarchy Navigator. Use this to navigate to entities, whose attributes you can drag onto the trend. |
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Tags | Open the Tags Navigator. Use this to navigate to tags, which you can drag onto the trend. |
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Refresh | Refresh the data on the trend. (Note: To refresh current data at a steady rate, select ‘Now’ in the Trend Controls.) |
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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. The snapshot can be opened from the trend's preview in its workspace, or from My Environment. |
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Share Link | Share the link to the current trend through P2 Explorer. |
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Print the trend. Use your browser's print settings if required. For example, include background graphics in the settings. | |
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Properties | Open the Trend Properties for a summary of trend details. |
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Controls | Toggle button to show/hide the Trend Controls (date selectors, sample method and sample interval). Hiding the Trend Controls allows more space for the Trace Window. |
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Range Selector | Toggle button to show/hide the Range Selector. Hiding the Range Selector allows more space for the Trace Window. |
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Trace Table | Toggle button to show/hide the Trace Table. Hiding the Trace Table allows more space for the Trace Window. |
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Auto Range | Click this to automatically update the individual display minimum and maximum values, so that all of your trace data points are visible on the trend. |
Y-Scale | You can choose Log (uses logarithmic data points) or Linear (uses actual data points) for your trace lines. | |
Hairline | Choose the number of hairlines allowable on the trend (single, dual, multiple or none). | |
Y-Axis | If you select Shared from the Y-Axis drop-down list, then all traces on the Left Y-Axis (L) are plotted against a single, shared Left Y-Axis, while all traces on the Right Y-Axis (R) are plotted against a single, shared Right Y-Axis. If you want each trace to be plotted against its own axis, select Separate from the Y-Axis drop-down list. |
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Help | Open the Trends landing page on the P2 Explorer Help Center. |
Trend Preview Tab
The Trend Preview ribbon tab is activated when an approver clicks the Preview button for a trend that's pending approval, from their My Environment page.
This opens the trend in Preview mode, so that the approver can view it before approving or rejecting it.
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Approve | Click to approve a trend. See Publishing. |
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Reject | Click to reject a trend. See Publishing. |
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Reload | Reload the trend to its state when you first opened it (with the same selections and configuration). |
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Print the trend. Use your browser's print settings if required. For example, include background graphics in the settings. | |
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Auto Range | Click this to automatically update the individual display minimum and maximum values, so that all of your trace data points are visible on the trend. |
Y-Scale | You can choose Log (uses logarithmic data points) or Linear (uses actual data points) for your trace lines. | |
Hairline | Choose the number of hairlines allowable on the trend (single, dual, multiple or none). | |
Y-Axis | If you select Shared from the Y-Axis drop-down list, then all traces on the Left Y-Axis (L) are plotted against a single, shared Left Y-Axis, while all traces on the Right Y-Axis (R) are plotted against a single, shared Right Y-Axis. If you want each trace to be plotted against its own axis, select Separate from the Y-Axis drop-down list. |
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Help | Open the P2 Explorer Help Center on the Using the Page Controls landing page, in a new Explorer tab. |
Page Tab
The Page ribbon tab is activated when the currently selected tab in the display area is a Page in Display 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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Hierarchy | Open the Hierarchy Navigator. Use this to navigate to entities, whose attributes you can drag onto an embedded trend on the page. |
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Tags | Open the Tags Navigator. Use this to navigate to tags, which you can drag onto an embedded trend on the page. |
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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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Data Errors | Click to open the Data Errors window. The button is only enabled when there are data errors on the page. Read more about Data Error Handling in Explorer. |
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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, or from My Environment. |
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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. The Explorer page will scale to fit on one printed page. Use your browser's print settings if required. For example, include background graphics in the settings. | |
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Properties | Open the Page Properties 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. |
Details Tab
The Details ribbon tab is activated when the currently selected tab in the display area is a Tag or Attribute Value's Point Detail page.
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Reload | Reload the page to its state when you first opened it (with the same selections). |
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Hierarchy | Open the Hierarchy Navigator. |
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Tags | Open the Tags Navigator. |
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Refresh | Refresh the data on the page. |
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Export CSV | Export the point detail page's data to a .csv file for downloading. |
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Data Errors | Click to open the Data Errors window. The button is only enabled when there are data errors on the page. Read more about Data Error Handling in Explorer. |
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Help | Open the P2 Explorer Help Center on the Point Detail help topic. |
Page Preview Tab
The Page Preview ribbon tab is activated when an approver clicks the Preview button for a page that's pending approval, from their My Environment page.
This opens the page in Preview mode, so that the approver can view it before approving or rejecting it.
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Approve | Click to approve a page. See Publishing. |
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Reject | Click to reject a page. See Publishing. |
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Reload | Reload the page to its state when you first opened it (with the same selections). |
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Print the page. The Explorer page will scale to fit on one printed page. Use your browser's print settings if required. For example, include background graphics in the settings. | |
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Help | Open the P2 Explorer Help Center on the Using the Page Controls landing page, in a new Explorer tab. |
Table of Contents Tab
The Table of Contents ribbon tab is activated when an entity is clicked in the Hierarchy Navigator.
If any of the entity's templates 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 primary template's primary link. |
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Page Links | The templates' Page links |
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Trend links | The templates' Trend links |
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URI Links | The templates' URI links |
Release History
- Explorer Ribbon 4.5.3 (this release)
- New Data Error button on several tabs
- New Details ribbon tab, which opens for a Point Details page
- Explorer Ribbon (4.5.2)
- Changes to the Trend ribbon tab
- Explorer Ribbon (4.5)
- Changes to the Trend and Page ribbons
- Explorer Ribbon (4.4.5)
- Changes to the Trend and Page ribbons
- Explorer Ribbon (4.4.1)