Home Academy Video tutorials

Make your dashboard interactive

2:10 min
Make your dashboard interactive
This video shows you how to take dashboards to a new level. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level - all without leaving the dashboard.

Supporting documentation

Phocas product
Platform Platform
Category
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Discover dashboards
Platform Platform

Discover dashboards

See just how user friendly a Phocas dashboard can be. Here we show you how to make some simple selections on a dashboard, focus, clear and reset.
1:51 min
Summary charts 2
Analytics Analytics

Summary charts 2

Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
2:15 min
Summary charts 1
Analytics Analytics

Summary charts 1

Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
3:42 min
Filter your financial information
Financial Statements Financial Statements

Filter your financial information

Discover how to filter and drill into your financial statements, moving from a broad overview to detailed insights for deeper analysis.
1:42 min