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CREATING AND ACCESSING DASHBOARDS: A 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:
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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