Page 188 - Unanet AE: Using Analytic Dashboard Designer
P. 188

Activity 2.20 – Interactivity

                          In this activity, you will work with dashboard interactivity.


               Activity Steps

               Part 1: Set up a dashboard
                   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 Project Figures CVS model.
                   5.  Select the Parameters icon on the upper-right corner of the Dashboard. The
                       Dashboard Parameters window opens.
                   6.  Type 2021-01 in the Value field for the Current_Period_Code line.
                   7.  Select the Submit button.
                   8.  Select the Grid button.
                   9.  Click and drag the Firm_Name field 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.
                   10. Click and drag the Expected_Revenue field to the New Column field in the
                       DATA ITEMS pane.
                   11. Right-click the Expected_Revenue header.
                   12. Select Add Total > Auto.
                   13. Right-click the grid.



               Lesson 2: Dashboard Design                                   ©2024 Unanet. All rights reserved.  188
   183   184   185   186   187   188   189   190   191   192   193