The preset contains a prepared dashboard, charts, dataset, and connection.
The provided connection contains a set of test data.
To use a preset with data from your system, you need to purchase DashboardConnector, configure the connection to the client, and replace the connection in the dataset from the preset.
Instructions for setting up the connection are available via the link.
When configuring the client part of DashboardConnector you need to use the appropriate template for uploading.
Please note that the preset and upload template are designed for a standard 1C installation.
To replace the connection in the dataset, follow these steps:
- Open the dataset.
- On the Data tab, click “…” next to the name of the connection being replaced.
- In the menu, select “Replace connection”.
- Select the new connection you want to use.
After successfully completing all the steps, you will get a standard dashboard based on your data from 1C.