A different data source can be assigned to each Cell Type. The cell types include:
- Cell Value: The category value component of the cell which is applicable for an item or sub-item.
- Cell Indicator: The category indicator component of the cell which is applicable for an item or sub-item.
- Summary Value: The category value component of the cell which is applicable for a portfolio.
- Summary Indicator: The category indicator component of the cell which is applicable for a portfolio.
To define a data source for a cell type:
- Select the required cell type and then click Edit. The appropriate Data Source dialog box appears.
- In the Data Source field, from the drop-down list, select the data source for the new category. Depending on the data source you choose, additional fields are displayed in which you define the details of the data source.
Note: For a description of the available data sources for each cell, refer to the following topic, Available Data Sources.
- In the Description field, enter a brief description of the data source.
- Click OK. The Data Source dialog box closes, returning you to the Data Source step of the New Category Wizard.
- Repeat these steps for each cell type entry as necessary.
- Click Next to proceed to the next step of the New Category Wizard, where you enter information for generating dashboards for the new category.
Note: For detailed information on setting up functions, refer to Defining Functions.