This article will walk you through:
Viewing a Dashboard
Setting Dashboard Parameters
Some dashboards require certain parameters to be set in order to give a meaningful overview of your data. Those dashboards will have the parameters icon in the upper-right. Click this icon to enter the needed parameters.
The parameters can be anything from simply a start and end date...
...to what information to include...
...to financial goals.
When the parameters have been set, click Submit.
The dashboard will now display with those parameters.
Using Panel Options
Individual panels on a dashboard can have their own options and settings. These are represented by icons in the upper-right of applicable panels. Some examples are:
- Maximize: enlarge the panel to get a closer look at its data. Click the restore icon to return it to its normal size.
- Select Date Time Period: set a start and end date for the data in the panel.
- Values: select which values are being used for a chart or graph.