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CREATING AND ACCESSING DASHBOARDS: A Dashboard “Dashboard” in Spend Analytics is a collection of Looks organized into one view. This can include visualizations, tables, and other data. Filters can be set within each look or at the parent level in the top of the dashboard. To create a dashboard:at the dashboard's top. To create a dashboard, navigate to a Look you want to start with and click the cog icon in the upper right corner. Select save and then “As a new dashboard”.
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This will bring up another field where you must title the dashboard. You can click on the below folders to choose a shared location. You will access the dashboard from Personal (My Folder) or Group in the upper right of the screen.
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Once saved and launched, you can edit Dashboard-level elements for all looks in the purple menu bar on the top. For instance, you can set a filter for every Look on the Dasbhoard. You can also click on the 3 dots icon above the Look to resize the tile, hide it, duplicate it, and more. Going forward, new Looks can be saved to “An Existing Dashboard” and you can adjust those tiles on the Dashboard to your preferences.
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USING FILTERS: Filters are a critical component to leverage Spend Analytics to its fullest potential. Filters allow data fields that are in the table to be targeted or reduced to specific parameters given a specified range or field value. In most cases, you may discuss appropriate filter options with the Super-users prior to building out the Look or Dashboard. While using Spend Analytics, those filter options can be used by toggling drop down options to set values such as transaction date range or search for a specific supplier, for example.
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Data fields to the left can be highlighted with the filter button to the right pressed to add the filter to the Look so it may be used with the Look. Toggling the filters on and off is a more advanced feature. Looks built by Super-users for your purposes will contain all fields you would commonly want to filter on .
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