/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard section The way you open a dashboard depends on the dashboard location. 2026-02-19T17:09:06+01:00 # Open a dashboard The way you open a dashboard depends on the dashboard location. The way you open a dashboard depends on the dashboard location. In this topic, you will find information about opening dashboards from specific locations. ## Open the home dashboard On the main menu, click the banner with the Visma Net logo. ## Open a workspace dashboard 1. On the main menu, select the workspace whose dashboard you want to view. 1. In the navigation pane, click the workspace name. If you have sufficient access rights, you can configure the dashboard as you need. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart page You can add to a dashboard a doughnut chart widget based on an inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a doughnut chart You can add to a dashboard a doughnut chart widget based on an inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Doughnut**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window whose values should be displayed as individual sectors on the doughnut. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart page You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a line chart You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. You can add to a dashboard a line chart widget based on any inquiry window of Visma Net. Once you have added and configured the line chart, you can zoom in on a region of it. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Line**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select the column from the source window to provide the values for the horizontal axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. ## Parent topic /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart page You can add to a dashboard a widget of a stacked column chart, which can be based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a stacked column chart You can add to a dashboard a widget of a stacked column chart, which can be based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Stacked column**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to provide the values for the horizontal axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart page You can add to a dashboard a bar chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a bar chart You can add to a dashboard a bar chart widget based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. For a detailed description of the **Widget properties** dialog box for charts, see: [Add widget dialog box for chart widgets](/visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-chart-widgets/). ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Bar**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Value** field, select a column from the source window to be displayed on the horizontal axis and used as a source for the data area. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. 1. In the **Legend** field, select a column from the source window to provide the values for the vertical axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart page You can add to a dashboard a widget of a stacked bar chart that is based on any inquiry window of Visma Net.. 2026-02-19T17:09:06+01:00 # Add a stacked bar chart You can add to a dashboard a widget of a stacked bar chart that is based on any inquiry window of Visma Net.. This topic describes how you add a stacked bar chart to a dashboard. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Stacked bar**. 1. Optional: In the **Legend position** field, change location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to provide the values for the vertical axis. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## Optional: In the Series section, do the following 1. In the **Legend** field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Optional: In the **Colour** field, specify the custom colours of chart elements for values defined in the **Series** section. Use expressions to specify a colour depending on a value. For example: To make a chart element red if a field value is **USD** and blue if a field value is **EUR**, specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart page You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a funnel chart You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. You can add to a dashboard a funnel chart widget based on any inquiry window of Visma Net. ## Open the Add widget dialog box 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Chart**, and then click **Next** to open the **Widget properties** dialog box. ## Specify the settings that are common for all chart types as follows 1. In the **Inquiry screen** field, select the inquiry window that should provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Configure** to open the **Chart settings** dialog box. 1. In the **Chart type** field, select **Funnel**. 1. Optional: In the **Legend position** field, change the location of the legend on the widget. ## In the Categories section, do the following 1. In the **Legend** field, select a column from the source window to be displayed as individual slices in the funnel. 1. Define the sorting of the values. In the **Sort by** fields, select the sequence to be sorted and the sorting order. 1. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the **Maximum number of values shown** field. (The system selects the largest values first.) 1. If you want to display the sum of the remaining values as a single element on the chart, select the **Show sum of other entries** check box. 1. Optional: If you have selected a date field in the **Legend** field, in the **Date rounding** field, select the part of the date field that will be shown on the widget. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. ## In the Values section, do the following 1. In the **Value** field, select the column from the source window to provide the values for the categories. 1. In the **Aggregation** field, select the aggregate function to be applied to the field selected in the **Value** field. 