Quick Start Reference - Use Managed Dashboards, Reports, and Visualizations Updated July 01, 2025 17:43 Quick Start Reference - Use Managed Dashboards, Reports, and Visualizations This applies to: Managed Dashboards, Managed Reports Managed Dashboards Use the Managed Dashboards and Managed Reports Work Areas View Data With a Chart and Drill Down Building Dashboards With Performance In Mind Edit Versus View Mode and Sandbox View Use a Dashboard in a Report Share and Export Symphony Dashboards and Reports Share Options for Managed Dashboards and Reports Dashboard Editing Export Options Add a Change Layer Action on Ready Event Add a Script to Set the Dashboard Title Connect to OLAP Data and Apply a Formula Set Up Date Mapping on a Native OLAP Cube Database Write Back Responsive Layout Dashboard Mode Set Up a Navigational Image Button Design Overview Design Tips Add Custom Fonts and Font Effects Accessibility Drag and Drop an Image File (JPEG or PNG) Using Image Brushes Using Menu Layers Using Personalization Using the HTML Label Component Create a Dashboard Template Styles and Themes Using Interactions Adding Filters How To Set Up a Slideshow Disable View Functionality Implementing a Mobile Optimized Navigation Menu Improving Responsive Mode With CSS Using a Template Grid for Resizing Layers and Groups List of Keyboard Shortcuts Using Code Libraries Writing Scripts Using Browser Developer Tools Managed Reports Use the Managed Dashboards and Managed Reports Work Areas Share and Export Symphony Dashboards and Reports Share Options for Managed Dashboards and Reports Symphony Managed Reports Basics and Concepts Design an Inventory Report Design Tips for Reports and Scorecards Autocreate Reports and Scorecards Position Elements of Reports and Scorecards Align Elements Arrange Multiple Elements Resize Elements Resize Regions Auto Expand to Fit Customize Region Cells Display Alternating Row Colors Display Separator Lines Report Options Placeholder Labels Page Breaks Show Headers Reset Page Numbering Convert Scorecards and Reports Styles and Themes Using Interactions Change Label Color By Script Promote a Report Column to a Hierarchy Embedding Embed Options View Type Embed Ad-Hoc Managed Dashboards and Reports Embed Viewer Embed Metric Sets Visualizations Setting Up the Visualization Visualization Tab Examples Working With Gauges Using Chart Properties Creating a Box Plot Creating a Funnel Chart Using Symphony Recommendations Sorting a Table Visualization Using a Table Visualization Display Date Only on Column Instead of Date/Time Hide a Column How to Create a Variable Width Column Chart Overlap Labels Placed Outside of Data Points Show or Hide Total Values On a Chart Sorting a Table Visualization Using a Chord Diagram Using a Map Visualization Displaying Symbols on a Map Using a Pareto Chart Use a Pie Chart Using Radar Charts Using a Range Bar Chart and Visualizing a Project Schedule (Gantt Like Chart) Using a Relationship Diagram Using a Sankey Diagram Using a State Indicator Using a Tree Diagram Using a Treemap Using a Waterfall Chart Add Variances Using a Word Cloud Visualization Get the Selected Rows in a Table Handling No Data and Data Errors How To Get The Unique Name of a Hierarchy Member How To Set Up a Slideshow How To Set Up Menu Navigation How To Set Up Tile Navigation Using a View Container Modify the Context Menu Using Script Read Data From a Visualization By Script Rename a Script Add a Data Image Adding a Data Label Adding a Diagram Add a Legend Aligning Data Point Labels Inside Bars Apply Colors to Data Points or Series Using Color Rules Calculate Histogram Scorecards Build a Symphony Scorecard View and Edit Your Scorecard Design Tips for Reports and Scorecards Autocreate Reports and Scorecards Position Elements of Reports and Scorecards Align Elements Arrange Multiple Elements Resize Elements Resize Regions Auto Expand to Fit Customize Region Cells Display Alternating Row Colors Display Separator Lines Share Axis Scales in a Scorecard Sticky Headers for Scorecards Recommended Data Visualizations Display Group Data Convert Scorecards and Reports Using Interactions Filters Adding a Dynamic Element Filter Adding Filters Check Similar Parameters in a View Creating Custom Tokens Filter Child Dashboards From a Parent Dashboard Using a Cascading Member Filter Using a Play Axis Filter Using a Slider Filter Using Search in Filter Controls Using the Checkbox List Filter Using the Parameter Update Button Modify a Filter / View Parameter Using Scripting Set Filter Value By Script Set Token Value By Script Formulas Adding Formulas List of Formulas Using a Formula Visualization Accumulation Distribution Aroon Oscillator Average Directional Index Average True Range Bollinger Bands Chaikin Money Flow Chaikin Oscillator Commodity Channel Index Correlation Matrix Correlation Cumulative Total Data Outliers Distance Exponential Moving Average Exponential Smoothing Fast Stochastic First Subset Histogram Historical Volatility K-Means Clustering Last Subset Maximum Subset Mean (Simple Average) Median Middle Subset Minimum Subset Mode Momentum Money Flow Index Moving Average Convergence-Divergence Moving Average Envelopes Moving Average Negative Volume Index Normal Distribution On Balance Volume On Balance Weighted Volume Parabolic SAR (stop-and-reverse) Percent of Total Percent Rank Percentile Population Standard Deviation Positive Volume Index Rank Function Rank Value Rate of Change Relative Strength Indicator Sample Standard Deviation Slow Stochastic Stochastic Oscillator Totals (Sum) Trend and Forecasting Trend Confirmation Indicator Ultimate Oscillator Variance Volume Oscillator Weighted Moving Average Williams %R (or Percent Range) Zig Zag Subset Interactions Using Interactions Create a Help Overlay Using Layers Expand Or Collapse a Template Grid Cell Navigate to URL Set Up a Data Input Interaction Set Up a Drill Down Interaction Set Up a Filter Interaction Set Up a Hover Over Interaction Set Up a Navigate Interaction Use a Button to Apply a Filter Value Use the Script Editor Context Menu Not Working Metric Sets Symphony Metric Sets Select and Group Data for a Metric Set Move, Reorder, Remove Data for a Metric Sets Replace Data in a Metric Set with a Hierarchy Visualizations for Symphony Metric Sets Sort and Filter Metric Data Change Levels in a Hierarchy for a Metric Set Expand and Collapse Hierarchies for a Metric Set Measure Options for a Metric Set Totals for Metric Sets Data Summaries for Metric Sets Other Metric Set Tools Add a Count Measure to a Metric Set Add a Period Over Period Comparison Create a Metric Set and Add a Filter Use a Drop Down List to Switch Metric Sets With Scripting Small Multiples Create Small Multiples Alerts Symphony Notifications (Alerts) Set Up a Notification Notification Types Notification Options View or Update Notifications Troubleshooting Notifications Notes (Annotations) Collaboration Using Notes (Annotations) Add a Note to a Data Point Delete a Note Reply to a Note Edit Security Permissions for a Note Data Annotations Collaboration Using Data Annotations Data Annotation Privileges Correct a Value Change a Corrected Value Delete a Correction Prevent Corrections Projects Working With Projects Check In, Check Out and Auto Saving File and Folder Properties Create Tenant Projects Watermarking Sanctioned/Non-Sanctioned Data Logi AI Logi AI Getting Started With Logi AI Use and Embed Chatbots In Your Application Logi Symphony Document Loader Logi AI Limitations Related articles Use the Managed Dashboards and Managed Reports Work Areas Quick Start Reference - Connect to Managed Dashboards and Reports Data Symphony Managed Reports Basics and Concepts Install Symphony - Kubernetes Symphony 25.1 Enhancements