This article shows how to display graphs in the Dashboard. The dashboard detailed here is the legacy dashboard in EQ versions 18 and older. (EQ Flex version 25 has introduced new Power BI dashboards which are more advanced).
Dashboard displays your quotations, sales orders, customer deliveries, customer payments, profit margins, purchase orders, supplier deliveries, sales pipeline and stock.
When you have opened the dashboard and expanded the classifications you can display graphs for each classification. The main dashboard screen will show multiple graphs on screen at once (they will resize as you open or close graphs). When you close and re-open Dashboard, it will remember the last graphs viewed and display them immediately.
- Open the Dashboard by clicking the icon on the top toolbar:
- Expand the classifications and details by clicking the arrows (detailed in Displaying Data).
- Click the chart icon next to a classification to display a graph:
When 1 graph is displayed it fills the screen, but you can click more graph icons and it will open multiple graphs and resize to fit to the screen.
- Repeat this to show multiple graphs. They will automatically resize to fit the screen.
Customise Graphs
You can customise the appearance of each graph and then save them.
Click the chart icon at the top left of each graph to display the customise options:
You can change the series colour and display the top number of results rather than all the data. To edit the chart labels and graph type click the Chart Editor. This opens all the available options, as you select each option the graph changes immediately.
Click Print to print the chart or click Export to save the chart as a graphic so it can be used in other applications or sent via e-mail.
Click Save to save the individual graph or all graphs in that group. When you re-open the graph the appearance will be remembered.
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