Project Financial Analytics - Add Custom BI Dashboards

Prerequisites

• Review Data APIs
  • V2 Financial APIs (Now Available)
  • V1 Financial APIs
• Custom Dashboard Training Videos

Add Custom Dashboards - Step by Step Guides

• Step 1: Add Dashboard and Specify API Data Sources
• Step 2: Default Font Size for Dashboard Widgets and Export Options
• Step 3: Add Common Dashboard Widgets:
  • Number Card Widget
  • KPI Card Widget
  • Grid Widget
  • Pivot Grid Widget
  • Bar Chart Widget
  • Text Widget
  • Syncfusion Bold BI - Visualization Widgets Documentation
• Step 4 (Optional): Add Master Widget Filter