{"id":2073,"date":"2021-07-13T10:27:43","date_gmt":"2021-07-13T03:27:43","guid":{"rendered":"https:\/\/demo8.thuythu.com\/btmglobal\/2022\/12\/28\/dashboard-preferences-huong-dan-tuy-chinh-dashboard-tren-oracle-netsuite-erp\/"},"modified":"2023-01-19T16:58:36","modified_gmt":"2023-01-19T09:58:36","slug":"dashboard-preferences-huong-dan-tuy-chinh-dashboard-tren-oracle-netsuite-erp","status":"publish","type":"post","link":"https:\/\/demo8.thuythu.com\/btmglobal\/dashboard-preferences-huong-dan-tuy-chinh-dashboard-tren-oracle-netsuite-erp\/","title":{"rendered":"Dashboard preferences \u2013 H\u01b0\u1edbng d\u1eabn t\u00f9y ch\u1ec9nh Dashboard tr\u00ean Oracle NetSuite ERP"},"content":{"rendered":"

Oracle NetSuite ERP<\/span><\/strong> cho ph\u00e9p ng\u01b0\u1eddi d\u00f9ng c\u1ea5u h\u00ecnh v\u00e0 t\u00f9y ch\u1ec9nh trang t\u1ed5ng quan (Dashboard) d\u1ef1a tr\u00ean c\u00e1c t\u00e1c v\u1ee5 v\u00e0 th\u00f4ng tin m\u00e0 h\u1ecd th\u01b0\u1eddng xuy\u00ean s\u1eed d\u1ee5ng nh\u1ea5t. T\u00ednh n\u0103ng <\/span>Dashboard Preferences<\/span><\/strong> n\u00e0y h\u1ed7 tr\u1ee3 ng\u01b0\u1eddi d\u00f9ng tho\u1ea3i m\u00e1i t\u00f9y ch\u1ec9nh, t\u1ed1i \u01b0u th\u1ec3 hi\u1ec7n ngu\u1ed3n d\u1eef li\u1ec7u, tr\u00e1nh l\u00e3ng ph\u00ed th\u1eddi gian c\u0169ng nh\u01b0 kh\u00f4ng b\u1ecf s\u00f3t b\u1ea5t k\u1ef3 th\u00f4ng tin v\u00e0 nhi\u1ec7m v\u1ee5 n\u00e0o.<\/span><\/p>\n

V\u1eady \u0111\u00e2u l\u00e0 nh\u1eefng \u0111i\u1ec1u m\u00e0 ng\u01b0\u1eddi d\u00f9ng n\u00ean l\u01b0u \u00fd khi s\u1eed d\u1ee5ng t\u00ednh n\u0103ng <\/span>Dashboard preferences<\/span><\/strong>? H\u00e3y c\u00f9ng BTM Global t\u00ecm hi\u1ec3u trong b\u00e0i vi\u1ebft n\u00e0y nh\u00e9.<\/span><\/p>\n

\"T\u00ednh<\/span><\/p>\n

T\u00ednh n\u0103ng Dashboard preferences<\/span><\/p>\n

Gi\u1edbi thi\u1ec7u v\u1ec1 Dashboard preferences tr\u00ean Oracle NetSuite<\/span><\/strong><\/p>\n

