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Viewing Dashboards ​

Once a dashboard is opened, users can view and interact with the data through various widgets and dashboard selections. The dashboard view is designed for easy exploration and analysis of financial data.

Note:

Data displayed in dashboards is subject to the same Role-Based Security rules implemented in the workspace. Users will only see data they have permission to access based on their security settings.

Dashboard Components ​

Static Selections ​

Three static selections are always available at the top of every dashboard:

  • Current Period: Select the time period for which data is displayed
  • Comparative Scenario: Choose a scenario to compare against (e.g., Budget, Forecast)
  • Currency: Select the currency for displaying financial values

These selections are stored between sessions, maintaining context when returning to dashboards.

Dynamic Selections ​

In addition to static selections, dashboards may include dynamic selections configured by the dashboard author. These selections provide additional context specific to the dashboard's purpose and data.

Note:

Dynamic selections are defined when building the dashboard and remain consistent for all users viewing that dashboard.

Temporary Selections ​

Users can add temporary selections to customize their current view without affecting the dashboard definition:

  • Click the Add Selection button to create a session-specific selection
  • Temporary selections remain active only for the current session
  • These selections are removed when closing the dashboard or starting a new session

Dashboard Actions ​

The following actions are available when viewing a dashboard:

  • Refresh: Recalculates all widgets in the dashboard with the current selections and latest data
  • Close: Returns to the dashboard list

Workspace Administrator Actions:

Workspace administrators have additional action buttons:

  • Edit: Opens the dashboard in edit mode to modify widgets, selections, and layout
  • Delete: Removes the dashboard from the workspace (with confirmation prompt)

Dashboard Grid ​

The dashboard grid displays all widgets configured for the dashboard. Widgets are arranged in a grid layout and can include:

  • Key performance indicators and metrics
  • Data grids with financial details
  • Charts and visualizations
  • Commentary and text blocks

Interacting with Widgets ​

Widgets support various interactions depending on their type:

Grid Widgets ​

Grid widgets displaying financial data support drill-down functionality:

  • Double-click on a data cell to drill through to underlying transactions
    • A drill-down dialog appears showing the detailed transactional data
    • Review transaction details, sources, and related information

Other Widget Types ​

Different widget types may support other interactions such as:

  • Hovering to view additional details
  • Clicking to expand or collapse sections
  • Viewing commentary and annotations

Note:

Widget interaction capabilities depend on the specific widget type and configuration.

Working with Multiple Dashboards ​

  • Navigate between dashboards using the Close button to return to the dashboard list
  • Selections are maintained when switching between dashboards within the same session
  • Each dashboard can have its own set of dynamic selections while sharing the static selections

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