Add a component to a dashboard
A dashboard is made of components: a single figure, a trend, bars, a table, a bridge or a note. Choose Edit dashboard, then Add component, pick the figures and how to show them, and place the component on the page. Changes are saved when you choose Done.
Add a component
- Open the dashboard and choose Edit dashboard.
- Choose Add component, then New component.
- Choose the measure, the figures the component shows. Choose a component's figures explains the choices.
- Under Show as, choose the kind of component, and give it a title. The preview shows the result as you go.
- Choose Use this component, then Done to save the dashboard.
To reuse a component from another dashboard, choose Copy from another dashboard in the same drawer, search by title, and choose Add.
The six kinds of component
| Kind | What it shows |
|---|---|
| Single figure | One figure with its change. It can also show a small line of each month. |
| Trend | How a figure moves month by month, drawn as a line, columns, an area, columns and a line, or the same month last year. |
| Bars | Companies or periods side by side. Bars can also be drawn as a pie or a donut. |
| Table | Rows and columns of figures: the measures against the comparison, the measures by month, or the companies by measure. |
| Bridge | How one figure turns into another, step by step: a profit bridge, a cash bridge, your own steps, a Pareto or a bridge by company. |
| Note | A sentence of your own, up to 2,000 characters. |
A single figure, a note or a trend by company takes one measure. Bars take up to 8, as parts of a whole. Most other components take up to 4.
Arrange the page
- Drag a component by its grip to move it, and by its corner to resize it. The arrow keys do the same.
- Tidy fills each row to the full width and keeps the order.
- Undo last change takes back one step, and Cancel leaves without saving.
Changes are saved only when you choose Done. If someone else saved the dashboard after you opened it, Finconsol asks you to reload and make your change again.
Change or remove a component
Each component's menu has Explain, Download figures in Excel or CSV, Add to board pack, Edit, Duplicate, and Remove from this dashboard. A removal can be undone until you change something else.