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:

Option	Description
Widget type	Type of widget
Element	Element to be displayed in the widget
Select deltas	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.
Number format	Options for displaying and specifying decimal places of values in the widget