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Procedure documentationSetting Up Dashboard Parameters

Procedure

SAP Business One lets you define and modify parameters for dashboards by using the Dashboard Parameters — Setup window. To configure parameters for dashboards, proceed as follows:

  1. To open the Dashboard Parameters — Setup window, from the SAP Business One Main Menu, choose Start of the navigation path Administration Next navigation step Setup Next navigation step General Next navigation step Dashboard Parameters End of the navigation path.

  2. In the Dashboard Parameters — Setup window, use the following procedures to set up or edit dashboard parameters.

    Set up a new parameter set:

    1. Specify a Code and a Name for the parameter set you are going to define.

    2. From the Type dropdown list, select a type for the parameter set.

      • Single

        Use the Single type for parameters that contain only one single value.

      • Quarterly

        Use the Quarterly type for parameters that contain one value respectively for the four quarters of the year.

      • Monthly

        Use the Monthly type for parameters that contain one value respectively for the 12 months of the year.

      • Multiple

        Use the Multiple type for parameters that contain multiple values to define in one parameter.

      Example Example

      • Single parameter:

        You want to display in the dashboard all the transactions that are larger than a certain value, for example 7000 US dollars. Define a parameter with the type Single and specify the Value as 7000.

      • Quarterly parameter:

        You want to set up sales targets for each quarter, you can define a parameter with the type Quarterly and specify the four values respectively for each column.

      • Monthly parameter:

        You want to set up sales targets for each month, you can define a parameter with the type Monthly and specify the 12 values respectively for each column.

      • Multiple parameter:

        You want to define a set of values that does not follow either the monthly pattern nor the quarterly pattern, use the Multiple type.

      End of the example.

    3. In the Name column, specify the name for the parameter you are going to define.

    4. In the columns after the Name column, specify the values accordingly.

    5. In the form, you can add multiple parameters for the parameter set if necessary.

    6. To save the parameter set, choose Add. To cancel the changes you made, choose Cancel.

    Edit an existing parameter set:

    1. To change a parameter set that already exists, in the keyboard press Ctrl+F to switch to the Find mode, and specify the code of the parameter set.

    2. Choose the Find button to locate the parameter set and make changes.

    3. To save the changes, choose Update. To cancel the changes you made, choose Cancel.

More Information

Working with Crystal Dashboards