Manage dashboard pages /visma-net-erp/help/customisation/manage-dashboard-pages section In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. 2026-02-19T17:09:06+01:00 # Manage dashboard pages In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. The page that displays the collection is known as a dashboard page. In the following topics, you will find information on managing dashboard pages. About dashboard pages /visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages page In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. 2026-02-19T17:09:06+01:00 # About dashboard pages In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. In Visma Net, a dashboard refers to a collection of widgets that is displayed on one page. The intention is to give you needed information at a glance. Use dashboards to display vital information for the business processes of your organisation on a single page in Visma Net. The system provides predefined dashboard pages located in specific areas of the site map. Alternatively, you can create and position your own dashboard pages in the site map for optimal convenience. These dashboards can be utilized by users in their daily tasks. In this topic, you can find information on how to: + add new dashboard pages + manage access rights to dashboard pages + reset dashboards ## Adding a new dashboard page New dashboard pages can be added using the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. Any user with access to this window can: + add + remove + modify the properties of dashboards. To create a new dashboard page, follow these steps: 1. Create a new dashboard page and specify its location in the site map. 1. Select the role for the dashboard owner. Refer to [About access rights to dashboards](/visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards/) for more details. If you are configuring the dashboard, ensure to select an owner role that you are assigned to. Otherwise, you will be working with your personal copy of the dashboard, and other users will not see any widgets that you add. 1. Choose the user roles that should be allowed to view the dashboard page. For more information on user roles, refer to [About role-based access](/visma-net-erp/help/access-management/user-security/about-role-based-access/). 1. Optional: Provide users (based on their user roles) with the ability to add, modify, and delete widgets on the dashboard. This capability is set at the dashboard level and applies to all user roles that can view the dashboard. For the detailed procedure of adding a new dashboard, see: [Add a new dashboard page (SM208600)](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). After you have created the dashboard page, add the widgets. For details on working with widgets, see:. ## Assigning access rights to dashboards Users who will work with dashboards can be given any of the following access rights capabilities: + Managing dashboard pages: Users with this capability can: + create new dashboard pages + delete dashboard pages + set up access rights to dashboard pages + populate the dashboard pages with widgets With regard to access rights to dashboards, these are the most powerful users. + Configuring an original dashboard: Users with this capability can + modify widgets on an original dashboard + reset all user copies to the original settings. These users are regarded as dashboard owners. + Viewing dashboards: Users with this capability can only view information on a dashboard. These users are the least powerful dashboard users because they cannot modify widgets on a dashboard. + Personalization dashboard: Users with this capability can view and modify widgets on their copy of a dashboard. For details on access rights to dashboards, see: [About access rights to dashboards](/visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards/). ## Resetting dashboard pages When you reset a dashboard, its widgets are replaced with the widgets from the original dashboard. The predefined dashboards settings are derived from the To reset a predefined dashboard, open the dashboard in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window and click **Reset to predefined** on the window toolbar. The settings for user copies of dashboards, whether created by you or your colleagues, are derived from the original dashboard. To reset all user copies of the dashboard simultaneously, open the dashboard in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window and click **Reset all user copies**. Users who work with a copy of the dashboard can also reset their copy.

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Tasks

Windows

 About access rights to dashboards /visma-net-erp/help/customisation/manage-dashboard-pages/about-access-rights-to-dashboards page In Visma Net, users can manage, view, and modify widgets on dashboard pages. 2026-02-19T17:09:06+01:00 # About access rights to dashboards In Visma Net, users can manage, view, and modify widgets on dashboard pages. In Visma Net, users can manage, view, and modify widgets on dashboard pages. This topic discusses the access rights capabilities related to dashboard pages. For additional information on dashboard pages, see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). ## Access rights for managing dashboard pages For users to manage dashboard pages, they must be assigned a user role that has complete access rights to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For additional information on access rights, see [About access rights for roles](/visma-net-erp/help/access-management/user-security/about-access-rights-for-roles/). Users with the role that has full access to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window can: + add and remove dashboards + set up access rights to dashboards for user roles + select a user role that will own a dashboard + change the locations of dashboards in the site map and + allow other users to modify dashboards. If you want a user, who has the ability to manage a dashboard page, to also be able to configure an original dashboard (meaning, they can make changes that all users with dashboard access can see), assign this user the role of dashboard owner. ## Access rights for configuring dashboards A dashboard can only be configured by a user assigned the role of the dashboard's owner. For both predefined dashboards and those created in earlier versions of Visma Net, the default owner role is the predefined role **DashboardDesigner**. The role of a dashboard owner can be specified and modified in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For more information, see: [Add a new dashboard page](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). A user with a dashboard owner role can design the dashboard from scratch: + add and delete widgets + arrange widgets and + modify widget properties. An owner of a dashboard has the ability to access the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. They can edit the dashboard properties, given that the owner role has been granted access to this window. ## Access rights for viewing dashboards You can manage the visibility of each dashboard based on user roles using the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. For more information, refer to: [Add a new dashboard page](/visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page/). Dashboards created by you or your colleagues can be found at any level of the site map. If a user lacks the necessary access rights to view a dashboard, it will not be visible to them in the user interface. For instance, if you create a dashboard and place it in the Inventory module at the same level as the workspaces, it will be visible to users with the appropriate access rights. For these users, the dashboard name will appear on the main menu alongside the workspace names. Users without the necessary access rights will not see this additional menu item. If a dashboard is located at a workspace level and a user without the necessary access rights attempts to view it, they will see a help topic related to the workspace instead of the dashboard. The widgets displayed to users who can view the dashboard depend on their access rights to the windows from which the widgets' source data is derived. If access to the window is denied for certain users, they will see a placeholder instead. For example, if you add the following widgets to the home page dashboard: Invoices to approve : , which derives data from the [Approve purchase invoices for payment (AP502000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-purchase-invoices-for-payment-ap502000/) window, and Customer ledger balances : , which derives data from the [Supplier summary (AP401000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-summary-ap401000/) window. Users without access to the [Approve purchase invoices for payment (AP502000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/approve-purchase-invoices-for-payment-ap502000/) window will only see the **Customer ledger balances** widget upon logging into the system. They will not see the **Invoices to approve** widget on the dashboard. However, if these users have the necessary access rights to personalize dashboards (refer to the following section), they have the option to either delete the hidden widget or modify its properties. ## Access rights for personalising dashboards Users with dashboard access can also be granted the ability to personalise the dashboard, meaning they can configure and modify its widgets. To enable this feature, select the **Allow users to personalise** check box in the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. When users personalise a dashboard, they are actually working with a copy of the dashboard. This copy is automatically created by the system when a user starts modifying any widget on the dashboard. Users can reset their copies back to the original dashboard. Note that it is also possible to reset all user copies of the dashboard simultaneously. For more information, see: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/).

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Tasks

Windows

 Add a new dashboard page /visma-net-erp/help/customisation/manage-dashboard-pages/add-a-new-dashboard-page section For more information on managing dashboard pages, see: About dashboard pages. 2026-02-19T17:09:06+01:00 # Add a new dashboard page For more information on managing dashboard pages, see: About dashboard pages. For more information: [About dashboard pages](/visma-net-erp/help/customisation/manage-dashboard-pages/about-dashboard-pages/). 1. Go to the [Dashboards (SM208600)](/visma-net-erp/help/customisation/customisation-windows/dashboards-sm208600/) window. 1. Click ![icon-add](/media/visma-net-erp/icon-add.png). 1. In the **Name** field, type the name of the new dashboard. It should be unique within the system, because it will be used as the ID of the dashboard. 1. Specify location of the dashboard page in one of the following ways: + In the **Sitemap location** field, select a node of the site map where the dashboard should be located. + Click **Add new node** to create a separate node in the site map for the dashboard. 1. Optional: In the **Owner role** field, select a user role to be an owner of the dashboard. 1. Optional: Select the **Allow users to personalise** check box if you want to permit other users who have access to the dashboard to create personal copies of the dashboard. 1. In the **Visible to** table, set up the access rights for the user roles to the dashboard by selecting or clearing the check box in the corresponding row. 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). The dashboard page is added to the location you have specified.

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Concepts

Windows

 Configure dashboards /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards section 2026-02-19T17:09:06+01:00 # Configure dashboards Dashboards - overview /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview page With Visma Net dashboards, you can monitor 2026-02-19T17:09:06+01:00 # Dashboards - overview With Visma Net dashboards, you can monitor + current financial, + operational, and + organisational information, and analyse real-time trends that relate to their job. With the correct access rights, you can create personalised dashboards. These display the specific information you need, based on your role and responsibilities. Dashboards can display different types of information in various formats, depending on your preferences and the specific data you wish to view: + text, + charts, + graphs, + tables, These topics describe ways to configure and personalise dashboards in Visma Net. The Dashboard page /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-dashboard-page page In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. 2026-02-19T17:09:06+01:00 # The Dashboard page In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. In Visma Net, a dashboard is a collection of widgets that is displayed on a dashboard page. A dashboard page contains buttons you click to invoke dashboard-specific actions, and widgets that aggregate information from other windows. ## The dashboard page title bar The dashboard page title bar includes standard and window-specific buttons.
Button Description
Design

Switches the dashboard between view mode and design mode.

  • In view mode, you can only view information on the dashboard and cannot edit it.
  • In design mode, you can edit the dashboard layout and add or modify widgets.

This button is visible to users who are assigned the Administrator role or a dashboard owner role, and to users who have created a personal copy of the dashboard by clicking Create user copy.

For details, see: About access rights to dashboards.
Edit layout This button appears only in the design mode an opens the Dashboard layouts dialogue box.
Properties

Opens the Dashboards (SM208600) window, where you can specify the properties of the dashboard.

The button is displayed only in design mode and only if you have access to the Dashboards (SM208600) window.
Reset to default

Replaces the settings of your copy of the dashboard with the settings of the original dashboard.

The button is displayed only in the design mode. The button is available only if you are not the dashboard owner and if you have modified the dashboard.
Create user copy

Creates your personal copy of the dashboard. After you have clicked this button, you can personalise the dashboard. Changes you make to the dashboard will be visible only for you.

The button is displayed only if your system administrator has allowed users to personalise the dashboard.
## The top part In the top part, you can select the values of any parameters, and the system will filter the data displayed in widgets by using these values. Data will be filtered on only those widgets that have the filter settings by the parameters. This section is displayed only if at least one active parameter has been specified in the dashboard settings. ## The dashboard layouts dialog box By using this dialog box, you can change the layout of the dashboard. You can invoke this dialog box by clicking **Edit layout** on the dashboard page title bar. The dialog box has the following elements:
Element Description
Layout variant The list of layouts that can be applied to the dashboard. You can select a layout variant that will organise information on your dashboard appropriately.
OK ( button) Saves the new layout and closes the dialog box.
Cancel ( button) Closes the dialog box without saving any data.
## The widget toolbar For the description of the widget toolbar, see: [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). Parent topic: [Dashboard reference](/visma-net-erp/to-be-deleted/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-reference/)

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Concepts

 The widget toolbar /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar section The widget toolbar is located at the top of each widget. 2026-02-19T17:09:06+01:00 # The widget toolbar The widget toolbar is located at the top of each widget. The widget toolbar is located at the top of each widget. The actions that are available to you depend on the mode in which you are working with the dashboard (view or design) and on the widget type.
Mode Action
View mode
  • update the widget (this operation is available for all widget types) and
  • add a new entity (this operation is available for only the table widget).
Design mode
  • delete the widget and edit its properties:
You can switch to design mode only if you have the rights to modify the dashboard on which the widget is added—that is, only if you see the **Design** button on the dashboard toolbar. ## Standard widget toolbar buttons The widget toolbar includes only standard buttons. The following table provides descriptions of the standard buttons of the widget toolbar. |Button|Icon|Description| |---|---|---| |**Update**|![Icons_Refresh](/media/visma-net-erp/Icons_Refresh.png)|Updates the widget view.| |**Add row**|![Icons_Add_row](/media/visma-net-erp/Icons_Add_row.png)|Opens the appropriate entry form, so you can add a new record to the generic inquiry selected as the widget source. This button appears only for a table widget and only if the **Enable new record creation** check box is selected on the **Entry point** tab of the [Generic inquiry (SM208000)](/visma-net-erp/help/customisation/customisation-windows/generic-inquiry-sm208000/) window.| |**Edit**|![Icons_Form_Grid_Views](/media/visma-net-erp/Icons_Form_Grid_Views.png)|Opens the appropriate version of the **Widget properties** dialog box.| |**Delete**|![form_toolbar_buttons_Delete](/media/visma-net-erp/form_toolbar_buttons_Delete.png)|Deletes the widget from the dashboard.| Parent topic: [About dashboard reference](/visma-net-erp/to-be-deleted/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-reference/)

Related pages

Concepts

 About dashboard configuration /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration page You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. 2026-02-19T17:09:06+01:00 # About dashboard configuration You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. You can configure a dashboard to meet your needs if an administrator has given you sufficient access rights to the dashboard. When you change the layout of a dashboard, a copy of it is created, so you configure your own copy of the dashboard. This topic provides information on configuring dashboards. ## Preliminary steps Before you modify a dashboard, plan how many widgets and which types you will add. We recommend that you add no more than seven to ten widgets to one dashboard. Otherwise, information on a dashboard may become hard to read for you. If you would like to see more widgets while keeping the dashboard readable, you can use a second monitor or divide widgets between multiple dashboards, based on the widget type or functional scope. ## Configuration steps The process of configuring a dashboard includes the following steps: 1. You open the dashboard that you want to configure. The way you open a dashboard depends on the dashboard location. For details on opening a dashboard page used as the home page or the workspace page, see: [Open a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/). If the needed dashboard is located elsewhere on the site map, you navigate there by using the menu and navigation pane. 1. You create your personal copy of the dashboard by clicking the **Create user copy** button on the title bar of the dashboard page. 1. You switch the dashboard to the design mode by clicking the **Design** button on the title bar of the dashboard page. 1. Optional: You add new widgets to the dashboard. For details, see the topic Addition of widgets to a dashboard below. 1. Optional: You remove widgets from the dashboard if you no longer need to have the information they display at hand. For details, see: [Arrange widgets on a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard/). 1. Optional: You edit the settings of a widget by clicking **Edit** in the widget toolbar to change its type or the data. For details, see the topic Addition of widgets to a dashboard below. 1. Optional: You select a dashboard layout template and place widgets on the dashboard for convenient viewing of information. For details, see: [Arrange widgets on a dashboard](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/arrange-widgets-on-a-dashboard/). 1. Optional: If you don't want to preserve the changes you have made, you reset the dashboard by clicking **Reset to default** on the dashboard title bar to replace its widgets with the widgets from the original dashboard. ## Addition of widgets to a dashboard You can use widgets of different types on a dashboard. For more information on widget types, see:. See the following procedures for details on adding the supported types of widgets: + [Add a doughnut chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/) + [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/) + + [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/) + [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/) + [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/) + [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart/) + [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/) + [Add an embedded page widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget/) + [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/) + [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/) + [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/) + ## Update of information on widgets You can refresh the information on a particular widget by clicking **Refresh** in the top left corner of a widget toolbar. ## Configuration of colours for chart widgets You can specify custom colours for series in chart widgets. Series can be displayed on the following types of chart widgets: line, column, stacked column, bar, and stacked bar. You may need to change the default colours of series, for example, to make the dashboard correspond to your corporate style. To specify the colours depending on the series values, you should use expressions in the **Colour** field of the **Chart settings** dialog box. For example: To make a chart element red if the series value is **USD** and blue if the series value is **EUR**, you would specify the following expression: `=Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF')`. About dashboards and widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboards-and-widgets page In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. 2026-02-19T17:09:06+01:00 # About dashboards and widgets In Visma Net, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. In Visma Net, a **dashboard** is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance. A **widget** is a small component that delivers a particular type of information that you view or manage by using Visma Net. From the dashboard, you can click any widget to further explore the information it contains. The page that displays the collection of widgets is referred to as a **Dashboard page**. Dashboards may serve different purposes, and if you have appropriate permissions, you can create dashboards that display information from a variety of sources, including Visma Net inquiries and even external pages. If the source of the information shown on the dashboard is an Visma Net window, the data from the window can be displayed in various types of charts and tables, with the data filtered to meet the particular selection criteria according to your needs. In this topic, you can find information about the supported types of widgets. ## Types of widgets You can add the following types of widgets to the dashboards: Charts : Graphical representations of data from Visma Net windows. You can use charts of various types, such as bar charts and line charts. Data tables : Data from an Visma Net window arranged into rows and columns. Embedded pages : Documents or images that are stored on external resources, such as cloud storage, and should be displayed on an Visma Net dashboard. Power BI tiles : Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organization. Scorecard KPIs : Parameters that are important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPIs : Parameters whose dynamic change is important for business processes of your organisation. For more information on managing widgets, see: [About dashboard configuration](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboard-configuration/) in the Visma Net User guide.

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Concepts

 About chart widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-chart-widgets page You can use various types of charts, which are graphical representations of data, as widgets on dashboards. 2026-02-19T17:09:06+01:00 # About chart widgets You can use various types of charts, which are graphical representations of data, as widgets on dashboards. You can use various types of charts, which are graphical representations of data, as widgets on dashboards. If it is well designed, a chart can convey ideas, such as trends or comparisons, that might not be apparent if the data were shown in a table or presented as text. When you use a chart, be careful about its design because poor choices can yield a distorted picture of the data and the relationships it represents. Carefully select the chart type for the data you wish to display. Charts are most effective when the number of data points displayed gives the viewer a clear picture of the underlying information. Some charts, such as line charts, work well with numerous data points, while others, such as doughnut charts, better convey information if you use fewer data points. In Visma Net, you can add the following types of charts to your dashboards: ## The doughnut chart A doughnut chart is a circular chart (with a hole in the middle) divided into sectors or parts that illustrate proportion. This type of chart works best when you want to show how the parts relate to the whole at a fixed point in time. Although a doughnut chart is visually appealing, it is seldom the best chart to use when you want to compare the parts to one another. Also, a doughnut chart is not designed to show changes over time. With a doughnut chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular chart sector + Update the chart view + View the chart legend + Highlight particular sectors on the chart + Exclude particular sectors from the chart + View details of particular sectors on the chart If you have permissions to edit the dashboard, you can also: + Convert the chart to another chart type + Change the properties of the chart To define a doughnut chart, do the following: 1. Select the category—such as customer name, financial period, or cash account—that will be displayed as individual sectors on the doughnut. In the following doughnut chart, the **Customer name** is the category. 1. Select one measurable entity (such as total sales, beginning balance, or total payments) that will define the size of the sectors. The chart legend can be opened as a pop-up window or located on the widget near the chart. When you are viewing a chart legend, you can perform the following actions: + Point to the desired legend item to view its details on the chart. + Click a legend item to exclude the associated sector from the chart. The share of the excluded sector is then proportionally distributed among the remaining sectors on the chart. For a detailed description of how to add a doughnut chart, see: [Add a doughnut chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/). ## The line chart A line chart is a type of chart that displays information as a series of data points connected by straight line segments. Line charts can be especially valuable when you want to plot some type of data over time, such as by financial period. With a line chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular line point + Update the chart view + View the details of the data points of the chart + Zoom in on particular segments of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart. To define a line chart, do the following: 1. Select one entity to provide the horizontal axis values, such as financial period. In the following line chart, the **Financial period** is displayed on the horizontal axis. 1. Select a measurable entity to provide the vertical axis values, such as total sales, pending balance, or beginning balance. In the following line chart, the **Salesperson sales** is the measurable entity. 1. Optional: Select an entity, such as branch or salesperson, to display its values as separate lines on the same chart (series). In the following line chart, the **Salesperson name** is the series. You can customize line colours for particular values. For a detailed description of how to add a line chart, see: [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/). ## The column chart A column chart is a chart with bars whose lengths are proportional to the values they represent. Column charts are used for plotting data that has discrete values. They are generally a better choice than doughnut charts when you want to show how parts compare to one another, because it is easier for the viewer to estimate the relative column height than to assess the size of doughnut chart sectors. With a widget based on a column chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular column + Update the chart view + View details of chart columns + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a column chart, do the following: 1. Select one entity to provide the horizontal axis values, such as customer number, supplier number, financial period, or cash account. In the following column chart, the **Customer name** is the displayed on the horizontal axis. 1. Select a measurable entity to provide the vertical axis values, such as total sales, pending balance, or beginning balance. In the following column chart, the **Salesperson sales** is the measurable entity. 