At startup, this page is displayed.
Then add the table(s) to be used.
This is done by pressing "Add Table" or if it is the first table, you can press "New"
It is also possible to select tables from other companies. This way, data from multiple companies can be compared and linked. Read more about it here
Select company by clicking in the company field
Pressing [Open] selects the company.
After selecting a table, press Add.
The tables now appear under data sources
After this, it is recommended to save your Dashboard
Filters by User ID
If you only want to view records related to an employee, you can do so by filling in the "Filter by User ID" field
Tap the "Filter by User ID" field
and filled with the word "UserLoginId"
Now you can create your own Query where a join is made (Read about join here ) between [Number] in [ProjectTransClient] and [Employee] in [Employeetable]
If the user is filled in on the employee, only records on employees are now shown. Read about Userid here .
Then add the table(s) to be used.
This is done by pressing "Add Table" or if it is the first table, you can press "New"
It is also possible to select tables from other companies. This way, data from multiple companies can be compared and linked. Read more about it here
Select company by clicking in the company field
Pressing [Open] selects the company.
After selecting a table, press Add.
The tables now appear under data sources
After this, it is recommended to save your Dashboard
More information
Read about calculated formulas here Read about Uniconta Labels in Dashboard here Watch DevExpress Dashboard videos Master filter & Drill Down Get Dashboard with Denmark map Find Dashboard DK_Debitor_Map in the Dashboard Designer. Customize it Download Choropleth map of Denmark DK_Postnr Download standard dashboards . Overall filter. If you do not want to transfer all data from the tables retrieved in the Dashboard, it is possible to create a general filter that filters data before it is transferred to the Dashboard. The filter can be set by clicking the "Filter" button in the top menu.
Filters by User ID
If you only want to view records related to an employee, you can do so by filling in the "Filter by User ID" field
Tap the "Filter by User ID" field
and filled with the word "UserLoginId"
Now you can create your own Query where a join is made (Read about join here ) between [Number] in [ProjectTransClient] and [Employee] in [Employeetable]
If the user is filled in on the employee, only records on employees are now shown. Read about Userid here .