Dashboards (SM208600)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to create and delete dashboards, and to manage dashboard properties.

Youcan specify the location of a dashboard in the site map and provide access rights to thedashboard.From this window, you can also view a dashboard settings.

For more information on setting up dashboards,see: About dashboard pages.

Button Description
View

Displays the dashboard selected on the window.

This button becomes availablewhen you select an existing dashboard or after you save a newdashboard.
Reset all user copies

Overrides all user copies of the dashboard and gives them the originaldashboard settings.

This button becomes available when you select an existingdashboard that was created manually or after you save a new dashboard.

You can use this area to create a new dashboard or to select an existing dashboard to viewor edit its details.

Element Description
Dashboard ID The unique ID of the dashboard.For a new dashboard, leave this fieldblank; once the dashboard is saved, the system will insert its name into this field toserve as the ID.
Name Required.The name of the dashboard.For a new dashboard, type a name thatdescribes the data that is shown on this dashboard.

Location in the menu

The position in the sitemap where the dashboard will be displayed.
Add new node

A button that opens the Add new dashboard node dialog box,where you can create a node in the sitemap for the dashboard.

This button becomesavailable after you type the name of a new dashboard or select an existingdashboard.
Owner role

Required.The user role that owns the dashboard.A user with this roleassigned can design and delete the dashboard, and edit its settings.

If you will configure the dashboard that you are creating, you should select an owner role that you are assigned to.
Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add on the dashboard.
Allow users to personalise

A check box that you select to allow other users of your Visma.net ERP instance who have access to the dashboard to copy the dashboard and modify itssettings according to their needs.
When they modify the dashboard, the settings ofthe original dashboard are not changed.

By default, this check box isselected.

This dialog box opens when you click the Add new node button.By using this dialog box, you can add a new node to the sitemap for the selecteddashboard.

Element Description
Folder The folder in the site map where a new node for the dashboard should be added.
Title The title of the new dashboard node.
Add (button) Adds a new node for the dashboard to the site map and closes the dialogbox.
Cancel (button) Closes the dialog box without creating a new node for the dashboard.

The Visible to table contains the full list of user roles in thesystem.
This list appears only when a sitemap location is specified.
By using this table,you can manage the access rights of user roles to view the dashboard.

Column Description
Selected A check box that indicates (if selected) that a user with the role can view thedashboard.
You can select and clear check boxes for all roles at once by clickingthe check box in the table header.
Role name The unique ID of the role.
Role description The detailed description of the role.

You use the Parameters tab to specify the types of fields to be used in the Selection area of the dashboard.

The table toolbar includes only standard buttons.

Column

Description

Active

A check box that indicates (if selected) that the parameter is active and appears in the Selection area of the dashboard.

Is required

A check box that indicates (if selected) that this parameter is required on the dashboard.
That is, widgets whose data is filtered by this parameter do not display any data until a user selects the parameter value in the Selection area of the dashboard.

Name

The name of the parameter.

The name is used during dashboard creation and editing on the current window.
It is used by default as the display name, but you can specify a different display name in the Display name field.

Schema object

The data access class (DAC) that contains the field whose values are used for the parameter.

Schema field

Optional: The field from the selected DAC whose values are used as the parameter values.
If no field is specified, the parameter will be a simple text field.

Display name

Optional: The name for the parameter that is displayed in the Selection area of the dashboard.If this column is empty, the system uses the value from the Name column as the display name.

This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see:About multi-language support

From schema

A check box that indicates (if selected) that in the Default value column of this row the system displays the values of the field selected in the Schema field column as a drop-down list.

Default value

Optional: The default value of the parameter.

If the From schema check box is selected in this row, you can select one of the existing values of the field selected in the Schema field column of the row.

If the From schema check box is cleared, you can type any value.
For a data field of the date type that is based on a schema field (that is, the From schema check box is selected), you can select one of the following date-relative parameters in the Calendar dialog box (which is opened when you click the down arrow icon in the box):

  • @Today: The current day.
  • @WeekStart and @WeekEnd: The start and end, respectively, of the current week.The start and end of the week are determined according to the default system locale or the locale the user has selected when signing in to Visma.net ERP.The system locales are specified and configured in the System locales (SM200550) window.
  • @MonthStart and @MonthEnd: The start and end, respectively, of the current month.
  • @QuarterStart and @QuarterEnd: The start and end, respectively, of the current quarter.
  • @PeriodStart and @PeriodEnd: The start and end, respectively, of the current financial period.
    The financial periods are defined in the Financial year (GL101000) window.
  • @YearStart and @YearEnd: The start and end, respectively, of the current calendar year.

All the date-relative parameters use the date of the server used to run the Visma.net ERP instance as the current date.
Additionally, you can modify the date-relative parameters by adding or subtracting integers.
The unit of measure of the parameter is determined automatically and the reference point is moved based on the measurement of the parameter—for example, @WeekStart+1 relates to the start of the next week.
Use in widget Embedded page A check box that indicates (if selected) that the selected dashboard parameter should be accessible by a widget of the Embedded page type. When adding a new widget of this type, the option Use dashboard parameters needs to be selected. The parameters are used to open an external URL with a dynamic value e.g. customer number.

Related concepts

About dashboard pages

About access rights to dashboards

Related tasks

Add a new dashboard page