Exposing an Entity for Dashboards

Infor CRM SLX provides widgets such as bar and pie chart templates that users can add to the dashboard pages and configure to display data. See Dashboard widgets.

The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To configure a widget, the user must select an entity, a group, a dimension, and a metric. Dimensions, a type of filter, determine what information is displayed. Metrics are the calculation applied to the selected dimension. A default set of entities and the dimensions and metrics are available in the widget editors. You can add more entities and more dimensions and metrics.

Note: You must only expose entities that have a list view defined as at least one group must exist in order to define a widget.

To expose an entity for dashboard you must define at least one filter and one metric.

To expose an entity for the Dashboard:

  1. Access the Entity Manager view. See Using the Entity Manager.
  2. Click the row of the required entity to expose for dashboards.
  3. Click the Filters tab.
  4. Add a new filter and select the In Dashboard? check box. See Adding Filters
    Note: You can also edit a filter by selecting an existing filter, click Edit icon select the InDashboard? check box, and then click OK. See Modifying a Filter
  5. Repeat step 4 for each filter you require to expose as a dimension.
  6. Click Metrics tab.
  7. Add a new metric and select the In Dashboard check box. See Adding Metrics
    Note:  You can also edit a metric by selecting an existing metric, click Edit icon, select the In Dashboard check box, and then click OK. See Modifying Metrics
  8. Repeat step 7 for each metric you require to expose as a dimension-.
  9. Access the Entity list view and verify that at least one group is defined. If no groups are defined, add a new group. See What are Groups?.