Selecting information to view on the Budgeting Dashboard

Selecting the working dataset

The working dataset is your current budget that you are working with.

To select the working dataset:

• In the Working Dataset field, either select the dataset from drop-down list or type the name in the field.
  The charts update based on your selection. 

Selecting the period

The period refers to the financial period that you are working with.

To select the period:

• From the Period drop-down list, select the financial period to work with. (To display information for all periods, select Total.)
  The charts update based on your selection. 

Selecting reference datasets

A reference dataset refers to the budget or dataset that you are using as a comparative reference while modifying the working budget. You can display up to four reference datasets in the dashboard. The Default view is the default setting.

Tip: For best performance, Unifocus recommends selecting one to three reference datasets.

To select a reference dataset:

• From the Reference Viewdrop-down list, do one of the following:

  • Select a configured view.
    The reference datasets update to the select view. 

  • Create a new reference view.

Note: For information on configuring and editing reference views, see Creating a reference view in Budgeting and Editing a reference view in Budgeting

Customizing the Budgeting Dashboard charts and gauges

The available charts and gauges in the Budgeting Dashboard depend on your license. For more information, see Configuring the Budgeting application.