Dashboard l\u00e0 g\u00ec?<\/span><\/strong><\/p>\n

Dashboard l\u00e0 b\u1ea3n t\u00f3m t\u1eaft c\u00e1c trang \u0111\u01b0\u1ee3c g\u1eafn th\u1ebb trong giao di\u1ec7n ng\u01b0\u1eddi d\u00f9ng Oracle NetSuite ERP. Dashboard bao g\u1ed3m m\u1ed9t trang ch\u1ee7 g\u1ed3m c\u00e1c th\u00f4ng tin t\u00f9y ch\u1ecdn theo vai tr\u00f2 c\u1ee7a t\u1eebng ng\u01b0\u1eddi d\u00f9ng. D\u1eef li\u1ec7u tr\u00ean Dashboard \u0111\u01b0\u1ee3c th\u1ec3 hi\u1ec7n tr\u1ef1c quan sinh \u0111\u1ed9ng tr\u00ean c\u00e1c Portlet v\u00e0 cung c\u1ea5p quy\u1ec1n truy c\u1eadp tr\u1ef1c ti\u1ebfp v\u00e0o ngu\u1ed3n d\u1eef li\u1ec7u, ch\u1ec9 s\u1ed1 KPI, bi\u1ec3u \u0111\u1ed3 xu h\u01b0\u1edbng, l\u1eadp c\u00e1c s\u1ed5 s\u00e1ch c\u00f4ng vi\u1ec7c d\u1ef1a tr\u00ean bi\u1ec3u \u0111\u1ed3 v\u00e0 th\u1ef1c hi\u1ec7n b\u00e1o c\u00e1o.<\/span><\/p>\n

Kh\u1ea3 n\u0103ng thi\u1ebft l\u1eadp v\u00e0 t\u00f9y ch\u1ec9nh v\u1edbi Dashboard Preference<\/span><\/strong><\/p>\n

Ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 t\u1ef1 thi\u1ebft l\u1eadp m\u1ed9t trang Dashboard \u0111\u1ed9c \u0111\u00e1o \u0111\u1ec3 tr\u1ef1c quan h\u00f3a d\u1eef li\u1ec7u m\u00e0 ng\u01b0\u1eddi d\u00f9ng c\u1ea7n \u0111\u1ec3 theo d\u00f5i th\u00f4ng tin m\u1ed9t c\u00e1ch ch\u00ednh x\u00e1c. Tr\u00ean giao di\u1ec7n c\u1ee7a m\u1ed7i ng\u01b0\u1eddi <\/span>d\u00f9ng, Oracle NetSuite ERP hi\u1ec3n th\u1ecb c\u00e1c trang \u0111\u01b0\u1ee3c g\u1eafn th\u1ebb \u0111\u01b0\u1ee3c g\u1ecdi l\u00e0 trung t\u00e2m. D\u1ef1a theo vai tr\u00f2 c\u1ee7a ng\u01b0\u1eddi d\u00f9ng, trung t\u00e2m s\u1ebd cung c\u1ea5p c\u00e1c trang v\u00e0 li\u00ean k\u1ebft m\u00e0 m\u1ed7i vai tr\u00f2 c\u1ea7n \u0111\u1ec3 theo d\u00f5i th\u00f4ng tin h\u1eb1ng ng\u00e0y c\u1ee7a m\u00ecnh.<\/span><\/p>\n

Dashboard c\u00f3 s\u1eb5n \u1edf m\u1ecdi trang tr\u00ean Oracle NetSuite ERP, ngo\u1ea1i tr\u1eeb trang t\u00e0i li\u1ec7u, trang thi\u1ebft l\u1eadp v\u00e0 trang t\u00f9y ch\u1ec9nh. \u0110\u1ed1i v\u1edbi m\u1ed7i trang, Oracle NetSuite ERP h\u1ed7 tr\u1ee3 c\u1ea5u h\u00ecnh dashboard m\u1eb7c \u0111\u1ecbnh, c\u00f3 th\u1ec3 thay \u0111\u1ed5i \u0111\u1ec3 \u0111\u00e1p \u1ee9ng nhu c\u1ea7u c\u1ee7a ng\u01b0\u1eddi d\u00f9ng. V\u00ed d\u1ee5, m\u1ed9t qu\u1ea3n tr\u1ecb vi\u00ean c\u00f3 th\u1ec3 c\u00e1 nh\u00e2n h\u00f3a trang t\u1ed5ng quan cho m\u1ed9t hay nhi\u1ec1u trang v\u00e0 xu\u1ea5t b\u1ea3n cho m\u1ed9t nh\u00f3m ng\u01b0\u1eddi d\u00f9ng \u0111\u1ec3 t\u1ea5t c\u1ea3 h\u1ecd c\u00f9ng th\u1ea5y m\u1ed9t giao di\u1ec7n nh\u1ea5t qu\u00e1n.<\/span><\/p>\n

