To add Business Units into your Dashboards you will need to:
Create the Data Source - specific settings for Business Units
Adding Business units creates another dimension to the Tile, so you need to consider what you are wanting to report for the Business Units, eg Income / Expenses / Net Profit and the time frame, Report Month / YTD these will all be reflected in your Data Source. As you progress, review the Preview panel on the right to check each area of the settings are correct and SAVE CHANGES:
Navigate to Dashboards > Dashboard Tools > Data Sources
Copy existing or Create New Data Source
Expand the organisation and budget section
Choose Dynamic to be able to update the Organisation on the Dashboard
Choose Custom to set the criteria for the Tile
Click the Business Unit drop down
For Dynamic selections, choose an existing Business Unit Tree
Custom setting allows you to choose between an individual Business Unit or Headings or a Business Unit Tree
Set the Accounts you wish to be able to report on, include Calculation Rows for Net Profit
This will require a Filter on the item once constructed to set to Net Profit
Configure the Dates to include the number of periods to report on, this example will return Year To Date values:
In the Dashboard Manager, select your Dashboard and Add the Data Source to it.
