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Glossary

Dashboard Widgets in the Lucanet CFO Solution Platform

Overview

Widgets are the building blocks of a dashboard in the Lucanet CFO Solution Platform. You can position and resize each widget on the dashboard grid. Most widget types visualize data from a single data source; the Text box widget instead holds free-form text. This page describes the available widget types and how to add, configure, and edit a widget.

Widget Types in the CFO Solution Platform

The following widget types are available for dashboards in the CFO Solution Platform:

Widget typeDescription
KPIDisplays a single key figure as a card.
BarDisplays values over time as a bar chart.
LineDisplays values over time as a line chart.
Static barDisplays values compared across categories as a bar chart.
WaterfallDisplays the effect of a series of positive and negative changes on an initial value.
PieDisplays values as proportions of a whole.
ListogramDisplays values as a ranked list.
Text boxDisplays free-form text, such as notes or commentary.

Adding a Widget to a Dashboard in the CFO Solution Platform

To add a widget to a dashboard in the CFO Solution Platform:

1

Open the dashboard and click Add widget. The list of widget types is displayed as follows, for example:

Shows the list of widget types opened from the 'Add widget' button on a dashboard in the CFO Solution Platform with the types 'Bar', 'Line', 'KPI', 'Listogram', 'Pie', 'Static bar', 'Waterfall', and 'Text box'. Highlighted in red is the list of widget types.
List of widget types
2

Select a widget type. The New Widget dialog is displayed as follows, for example:

Shows the 'New Widget' dialog in the CFO Solution Platform with the 'Chart type' field set to 'KPI card', the 'Source' field set to 'CFP', the required 'Title' field with the placeholder 'Untitled widget', and the 'Cancel' and 'Continue' buttons.
'New Widget' dialog
3

Select the Chart type and enter a Title. The title can have up to 100 characters.

4

Click Continue.

5

Configure the widget on the General, Data, and Appearance tabs. A live preview on the left updates as you adjust the configuration. For more information on each tab, see General, Data, and Appearance.

6

Click Add widget to place the widget on the dashboard.

The New Widget dialog organizes the configuration into three tabs.

General

The General tab contains the widget's Title and an optional Description. For a Text box widget, the General tab instead contains a Headline and a Text field. For each, you can set the font size and bold formatting. The available font sizes are S, M, and L.

Data

The Data tab defines which data a widget displays. The tab is available for all widget types except Text box. For a widget with the source CFP, you can configure the following:

  • Ledger: the ledger from which the values are taken.
  • Element: the account, item, or formula whose values are displayed.
  • Transaction currency, Partner, Adjustment level, and Data level: the Lucanet dimensions applied to the values. For more information, see Dimensions.

The available options differ by widget type:

  • KPI additionally provides a Transaction type option.
  • Pie and Listogram provide a Break down by option, in which you select either Accounts/items or Organization elements.
  • Waterfall does not use a single Element. Instead, it provides a Waterfall flow in which you select a Start point and an End point and add up to 18 elements in between that make up the change from the start value to the end value. For example, a waterfall can display the path from revenue as the start point to net income as the end point, with items such as cost of goods sold, operating expenses, and taxes as the contributions in between.
  • The Time period, Organization element, and Currency are determined by the dashboard filters, not set per widget. For more information, see Managing Dashboards.
  • The Source field defines the widget's data source. You cannot change the source after the widget has been created.

Comparing Data Levels

For the KPI, Bar, Line, Static bar, and Listogram widget types, you can select up to three data levels in the Data level option and compare them in a single widget, for example one actual data level and two planning data levels.

The Data level option is displayed as follows, for example:

Shows the 'Data level' option on the 'Data' tab of a dashboard widget in the CFO Solution Platform with the opened 'Data levels' list, the three selected data levels 'actual (12.2021 - 12.2026)', 'planning 1 (01.2023 - 12.2026)', and 'planning 2 (01.2024 - 12.2027)', and the hint 'Select up to 3 data levels to compare.' Highlighted in red are the three selected data levels.
'Data level' option with three selected data levels

The following applies to all selected data levels:

  • All other options of the widget and all dashboard filters apply to every data level. The data level is the only dimension in which the compared values differ.
  • The period of the widget covers the periods of all selected data levels.

How the comparison is displayed depends on the widget type:

  • KPI: The data level that is selected first is displayed as the main value. Each further data level is displayed below the main value with its own value and the difference from the main value, as an absolute value and as a percentage.
  • Bar, Line, Static bar, and Listogram: Each data level is displayed as a separate series in a color of the selected color palette. The legend identifies each series by the name of the data level.

A KPI widget with three data levels is displayed as follows, for example:

Shows a 'KPI' widget titled 'KPI card' on a dashboard in the CFO Solution Platform with the main value '240.56M' for the data level 'Budget (2020-2022)' and, below it, two further data levels with the values '69.16M' and '295.66M' and the differences '+171.40M (247.8%)' and '-55.11M (-18.6%)'.
'KPI' widget with three data levels

At least one data level must be selected. For the Pie and Waterfall widget types, the comparison is not available.

Appearance

The Appearance tab defines how a widget is displayed. For a KPI widget, the tab contains Number formatting only. For a Text box widget, the tab is not available.

The Number formatting settings define how the values of a widget are displayed:

  • Number display scales the values and adds a unit suffix, for example M for millions. You can display the values as exact values, in thousands, in millions, or in billions. Exact values are the default.
  • Decimal places defines whether the values keep their decimal places or are rounded to whole numbers. Decimal places are displayed by default.

Both settings apply to every value of a widget, including the comparison values and the differences of a KPI widget.

If you hover over a data point in a widget, a tooltip displays the values at that data point, with the name of each series. The values are displayed in the format defined under Number formatting.

The tooltip of a bar chart is displayed as follows, for example:

Shows the tooltip of a bar chart widget titled 'Bar chart' on a dashboard in the CFO Solution Platform with the values of the data levels 'Actual', 'Budget (2020-2022)', and 'Budget (2020-2022) - Forecast App' for the year 2020.
Tooltip of a bar chart

The Colors option defines the color palette of the widget. The widget cycles through the colors if there are more data points than colors.

Editing a Dashboard Widget in the CFO Solution Platform

Each widget on a dashboard in the CFO Solution Platform has a three-dot menu Three-dot icon with Edit and Delete options. Edit reopens the widget configuration; Delete removes the widget from the dashboard and cannot be undone.

Only the dashboard owner can edit or delete widgets. Viewers and administrators see the configured widgets only, without being able to edit or delete them.

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB3612057

Last updated on Oct 8, 2026

Table of Contents
OverviewWidget Types in the CFO Solution PlatformAdding a Widget to a Dashboard in the CFO Solution PlatformGeneralDataAppearanceEditing a Dashboard Widget in the CFO Solution Platform
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