01. OVERVIEW
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This feature is available from release 12.1.33 onwards. |
The Home menu lets you select the views you have registered, displaying previously registered cards and charts onscreen.
02. EXAMPLE OF USE
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title | Practical example of the process using Protheus |
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| 1) Click the list to select the view you want to display: Image Added
2) After selecting the view desired, the Analysis Dashboard displays the cards and charts registered in the corresponding view: Image Added
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| Registering help for the card: - Click the menu Manage Cards.
- Click Edit to select the card in which you want to enter the help.
- In field Card Help, enter the description desired.
- Click Save.
- Click the Home menu.
- Click the title of the card edited.
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| To check details on the data displayed by a card, just click the Details button of the card for the dashboard to display the items that compose the card in detail: Image Added
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| To add a Card filter, just click the button 'Filter': Image Added
If you have not added a filter, the card displays the data in accordance with a default filter configured by the administrator. If you have added a filter, the card displays the data with your filter and the default filter (if any). If the card has a default filter and you want to delete it, just click the tags of the default filter and add the new filter: Image Added
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| Registering help for the chart: - Click the menu Manage Charts.
- Click Edit to select the chart in which you want to enter the help.
- In field Chart Help, enter the description desired.
- Click Save.
- Click the Home menu.
- Click the title of the chart edited.
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| To check details on the data displayed by a chart, just click the Details button of the chart for the dashboard to display the items that compose the chart in detail: Image Added
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| To add a Chart filter, just click the button 'Filter': Image Added
If you have not added a filter, the chart displays the data in accordance with a default filter configured by the administrator. If you have added a filter, the chart displays the data with your filter, overriding the default filter (if any). |
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| To export the data from a Card or Chart to Excel: - Select the Card or Chart you want to export and click Details.
- Click Export.
- Select whether you want to export only the data displayed onscreen or the full system data:
Example of selection to export Only Displayed Data: Image Added
Example of selection to export Full Data: Image Added
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03. OTHER INFORMATION
04. RELATED TOPICS
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<style>
div.theme-default .ia-splitter #main {
margin-left: 0px;
}
.ia-fixed-sidebar, .ia-splitter-left {
display: none;
}
#main {
padding-left: 10px;
padding-right: 10px;
overflow-x: hidden;
}
.aui-header-primary .aui-nav, .aui-page-panel {
margin-left: 0px !important;
}
.aui-header-primary .aui-nav {
margin-left: 0px !important;
}
</style>
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