How To: Add data to a Dashboard
To add data to a KPI Dashboard using the Grid menu:
- Open the Khaos Control screen that contains the data you wish to use.
- Populate the grid with the relevant data, using filters and/or date range, if applicable.
- Open the grid menu .
- Select
Tools | Add to Dash
. - In the Add Dash Item dialog, enter a group name for the data items you are going to add, for example 'Sales this Month'.
- Use the check box to determine if date fields are to be relative to today.
- In the Fields pane, select the data field you want to display in your Dashboard (usually a column name).
- In the Summary Kind column, select how you wish the data to be summarised, for example as a total or an average.
- In the Caption box, enter a suitable caption for your data item, for example 'Total Amt', 'No. of Sales', etc.. There is a 15 character limit for your caption.
- Use the Add Item button to add your data item to the group you are compiling.
- To add further data items to the group, repeat steps 7 - 10.
For more information about how to configure and view your Dashboard see: