Anterra BI™ Financial Widget Builder Training

Anterra BI™ Financial Widget Builder Training


Start at the Widget Builder icon

AnterraBI™ allows you to build virtually any graph, bar chart, or pie chart you want. You can create calculations based on your chart of accounts. To build a financial widget click on the Widget builder icon on the top right of the Anterra Dashboard screen. 
      



The first screen of Widget Builder appears:



Widget types


Select the Widget format and size you want to build. A 1x1 is a single square 1x2 is double the width and is usually used when you want to look at longer time horizons.
The formats also have a type:
  1. Value over Time:  enables you to look at up to four attributes (GL accounts or calculations) over a common time horizon for the entity that is select on the dashboard.
  2. Scenario Comparisons (budget vs actual)
  3. Pie Charts – large and small


In the example below, a Widget with the 'Value over Time' format and the style of line chart has been selected.



You are now taken to the calculation selection/builder screen. 



Building calculations 

Select existing calculations or build new calculations that you want to appear on the widget. To select an existing calculation, simply click the check box on the left side of the calculation you want (highlighted in yellow). To view the calculation that you selected, select the calculator button on the right-hand side of the screen (circled in red). In this example, the Contract Revenue Calculation is shown. 


To build a new calculation, click the add calculation button at the top left of the screen.




Once it's clicked, the calculation builder window will open up.




Build your calculation from your chart of accounts – you can pick any level to include in the calculation. Click on the items you want, you can add numbers or add parenthesis in the top right corner. When you are finished building your calculation click SAVE & CLOSE on the bottom right.

You are sent back to the calculation selection window, your new calculation is highlighted green to indicate that it was added to the widget. In this example, we are showing Contract Revenue, Direct Cost, and Gross Profit over the last 12months. Below are the steps to complete this widget and make it available on a dashboard. 



 

Once the items have been selected that you want to appear on the Widget, click the NEXT button at the top right-hand corner of the screen.


Adding a title

You can now add a title inside the graph, although it’s not required.



Click NEXT, and pick the number of months to show on the graph. Here the last 12 months are selected, click NEXT again.



Now, add a title for the widget and a description that appears when you hover over the widget in the widget selection pane. You also select the security role for the widget. Users that belong to groups with access to the security role you pick will see the widget for the companies they are data trimmed to.




Completing the widget

You have now completed the widget. The last screen of Widget Builder shows you a preview of the widget on the right and a list of the user groups that will see it. Click Finish, and the widget is available to add to dashboards.



Please email support@anterratech.com if you have any questions.







    • Related Articles

    • Anterra Widget Dashboards

      Overview of Widgets – Build Your Own Dashboards Widgets allow you to build your own dashboards from a selection of pre-built and self-built widgets (built-in Widget Builder).  You can build as many dashboards as you like using any combination of ...
    • Build your Own Dashboards with Widgets

      Overview of Widgets – Build Your Own Dashboards   Widgets allows users to build their own dashboards from a selection of pre-built and self-built widgets (using Widget Builder).  You can build as many dashboards as you like using any combination of ...
    • Creating the Sage Default Financial Statements for Anterra BI Data Integrity Check

      Creating the Sage Default Financial Statements for Anterra BI Data Integrity Check To confirm the data synchronized from your Sage CRE system to Anterra BI, Anterra requires financial statements for the beginning balance sheet, the last closed fiscal ...
    • Anterra Bootcamp

             Product Training for AnterraBI This self-guided 'Bootcamp' site is to train you on the features you need to make your Anterra experience easy. You'll find articles, screenshots, and videos to guide your learning adventure.  Simply click on the ...
    • Anterra Version v26.5 Release Notes (April 2021)

      Collapsing Consolidation Groups We’ve had collapsing consolidation groups in Pivot Grids for a while. We’ve expanded this feature into Anterra Statement Builder financial statements and Dashboards. Collapsing Consolidation Groups in Statements ...