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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.