ArticlesBite Size Analytics: How to Add Filters to Existing Dashboards (FM)

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A common example is that in the latest versions of both Financial Statements and FM Analytics, you can include custom fields from both the Transaction and Transaction Line Item objects, and it's reasonable to expect to be able to use these fields as filters.

Many of the dashboards that we provide at Certinia are built with a single dataset, this means that the dashboard has been built with a single source of data and as a result interaction through additional filters will work like magic. Some exceptions do exist, like the deferred revenue reconciliation dashboard based on 3 datasets but we always try to build our dashboards with expandability in mind.

There are multiple ways of adding filters and things to look out for and the video below aims to outline these options. Although this video goes through Financial Analytics the lessons from this video can be applied to any product or dashboard that has been created.

This week's Bite Size Analytics is all about how you can extend existing dashboards with additional filters as not every dashboard will have the options you need by default.