Getting Started with NimbusDash in NetSuite

Follow these steps to set up and configure dashboards in NimbusDash using NetSuite:

Step 2: Choose a Data Source

• Select a data source from the type-ahead list.
• You can choose any Saved Search or NimbusQL query you have access to.
• Once selected, click Next.

Step 3: View and Configure the Grid

• The grid will populate with the results of your selected data source.
• On the right-hand side of the grid, you’ll find two tabs:
  • Filters Tab: For applying filters to your data.
  • Columns Tab: To customize displayed columns.
• Use the 3-dots icon on each column for additional options, including:
  • Pinning
  • Grouping
  • Sorting
  • Auto-sizing

Step 4: Add a Chart to the Dashboard

• Click the Add Chart button to insert a chart portlet into your dashboard.
• Configure the chart by clicking the 3-dots icon in the top-right corner of the chart portlet and selecting Edit Chart.

Step 5: Configure Your Chart

1. Select a Chart Type
   • Navigate to the Chart Tab and choose from 24 chart types available.
2. Set Categories and Series
   • Go to the Set Up Tab to define your Categories and Series.
   • The chart will refresh automatically as you make selections.
3. Optional Customization
   • Use the Customize Tab to configure additional options, such as:
     • Legends
     • Titles
     • Axis labels
     • Other styling options

By following these steps, you can efficiently create and customize dashboards in NimbusDash to suit your reporting needs.