Relate - Overview Panel
The Overview panel is used to show relationships to charts, reports, matrices and D365 connections:
No other type of relationship is shown here.
If you open the context menu on a chart relationship you will have the following options:
· Show - Opens the Chart in Visio
· Delete - Removes the chart relationship
· Properties - Shows the properties of the chart
The Overview Panel also shows the heirarchy of charts if a chart has a sub-chart for instance:
If you open the context menu on a Report or Matrix, you will have the following options:
· Go To - Will open up the Report or Matrix in the Objects branch.
· Open in New Window - Will open the Report or Matrix in the Objects branch in a new instance of Mavim Manager.
· Show - Opens the Report or Matrix in a separate window.
· Delete - Removes the relationship to the Report or Matrix.
· Properties - Shows the properties of the Report or Matrix.
The context menu for a D365 connection is as follows:
· Go To - Will navigate to the D365 connection in the objects branche
· Open in New Window - Will open a new instance of Mavim Manager with the D365 connection in the Object branch selected.
· Show - Opens the connection URL in a browser.
· Delete - Removes the relationship.
· Properties - Shows the properties for the connection.