Summary charts 1
Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
Presented by Andy Bass
Related video tutorials
Summary charts 2
Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
Save useful data as a favorite
Save useful analysis points, data views and charts as favorites for quick access at any time.
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
Add key financial metrics to your dashboard
Management accountants and anyone close to their business's key financial metrics will benefit from this video, which shows how to keep these figures top of mind by adding them a dashboard. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others.