Page Comparison

...

1. New…: Creates a new dashboard, before creating the dashboard you will have to give it a name and select the data source for the dashboard.

2. Open…: Allows you to open an existing dashboard to edit, this can be used as an alternative to moving between the dashboard tabs at the top of the designer.

3. Save: Allows you to save the work on the dashboard you are currently editing.

4. Data Sources: Allows you to view the current Data Sources that are being pulled upon to create your dashboards. Data Sources are preset lists of data pulled directly from your system. The different items in an assigned data sat can be viewed from this screen, along with their standard format.

5. Title: Allows you to change the Title of your dashboard, which displays at the top of the Dashboard Display. You may also turn this feature off, change its alignment to Center or Left, choose whether a master filter should be included on the dashboard display and whether images should be embedded, linked or neither. See more on the Master Filter in Using the Dashboard Display.

6. Currency: The type of currency that will be displayed throughout the dashboards.

7. Parameters:

8. Color Scheme: Allows you to set the color scheme of any graphs configured on the current dashboard. Colors are assigned per individual graph.

Common Display Types

...

1. Grid: Creates a table containing the desired information.

   Image Added

2. Pivot: Allows you to create a basic table that generates counts of the items within it.

3. Image Added

   Chart: Allows you to create a variety of simple charts, such as bar charts or line charts depending on the view selected.

   Image Added

   Image Added

4. Treemap:

5. Pie:

6. Scatter Chart:

7. Card:

8. Gauges:

9. Text Box:

10. Image:

11. Bound Images:

Map Types

...

Filter Types

...

Using the Dashboard Display