Prism Business Intelligence Tools - Tips and How-to's

This is where we post tips and how-to's in response to questions we get from Prism users.

Showing the most recent data in a Dashboard

Prism dashboards often contain a Date Picker or a Drop-down List that affects the entire dashboard.  This is very useful when you wish to go back and forward in time, and see the figures for the selected time period(s).

Usually, when I refresh the entire dashboard, I wish to see the most recent data.  Meaning, having the dashboard present the information in terms of the most recent date available in the database. Instead of going back to the Drop-down List, scrolling down and selecting the last member - you can have Prism do this for you automatically.

Right clicking on the Drop-down list and navigating to the Preferences menu gives you quite a few interesting options to choose from.  One of which is the "Automatically Select" option (see image below).  Choosing "Last Member" will have Prism select the last member in the Drop-down List every time it is refreshed.  So when a new date comes in, it will be automatically selected and your dashboard will present the most recent data. 

You can use this option even when you don't wish the dashboard users (if it doesn't happen to be you) to change dates, but rather just see the most recent data.  In this case, what I do is just hide the Drop-down behind one of the other widgets.  That way, the dashboard presents the most recent data, and the dashboard consumer cannot change that selection. 

Elad
SiSense 

 


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