1 / 9

eThority Training

eThority Training. Excerpts and Dashboards. eXcerpts :.

ethan
Download Presentation

eThority Training

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. eThority Training Excerpts and Dashboards

  2. eXcerpts: An eXcerpt is what is used to create a Dash. It is a universal application that can hold various reports all in one place for simplified viewing. An eXcerpt can be set up as an Alert Metric, Graph, eValuate, Trend, Histogram, Table, or Super Pivot. Once an Excerpt is created, it cannot be edited. If a change is made to a DataBook with an associated eXcerpt, the change will not flow to the eXcerpt. To see the change it will be necessary to create a new eXcerpt. 1

  3. How To Create A Table eXcerpt: • After the DataBook is opened, • Click File • Select Create Table eXcerpt • Click “Sharing” and verify setting • Click “Okay” • If successful, a pop up will appear, • “eXcerpt Created Successfully” • Click “Okay” • Exit the window. First, go to your DataBooks and pick the report you want to turn into a dash. 2

  4. A Dash is an interactive, highly customizable dashboard for at-a-glance updates on key metrics such as: graphs, trends, data, eValuate, tables, or Super pivot. eXcerpts make up the Elements of a Dash. Dashboards: 3

  5. How To Create A Dashboard: • Click on the “Running Man” • Or • Go to the Configure anddrop down to Data Architecture • Select Create A Dash • After the screen loads, click on the “Add Element” • button in the left hand column 4

  6. How To Create A Dashboard: • Find the Element/eXcerpt that you would like to add • Elements can be searched using ‘Quick Filter’ or the Search feature. • Select an Element and click the Preview button to verify your selection before adding it to the Dash. 4

  7. How To Create A Dashboard: • Once you have validated and/or know the Element you want to add, double click on the Element. • This will open up the Element/eXcerptwithin the Dash in EDIT MODE. • While in EDIT MODE, additional Elements can be added, Elements can be deleted, and Dashboard Properties can be changed. • We suggest no more than 6 Elements per Dash • Remember to name the new Dash – either in “Dashboard Properties” or when you click “Save”. 4

  8. How To Create A Dashboard: • After you click “Save” and Name the dash, the you save just like you would a Databook. • Under Sharing select User/Group, and you can add individuals with whom you want to share this dashboard or select Department, then close. • Click “Okay” (it should tell you “Dash has been saved”) then close window • Go to Home page, hit Refresh and it will move your new Dash to Dashboards on the eThority Enterprise page. 5

  9. How To Edit A Dashboard: 6

More Related