Displaying and Configuring Dashboards

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Basic Configuration

Dashboards

Displaying and Configuring Dashboards

Editing Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

In the Dashboards workspace, the dashboard is displayed and edited. The dimension bar can be used to configure the value display in the widgets.

By default, there is one dashboard in the Lucanet CFO Solution Platform. In Lucanet. Financial Client, you can create additional dashboards under Administration | Workspaces to then use these dashboards in the Lucanet CFO Solution Platform.

Dashboards are displayed in the Consolidation & FInancial Planning menu in the Dashboards workspace:

The 'Dashboards' workspace is displayed in the overview on the left. — 'Dashboards' workspace in the overview

A dashboard is displayed as follows, for example:

The 'Dashboard' workspace is displayed with widgets. — Dashboard with all widgets

In the dimension bar, you can configure the dimensions for displaying the values in the dashboard widgets. Changes to dimensions affect all widgets in the dashboard.

The dimension bar of the 'Dashboards' workspace is displayed. — Dimension bar of the 'Dashboards' workspace

The Time period and Data level dimensions are available in two variants in the dimension bar for dashboards and can be used to display comparisons (deltas).

Time period (base): Period for which values are displayed in the widgets and, if applicable, base period for displaying comparisons (deltas).

Time period (delta): To track the performance of a particular account or item in a given period compared to the Time period (base), it is possible to specify a positive or negative offset in months under Time period (delta). When a delta is specified, the Offset prefix is displayed in widgets that are configured to display a delta (see Editing Dashboards):

Widget with a comparison of time periods

Data level (base): Data level for which values are displayed in the widgets and, if applicable, base data level for displaying comparisons (deltas).

Data level (delta): To display a comparison between planned and actual values, or between different planning scenarios, for example, you can use Data level (delta) to choose the level to be compared with the Data level (base). In widgets configured to display a delta (see Editing Dashboards), the delta is displayed as follows:

Widget with a comparison of data levels

All other dimensions match the dimensions that can be configured by default in dimension bars.

If you click the icon at the top right of the widget, the workspace containing the element selected for the widget will be displayed in a new browser tab. The item or account displayed in the widget is highlighted.