V\u1eady \u0111\u1ec3 thi\u1ebft l\u1eadp v\u00e0 \u0111i\u1ec1u ch\u1ec9nh dashboard hi\u1ec7u qu\u1ea3, ng\u01b0\u1eddi d\u00f9ng n\u00ean l\u01b0u \u00fd \u0111i\u1ec1u g\u00ec?<\/span><\/p>\n

Nh\u1eefng \u0111i\u1ec1u ng\u01b0\u1eddi d\u00f9ng c\u1ea7n bi\u1ebft khi s\u1eed d\u1ee5ng t\u00ednh n\u0103ng Dashboard preferences<\/span><\/strong><\/p>\n

C\u00e1ch xu\u1ea5t b\u1ea3n m\u1ed9t Dashboard tr\u00ean Oracle NetSuite<\/span><\/strong><\/p>\n

C\u00f3 4 lo\u1ea1i vai tr\u00f2 ng\u01b0\u1eddi d\u00f9ng tr\u00ean Oracle Netsuite ERP l\u00e0: nh\u00e2n vi\u00ean, nh\u00e0 cung c\u1ea5p, \u0111\u1ed1i t\u00e1c v\u00e0 kh\u00e1ch h\u00e0ng. \u0110\u1ec3 xu\u1ea5t b\u1ea3n m\u1ed9t dashboard, ng\u01b0\u1eddi d\u00f9ng c\u1ea7n ph\u1ea3i thi\u1ebft l\u1eadp trung t\u00e2m t\u01b0\u01a1ng \u1ee9ng v\u1edbi vai tr\u00f2 m\u00e0 dashboard n\u00e0y h\u01b0\u1edbng \u0111\u1ebfn. Sau khi thi\u1ebft l\u1eadp c\u1ea5u h\u00ecnh dashboard theo nhu c\u1ea7u kinh doanh, nh\u1ea5p v\u00e0o Setting v\u00e0 ch\u1ecdn Public dashboard. Sau \u0111\u00f3 nh\u1eadp t\u00ean dashboard, nh\u1eadp ghi ch\u00fa, x\u00e1c \u0111\u1ecbnh vai tr\u00f2 ng\u01b0\u1eddi d\u00f9ng s\u1eed d\u1ee5ng dashboard. V\u00e0 cu\u1ed1i c\u00f9ng, ch\u1ecdn save \u0111\u1ec3 xu\u1ea5t b\u1ea3n dashboard.<\/span><\/p>\n

Hi\u1ec3u r\u00f5 v\u1ec1 Portlet v\u00e0 c\u00e1c lo\u1ea1i n\u1ed9i dung \u0111\u01b0\u1ee3c tr\u00ecnh b\u00e0y<\/span><\/strong><\/p>\n

\u0110\u1ec3 xem th\u00f4ng tin n\u00e0o c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c hi\u1ec3n th\u1ecb tr\u00ean dashboard, nh\u1ea5p v\u00e0o Personalize Dashboard \u1edf m\u1ee5c Setting ph\u00eda tr\u00ean b\u00ean ph\u1ea3i m\u00e0n h\u00ecnh. B\u1ea3ng \u0111i\u1ec1u khi\u1ec3n n\u00e0y hi\u1ec3n th\u1ecb m\u1ecdi th\u00f4ng tin m\u00e0 ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 th\u00eam v\u00e0o dashboard. Ng\u01b0\u1eddi d\u00f9ng c\u00f3 kh\u1ea3 n\u0103ng hi\u1ec3n th\u1ecb m\u1ed9t portlet tr\u00ean m\u1ed7i dashboard \u1edf tab NetSuite t\u00f9y ch\u1ec9nh v\u00e0 hi\u1ec3n th\u1ecb nhi\u1ec1u portlet tr\u00ean c\u00e1c tab NetSuite t\u00f9y ch\u1ec9nh.<\/span><\/p>\n

