9 - Design a Dashboard
Last updated 26/03/2023
This documentation will explain how to create a dashboard for the Portfolio application.Navigate to Dashboards
1. Select Visual in the menu.2. Select Dashboards in the menu.
Figure 1 - Dashboards menu item
Add the Daily Volume Dashboard
1. Click the Add Item button in the list app bar.2. Type Daily Volume in the Title field.
3. Type DailyVolumeDashboard in the Action ID field.
4. Type 2 in the Rows field.
Figure 2 - Add the Daily Volume Dashboard
5. Click the Actions tab.
Figure 3 - Actions tab
6. Click the Add Actions button.
Figure 4 - Add Actions button
7. Click the Edit button in the Page Position field.
Figure 5 - Edit button
8. Select A1 in the Grid Picker.
9. Click the Save button in the Grid Picker app bar.
Figure 6 - Select and save position
10. Click the lookup icon in the Action field and select DailyVolume (Chart).
Figure 7 - Add the Daily Volume chart
11. Click the Save button in the form app bar.
Figure 8 - Save the Daily Volume chart
12. Repeat the same steps to add the DailyVolumeQuery (Query) into the page position of A2.
13. Click the Save button in the form app bar above the list.
Figure 9 - Save the Daily Volume dashboard