Data Sources are the backbone of the Calxa dashboard, acting as the foundation upon which you build your visualisations. They determine what data and filters will be provided to your dashboard. You'll use familiar features such as Business Unit Trees and Account Trees to shape the data as well as choose the required date ranges.
With Calxa Premier you can create your own custom data sources. You'll then connect these to your custom dashboards to create tile visualisations such as charts and gauges. See the following additional help material for the next steps.
Default Data Sources
Data sources can be connected to multiple dashboards and used by multiple tiles on those dashboards. Calxa provides a number of default data sources that deliver data to the standard dashboards, however you can re-use them on your own custom dashboards, so a custom data source may not always be required. See the full list of defaults and their descriptions in this help article - Dashboards: Default Data Sources.
Add Custom Data Source
Copy Default
Navigate to Dashboards-> Dashboard Tools-> Data Sources.
Select a default from the left navigation.
Click Make a copy.
Change the data source name and move to preferred group.
Create New
Navigate to Dashboards-> Dashboard Tools-> Data Sources.
Click Create new Data Source.
Enter following properties and click CREATE DATA SOURCE.
Data source: name for your data source.
Notes/description: optional notes or description for later reference.
Group: add to a group for sorting and grouping data sources. See Group and Order Data Sources add new group below.
Edit Custom Data Sources
Choose one of the following data source types
Cashflow Forecast: calculates cashflow forecast values with inflows, outflows and bank at end. This data source type is specifically designed to present a cashflow forecast chart.
Profit Waterfall: calculates movements with a start and end position for each P&L level 1 account header, including calculation rows. This data source type is specifically designed to present a Profit Waterfall Range Chart.
Choose the organisation and budget
Applies to: Accounts, KPIs, Cashflow Forecast and Profit Waterfall data sources.
Selected on dashboard (Dynamic): this data source will use the organisation and budget that is selected when viewing the dashboard.
Custom selection (Fixed): this data source will use fixed settings for the organisation and budget, overriding what is selected on the dashboard.
Organisation: select the organisation or organisation group.
Current budget: select the budget.
Approved budget: optionally add an approved or 2nd budget to the data source.
Business Units: (does not apply to Cashflow Forecast) select a Business Unit Tree if you would like the data in the resulting data source to be split by business unit.
Tip: 💡use the preview shown on the right to see how the data will be split by business unit.
Select which accounts to use
Applies to: Accounts, Cashflow Forecast and Profit Waterfall data sources.
Account tree: the accounts data will be split using the selected account tree headers.
Account selection: (only applies to Accounts data sources) choose All Accounts, Profit and Loss, Balance Sheet or a header in the account tree to select a section of the account tree only.
Include calculation rows: (only applies to Accounts data sources) toggle on if you would like to include the calculation rows like Net Profit from the account tree.
Summary or Detail only: (only applies to Accounts data sources) based on the account selection you can either summarise the values at the next account tree level or display the full detail of all accounts, within the selection.
Calculation Type: (only applies to Accounts data sources) select movements if you want to report on the changes that occur to account balances over the reporting periods or closing balances if you want report on the closing balance at the end of each period.
Tip: 💡use the preview shown on the right to see how the data will be split by account. As you make changes to the account selection options the preview will be updated based on the current organisation and budget selection.
Select which KPIs to include
Applies to: KPIs data sources.
Select KPIs and Metrics: select which KPIs and Metrics to include and calculate in this data source.
Configure which dates to include
Applies to: Accounts, KPIs, Cashflow Forecast and Profit Waterfall data sources.
Date configuration: (applies to KPI data source) choose date range or multi-period. Use date range to calculate the KPI results for a single date range or use multi-period to calculate the KPI results for a series of recurring periods.
Start period: (applies to Accounts, KPIs (Multi-Period), Cashflow data sources) select the first period in the multi-period series.
Number of periods: (applies to Accounts, KPIs (Multi-Period), Cashflow data sources) select how many monthly, quarterly or annual periods to calculate.
Dynamic number of periods: (applies to Accounts data sources) choose this option to set a dynamic end period rather than a fixed number of periods.
Date range: (applies to KPIs (Date Range), Profit Waterfall data sources) select the date range to calculate results for.
Tip: 💡use the preview shown on the right to see what period(s) will be calculated and where actuals will be included in these calculations. All periods will include budget calculations and forecast will be calculated for periods after the included actuals.
Group and Order Data Sources
If you have a large list of data sources, it may be beneficial to create groups and utilise alphabetical or custom sort orders.
Add New Group
Click Add new Group.
Enter Group name, Position and click ADD GROUP.
Reorder Data Sources or Change Groups
Use drag and drop to reorder Data Sources and move them to other groups.
You can also choose to sort data sources alphabetically within each group
Reorder Groups
Click settings cog next to one of the group names and select Reorder groups.
Use drag and drop to reorder the groups.
Click SAVE NEW ORDER.
