Types of Dashboard Tiles

Here are the three tile types that you can create and customize:

Note:

Creating dashboard tiles using a saved search for wave transactions is not supported.

Static Tile

A static tile displays a fixed value, like a percentage rate and target amount. You can use a SuiteScript to update the value if you need to handle complex metrics that may require more than one saved search. For example, a static tile can be created for Target Revenue This Quarter.

Reminder Tile

A reminder tile displays numbers pulled from a saved search. The values displayed in a reminder tile are based on the number of results in a saved search record. For example, you can create a reminder tile for Opportunities to Close, Sales Orders to Fulfill, and so on.

Scorecard Tile

A scorecard tile displays the sum of the values in the first available numeric column of a saved search. Numeric columns can contain currencies, integers, floats, or decimals.

For example, you select Cash Sale by Customer as the saved search to use for your scorecard tile. The saved search contains the following numeric and non-numeric fields: Customer Name, Sum of Amounts, Average of Quantity, and Count of Account Type. In this example, Sum of Amounts is listed as the first numeric column of the saved search. After you save the record, the scorecard tile displays the sum of all rows in the Sum of Amounts column.

Note:

If the saved search doesn't contain a numeric column, you can't save the record.

Comparison Scorecard Tile

A comparison scorecard tile is a scorecard tile that you can use to compare a static value to a saved search result or to compare two saved search results.

For example, you can use a comparison scorecard tile to compare sales of the current month to the sales from the previous month. The tile displays the comparison results based on the comparison type you select, along with the current and previous values used in the calculation.

You can select from these comparison types based on the result you want to display in the tile:

Comparison Type

Computation

Difference

Difference =Current ÷Previous

The Difference is calculated by dividing the current value (from the source saved search) by the previous value (from the compare saved search).

Variance Percentage

Variance Percentage = ((Current – Previous) ÷ Previous) × 100

The Variance Percentage is calculated as the current value minus the previous value divided by the previous value, then multiplied by 100.

Absolute Ratio

Absolute Ratio = Current – Previous

The Absolute Ratio is calculated as the current value minus the previous value.

Note the following when using a comparison scorecard tile:

  • Columns that contain IDs (such as internal and external IDs) and document numbers aren't considered as numeric columns.

  • The system displays N/A in the tile if there's a calculation error. Errors are caused by one of the following scenarios:

    • The saved search you're using contains an invalid expression or formula.

    • The denominator in the calculation is 0. For example, the current value is 100 and the previous value is 0.

  • To avoid errors when saving a record, select a custom saved search and not a standard saved search.

  • You can only display up to 30 comparison scorecard tiles in the portlet. For example, if you create 50 comparison scorecard tiles, only the first 30 are displayed correctly.

Related Topics

General Notices