C\u00e1ch th\u00eam m\u1ed9t Portlet v\u00e0o dashboard<\/span><\/strong><\/p>\n

Tr\u1eeb khi dashboard b\u1ecb kh\u00f3a, ng\u01b0\u1eddi d\u00f9ng c\u00f3 th\u1ec3 th\u00eam portlet v\u00e0o dashboard b\u1ea5t c\u1ee9 l\u00fac n\u00e0o. \u0110\u1ec3 ch\u1ecdn m\u00e0u cho portlet, nh\u1ea5p v\u00e0o Personalize Dashboard \u0111\u1ec3 hi\u1ec3n th\u1ecb b\u1ea3ng m\u00e0u. \u1ede c\u00e1c tab kh\u00e1c, nh\u1ea5p v\u00e0o bi\u1ec3u t\u01b0\u1ee3ng portlet \u0111\u1ec3 th\u00eam v\u00e0o \u0111\u1ea7u trang ho\u1eb7c k\u00e9o v\u00e0 th\u1ea3 portlet \u0111\u1ebfn m\u1ed9t v\u1ecb tr\u00ed c\u1ee5 th\u1ec3. \u0110\u1ec3 lo\u1ea1i b\u1ecf m\u1ed9t portlet, h\u00e3y nh\u1ea5p v\u00e0o remove trong menu portlet.<\/span><\/p>\n

Nh\u1eefng n\u1ed9i dung c\u00f3 th\u1ec3 hi\u1ec3n th\u1ecb v\u00e0 t\u00f9y ch\u1ec9nh v\u1edbi Dashboard preferences<\/span><\/strong><\/p>\n

Account Reconciliation Summary: <\/span><\/strong>Hi\u1ec3n th\u1ecb c\u00e1c d\u1eef li\u1ec7u ch\u00ednh \u0111\u1ec3 \u0111\u1ed1i chi\u1ebfu c\u00e1c ho\u1ea1t \u0111\u1ed9ng.<\/span><\/p>\n

Analytics: <\/span><\/strong>Hi\u1ec3n th\u1ecb t\u1ed1i \u0111a 5 bi\u1ec3u \u0111\u1ed3 ph\u00e2n t\u00edch, 1 bi\u1ec3u \u0111\u1ed3 ph\u00e2n t\u00edch d\u1ef1a tr\u00ean s\u1ed5 l\u00e0m vi\u1ec7c c\u1ee7a m\u1ed7i portlet.<\/span><\/p>\n

Calendar<\/span><\/strong>: Xem chi ti\u1ebft c\u00e1c ho\u1ea1t \u0111\u1ed9ng \u0111\u01b0\u1ee3c s\u1eafp x\u1ebfp theo l\u1ecbch v\u00e0 gi\u1edd.<\/span><\/p>\n

Custom Portlet<\/span><\/strong>: Hi\u1ec3n th\u1ecb t\u1ed1i \u0111a 6 k\u1ebft qu\u1ea3 t\u1eeb SuiteScript d\u01b0\u1edbi d\u1ea1ng danh s\u00e1ch, li\u00ean k\u1ebft, d\u1eef li\u1ec7u, html.<\/span><\/p>\n

Custom search<\/span><\/strong>: Hi\u1ec3n th\u1ecb t\u1ed1i \u0111a 6 k\u1ebft qu\u1ea3 t\u00ecm ki\u1ebfm \u0111\u00e3 l\u01b0u tr\u00ean trang ch\u1ee7.<\/span><\/p>\n

KPI meter<\/span><\/strong>: Hi\u1ec3n th\u1ecb t\u1ed1i \u0111a 3 k\u1ebft qu\u1ea3 ch\u1ec9 s\u1ed1 KPI \u0111\u01b0\u1ee3c tr\u00ecnh b\u00e0y d\u01b0\u1edbi d\u1ea1ng \u0111\u1ed3 h\u1ecda.<\/span><\/p>\n

KPI scorecard<\/span><\/strong>: So s\u00e1nh hi\u1ec7u su\u1ea5t ch\u1ec9 s\u1ed1 KPI d\u1eef li\u1ec7u c\u1ee5 th\u1ec3.<\/span><\/p>\n

