Inserting a panel stack into a document

A panel stack is a holder for a collection of panels. Panels allow the user to choose from among different views of data in the same document. When you add a panel stack to a document, one panel is automatically added to the panel stack. For an introduction to panels and panel stacks, see About layering data in dashboards: Panels and panel stacks.

To insert a panel stack into a document

  1. Open the document in Design or Editable Mode.

  2. Expand the document section where you want the panel stack by clicking the plus sign next to the section name. You cannot add a panel stack to the Details section.

  3. From the Insert menu, select Panel Stack.

  4. Click in the desired section of the document layout area. The panel stack is added to the document, with a single panel.

  5. Add a title bar to the panel stack. For steps, see Adding a title bar to a panel stack.

  6. You can change the position or size of a panel stack, and format titles, borders, background color, and title bar. To do so, right-click the panel stack and select Properties and Formatting. The Properties and Formatting dialog box is displayed. For steps to format, see Formatting panels and panel stacks.

  7. You can rename the panel. This name is displayed on a selector, which allows users to switch between panels. For steps, see Renaming a panel.

  8. You can add controls to the panel, in the same way you add controls to other parts of the document.

  9. A selector allows you and other users to flip through the panels in the panel stack. For steps, see Creating a selector for a panel stack.

  10. You can add more panels to the panel stack.

  11. Panels are displayed in the order in which they were added. To display them in a different order, see Changing display order in a panel stack.

  12. To ensure that the correct panel will be displayed when the user first views the dashboard, select the panel stack and pass your cursor near the top of it. A toolbar of icons is displayed. Then click the Previous Panel Previous Panel icon or Next Panel icon Next Panel icon until the panel you want to be the current panel is displayed.