Overview

This page helps you understand how to configure dashboard data. As part of configuring dashboard data, you can add the required graphs to the dashboard  by controlling the frequency of calculation and offset required for calculation.    

The below step-by-step instructions describe the process.   

Configuring Dashboard Data

1. On the Side Panel of the Finvisage application, click Settings.

The Settings menu is displayed. 

2. On the Settings menu, click Dashboard Setting.

The Dashboard Setting page is displayed on the right pane.

3. On the  Dashboard Setting page, click the Configure button in the Data View Configuration section. See the image below.

The Dashboard Data Configuration page is displayed.

4. On the Dashboard Data Configurations page:

A. From the Dashboard drop-down box, click the Add Dashboard Data Service button. 

The Create Dashboard Data Configuration page is displayed.

B. On the Create Dashboard View Configuration page:

a. In the Display section, select the required dashboard.

b. Click the Next button. See the image below.

The Schedule section is activated.

C. In the Graph section:

a. in the Display section, select the required graph. 

b. Click the Next button. See the image below.

The View section is activated.

D. In the View section:

a. Specify the display name. 

b. From the select Roles drop-down box, select the roles.

Note: You can specify multiple roles depending on the requirement.

c. From the Entities drop-down menu, select the required entities.

Note: You can specify multiple entities depending on the requirement

The dashboard access configuration is successfully created.