Visualizations

This article covers editing Visualizations within Dashboards and is part of R365 Intelligence , an R365 add-on feature. All Visualizations are customizable in many different ways. This allows Users to create the best visual display of the data wit...

R365 Intelligence users have the option to add data to visualizations by dataset. A dataset is a curated collection of related objects, such as attributes and metrics , grouped within a specific domain (e.g., Sales, Labor, Inventory). These obje...

In R365 Intelligence , dashboards can be built using datasets or individual objects . Understanding when to use each approach helps ensure accuracy, maintain performance, and avoid errors during dashboard creation. Datasets A dataset is a pre...

This article covers Adding Data to a Dashboard environment and is part of R365 Intelligence , an R365 add-on feature . To begin building Intelligence Dashboards, users must first add data to the dashboard environment. This article covers adding d...

This article covers the various Visualization Types and is part of R365 Intelligence , an R365 add-on feature.  Users can create Visualizations for their R365 Intelligence Dashboards. Visualizations are visual representations of Data that t...

This article covers the differences between Datasets' Attributes and Metrics in R365 Intelligence , an R365 add-on feature.  Attributes and Metrics are the specific Data Items that Users can add to their Dashboards to configure Visualizatio...

This article covers creating Attributes and is part of R365 Intelligence , an R365 add-on feature.  Attributes and Metrics make up the Datasets that are utilized to build and create Data Visualizations for an Intelligence Dashboard. Attri...

This article covers creating metrics and is part of R365 Intelligence, an R365 add-on feature.  metrics are Data Objects that are used to measure. When necessary, users can create metrics by creating new calculations. When created, these are a...

This article covers using filters for visualizations in R365 Intelligence , an R365 add-on feature. Filters can be applied to dashboards to limit the parameters of the data shown in reports. This allows users to only view/show the data that they...

This article cover creating Groups in R365 Intelligence , an R365 add-on feature.  Users can create Groups within their Dashboards. Groups are made up of multiple Attribute Elements . Groups can be created by combining multiple Attribute E...

This article covers adding Thresholds to Visualizations and is part of R365 Intelligence , an R365 add-on feature.  Users can apply Thresholds to data on Visualizations . Thresholds will apply margins to the data and color-code the data ba...

This article covers the Visualization formatting panel and is part of R365 Intelligence , an R365 add-on feature. Users can customize the formatting of their Visualizations in any way that they choose. The Formatting Panel is made up of three ta...

This article is part of R365 Intelligence and covers importing new data.  In addition to adding existing R365 data to dashboard environments, users can also add in new data. New data is imported from a user's local files.  To read ab...