Page 48 - Unanet AE: Using Analytic Dashboard Designer

• Account_Base_Code to Account Base Code
• Account_Base_Name to Account Base Name
• YTD_Activity (Sum) to YTD Activity
Note: When you add measures, the system will automatically add in
parentheses the type of aggregation it is performing.
8. Select the OK Button.
9. Click and drag the Account_Code field to the DATA ITEMS pane in the 2 spot,
nd
replacing Account_Base_Code. Note that the name does not update on the
Dashboard.

Pivot
Pivots offer data visualization in a hierarchical grid. Data can be added to the pivot,
nested into a hierarchy, formatted, and configured to interact with other Dashboard
Items. Data fields are bound to the Pivot by dragging them to the Data Items pane as a
Value, Column or Row. Additionally, Hidden Data Items can be used for additional
configurations, such as filtering, without displaying the field in the Pivot.

Working with Pivot Data
Each Dashboard Item has different requirements for the data you add to it. Pivots use
Values, Columns and Rows.
• Values - Contains data items used to calculate values displayed in the pivot
table. (e.g., the Sum of all Hours)
• Columns - Contains data items whose values are used to label columns.
• Rows - Contains data items whose values are used to label rows.

Lesson 2: Dashboard Design ©2024 Unanet. All rights reserved. 48