Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Closing Tasks
- Users and User Groups
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- Task Generation
- Administrative tasks
- Aico Announcements
Modified on Thu, 24 Nov 2022 at 02:57 PM
Gauges provide a visual way to see a single quantitative data value. Aico allows you to create gauges to visualise your data.
This article will show you how to create a simple gauge like the one below.
Open the Account Reconciliation dashboard and click on the cog wheel in the top left corner.
If you do not have a cog wheel in the top left corner, you do not have Shared Dashboard Admin rights. In this instance, you will need to copy the dashboard. Once copied, you will see the cog wheel in the top left corner. Click here to read the article that shows you how to copy and personalise a new dashboard.
Clicking on the cog wheel will take you to the set-up page of your dashboard.
1. Click on Add chart at the bottom.
2. Name your chart.
3. Choose Gauge from the Type drop-down.
We want to filter the information in this gauge chart to only show those account reconciliation documents that are late.
4. Create a new filter by clicking on the + sign.
5. Choose Gauge from the New filter drop-down.
6. Next, select Account Name from the Value field.
7. Because we want a simple total of one value, choose Count from the Aggregate function.
8. As the lowest number of incomplete documents is zero, set this in the Min Chart range.
9. You can choose the most appropriate Max number. For this example, we chose 1000.
With a gauge, you can choose which colours you would like to represent your ranges.
10. Click on the drop-down next to each colour option and choose from the palette drop-down.
Bear in mind, these colours are based on percentages which you can't change.
Colour 1: 50% of the chart (grey in our example)
Colour 2: 25% (yellow in our example)
Colour 3: 15% (amber in our example)
Colour 4: 10% (red in our example)
When you are satisfied, click the Refresh arrow in the top right corner.
Save the entire dashboard in the top left corner when done.
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
We appreciate your effort and will try to fix the article