- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Dashboards
In the dashboard editor you can edit the properties of a dashboard.
Follow these steps to edit the dashboard properties.
- Open the dashboard editor. See Working with the dashboard editor.
- In the menu on the left, click on the dashboard for which you want to edit the properties.
- Click on the dashboard title at the top, to display the Edit dashboard panel.
You can edit the properties of a dashboard in the Edit dashboard panel. See the illustration below.
Below is a description of the properties.
Property |
Description |
---|---|
Dashboard name |
Text box that enables you to edit the title of the dashboard. |
KPIs |
List box that enables you to select the KPIs to be displayed in the KPI bar. You can select multiple KPIs up to the maximum number of 6 KPIs. |
You can also change the dashboard name in the menu on the left. Right click on the dashboard you want to rename and select Rename from the context menu. See the illustration below.
Follow these steps to add a new section to the app menu.
- Select next to the process app name.
-
Select Add section from the context menu.
A new section labeled Section name is added to the menu.
You can add dashboards to the section, either by dragging and dropping existing dashboards or Creating dashboards.
Follow this step to remove a section from the app menu.
You can arrange the dashboards and sections to change the layout of the process app by dragging and dropping the dashboards or sections in the dashboards panel on the left.
Follow these steps to remove a chart from the dashboard.
- In the menu on the left, click on the dashboard for which you want to delete a chart.
- Select the chart you want to delete.
- Select the Remove chart icon in the properties panel at the right.
The chart is removed, and an empty tile is displayed on the dashboard.
You can create a new chart from an empty tile. Follow these steps to add a chart to a dashboard.
Similar to the dashboard properties you can edit the properties of charts and process graphs.
See Charts.
See Process graphs.