1. In the **Format** field, specify the format of the numeric and date fields if it should differ from the original format. 1. Click **OK** to save your changes and close the **Chart settings** dialog box. 1. In the **Widget properties** dialog box, click **Finish** to add the chart to the dashboard. **Parent topic:** [Configure dashboards - overview](/visma-net-erp/to-be-deleted/online-help/shared-files/dw-configure-dashboards-con/) /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget page You can add to a dashboard a data table widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a data table widget You can add to a dashboard a data table widget based on any inquiry window of Visma Net. You can add to a dashboard a data table widget based on any inquiry window of Visma Net. For more information on table widgets, see: About dashboards. This topic describes the process of adding a data table widget to a dashboard. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the **Inquiry screen** field, select the inquiry window that will provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that will be used to filter the data shown in the widget. 1. Optional: Set up the height of the widget and the number of records to be displayed on the widget as follows: + If you want to display a certain number of records on the widget, select the **Automatically adjust height** check box, and in the **Record limit** field, specify the number of records or leave the default value. With these settings, the widget height will be adjusted automatically by the system according to the number of records specified in the **Record limit** field. (You cannot adjust the widget height manually.) + If the widget size is more important to you than the particular number of records on the widget, you need to make sure that the **Automatically adjust height** check box is cleared, and adjust the widget height manually. The system will limit the number of records automatically according to the widget height. 1. Click **Column settings** to open the **Column settings** dialog box. 1. In the **Column settings** dialog box, configure the list of columns that should be displayed on the widget as follows, and then click **OK**: + To remove a column from the list of selected columns, double-click the column name in the **Selected columns** list. The column name is moved to the **Available columns** list. + To add a column to the list of selected columns, double-click the column name in the **Available columns** list. The column name is moved to the **Selected columns** list. + To arrange the order of columns in the **Selected columns** list, select the column name that should be moved to another place and click Move up or Move down. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. In the **Widget properties** dialog box, click **Finish** to add the table widget to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget page You can add to a dashboard a widget with a page from an external website. 2026-02-19T17:09:06+01:00 # Add an embedded page widget You can add to a dashboard a widget with a page from an external website. You can add to a dashboard a widget with a page from an external website. ## Add an embedded page to a dashboard 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add a widget** dialog box. 1. In the list of widgets, click **Embedded page**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Source** field, type the URL of the web page that should be displayed on the dashboard. 1. Optional: Select the **Use dashboard parameters** check box to use dashboard parameters in the URL, and display filtered information from the source. 1. If the check box is selected, the system will display the read-only field **Preview parameters**, where you will see a preview of a parameter in the format: ProjectId=[ProjectId]. The system will later replace the parameter name with the specific dynamic value for that parameter. 1. **Note**: For each widget you want to configure to include parameters on the external link, you need to: 1. select the check box **Use dashboard parameters** in the Widget properties dialog box, 1. for the relevant parameter(s), select the check box **Use in widget Embedded page** on the **Dashboards page (SM208600)**, to allow its use in an Embedded page widget. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the embedded page widget to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget page You can add to a dashboard a widget with a Power BI tile. 2026-02-19T17:09:06+01:00 # Add a Power BI tile widget You can add to a dashboard a widget with a Power BI tile. You can add to a dashboard a widget with a Power BI tile. This topic describes how you add a Power BI tile widget to a dashboard in Visma Net. ## Before you begin Before adding a Power BI tile widget on a dashboard, ask your administrator for the client ID and client secret that he or she received after registering your Visma Net instance on Microsoft Azure for Power BI. ## Add a Power BI tile widget 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Power BI tile**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Client ID** field, paste the client ID that your system administrator has provided. 1. In the **Client secret** field, paste the client secret that your system administrator has provided. 1. Click **Sign in** to log in to the Microsoft Power BI website. After the successful login, you will be automatically redirected to Visma Net. Notice that the **Dashboard** and **Tile** fields appear in the **Widget properties** dialog box. 1. In the **Dashboard** field, select the Power BI dashboard with the tile that you want to embed in the Visma Net dashboard. 1. In the **Tile** field, select the Power BI tile that you want to embed in the Visma Net dashboard. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the Power BI tile widget to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget page You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a scorecard KPI widget You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. You can add to a dashboard a scorecard KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. In the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Scorecard KPI**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Inquiry screen** field, select the inquiry window to provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that will be used to filter the data shown in the widget. 1. Optional: In the **Scorecard title** field, type the caption of the scorecard parameter to be displayed in the scorecard area. 1. In the **Field to aggregate** field, select the field from the selected inquiry window to be displayed on the widget. 1. In the **Aggregate function** field, select the function to aggregate the values of the selected inquiry field on the widget. 1. Specify the alarm settings for the widget as follows: 1. In the **Normal level** field, specify the normal threshold of an aggregated field value. 1. In the **Alarm level** field, specify the alarm threshold of an aggregated field value. An employee of your company who monitors the dashboard should pay attention to the parameter if it is close to or greater than this threshold. 1. In the **Normal colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is less than or equal to the value specified in the **Normal level** field. 1. In the **Warning colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is between the values specified in the **Normal level** and **Alarm level** fields. 1. In the **Alarm colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field is equal to or greater than the value specified in the **Alarm level** field. 1. If you want to manually specify the font size to be used on the widget, make sure that the **Automatically adjust font size** check box is cleared, and in the **Font size** field, specify the font size. Otherwise, the font size will be adjusted automatically by the system. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the scorecard KPI widget to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget page You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. 2026-02-19T17:09:06+01:00 # Add a trend card KPI widget You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net. For details on trend card KPI widgets, see:. 1. Open the **Add widget** dialog box as follows: 1. Open the dashboard where you want to add a widget. 1. On the dashboard title bar, click **Design** to switch to design mode. 1. In one of the place holders in the widgets area, click **Add a new widget** to open the **Add widget** dialog box. 1. In the list of widgets, click **Trend card KPI**, and then click **Next** to open the **Widget properties** dialog box. 1. In the **Inquiry screen** field, select the inquiry window to provide the source data for the widget. 1. Optional: Click **Inquiry parameters** to change the default parameters for the selected inquiry. 1. Optional: In the **Shared filter to apply** field, select the shared filter that should be used to filter the data shown in the widget. 1. Optional: In the **Trend card title** field, type the name of the trend card parameter to be displayed in the trend card area. 1. In the **Field to aggregate** field, select the field from the selected inquiry window to be used for calculating the values that will be displayed on the widget. 1. In the **Aggregate function** field, select the function to aggregate the values of the selected inquiry field on the widget. 1. Specify the highlighting settings for the widget as follows: 1. In the **Time-line field** field, select the field of the date type from the selected inquiry window to be used for counting trends. 1. In the **Period** field, select the time period with which the comparison of the selected field is performed. 1. In the **Rising trend colour** field, select the colour values. 1. In the **Rising trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field rises in comparison to the period selected in the **Period** field. 1. In the **Flat trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field stays the same in comparison to the period selected in the **Period** field. 1. In the **Falling trend colour** field, select the colour of the widget background to be used when the aggregate value of the field selected in the **Field to aggregate** field decreases in comparison to the period selected in the **Period** field. 1. If you want to manually specify the font size to be used on the widget, make sure that the **Automatically adjust font size** check box is cleared, and in the **Font size** field, specify the font size. Otherwise, the font size will be adjusted automatically by the system. 1. Optional: In the **Caption** field, type the name of the widget to be displayed on the dashboard. 1. Click **Finish** to add the trend card KPI widget to the dashboard. /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard section You can change the layout of a dashboard in a number of ways, as outlined in this topic. 2026-02-19T17:09:06+01:00 # Arrange widgets on a dashboard You can change the layout of a dashboard in a number of ways, as outlined in this topic. You can change the layout of a dashboard in a number of ways, as outlined in this topic. ## Change the layout of a dashboard Click **Edit layout** on the title bar of the dashboard window to change the dashboard layout template. ## Change the position of a widget Drag the widget by its title bar to move it to the needed location on the dashboard. ## Resize a widget Drag any of the corners or borders of the widget to resize it as you want. ## Remove a widget from a dashboard 1. Open the dashboard whose widget you want to remove. 1. In the widget toolbar, click  (the **Remove** button). /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region page On a chart of any type, except doughnut and funnel charts, you can zoom in and out of any region: 2026-02-19T17:09:06+01:00 # Zoom in on and out of a chart region On a chart of any type, except doughnut and funnel charts, you can zoom in and out of any region: + To zoom in of a chart region, drag the mouse pointer to create a selection around the area where you want to zoom in. + To zoom out to the left of the chart title, click **Refresh**. Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/)