How To: Add data to a Dashboard

Table Of Contents

Add Data to a Dashboard
Example
Tips
Related Articles

KPI Dashboards allow you to display key business information from throughout Khaos Control in a single, easy-to-read view. You can add data directly from many grid-based screens, making it simple to track important figures such as sales totals, order counts, stock values and other performance indicators.

Add Data to a Dashboard

  1. Open the Khaos Control screen that contains the data you want to display on your dashboard.
  2. Populate the grid with the required information. If necessary, use filters, search criteria or date ranges to show only the data you want to report on.
  3. Open the grid menu.
  4. Select Tools | Add to Dash.
  5. In the Add Dash Item window, enter a Group Name for the dashboard items you are creating. For example:
    • Sales This Month
    • Outstanding Orders
    • Top Customers
  6. Use the Relative to Today checkbox if any date-based filters should automatically move with the current date.
    For example, a dashboard showing "Sales This Month" can automatically update each month without requiring manual changes.
  7. In the Fields pane, select the data field you want to display on the dashboard.
  8. In the Summary Kind column, choose how the data should be summarised. Examples include:
    • Total
    • Count
    • Average
    • Minimum
    • Maximum
  9. In the Caption field, enter a label for the dashboard item.
    Examples:
    • Total Sales
    • Number of Orders
    • Average Margin
    Note
    Captions are limited to 15 characters.
  10. Select Add Item to add the dashboard item to the current group.
  11. To add additional dashboard items to the same group, repeat steps 7 to 10.

Example

You could create a group called Sales This Month containing:
  • Total Sales Value
  • Number of Sales Orders
  • Average Order Value
These values would then be displayed together on your KPI Dashboard for quick reference.

Tips

  • Apply any filters before adding data to the dashboard, as the selected data set forms the basis of the dashboard item.
  • Use meaningful captions so dashboard information is easy to understand at a glance.
  • Group related metrics together to create clear, focused dashboard sections.
  • Use relative dates where possible for dashboards that need to update automatically over time.
For information on displaying and managing your dashboards, see:

See Also


Did you find this article helpful?