Version

Adding the other Widgets

All the remaining widgets in the dashboards will use the same sample spreadsheet.

Note
NOTE

Note: if you want to change your data source, you will need to click "Browse Files" or create a new data source instead. You can also reuse your widgets to speed up the creation process.

This section will cover the following widgets:

A/R Aging Distribution

The A/R Aging Distribution widget diplays the aging distribution for the Accounts Receivable for a 2-year period in a stacked area chart.

  • Click the blue "+" button in the bottom right corner of your dashboard and select "Finance Dashboard" under "Dashboard Data".

  • In the Widget Editor, drag and drop the "Week Ended" field into Rows and "Current", "31-60", "61-90" and "91+" into Values.

FinanceDragDrop_Desktop

Adding Date Filters

Click "Week Ended" in the pivot table and change the Date Aggregation to "Day".

FinanceDateAggregation2_Desktop

Changing the Visualization

Then, open the Visualizations pane by clicking the chart icon in the right menu.

FinanceChangeVisualization_Desktop

Click the Stacked Area Chart icon to match the sample dashboard’s visualization.

FinanceSelectStackedArea_Desktop

You can also change any of the visualization’s settings, including the colors in the stacked chart, by clicking the wrench icon in the right-hand menu.

FinanceChangingStartColor_Desktop

Name your Widget

Change your widget’s title to "A/R Aging Distribution" by clicking the gears icon in the right menu and accessing the General settings for the dashboard.

NamingARAgingDistribution_Desktop

Go back to the Dashboard Editor

Once you have finished editing the widget, click the Done button in the top left corner to return to the dashboard editor.

A/R by Ledger

The A/R by Ledger widget displays the Accounts Receivable for a company by ledger for a 2-year period in a stacked column chart.

  • Click the blue "+" button in the bottom right corner of your dashboard and select "Finance Dashboard" under "Dashboard Data".

  • In the Widget Editor, drag and drop the:

    • Ledger field into Columns.

    • Week Ended field Rows.

    • Total field into Values.

FinanceDragDrop_Desktop

Adding Date Filters

Click "Week Ended" in the pivot table and change the Date Aggregation to "Day".

FinanceDateAggregation2_Desktop

Changing the Visualization

Then, open the Visualizations pane by clicking the chart icon in the right menu.

FinanceChangeVisualization_Desktop

Click the Stacked Column Chart icon to match the sample dashboard’s visualization.

StackedColumnChart_Desktop

Applying Sorting to the Ledgers

After adding your date filters, you should be seeing the following visualization:

FinanceDashboardARLedgerInitial_Desktop

In our initial widget, the ledgers are automatically ordered alphabetically in ascending order (A-Z). The sample dashboard, however, displays the ledgers in descending order (Z-A). In order to change this:

  • Click the Ledger field in the Columns placeholder of the Pivot Table.

  • Under Sorting, click "Desc" (descending).

FinanceLedgerSorting_Desktop

Your visualization will now look like the following:

FinanceDashboardARLedgerFinal_Desktop

Name your Widget

Change your widget’s title to "A/R by Ledger" by clicking the gears icon in the right menu and accessing the General settings for the dashboard.

NamingARbyLedger_Desktop

Go back to the Dashboard Editor

Once you have finished editing the widget, click the Done button in the top left corner to return to the dashboard editor.

A/R Distribution

The A/R Distribution widgets displays the ledger distribution for a company in a 2-year period in a doughnut chart.

  • Click the blue "+" button in the bottom right corner of your dashboard and select "Finance Dashboard" under "Dashboard Data".

  • In the Widget Editor, drag and drop the:

    • Week Ended field into Columns.

    • Ledger field into Rows.

    • Total field into Values.

FinanceDragDrop_Desktop

Changing the Visualization

Then, open the Visualizations pane by clicking the chart icon in the right menu.

FinanceChangeVisualization_Desktop

Click the Doughnut Chart icon to match the sample dashboard’s visualization.

Applying Sorting to the Ledgers

After adding your data, you should be seeing the following visualization:

ARDistributionInitial_Desktop

In our initial widget, the ledgers are automatically ordered alphabetically in ascending order (A-Z). The sample dashboard, however, displays the ledgers in descending order (Z-A). In order to change this:

  • Click the Ledger field in the Rows placeholder of the Pivot Table.

  • Under Sorting, click "Desc" (descending).

FinanceLedgerSorting_Desktop

Your visualization will now look like the following:

ARDistributionFinal_Desktop

Name your Widget

Change your widget’s title to "A/R Distribution" by clicking the gears icon in the right menu and accessing the General settings for the dashboard.

NamingARDistribution_Desktop

Go back to the Dashboard Editor

Once you have finished editing the widget, click the Done button in the top left corner to return to the dashboard editor.