Table Time Period Option 1 2 3 4 5 6 7 1. Displays your data in the dashboard by the selected date 2. Extends the time period selected above, before or after by a specified number of time periods. Make sure to uncheck the Compared To selection below in order to do so. 3. Displays your data in the dashboard by a specific number of past or future days. 4. Displays your data within the specified date range. 5. Compares the data from the above selected time period to the previous time period, year or goal. 6. Use up to today's day data or full time period data for historical data comparison. 7. Displays your data using the Fiscal year as your selected time period. Data Option 1. The measure will be displayed in the component. 2. The date field associated with the selected measures. This is used for conditioning purpose. 3. Custom filter option to further filter the measures selected above. Use the Check Syntax box before clicking OK to ensure the filter will be applied effectively. 4. Choose how you want to group the measure(s). 5. Sort how you would like the column to be displayed by choosing from the drop down menu. Also choose what order you want your data to be displayed and how many records you want to pull data from. 6. Limit a certain number of records to display. 1 2 3 4 5 Interaction Option 1. Preset the other components with which you want this component’s data to react to when they are selected. Under each component option you can choose ALL or a Sequence number (#1) which can be assigned to each component so that this data only reacts when a certain numbered component is selected. 2. To pass the measure and filter through to this component when a measure selector component is changed select the Replace with Main Measure or Replace with Mouse Over Measure box. To pass only the filter from a measure selector component when changed, select No. 3. Replace Group By when interacting with a measure selector. 4. Select Yes to make this component a dashboard selector so that other preset components will refresh when it is selected. Select No if you do not want any other data to react to this selection. 5. You can assign different sequence numbers to multiple of the same type of component to differentiate them. 6. In order to pass a filter through to another or multiple dashboards you must select one of the Hyperlink Selectors. The level is not important, only that the selection on the receiving end matches your selection here: Level 1 to Level 1 and Level 2 to Level 2. 7. In order to pass a filter through to another or multiple dashboards you must select one of the Hyperlink Selectors. The level is not important, only that the selection on the receiving end matches your selection here: Level 1 to Level 1 and Level 2 to Level 2. 8. Choose whether you want the selection of this component to continue to filter data even when another component on the dashboard is selected. Or choose to Replace the data in this component when another component is selected. Or choose to Add (and) or Add (or) to combine the filter with the filter of another component. 9. If you want the component to wait to load any data until you have made a selection from another component, select the Refresh On Interaction Only box. 10. If Yes is selected, the first row of your data will be selected upon loading of your dashboard and will apply a filter automatically to any components that react to this component. 1 2 3 4 5 6 7 8 9 10 Display Option 1. Select a data level within your organization to limit data access for this component.  Or select the green button to select a specific role within your organization. 2. Displays and sums up all of the users directly below the above selected level or role by the Direct Report. Or you can display and sum up all of the users in all the levels below the selected data level by choosing the Subordinate box. 3. Customize your comparison display with one or both selections, or remove any comparison display by unselecting both boxes. 4. Customize your table display with a header or if you do not want a header, simply unselect the box. 5. Choose to select a single row at a time to filter your dashboard or multiple rows to filter your data using many records. 6. Add some emphasis to your component by choosing the Show Border and/or With Shadow boxes and choose a custom color and size for your border. 7. If you want to add color to one of the displayed measures choose which measure to color. Then choose the range Conditions and the custom color you want to assign to that range of measures. 1 2 3 4 5 6 7 6