Quick Start Reference - Use Managed Dashboards, Reports, and Visualizations
This applies to: Managed Dashboards, Managed Reports
Managed Dashboards
- Using the Managed Dashboards and Managed Reports Work Areas
- Building dashboards with performance in mind
- Use a Scorecard in a Managed Dashboard
- Share and Export Symphony Dashboards and Reports
- Share Options for Managed Dashboards and Reports
- Dashboard Editing Export Options
- The Dashboard Designer
- Design Overview
- Dashboard Templates
- Styles and themes
- Interactions
- Filters
- Slideshows
Managed Reports
- Using the Managed Dashboards and Managed Reports Work Areas
- Share and Export Symphony Dashboards and Reports
- Share Options for Managed Dashboards and Reports
- Symphony Managed Reports
- Managed Report Layout Regions
- Report Headers and Footers
- Page Headers and Footers
- Grouping Hierarchy Region
- Group Headers and Footers
- Group Body
- Child Groups
- Sibling Groups
- Report Layout Example
- Design Tips for Reports and Scorecards
- Autocreate Reports and Scorecards
- Position Elements of Reports and Scorecards
- Align Elements
- Arrange Multiple Elements
- Resize Elements
- Resize Regions
- Auto Expand to Fit
- Customize Region Cells
- Display Alternating Row Colors
- Display Separator Lines
- Report Options
- Placeholder Labels
- Page Breaks
- Show Headers
- Reset Page Numbering
- Convert Scorecards and Reports
- Styles and themes
- Interactions
- Data visualizations
Scorecards
- Symphony Scorecards
- Design a Scorecard
- Create a New Scorecard
- Add a Row Grouping
- Add Sales by Date
- Add Order Count
- Add Sales by Territory
- Adjust the Group Header
- Add an Axis
- Add a Line Separator
- View and Edit Your Scorecard
- Design Tips for Reports and Scorecards
- Autocreate Reports and Scorecards
- Position Elements of Reports and Scorecards
- Align Elements
- Arrange Multiple Elements
- Resize Elements
- Resize Regions
- Auto Expand to Fit
- Customize Region Cells
- Display Alternating Row Colors
- Display Separator Lines
- Use a Scorecard in a Managed Dashboard
- Sticky Headers for Scorecards
- Recommended Data Visualizations
- Display Group Data
- Convert Scorecards and Reports
- Interactions
Filters
- Adding a dynamic element filter
- Adding filters
- Check similar parameters in a view
- Creating custom tokens
- Filter child dashboards from a parent dashboard
- Using a cascading member filter
- Using a play axis filter
- Using a slider filter
- Using search in filter controls
- Using the checkbox list filter
- Using the parameter update button
Formulas
- Adding formulas
- List of formulas
- Using a formula visualization
- Accumulation Distribution
- Aroon Oscillator
- Average Directional Index
- Average True Range
- Bollinger Bands
- Chaikin Money Flow
- Chaikin Oscillator
- Commodity Channel Index
- Correlation Matrix
- Correlation
- Cumulative Total
- Data Outliers
- Distance
- Exponential Moving Average
- Exponential Smoothing
- Fast Stochastic
- First Subset
- Histogram
- Historical Volatility
- K-Means Clustering
- Last Subset
- Maximum Subset
- Mean (Simple Average)
- Median
- Middle Subset
- Minimum Subset
- Mode
- Momentum
- Money Flow Index
- Moving Average Convergence-Divergence
- Moving Average Envelopes
- Moving Average
- Negative Volume Index
- Normal Distribution
- On Balance Volume
- On Balance Weighted Volume
- Parabolic SAR (stop-and-reverse)
- Percent of Total
- Percent Rank
- Percentile
- Population Standard Deviation
- Positive Volume Index
- Rank Function
- Rank Value
- Rate of Change
- Relative Strength Indicator
- Sample Standard Deviation
- Slow Stochastic
- Stochastic Oscillator
- Totals (Sum)
- Trend and Forecasting
- Trend Confirmation Indicator
- Ultimate Oscillator
- Variance
- Volume Oscillator
- Weighted Moving Average
- William %R (or Percent Range)
- Zig Zag Subset
Interactions
- Using interactions
- Create a help overlay using layers
- Expand Or Collapse a Template Grid Cell
- Navigate to URL
- Set up a data input interaction
- Set up a drill down interaction
- Set up a Filter interaction
- Set up a hover over interaction
- Set up a navigate interaction
- Use a button to apply a Filter value
- Using the Script Editor
- Context menu not working
Metric Sets
- Symphony Metric Sets
- Select and Group Data for a Metric Set
- Move, Reorder, Remove Data for a Metric Sets
- Replace Data in a Metric Set with a Hierarchy
- Visualizations for Symphony Metric Sets
- Sort and Filter Metric Data
- Change Levels in a Hierarchy for a Metric Set
- Expand and Collapse Hierarchies for a Metric Set
- Measure Options for a Metric Set
- Totals for Metric Sets
- Data Summaries for Metric Sets
- Other Metric Set Tools
- Create a metric set and add a filter
Small Multiples
- Create Small Multiples
- Select a Repeating Hierarchy
- Add a Visualization
- Display a Crosstab
- Sort and Filter Small Multiples
- Headers and Footers
- Resize and Customize Cells
- Chart and Gauge Axes
Alerts
- Symphony Notifications (Alerts)
- Set Up a Notification
- Notification Types
- Notification Options
- View or Update Notifications
- Troubleshooting notifications
Notes (Annotations)
- Collaboration Using Notes (Annotations)
- Add a Note to a Data Point
- Delete a Note
- Reply to a Note
- Edit Security Permissions for a Note
Data Annotations
- Collaboration Using Data Annotations
- Data Annotation Privileges
- Correct a Value
- Change a Corrected Value
- Delete a Correction
- Prevent Corrections
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