Building Custom Dashboards

Dashboards are a powerful way of communicating business and financial performance. Castaway makes it easy to design multiple custom dashboards that help you tell the story of historic and/or future performance.

Building a new dashboard takes 7 steps:

  1. add a new dashboard
  2. adjust the dashboard grid (optional)
  3. add widgets (graphs and text boxes)
  4. add data to each widget
  5. review the Series Properties for each data item
  6. review the display period for each data item
  7. tailor the appearance of each widget

 

1. Add a new dashboard

To add a new dashboard, go to Dashboards > New Dashboard. A new report tab appears with a standard 3 x 2 dashboard grid. The Dashboard Toolbar also appears at the top of the screen:

To change the name of the new dashboard, click the Rename Dashboard button on the dashboard toolbar.

 

2. Adjust the dashboard grid (optional)

The dashboard grid can be adjusted by adding or removing rows and columns. Right click anywhere on the dashboard grid and select either Rows or Columns, the select the appropriate action. For example:

 

3. Add widgets (graphs and text boxes)

19 different types of widgets can be added to the Castaway dashboard:

  1. Line chart
  2. Area chart
  3. Spline chart
  4. Spline Area chart
  5. Step Line chart
  6. Column chart
  7. Cylinder chart
  8. Bar chart
  9. Pie chart
  10. Doughnut chart
  11. Stacked Area chart
  12. Stacked Area 100 chart
  13. Stacked Column chart
  14. Stacked Column 100 chart
  15. Stacked Cylinder chart
  16. Stacked Cylinder 100 chart
  17. Stacked Bar chart
  18. Stacked Bar 100 chart
  19. Text Box

Add widgets to the dashboard one at a time. To add a widget, right click in any cell on the dashboard grid and select Add Widget. Select the widget type from the gallery and double click or select Add.

To move or resize the widget, right click on the widget and choose the appropriate action. For example:

 

4. Add data to each widget

To add data to a widget:

  1. right click on the widget and select Properties

  2. From the Widget Properties dialog, select the Data Series tab, then click the Add ... button



  3. From the Add Data dialog, first select the Report Type from the dropdown list, then double-click the required data row to move it into the Selected Data Series list



  4. Click OK to add the data to the widget and return to the Widget Properties dialog


5. Review the Series Properties for each data item

If required, you can adjust the Series Properties:

  1. Chart Type: Select a different chart type for the data
  2. Report On: After Actuals are enabled, choose between Projected, Original Budget and Revised Budget data
  3. Series Label: Enter a custom label for the data. If left blank, the default label is used

 

6. Review the display period for each data item

The data displayed for each widget is affected by the Dashboard Month (on the Dashboard Toolbar and the display period set on the Dates tab of the Widget Properties dialog.

Dates can be:

  1. Fixed: the display period does not change regardless of changes in the Dashboard Month
  2. Relative: the display period changes as the Dashboard Month changes

The above example will display data for the 12 months up to and including the Dashboard Month. If an Offset of 3 were added, the widget would display data for the 9 months up and including the Dashboard and then the following 3 months.

 

7. Tailor the appearance of each widget

Now that the widget has been created and data added, the remaining tabs will help you tailor the appearance of the widget to your requirements. You can change:

  1. Title: Add a title, change the font and display position
  2. Appearance: Chart palette, background and chart colours, chart borders and 3D rendering
  3. Legend: Show/hide the Legend, change the font and display position
  4. Axis: Show/hide the axes, markers and gridlines, add axis labels, change the font and label formats
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