1. Optional: Select an entity, such as branch, to display its values as separate columns for each value on the horizontal axis (series). In the following column chart with series, the **Salesperson name** is the series. You can customise column colours for particular values. For a detailed description of how to add a column chart, see: [Add a column chart](/visma-net-erp/to-be-deleted/online-help/shared-files/dasboardswidgets/dw-add-column-char-task/). ## The stacked column chart A stacked column chart illustrates the relationship of the parts to the whole. The columns in a stacked column chart are divided into legend categories, and each column represents a total. With a widget of a stacked column chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular column sector + Update the chart view + View details of the chart columns + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a stacked column chart, do the following: 1. Select the entity to provide the horizontal axis values, such as financial period or account class. In the following stacked column chart, the **Financial period** is displayed on the horizontal axis. 1. Select a measurable entity, such as sales total, debit total, credit total, ending balance, or beginning balance. In the following stacked column chart, the **Invoiced items** is the measurable entity. 1. Select an entity, such as customer number, supplier number, currency ID, or account type, to be displayed as column sectors (series). In the following stacked column chart, the **Customer name** is the series. You can customise sector colours for particular values. For a detailed description of how to add a stacked column chart, see: [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/). ## The bar chart A bar chart is a chart with rectangular bars that are plotted horizontally and have lengths proportional to the values that they represent. Bar charts are used for clearly showing data that has discrete values. With a bar chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular bar + Update the chart view + View details of the chart bars + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a bar chart, do the following: 1. Select a measurable entity to provide the horizontal axis values, such as total sales, pending balance, or beginning balance. In the following bar chart, the **Salesperson sales** is the measurable entity. 1. Select one entity to provide the vertical axis values, such as customer number, supplier number, financial period, or cash account. In the following bar chart, the **Customer name** is the displayed on the vertical axis. 1. Optional: Select an entity, such as branch, to display its values as separate bars for each value on the vertical axis (series). For a detailed description of how to add a bar chart, see: [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/). ## The stacked bar chart A stacked bar chart is an inverted stacked column chart in which the horizontal and vertical axes are reversed. A stacked bar chart also illustrates the relationship of the parts to the whole, and its bars are divided into legend categories, with each bar representing a total. With a widget of a stacked bar chart, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular bar sector + Update the chart view + View details of chart bars + Zoom in on particular regions of the chart (for details see: [Zoom in on and out of a chart region](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/zoom-in-on-and-out-of-a-chart-region/) ) If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a stacked bar chart, do the following: 1. Select a measurable entity to provide the horizontal axis values, such as sales total, debit total, credit total, ending balance, or beginning balance. In the following stacked bar chart, the **Invoiced items** is the measurable entity. 1. Select the category for the vertical axis, such as financial period or account class. In the following stacked bar chart, the **Financial period** is displayed on the vertical axis. 1. Select an entity, such as customer number, supplier number, currency ID, or account type, to be displayed as bar sectors (series). For a detailed description of how to add a stacked bar chart, see: [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/). ## The funnel chart A funnel chart is a chart with no axes that shows sectors or slices of data in a funnel shape. Each slice represents a portion of the whole, or the slices may represent a process flow, with each slice (or part of the process) having data filtered out from the previous slice. For example: With a sales process, you could use a funnel chart, with each slice corresponding to a stage in the process and showing the amount of potential revenue. With a funnel chart widget, you can do the following: + Open the window used by this chart as the data source + Drill down to the details of a particular chart slice + Update the chart view + View the chart legend + Highlight particular slices on the chart + Exclude particular slices from the chart + View details of particular slices on the chart If you have permissions to edit the dashboard, you have the following additional capabilities: + Convert the chart to another chart type + Change the properties of the chart To define a funnel chart, do the following: 1. Select the category—such as customer name, financial period, or cash account—that will be displayed as individual slice of the funnel. In the following funnel chart, the **Customer name** is the category. 1. Select one measurable entity (such as total sales, beginning balance, or total payments) that will define the size of the slices. The chart legend can be opened as a pop-up window or located on the widget near the chart. When you are viewing a chart legend, you can perform the following actions: + Point to the desired legend item to view its details on the chart. + Click a legend item to exclude the associated slice from the chart. The share of the excluded slice is then proportionally distributed among the remaining slices on the chart. For a detailed description of how to add a funnel chart, see: [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-funnel-chart/). You can easily change the type of a particular chart without changing its properties, such as chart axis values or sort order, as long as the data requirements for both charts are equivalent. For example: You can create a line chart widget and later convert this widget to another chart type with just a couple of clicks. Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/)

