Explorer Ribbon (4.5)

This article applies to the Explorer Ribbon in versions 4.5 and later of P2 Explorer. For help on earlier versions, see Release History. For help on the latest version, see Explorer Ribbon.

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 5 other context-sensitive tabs appearing as needed (Studio, Trend, Page, 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.

 


Home Tab

The Home tab provides access to the high-level functions in P2 Explorer.

home-tab

home-icon 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.
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.
Search Opens a Search Page in a new display tab, where you can search for pages, trends, and tags.
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.
New Trend Opens a new, 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.

 


Admin Tab

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

admin-tab

export-all-icon1 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.
import-icon 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.
style-icon Styles Opens the Style Settings page, which allows you to configure styles for each component. Requires the Explorer Style Administrator role.
style-icon 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.

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 entity's Point Detail page from here.
tag-ribbon-icon
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.
calc-ribbon-icon
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.
datasource-ribbon-icon
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.
toolbox-ribbon-icon
Toolbox Open the component toolbox. You can choose a component here, to drag and drop onto your page.
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.
Triggers Toggle button to open/close the Triggers panel.
properties-ribbon-icon
Properties Toggle button to open/close the Page Properties panel. This displays page details including a description, page dimensions, print options, and thumbnail image.
component-ribbon-icon
Component Toggle button to open/close the component editor panel. 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 ribbon tab is activated when the currently selected tab in the display area is a Trend.

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.
save-icon Save Save the trend to a workspace.
Submit Submit an unpublished trend for approval. (Available for trends in My Workspace.)
hierarchy-icon Hierarchy Open the Hierarchy Navigator. Use this to navigate to entities, whose attributes you can drag onto the trend. You can also open an entity's Point Detail page from here.
Tags Open the Tags Navigator. Use this to navigate to tags, which you can drag onto the trend. You can also open a tag's Point Detail page from here.
controls-icon Controls Toggle the trend controls (date selectors, sampling, hairlines, and scaling) on and off.
range-selector-icon Range Selector Toggle the range selector on and off.
trace-table-icon Trace Table Toggle the trace table on and off.
new-calc-icon New Calc Open P2 Server Management to create a new calculation. Requires permissions for P2 Server Management.
refresh-icon 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.)
export-csv-icon Export CSV Export the trend's data to a .csv file for downloading.
snapshot-icon-35 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 page's preview in its workspace, or from My Environment.
share-icon Share Link Share the link to the current trend through P2 Explorer.
print-icon Print Print the currently open trend.
Properties Open the Trend Properties panel for a summary of trend details.
help-icon 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 preview-icon 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.

Approve Click to approve a trend. See Publishing.
Reject Click to reject a trend. See Publishing.
Reload Reload the trend to its state when you first opened it (with the same selections).
print-icon Print Print the trend.
help-icon 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.

Reload Reload the page to its state when you first opened it (with the same selections).
Edit Switch to Explorer Studio, so that you can edit the page. Note that you need editor permissions for this.
Submit Submit an unpublished page for approval. (Available for pages in My Workspace.)
hierarchy-icon Hierarchy Open the Hierarchy Navigator. Use this to navigate to entities, whose attributes you can drag onto an embedded trend on the page. You can also open an attribute's Point Detail page from here.
Tags Open the Tags Navigator. Use this to navigate to tags, which you can drag onto an embedded trend on the page. You can also open a tag's Point detail page from here.
refresh-icon Refresh Refresh the data on the page.
export-csv-icon Export CSV Export the page's data to a .csv file for downloading.
snapshot-icon-35 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.
share-icon Share Link Click to get the link to this page. You can copy the URL and send this to another user.
print-icon Print Print the page.
Properties Open the Page Properties panel for a summary of page details.
help-icon Help Open the P2 Explorer Help Center on the Using the Page Controls landing page.

 


Page Preview Tab

The Page Preview ribbon tab is activated when an approver clicks the Preview preview-icon 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.

Approve Click to approve a page. See Publishing.
Reject Click to reject a page. See Publishing.
Reload Reload the page to its state when you first opened it (with the same selections).
print-icon Print Print the page.
help-icon 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.

Primary Link This opens the page, trend or URI assigned to the primary template's primary link.
Page Links The templates' Page links
Trend links The templates' Trend links
URI Links The templates' URI links

 


Release History

  • Explorer Ribbon 4.5 (this release)
    • Changes to the Page ribbon tab
    • The View ribbon tab has been removed
  • Explorer Ribbon (4.4.5)
    • Changes to the Trend and Page ribbons
  • Explorer Ribbon (4.4.1)

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