Contains preview content for the upcoming 2019.3 release.
Dashboards puts the power interactive visualizations and charts into your hands to monitor and drive business performance. Visualize numbers and charts side by side while you plan. See variances in a waterfall chart, personalize dashboards with your own KPIs, and perform period-over-period analysis. You’ll get greater visibility into business performance, confidence in the numbers, data-driven decision-making, and increased buy-in and accountability throughout the organization.
This is an example of a dashboard for Company Summary. Various charts and visualizations are available to give you insight into your business.
Step 1: Create a Perspective and Dashboard
A perspective is a group of dashboards and charts, usually focused on a common function such as finance or sales.
A dashboard is a container for grouping a series of charts or other data analysis often by a theme or subject.
To create a perspective, dashboards, and charts – all you need is access to Dashboards. You can view perspectives in as a grid or as a list. Various sorting options are available.
- Click and type a name for the perspective and save.
You are now ready to add dashboards to your perspective. Dashboards display as tabs in the perspective. Each dashboard can have one or more charts.
By default, an empty dashboard is available for editing.
- Click . In the Appearance Settings on the right, type a name for the dashboard. The change is saved right away.
Step 2: Create Charts
You can add charts and visualizations to your dashboard. Drag and drop charts to the dashboard and then drag and drop accounts to add a set of data series to the chart. Use the left panel for selecting charts and account. The right panel is for changing the appearance, data, and time settings.
This column chart compares planned revenue to actual revenue:
To create a chart:
- Click and drag and drop the desired chart type to the dashboard.
- In the Appearance Settings tab on the right, type a name for the chart.
- Click from the left pane of the screen and drag and drop the desired accounts to the chart. Changes are saved right away
- Click to return to view mode.
Step 3: Enhance Charts
Each type of chart has different option for choosing how to visualize the data what data. Use these setting to enhance your charts:
- Data Settings: Controls the data and appearance of each data series. Options include version, filters, and breakdown.
- Time Settings: Sets the time displayed in the chart. Options include stratum, span, and type – pinned and unpinned time.
- Appearance Settings: Determines the look and feel of the chart including name, legends and scale.
The settings to enhance the Revenue Trend chart includes:
- Appearance Setting: Manual scaling
- Data Setting: Accumulated data with trend line
- Data Settings Company branded colors on data series
Step 4: Interact with Charts
You can interact with your charts to perform an ad-hoc analysis and dig deeper into the data.
Hover over individual data points to display point-in-time information:
Click the data point to explore details or drill down into related levels, dimensions or attributes:
Filter by Time
Analyze the data for different periods as defined by the related planning model. Hover you mouse over the chart and use the time toolbar to temporarily change time granularity and calendar options:
Incorporate a chart or an entire dashboard in an external presentation by downloading an image:
Step 5: Share Charts
Sharing a perspective makes your dashboards and charts available to a wider audience:
You can grant View and Edit permissions to selected users:
Shared perspectives will display in the Shared panel: