Editing 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 dashboard, you can add new widgets and edit or delete existing ones. You can also lock dimensions to prevent incorrect dashboard configurations.

To edit the dashboard, you must first put it in editing mode. At the top right of the dimension bar, right-click Edit.

The following functions are available in the dashboard:

You can lock dimensions to prevent unintentional display of incorrect values in the widgets.

To lock dimensions:

To lock specific dimensions, click the

icon to the right of a dimension.

To lock all dimensions, click the three dots icon

and choose

Lock all

To unlock dimensions:

To unlock specific dimensions, click the

icon to the right of a dimension.

To lock all dimensions, click the three dots icon

and choose

Lock all

To add a widget:

At the bottom right, click + Add widget.

The following options are available in the Create widget dialog:

Type of widget

Element to be displayed in the widget

Optionally, delta values can be displayed in the widget. The following options are available:

Time period: Enables the comparison of two time periods. The delta values are displayed in the widget based on the Time period (base) dimension and the Time period (delta) configured in the dimension bar.

Data level: Enables the comparison of two data levels. The delta values are displayed in the widget based on the Data level (base) dimension and the Data level (delta) configured in the dimension bar.

You can find out more about configuring the dimension bar in Displaying and Configuring Dashboards.

Options for displaying and specifying decimal places of values in the widget

You can edit or delete widgets in your dashboard at any time.

To edit or delete a widget:

Click Edit in the dimension bar of the dashboard.

Click the three dots icon on the widget and choose Edit widget or Delete widget from the context menu.

Widget with menu commands 'Edit widget' and 'Delete widget'

You can arrange widgets anywhere within the specified grid in the dashboard using drag and drop.

Left-click the widget that you want to move.

Hold down the left mouse button and move the widget to the desired position.

Release the mouse button.

Last updated on Aug 16, 2023

Editing Dashboards

Overview

Activating Editing Mode

Overview

Activating Editing Mode

Locking or Unlocking Dimensions

Adding Widget

Widget type

Element

Select deltas

Number format

Editing or Deleting Widgets

Arranging Widgets

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