Practical example: Incorporating the old sales statistics into the new dashboard

On this page you will find instructions on how to incorporate the old sales statistics into the new dashboard.

1. Creating configurations with the necessary key figures

Note: All the mentioned key figure configurations are either already available on your system or can be created free of charge.

You can create key figure configurations in the Setup » plentyBI » Key figure configurations menu.

For this example, you need five key figure configurations, three of which already exist in your system.

These are the key figure configurations that are already set up in your system:

This is how you create the other two key figure configurations:

Orders sent (Today)

  1. Go to Setup » plentyBI » Key figure configurations.

  2. Click on + New.

  3. Enter a name for the configuration in the Name field, e.g. Orders sent (Today).

  4. Select the Key figure Orders (Live) from the list.

  5. Select Total as Calculation type.

  6. Select the Dimension Order.

  7. Set the following Filters: Order type » Corresponds to one of these values » Order, Multi order and Outgoing items booked »is equal to » Outgoing items booked today.

  8. Save () the settings.

Revenue today

  1. Go to Setup » plentyBI » Key figure configurations.

  2. Click on + New.

  3. Enter a name for the configuration in the Name field, e.g. Revenue today.

  4. Select the Key figure Revenue today (Live) from the list.

  5. Select Gross revenue as Calculation type.

  6. Select the Dimension Creation date.

  7. Do not set any filters.

  8. Save () the settings.

2. Creating and setting up a new dashboard view

This step describes how to add the required key figure configurations to your dashboard.

Key figure configurations are displayed in the form of various elements in the dashboard.

You can add the required elements on an already existing dashboard view or create a new dashboard view.

Use the editing mode () to customize sections and elements or to undo changes if necessary.

2.1. Customizing the dashboard layout

To customize the layout of the dashboard, set up the individual columns and rows.

To move or add the dividing lines, hover with the cursor over them and click on the three dots (more_vert).

Note: This is just an example of a dashboard layout. You can customize your dashboard according to your preferences.

dashboard layout
Figure 1. Dashboard editing mode, with separators between individual sections highlighted in colour

2.2. Adding and editing elements

Once the display sections have been divided up, the second step is to fill them with data, which is displayed in the form of various elements.

How do I add an element to the dashboard?

Placing areas and elements on the dashboard:

  1. Go to PlentyONE logo (Start) » Dashboard and click on Edit view ().

  2. Select an element from the settings menu and place it on the dashboard by using Drag-and-drop.
    Note: If you have already placed an area for the element on the dashboard, you do not have to add it again. In this case, drag-and-drop the desired element to the existing area and click on Edit () at the top right corner of the element.

  3. Move the cursor over the element and click on Edit ().
    → The settings menu opens.
    → The possible elements for the area are displayed.

  4. Select an element from the settings menu and drag-and-drop it within the area on the dashboard.

  5. Save () the settings.

In our example, we have added the following elements: Tiles, Spacers, Rows and Tables.

2.2.1. Settings for the individual elements

elements placing
Figure 2. Placement of the elements

Below you will find the settings for the elements shown in the image above.

Note: You can set your own title and colour for each element.

Tile - 1

Settings for the tile:

  • Key figure: Orders (Live)

  • Title: Orders - New

  • Period: Today

  • Aggregate: Count

  • Time interval: Day

  • Primary value: Key figure value

Spacer - 2

Settings for spacers:

  • Height: 125 px each

Table - 3

Here we added a table and then a button within the table.

Settings for the button:

  • Title: New

  • Shortcut type: Open link

  • Link: /order/order-ui/overview?createdAt={"value":"today","operator":"period"}&orderTypeId={"value":1,"operator":"in"}
    Note: All links to other UIs may change at any time and may be invalid while you are reading this. If this is the case, we recommend that you create a ticket in the Service Desk.

  • Colour: Green

Table - 4

Here we added a table and then a button within the table.

Settings for the button:

  • Title: Sent

  • Shortcut type: Open link

  • Link: /order/order-ui/overview?orderDate_5={"value":"today","operator":"period"}
    *Note*: All links to other UIs may change at any time and may be invalid while you are reading this. If this is the case, we recommend that you create a ticket in the Service Desk.

  • Colour: Grey

Row - 5

Settings for the row:

  • Key figure: Revenue today

  • Title: Revenue

  • Period: Today

  • Aggregate: ∑

  • Primary value: Key figure value

Row - 6

Settings for the row:

  • Key figure: Orders (Live)

  • Title: Orders

  • Period: Today

  • Aggregate: Count

  • Primary value: Key figure value

Table - 7

Settings for the table:

  • Key figure: Gross revenue

  • Title: Gross revenue

  • Period: 7 days ago - yesterday

  • Time interval: Day

  • Sort order: Scale basis - Ascending

  • Aggregate: ∑

  • Items per page: 25

  • Group by dimension: Enabled

  • Mapped column: Scale basis

  • Mapped column: Primary result

  • Mapped column: Result unit

  • Decimal places: 2

  • Conditional colouring: (settings) » Data field » Primary result » Lower than » Fixed value » 1

Table - 8

Settings for the table:

  • Key figure: Orders

  • Title: Orders

  • Period: 7 days ago - yesterday

  • Time interval: Day

  • Sort order: Scale basis - Ascending

  • Aggregate: ∑

  • Items per page: 25

  • Group by dimension: Enabled

  • Mapped column: Primary result

  • Decimal places: 0

  • Conditional colouring: (settings) » Data field » Primary result » Lower than » Fixed value » 1

Tile - 9

Settings for the tile:

  • Key figure: Orders sent (Today)

  • Title: Orders sent

  • Period: 30 years ago - today

Note: In our example, we set the time period to 30 years ago - today. The reason for this is that we want to see orders regardless of the creation date, especially those for which the goods issue posting was made today. The filter that was originally set in the configuration for the booked goods issue, together with the setting of the time period to day on the tile, allows us to do this. Of course, you can decide for yourself which time period you want to set.

  • Time interval: Day

  • Primary value: Key figure value

This is our result:

ergebnis