Links<\/span><\/strong>: Hi\u1ec3n th\u1ecb li\u00ean k\u1ebft \u0111\u1ebfn c\u00e1c trang NetSuite li\u00ean quan.<\/span><\/p>\n

List<\/span><\/strong>: Danh s\u00e1ch nh\u1eefng b\u1ea3n ghi c\u00f3 th\u1ec3 xem v\u00e0 ch\u1ec9nh s\u1eeda.<\/span><\/p>\n

My login audit<\/span><\/strong>: Theo d\u00f5i ho\u1ea1t \u0111\u1ed9ng \u0111\u0103ng nh\u1eadp, \u0111\u1ecba ch\u1ec9 IP v\u00e0 th\u00f4ng tin chi ti\u1ebft.<\/span><\/p>\n

New release<\/span><\/strong>: T\u00f3m t\u1eaft c\u00e1c t\u00ednh n\u0103ng m\u1edbi c\u00f9ng v\u1edbi c\u00e1c li\u00ean k\u1ebft \u0111\u1ec3 bi\u1ebft th\u00eam th\u00f4ng tin.<\/span><\/p>\n

Phone calls<\/span><\/strong>: Danh s\u00e1ch c\u00e1c cu\u1ed9c g\u1ecdi \u0111i\u1ec7n tho\u1ea1i v\u00e0 li\u00ean k\u1ebft \u0111\u00e3 \u0111\u01b0\u1ee3c s\u1eafp x\u1ebfp.<\/span><\/p>\n

Project tasks<\/span><\/strong>: Danh s\u00e1ch c\u00e1c nhi\u1ec7m v\u1ee5 \u0111\u01b0\u1ee3c giao v\u00e0 c\u00e1c ngu\u1ed3n l\u1ef1c kh\u00e1c c\u1ee7a d\u1ef1 \u00e1n.<\/span><\/p>\n

Recent records<\/span><\/strong>: B\u1ea3n ghi \u0111\u01b0\u1ee3c t\u1ea1o, ch\u1ec9nh s\u1eeda ho\u1eb7c xem g\u1ea7n \u0111\u00e2y.<\/span><\/p>\n

Recent reports<\/span><\/strong>: B\u00e1o c\u00e1o \u0111\u01b0\u1ee3c t\u1ea1o, ch\u1ec9nh s\u1eeda ho\u1eb7c xem g\u1ea7n \u0111\u00e2y.<\/span><\/p>\n

Reminder<\/span><\/strong>: L\u1eddi nh\u1eafc v\u1ec1 nh\u1eefng c\u00f4ng vi\u1ec7c \u0111\u00e3 qu\u00e1 h\u1ea1n ho\u1eb7c s\u1eafp ho\u00e0n th\u00e0nh.<\/span><\/p>\n

Report snapshots<\/span><\/strong>: Hi\u1ec3n th\u1ecb t\u1ed1i \u0111a 10 b\u00e1o c\u00e1o t\u00f9y ch\u1ec9nh trong danh s\u00e1ch \u0111\u1ed3 h\u1ecda.<\/span><\/p>\n

Save searches<\/span><\/strong>: Danh s\u00e1ch 10 t\u00ecm ki\u1ebfm \u0111\u00e3 l\u01b0u h\u00e0ng \u0111\u1ea7u trong m\u1ed9t kho\u1ea3ng th\u1eddi gian c\u1ee5 th\u1ec3.<\/span><\/p>\n

Scheduler<\/span><\/strong>: Xem l\u1ecbch tr\u00ecnh v\u00e0 ho\u1ea1t \u0111\u1ed9ng c\u1ee7a c\u00e1c nh\u00e2n vi\u00ean kh\u00e1c.<\/span><\/p>\n

Shortcuts<\/span><\/strong>: \u0110i\u1ec1u h\u01b0\u1edbng nhanh ch\u00f3ng \u0111\u1ebfn c\u00e1c trang \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng nhi\u1ec1u nh\u1ea5t.<\/span><\/p>\n

Tasks<\/span><\/strong>: Bao g\u1ed3m c\u00e1c nhi\u1ec7m v\u1ee5 CRM \u0111\u01b0\u1ee3c giao cho ng\u01b0\u1eddi d\u00f9ng.<\/span><\/p>\n

