Creating Dashboards In Sage Enterprise Intelligence(SEI)

Sage Enterprise Intelligence offers enterprise customers, managers and executives the   energy to research and create enterprise stories, dashboards and views. Dashboards are a fast and efficient manner for determination makers to get detailed perception into  enterprise. On this weblog we’ll take a look on how we will create a dashboards in Sage Enterprise Intelligence

With a purpose to create dashboards in SEI, Firstly we have to design knowledge mannequin and through the use of this knowledge mannequin we will create a views, stories and dashboards. We will use this views or stories to create a dashboards.

Under are the steps to design dashboards:

Within the command centre part, Navigate to Dashboards.

Create a brand new folder, right here we’ll create a folder named as ZTEST. Refer the beneath determine.

Fig01: Folder Creation

Inside this folder, We are going to create a DASHBOARD, Click on on the folder identify and choose new dashboard. Right here we’ll create a dashboard named as ZTEST.

Refer the beneath determine.

Fig02: Dashboard Creation

Dashboard is principally a mixture of two or a number of views or stories.

From the info fashions and views part, choose the views that you just wish to embrace within the dashboards. Right here we’ll embrace 4 views which can show the gross sales knowledge and gross sales vs deliveries knowledge. As soon as we’ve finished with including of views then click on on save for saving the dashboards. Refer the beneath determine.

Fig03: Dashboard Display

After creation if we wish to do some adjustments on the dashboard then click on on Edit dashboard from setting.

Fig04: Dashboard Setting

There are some properties which can be utilized.

  • Theme: We will present particular theme to the dashboards resembling materials, materials black, metro, metro black, sage and so forth.
  • Filtering Panel: This helps us so as to add a filter situation in response to which we wish to show knowledge within the dashboard.
  • Conceal: That is used to disable or allow the filtering panel used within the dashboard.
  • Location: That is used to present location to the filtering panel resembling Prime and backside.
  • Auto Refresh: This helps us to allow the auto refresh in order that knowledge can be mechanically refreshed. Additionally we will present the refreshing time.
Fig05: Dashboard Properties

If we don’t wish to do adjustments on whole dashboard, additionally it is doable to do adjustments on a selected view. Click on on the setting icon on that view and might do any adjustments that we wish.

Under are the properties that can be utilized to edit particular views.

  • Column header: This refers back to the title of the column
  • Conceal: It’s doable to cover the title utilizing disguise.
  • Font Colour/Background coloration : This assist us to present background or font color to title.
  • Daring/Italic/Underline: That is used to maintain the title daring and italic and likewise we will underline the title.
  • Teams/Columns/Pivot: This helps us so as to add extra teams or columns as effectively we will add column to pivot
Fig06: Worksheet Properties

This weblog helps us to understand how dashboards may be created in Sage Enterprise Intelligence.

About Us

Greytrix – a globally acknowledged and one of many oldest Sage Improvement Associate is a one-stop resolution supplier for Sage ERP and Sage CRM organizational wants. Being acknowledged and rewarded for multi-man years of expertise, we convey full end-to-end help in your technical consultations, product customizations, knowledge migration, system integrations, third-party add-on improvement and implementation competence. 

Greytrix caters to a variety of Sage X3, a Sage Enterprise Cloud Answer, choices. Our distinctive GUMU™ integrations embrace Sage X3 for Sage, Dynamics 365 CRM and Magento eCommerce together with Implementation and Technical Help worldwide for Sage X3. Presently we’re Sage X3 Implementation Associate in East Africa, Center East, Australia, Asia, US, UK. We additionally provide best-in-class Sage X3 customization and improvement providers, built-in functions resembling POS | WMS | Fee Gateway | Transport System | Enterprise Intelligence | eCommerce and have developed add-ons resembling Catch – Weight  and Letter of Credit score and India Laws for Sage X3 to Sage enterprise companions, finish customers and Sage PSG worldwide. Greytrix Gross sales Fee App for Sage X3 simplifies fee calculations and postings on gross sales transactions.

The GUMU™ Cloud framework by Greytrix varieties the spine of cloud integrations which are managed in real-time for processing and execution of software applications on the click on of a button.

Greytrix is a acknowledged Sage champion ISV Associate for GUMU™ Sage X3 – Sage CRM integration additionally listed on Sage Market; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For extra info on Sage X3 Integration and Companies, please contact us at [email protected], We wish to hear from you.

Related Articles


Please enter your comment!
Please enter your name here

Latest Articles