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 About data table widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-data-table-widgets page You can use tables as widgets on dashboards. 2026-02-19T17:09:06+01:00 # About data table widgets You can use tables as widgets on dashboards. You can use tables as widgets on dashboards. A table is an arrangement of numerical data in rows and columns; it is designed to show a set of related facts in a compact, comprehensive form. Although tables are not as eye-catching as charts, they are often the best way to help the viewer grasp key ideas about the data. A table is often a better choice than a chart when you want to show multiple types (columns) of data. When adding a table, you need to specify the following: + The inquiry form to provide data for the dashboard title for the table + The columns to be displayed on the dashboard The widget contains the standard toolbar, which is described in [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using a table widget, you can do the following: + Open the window used by this table as the data source + Update the widget view + Drill down to the details of the rows in the table + Change the order of columns + Adjust the width of columns + Add new records to the generic inquiry that is used as a data source for the table widget When you open the source window used by the table or drill down to the details of the table rows, you can perform data navigation and processing actions that apply to the window. For the step-by-step procedure on how to add a table to a dashboard, see: [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/). Parent topic: [Dashboards - overview](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/dashboards-overview/)

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 About embedded page widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-embedded-page-widgets page You can embed a page from an external website as a widget on a dashboard. 2026-02-19T17:09:06+01:00 # About embedded page widgets You can embed a page from an external website as a widget on a dashboard. You can embed a page from an external website as a widget on a dashboard. You may want to display important information from external systems (for example, a currency rate or a document from external cloud storage) in Visma Net to provide yourself and your colleagues (if they also use the dashboard) with consolidated information on one page. When adding a page, you need to specify a link to the external page. Please note that a valid URL looks like this: You also have the option to add dashboard parameters to the link. By choosing to use the parameters, the system will add these to the source URL as query parameters. In this way the widget can be used to filter and customise the information displayed e.g. customer, project, and branch information. The following is an example: param1=param1Value¶m2=param2Value. The widget contains the standard toolbar, which is described in [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using an embedded page widget, you can open the source web page and update the widget view. With some cloud storage providers, you can modify views of documents in the application where they are displayed. For the step-by-step procedure on how to add a web page to a dashboard, see: [Add an embedded page widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-an-embedded-page-widget/).