\"Nh\u1eefng<\/span><\/p>\n

Alt: Nh\u1eefng th\u00f4ng tin c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c tr\u00ecnh b\u00e0y tr\u00ean dashboard<\/span><\/p>\n

H\u01b0\u1edbng d\u1eabn t\u00f9y ch\u1ec9nh m\u1ed9t dashboard \u0111\u00e3 \u0111\u01b0\u1ee3c xu\u1ea5t b\u1ea3n<\/span><\/strong><\/p>\n

T\u00ednh n\u0103ng <\/span>Dashboard preferences<\/span><\/strong> cho ph\u00e9p c\u00e1 nh\u00e2n h\u00f3a ho\u1eb7c thay \u0111\u1ed5i m\u00e0u s\u1eafc m\u1ed9t dashboard \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng nhi\u1ec1u nh\u1ea5t.<\/span><\/p>\n

C\u1ee5 th\u1ec3, qu\u1ea3n tr\u1ecb vi\u00ean c\u00f3 th\u1ec3 t\u00f9y ch\u1ec9nh dashboard nh\u01b0 sau:<\/span><\/p>\n

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1.<\/span>\u0110\u0103ng nh\u1eadp v\u00e0o vai tr\u00f2 ng\u01b0\u1eddi d\u00f9ng \u0111\u00e3 t\u1ea1o v\u00e0 xu\u1ea5t b\u1ea3n dashboard.<\/span><\/div>\n<\/div>\n
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2.<\/span>C\u1eadp nh\u1eadt dashboard \u0111\u00e3 t\u1ea1o tr\u01b0\u1edbc \u0111\u00e2y v\u1edbi c\u00e1c vai tr\u00f2 m\u1edbi.<\/span><\/div>\n<\/div>\n
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3.<\/span>Ch\u1ecdn Home -> Setting -> List b\u00ean c\u1ea1nh Public Dashboard.<\/span><\/div>\n<\/div>\n
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4.<\/span>B\u00ean c\u1ea1nh dashboard m\u00e0 b\u1ea1n mu\u1ed1n \u00e1p d\u1ee5ng cho c\u00e1c vai tr\u00f2 kh\u00e1c, ch\u1ecdn Edit.<\/span><\/div>\n<\/div>\n
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5.<\/span>\u00c1p d\u1ee5ng dashboard \u0111\u00e3 c\u1eadp nh\u1eadt cho c\u00e1c vai tr\u00f2 c\u1ee5 th\u1ec3 tr\u00ean tab Apply to Roles.<\/span><\/div>\n<\/div>\n
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6.<\/span>L\u01b0u v\u00e0 c\u1eadp nh\u1eadt n\u1ed9i dung.<\/span><\/div>\n<\/div>\n<\/div>\n

C\u00e1ch chuy\u1ec3n giao di\u1ec7n c\u1ee7a b\u1ea1n \u0111\u1ec3 hi\u1ec3n th\u1ecb c\u00e1c tab v\u00e0 t\u1ed5 ch\u1ee9c gi\u1ed1ng nh\u01b0 vai tr\u00f2 qu\u1ea3n tr\u1ecb vi\u00ean:<\/span><\/p>\n

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1.<\/span>\u0110i\u1ec1u h\u01b0\u1edbng \u0111\u1ebfn Homes -> Set Preferences.<\/span><\/div>\n<\/div>\n
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2.<\/span>Ch\u1ecdn tab ph\u1ee5 Appearances.<\/span><\/div>\n<\/div>\n
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3.<\/span>\u1ede ph\u1ea7n Center & Dashboards, ch\u1ecdn User Classic Interface.<\/span><\/div>\n<\/div>\n
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4.<\/span>L\u01b0u.<\/span><\/div>\n<\/div>\n<\/div>\n

L\u1ee3i \u00edch c\u1ee7a Dashboard Preference cho ng\u01b0\u1eddi d\u00f9ng<\/span><\/strong><\/p>\n

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