Complete the following options when designing a dashboard part:
Option | Description |
Calculation Options | Calculation options for a numeric field include:
|
Filter | Allows you to filter the data returned for a part. |
Dates | Determines the date or date range for which to retrieve data for the part. For example, if a part defined a gain or loss summary for the period of one year, you would use a year for the date rule. If the part was holdings related, you would typically use a current date rule. |
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