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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