How to...

Regardless of the dashboards you view, you use the same set of basic procedures to interact with those dashboards.

Related Topics

Related Topics:

  • Select Filter Values
    CFO Dashboards provides filter lists that you can use to focus the dashboards on specific sets of data (data for a particular organization, for example).
  • Search for a Filter Value
    To locate filter values that you want to apply to the dashboards, it may be quicker to search the list, rather than scrolling, and then select the values from the search results.
  • Clear Filter Selections
    If you have applied filters to the dashboards, you have several options if you want to clear some or all of those filters.
  • Use Cycle Icons
    A cycle icon () in a filter list, a chart, or a table column indicates that you have multiple sets of options to choose from for filtering or grouping data.
  • Sort a Table
    Use the column headings to select the sort order for a table.
  • Expand and Collapse Table Groups
    In pivot tables, you can expand and collapse groups of data to control the level of detail that displays
  • Save a View of the Data
    If you use filters and other options to create a view of your financial data and you want to be able to display that view in the future without having to set all of the filters and options each time, you can create a bookmark for the view. To display the view again, you simply select the bookmark.
  • Extract or Share Dashboard Data
    CFO Dashboards offers a variety of ways you can extract dashboard data for your own use or to send to others. You can also share data by sending a link to a specific view of the dashboards to coworkers or by inviting coworkers to share an interactive CFO Dashboards session.
  • Add and Display Notes
    You can attach your own notes to charts, tables, or lists. You can also take a snapshot of the dashboards and save it along with the note to provide context. Other users with access to the dashboards can display those notes, use the snapshot to view the dashboards as they appeared when the note was saved, and add their comments to the notes, including their own snapshot of the data.
  • Perform Basic Actions on the iPad
    When you access CFO Dashboards on the Apple® iPad®, the appearance is much the same as on a laptop or desktop computer. However, primarily because of the absence of a mouse, how you interact with the dashboards on an iPad differs from how you interact with them on a laptop or desktop computer.
Parent Topic: The Basics