New Menu Options for Dashboard 2.0 Grids
Dashboard 2.0 now provides three new menu options for grid components in both the dashboard runtime and designer interfaces:
- Analyze
- Open in Smart View
- Spreadsheet Export
Applies to: Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting
The Analyze option enables you to perform ad hoc analysis on a form, the Open in Smart View option lets you work with a form in Smart View, and the Spreadsheet Export option exports data from a form to Microsoft Excel.
Previously, these menu options were available only within forms. Now you can access these options directly from a dashboard if the forms are visualized as grids in Dashboard 2.0.
To view the new dashboard options:
- Open a Dashboard 2.0 dashboard in either the runtime environment or in the dashboard designer interface.
- Hover over a grid within the dashboard or in the designer workspace to view the toolbar for that grid component.
- Click the Actions icon (...) to view and select the new menu options.
NOTE: The new menu options are displayed only if the chart type is a grid and if the data source is a form.
Business Benefit: Providing these options in Dashboard 2.0 grids simplifies the user experience.
Key Resources
- Enterprise Profitability and Cost Management
- Administering and Working with Enterprise Profitability and Cost Management
- Financial Consolidation and Close
- Working with Financial Consolidation and Close
- FreeForm
- Working with FreeForm
- Planning
- Working with Planning
- Tax Reporting
- Working with Tax Reporting