Page 153 - Unanet AE: Using Analytic Dashboard Designer

Activity 2.13 – Range Filter
In this activity, you will use the Range Filter to apply filtering to other
dashboard items.

Activity Steps

Part 1: Add a grid item
1. Select Utilities > Analytic Dashboard Designer.
2. Select the New button. An Add Model? message displays.
3. Select the Yes button. The Analytic Models window opens.
4. Double-click the Sales Journal Detail CVS model.
5. Select the Grid button. The Grid item displays on the Dashboard.
6. Select the Parameters icon on the upper-right corner of the Dashboard. The
Dashboard Parameters window opens.
7. Type 1/1/2020 in the Value field for the From_Date line.
8. Select the Submit button.
9. Click and drag the following fields to the New Column field in the DATA ITEMS
pane. Note: If you see a red exclamation point in the upper left corner of a
dashboard item after adding fields to the DATA ITEMS pane, select the Reload
Data button.
• Transaction_Date
• Billed
11. Select the down arrow for the Transaction_Date field in the DATA ITEMS
pane.
12. Select Exact Date.

Lesson 2: Dashboard Design ©2024 Unanet. All rights reserved. 153