Archive for the ‘How-to’ Category

Bar chart in Dashboard | Create Bar Chart

Friday, May 30th, 2008

A Bar Chart needs a minimum of two columns. The first column is the character based column (it could be a numeric but it forms the Axis column either X or Y). The second column is the numeric value column which represents the bars in the chart NOTE: You can have ...

Quickbooks Dashboard - Download and Test Drive

Wednesday, May 28th, 2008

If you have been researching dashboard and reporting options for Quickbooks, you may have come across websites that ask you to upload your financial information into their server. A lot of small business owner when surveyed about the idea of sending their Quickbooks data, they expressed a lot of concern. You ...

Dashboard Autorefresh | Dashboard AutoCycle | Refresh Rate

Thursday, May 15th, 2008

  One of the new features available in the upcoming release is the ability to auto-refresh multiple dashboards and automatically cycle through each dashboard. You can set the cycle rate by clicking on the options button, click on the "Auto Refresh & Cycle Each Dashboard" checkbox and select the refresh rate at ...

Dashboard: How to add Date parameter or range of Dates

Thursday, January 31st, 2008

How to add date parameters to the Dashboard query You have a dashboard query for which you want your users to enter a date (From and To) and the user should be able to query for records that fall between those two dates. Here are the steps we need to follow We will ...