1. Administering Financial Consolidation and Close
  2. Designing Financial Dashboards
  3. Creating and Managing Dashboards 2.0
  4. Considerations for Dashboard 2.0

Considerations for Dashboard 2.0

Note the following considerations when using Dashboard 2.0:

  • 3D visualization is not supported in Dashboard 2.0. This affects the following Dashboard 2.0 chart types:

    • Area

    • Bar

    • Bubble

    • Column

    • Combination

    • Doughnut

    • Gauge

    • Grid

    • Line

    • Radar

    • Scatter

    Note:

    Dashboard 1.0 still supports 3D visualizations for charts, as applicable.

  • In a future update, Dashboard 2.0 will support Smart Push.

  • Funnel charts are useful for viewing data for stages of a process, such as the stages of a sales process. The area of a funnel slice is proportional to its value for the corresponding stage. Dashboard 1.0 renders the funnel chart very differently than the way in which Dashboard 2.0 renders the funnel chart. In Dashboard 1.0, the funnel chart supports multiple columns, and the first two rows of the form are used to compare Actual with Target. The chart then plots the differences between the two in the funnel corresponding to the respective column. In Dashboard 2.0 the funnel chart supports only the first column and the area of the funnel corresponding to each cell on the row is colored and is sized proportionally to its numeric value.

  • All future dashboard enhancements will be in Dashboard 2.0.

Forms Versions and Dashboard 2.0

Runtime forms are also available in two versions:

  • Forms 1.0: Uses Slick Grid with Oracle ADF Fuse components

  • Forms 2.0: Uses Slick Grid with Oracle JET components

Just like in Dashboard 2.0, Forms 2.0 is available only if Redwood Experience is enabled. Certain features in Dashboard 2.0 only work with Forms 2.0; for example, Dashboard 2.0 only lets you work directly with data in form grids if the underlying form is a Forms 2.0 form. The Forms Version can be updated in your application settings.

You'll need to be aware of some differences in the way the dashboard versions interact with the forms versions.

When the Forms Version application setting is set to Forms 1.0:

  • You can continue to use Dashboard 1.0 with Forms 1.0.

  • You cannot use Dashboard 2.0 with Forms 1.0.

    Forms 2.0 is supported with Dashboard 2.0 only. Use Forms 2.0 with Dashboard 2.0 for all interactions.

    If you've selected a Dashboard 2.0 dashboard and you see an Error during Dashboard 2.0 component initialization message, the dashboard has Forms 2.0 forms associated with it and you'll need to ensure that Redwood Experience and Forms 2.0 are enabled before you can view the dashboard.

  • When Dashboard 2.0 artifacts are created, the Grid visualization option will not be available.

  • To use forms as grids in Dashboard 2.0, update the Forms Version application setting to Forms 2.0.

  • Existing Dashboard 2.0 dashboards (Dashboard 2.0 dashboards created before November 2023) will continue to display forms as tables and charts, not grids.

When the Forms Version application setting is set to Forms 2.0:

  • You can continue to use Dashboard 1.0 with Forms 2.0.

  • Dashboard 2.0 will display the Grid visualization option, which uses Forms 2.0 with read, write, and calculate abilities.

  • Forms 2.0 within Dashboard 1.0 will appear as Forms 1.0.

Note:

Saved forms definitions can be used as a data source for dashboard charts regardless of the Forms Version application setting: Forms 1.0 or Forms 2.0.