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Microsoft Dynamics AX (Archived)

How to create a dashboard in AX2012 R3

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Posted on by 3,006

Hello all,

We have to create a new dashboard for a finance role.

Please suggest how to do this.

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    301,037 Super User 2025 Season 2 on at

    Hi,

    If you mean to create a new role center, have a look at the help here: How to: Create a Role Center [AX 2012]

  • krishna.rao@dax Profile Picture
    3,006 on at

    Der Andre,

    Is it ridiculous to use the word "create a new dashboard".?

  • krishna.rao@dax Profile Picture
    3,006 on at

    Hi,

    I need to create a dashboard in which i can show the reports in charts wrt. users etc...

    I'm pretty new to this.

    Let's consider a scenario:

    I need to show in dashboard.

    a) Customers form with filters.

    b)One reports with Pie charts.

    c) when i  click on the the report (b)  it will direct to the Enterpriseportal site.

    Kindly assist me how to achieve..?

  • André Arnaud de Calavon Profile Picture
    301,037 Super User 2025 Season 2 on at

    Hi Krishna,

    It is common to use the word "dashboard". I wanted to verify if you are referring to role centers as this is the word used by Microsoft. I'm referring to the page which opens if you go to the 'Home' menu.

    Is the link helpful for you?

    What do you mean with "wrt."?

  • krishna.rao@dax Profile Picture
    3,006 on at

    Andre,

    Thanks for the reply.

    Indeed I'm not well at dashboard/Role center in AX . 

    Yes i'm referring to Role centers in AX2012. 

     Enterprise portal is already installed in the system.

     

    Anyone please suggest how to achieve the underneath  requirement 

    Scenario:

    In dashboard. Home/Role centers. have to display

    a) Customers form with filters.

    b)One reports with Pie charts.

    c) when i  click on the the report (b)  it will direct to the Enterprise portal site.

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