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Fast Tip Friday: Adding Data Charts to Dashboards #SageACT

by bwhalen_sage on ‎07-08-2011 08:20 AM (2,766 Views)

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Data Charts are an exciting dashboard component because they enable you to use pre-defined queries to pull data from your Sage ACT! database into a graphical view as part of a dashboard. The Data Chart component even supports customization by enabling you to modify underlying queries to pull new and different data into your dashboard.

 

With this component, you can view data, such as:

 

  • Contact History Count by History Type
  • Contacts by Country and Department
  • Recently Created and Edited Contacts
  • Opportunities Open by Product
  • Opportunities with Contact Information and Products
  • Opportunity Weighted Total by Stage
  • Remote Database Information by User
  • Remote Database Synch Status by User
  • User Status

This week’s tip will show you how to add and configure a Data Chart component in a Dashboard.

 

Adding Data Charts to Dashboards

1. From the Navbar, click Dashboard.

 

 

2. To add the component to a new Dashboard, from the global toolbar, click New.

     or

    To add or edit the component in an existing Dashboard (for example, the default ACT! Opportunities Dashboard has the Opportunities - Open by Product component), select the Dashboard from the Dashboard selector and click the Edit Current Dashboard button.

 

3. To add the data chart component, from the Toolbox, select Custom. Select Data Chart and drag it to a cell.

 

 

 4. In the Data Chart Properties dialog box:

 

  • From the Choose a Template list, select an item.
  • Select Show Data as Chart (if available), and then select a chart type and properties. Not all templates support a chart view; some only display as a list/data grid.
  • In the Header/Footer boxes, keep the default text or type a custom header and footer.
  • To set the data filters and preview the chart, click Preview Data.
    • The Filter Criteria dialog box appears. The filter settings vary for each Data Chart template.
    • Under Record Manager, select an option to display data for the current user or all users.
    • Depending on the Data Chart template you selected, set other data filters. You can select to see data by countries, by departments, for opportunities in selected stages by product, and more.
    • Click OK.

4. Click OK to save your data chart component

 

5. Save your changes to the Dashboard file you are modifying, or use the File > Save As… option to save it as a new dashboard, and close the Dashboard Designer.

 

6. From the Dashboard selector drop-down list, select your new Dashboard!

 

Your new Data Chart displays either a list or chart of your selected data. Now you can look to your Dashboard for a quick update regarding the number of contacts you’ve recently created/edited, additional Opportunity data such as the number of products per opportunity, or weighted total of opportunities based on their Status, for example.

 

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