Page 202 - Unanet AE: Using Analytic Dashboard Designer

Part 2: Add a calculated field
1. Right-click anywhere in the field list.
2. Select Add Calculated field. The Expression Editor opens.
3. Type the following in the editor text field.
Sum([Contract])-sum([PTD_Earned])

4. Select the OK button.
5. Expand Calculated Fields in the Data Source pane.
6. Right-click Calculated Field 1.
7. Select Rename from the list.
8. Type Backlog in the field.
10. Click and drag the Backlog field to the 2 position in the Columns list between
nd
Firm_Name and PTD_Earned.

Part 3: Format the Grid
1. Right-click anywhere on the Grid.
2. Select Edit Names. The Edit Names window opens.
3. Type Key Financial Metrics in the Dashboard item name field.
4. Edit the Column Names:
• Firm_Name - Client
• Backlog (do not change)
• PTD_Earned – PTD Revenue
• PTD_Profit – PTD Profit
5. Select the OK button.
6. Select the Backlog down-arrow.
7. Select Format.
8. Select Number in the Format Type field.
9. Select Ones in the Unit field.
10. Select 0 in the Precision field.
11. Select the Include group separator check box.
12. Select the OK button.
13. Repeat steps 6-12 for the PTD_Earned and the PTD_Profit columns.
14. Right-click the Backlog column header.
15. Select Add Total > Auto.
16. Repeat steps 14-15 for the PTD Revenue and the PTD Profit columns.

Lesson 2: Dashboard Design ©2024 Unanet. All rights reserved. 202