Workbook & Layout
Workbooks and worksheets allow the user to better organize the data visualization into the software. A layout allows you to save the configuration of the workbooks and worksheets currently on screen so it can be reloaded in the future or shared with other users. Workbooks and layouts are controlled from the Workbook tab of the ribbon bar
Workbook
After clicking the Add Workbook button a new blank workbook will appear. It can be seen as a new instance of HH Data Management but connected to the same database. It is usually used to organize your layout on multi-monitor.
A workbook can be saved using the Save Current Workbook button which will create a .dmwb file. Workbooks can be loaded into a current layout by using the Load Workbook button.
Worksheet
After clicking the Add Worksheet button a new blank worksheet will appear with a tab at the bottom of the software.
Double click on the name to edit the worksheet name.
Worksheets can be reordered by dragging them left or right.
Worksheets can be duplicated and the background and foreground colours of the tabs can be edited by right clicking on the tab.
A worksheet can be saved using the Save Current Worksheet button which will create a .dmws file. Worksheets can be loaded into a current layout by using the Load Worksheet button.
- Saving and loading workbooks and worksheets separately from layout can be useful to share between different users. For example, we user could be working on some KPIs visualization page that he could share to his teammates without having to share his entire layout.
- Using worksheet coloring and icons in the name can help to personalize the layout and help with navigation. Here is an example:
Layout
A layout contains all your workbooks and worksheets. It can be saved as a file and loaded so it can be restored at any time.
To save a new layout, click on Workbook and then Save Layout. The Save Layout As button can be used to save the current layout in a different file. The layout is saved as a .dmlay file.
Layout options
Backstage
The backstage is accessed by clicking File in the top left of HH Data Management:
Home
A list of recently used layouts can be found on the Home tab of the backstage. Double-clicking on a layout will load it.
Sync
The sync tab shows information and allows for changing settings related to the connection to the HH Data Management server:
In general these settings shouldn't need to be changed from their default values.
Options
The options tab allows various options to be changed.
Some of the options are self explanatory, explanations for the options are only provided here if they add extra information.
Global options
The global options represents options that are global to the full account. Changing those options will affect every users from the account. The global options is only available to users with admin rights.
Account ID
The account ID can be copied from here. This may be needed when working with the API or plugins.
Account image
The account image is displayed on reports generated from the software.
Run plan mode
This is the default mode used for the run plan
Default sectors per track configuration
This is the default number of sectors that will be added to each new track configuration that is created (the sectors can be manually modified after creation).
Local options
Unit scheme
The unit scheme of the software is used to determine the behaviour of the software when typing information in text boxes with pressure information. If set to metric the software assumes the pressure is in bar and if the user enters a value like 180, then it will auto convert the value to 1.80. Conversely, if it is set to imperial then no manipulation of the entered data will be done.
Log math channel errors
If this is enabled then all errors generated when creating and processing math expressions will be written to the log file. This can be useful when trying to troubleshoot math parameters that are not working. This is disabled by default as it can write a lot of data to the log file which can slow the software down.
Support
The support tab has three buttons that will help to carry out certain tasks if needed for support purposes.
Auto update
Please see the auto update section.
About
The about tab contains some basic information about the current software version and what plugins are installed.
API Integration
The API integration tab allows for the authentication mode of the API to be set. HH Data Management needs to communicate with the API for mileage calculations. If OAuth is selected then a browser window will pop up asking the user to log in using the same username/password as used when accessing the hh-dev.com website. If API Key is selected then an API key should be entered.
Cache status
The cache tab contains some information on what caches are loaded in the software, and also shows the time taken to load each cache, and which views requested the cache to be loaded first.