The following headings detail what is included in each of the default data source and an example use from the pre-set dashboards. Where possible you may wish to re-use these data sources in your own custom dashboards.
Default Criteria Properties
All default data sources use the following properties:
Organisation or Organisation Group: as selected in the Dashboard Builder.
Budget: Single organisation - uses main budget. Organisation Group - uses budgets selected in the group configuration.
Account Tree: Original Account Tree
Business Units: Organisation or Organisation Group
Data Sources
Account Movement Last 6 Months
This data source contains summary account movements for the last 6 months including the current month. The monthly values are categorised by the account types like Income or Cost of Sales and standard calculation rows like Gross Profit or Net Profit.
Example Use
The Income Last 6 Months chart on the Overview dashboard has filtered this data source to show only Income and Other Income accounts.
Closing Balances Last 6 Months
This data source contains summary account closing balances for the last 6 months including the current month. The monthly values are categorised by the account types like Asset or Liability and standard calculation rows like Net Assets.
Example Use
The Net Worth Last 6 Months chart on the Financial Position dashboard has filtered this data source to show bars for Assets and Liabilities with a line for Equity.
Asset Balances Last Month
This data source contains Asset closing balances for last month. The balances are categorised by level 2 asset accounts from the original account tree.
Example Use
The Assets donut chart on the Financial Position dashboard uses this data source to display the top 5 asset balances.
Liability Balances Last Month
This data source contains Liability closing balances for last month. The balances are categorised by level 2 liability accounts from the original account tree.
Example Use
The Liabilities donut chart on the Financial Position dashboard uses this data source to display the top 5 liability balances.
Profit Waterfall YTD Range
This data source is specifically designed to produce a waterfall chart. It provides data for the financial year to date range, ending last month and categorised values by account types like Income or Cost of Sales and standard calculation rows like Gross Profit or Net Profit. 2 values are provided for each category which represent the start and end positions to be used in a range chart. The start and end values allow you to create a waterfall chart where each account type starts where the previous account type ends.
Example Use
The Net Profit YTD on the Overview dashboard uses the Profit Waterfall YTD Range data source to display movements using a waterfall chart and ends with the Net Profit result as the final bar.
Cashflow Forecast Next 6 Months
This data source provides forecasted cash inflows, outflows and bank at end for next 6 months including the current month.
Example Use
The Cashflow Forecast Next 6 Months chart on the Overview dashboard uses the cashflow forecast data source.
KPIs YTD Range
This data source includes all the Calxa default KPIs with results for the financial year to date range ending last month.
Example Use
The Wages to Turnover YTD gauge on the Overview dashboard has filtered this data source to show only the Wages to Turnover KPI.
KPIs Last Month
This data source includes all the Calxa default KPIs with results for last month.
Example Use
The KPIs Last Month cards view on the Overview dashboard has filtered each card tile to include a single KPI result for last month.
KPIs Last 6 Months
This data source includes all the Calxa default KPIs with results for the last 6 months.
Example Use
The Debtor Days Last 6 Months chart on the Cash Management dashboard has filtered this data source to show only the Debtor Days KPI.