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 About power BI tile widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-power-bi-tile-widgets page You can embed a Power BI tile on a dashboard. 2026-02-19T17:09:06+01:00 # About power BI tile widgets You can embed a Power BI tile on a dashboard. You can embed a Power BI tile on a dashboard. If you use Power BI tools for the monitoring and analysis of various data in your organization, you can display this information in Visma Net to provide yourself and your colleagues (if they also use the dashboard) with all necessary business indicators on one page. When embedding a Power BI tile as a widget on an Visma Net dashboard, you need to specify the parameters that your system administrator obtained after registering your Visma Net instance on Microsoft Azure; you also specify a Power BI dashboard and a Power BI tile from this dashboard. By using a Power BI tile widget, you can open the source Power BI dashboard and update the widget view. For the step-by-step procedure on how to add a Power BI tile to an Visma Net dashboard, see: [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/).

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 About scorecard KPI widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-scorecard-kpi-widgets page You can add a scorecard KPI (key performance indicator) widget to a dashboard. 2026-02-19T17:09:06+01:00 # About scorecard KPI widgets You can add a scorecard KPI (key performance indicator) widget to a dashboard. You can add a scorecard KPI (key performance indicator) widget to a dashboard. Scorecards are useful when you need to monitor single parameters that are critical for particular business processes in your organisation. For example: A scorecard can display the number of new support cases from customers. When adding a scorecard KPI widget to a dashboard, you have to specify the following: + The inquiry form to provide data for the dashboard + The field from the inquiry to be displayed on the dashboard + The threshold values for warnings and alarms + The colours for the widget background The widget contains the standard toolbar, which is described in: [The widget toolbar](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/the-widget-toolbar/). By using the scorecard KPI widget, you can open the form used as a data source by this widget and update the widget view. For the step-by-step procedure on how to add a scorecard KPI widget to a dashboard, see: [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/). [About dashboards and widgets](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-dashboards-and-widgets/)

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 About trend card KPI widgets /visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/about-trend-card-kpi-widgets page You can add a trend card KPI (key performance indicator) widget on a dashboard. 2026-02-19T17:09:06+01:00 # About trend card KPI widgets You can add a trend card KPI (key performance indicator) widget on a dashboard. You can add a trend card KPI (key performance indicator) widget on a dashboard. A trend card KPI widget is useful when you want to display a trend of metrics that change over time. For example: You can display the total sum of closed deals in the current month in comparison to the sum in the previous month and see if it increases or decreases. The trend card widget consists of the following parts: 1. An arrow that shows whether the trend is rising or falling 1. The trend card title 1. The absolute difference between the current KPI value and the previous one 1. The difference in the percent between the current KPI value and the previous one 1. The current KPI value The colour of the background indicates whether a trend is rising, falling, or flat. When adding a trend card KPI widget to a dashboard, you need to select the following: + The inquiry form to provide data for the dashboard + The field from the inquiry to be displayed on the dashboard + The timeline field from the inquiry to provide data about dates + The period for comparison The KPI values to be displayed on the trend card KPI widget are calculated based on the selected period, the aggregate function, and the current business date. For example, if you want to display the number of support cases and compare it with the number in the previous month on the trend card KPI widget, you specify the **Last month** value in the **Period** field and the **Count** value in the **Aggregate function** field. Suppose that the current business date is July 14, 2019. To find the current KPI value, the system counts the number of cases from July 1, 2019, to July 14, 2019. To find the difference, the system counts the number of cases in the previous calendar month (from June 1, 2019, to June 14, 2019) and calculates the difference between the current value and the previous one. Then the absolute difference, the difference expressed as a in percent, and the current number of cases are displayed on the widget. By using the trend card KPI widget, you can open the form used as a data source for this widget and update the widget view. For the step-by-step procedure on how to add a trend card KPI widget to a dashboard, see: [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/).

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 Open a dashboard /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. Add a doughnut chart /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. Add a line chart /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 Add a stacked column chart /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. Add a bar chart /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. Add a stacked bar chart /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. Add a funnel chart /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/) Add a data table widget /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. Add an embedded page widget /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. Add a Power BI tile widget /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. Add a scorecard KPI widget /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. Add a trend card KPI widget /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. Arrange widgets on a 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 ![icon-delete](/media/visma-net-erp/icon-delete.png) (the **Remove** button). Zoom in on and out of a chart region /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/)