What is a Project?

A Project is a collection of DataSources and Boards sharing configuration information such as a common Calendar.

More generally, related DataSources are grouped under a common Project that can easily be shared as a single bsxp configuration file.

Create a New Project

To configure a new Project, right click the Projects Tree below the last node, and in the contextual menu select New Project. Alternatively go to Home > New Project.

The Project Configuration Dialogue opens, allowing you to name the Project as you want it to appear in the Projects Tree, and add DataSource to it.

A Project can be protected with a password that will be required for anyone to edit any part of the configuration with an Developer licence.


SHARING Project FILES


You can load or append an existing bsxp Project configuration using the File menu of the main dialogue, or the Import button of the Project dialogue.

You can also save a loaded Project configuration to a shareable bsxp file using the Save As... button.

Note that compatibility restrictions apply to previous version of BimSens.


WEB HOSTING


You can share your project files as a html resource (read only) to distribute it outside your organisation.

External parties accessing the project will still need the relevant authorisations on the underlying DataSources

Adding Data Sources

For the Project to load data it needs at least one DataSource.

To add DataSource(s) to the Project, click the New DataSource button, and refer to the Configuring a DataSource section.

Configure the Data Model

Once the Project contains multiple DataViews, you can setup relationship between them so that selection and filtering of one DataView will cascade filters to the linked DataViews.

  • Click Edit Data Model and in the Relations dialogue click New Relation.
  • Select the DataView Name and its Column Name to link from both DataViews.

The DataView are now linked and selecting or filtering one will cascade to the other. You can link multiple DataView together and chain them.


EDIT MODEL FROM Board


The Data Model can also be edited directly when creating Board where it is simpler to see what needs to be linked


Starting from version 2.1, relation can be made single direction and optionally be made to cascade the refreshing as well.


CASCADE REFRESH FOR CHILD VIEWS


Use the Cascade Refresh option on the relation when a parent and child views have dependencies (e.g. the parent views show aggregation from the child, or the child view show parent record names). This allows changes made to one view to be instantly reflected to the second view as well.

Parameters & Configurations

Project supports the definition of high level parameters that can be used in child objects such as DataSource connections (e.g. a server address) and DataView definitions (e.g. a database name). The Project Parameter Store also allows defining multiple Configurations, that are preset combination of values for parameters.

You can learn more about these topics by referring to the documentation on how to use Parameters and Configurations.

Branding

The application icon in the Projects Tree, form header and Windows toolbar can be changed to a custom image from the Resources Browser.

The Projects Tree also accepts a footer banner image that can be selected from the Resources Browser.