Add Dashboard Widget - Grid

  1. Drag the Grid widget in the left panel to the Dashboard Canvas.



  2. Select the Grid widget and click the Properties icon on the far right. The Widget Name can be changed later after selecting the data fields. See next steps.



  3. Click the Assign Data tab and select the API Data Source that was manually added to the Dashboard. Example: Sage Construction ManagementAPI_Overview



  4. Drag fields listed in the Dimensions and Measures section to the Grid's Column fields listing. Example of Dimension would be Project #, Prime Contract #, Job Cost Code and Job Cost Code Description whereas Measures are quantity or currency fields such as RevenueBudget_Prime_Total.



  5. Optional but recommended: Change the name of the Grid column fields especially currency fields since they are long.





  6. Optional: Change the math function (ex. Sum) and format (ex. decimal places) for number or currency fields as needed. Note: Sum is the most common math function used in dashboards.



  7. Adjust the Width and Height of the Grid as needed.







  8. Click the Properties icon again to rename the widget and adjust other attributes. See images below for details.











  9. Completed Grid.




See Also