VALUEWORKSInsights to Results
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Lesson 5 of 6 · 2 min

Core path

Making it yours

Configure a personal dashboard.

Your dashboard remembers the month you last looked at — which is useful right up until you forget.

Two controls sit above the tabs.

The offset dropdown sets which month the dashboard reports. It defaults to No offset , and offers −1, −2 and −3 months. The control displays its own state, so “-3 month(s) offset” means every tile is showing figures from three months ago. Use it when month-end data lands late.

The setting persists. Set it once and it will still be applied the next time you open My Dashboard, so read the dropdown before trusting a figure’s date.

Edit unlocks the layout, replacing the header with Select KPIs , Cancel and Save . Each tile gains a resize handle, a Configure button, and a bar-count dropdown — 6 bars, Full year and so on. Nothing is applied until you press Save.

Tile size and bar count together decide how much a tile can show: a small tile shows the value and trend only, while a larger one adds the bar chart and the reference lines.

The My Dashboard header showing an offset dropdown reading minus three months, an Edit button, and the Favorite and Responsible KPIs tabs with a count badge.
  1. 1Offset dropdown displaying its current state
  2. 2Edit
  3. 3Tab count badge

ValueWorks 2026.08

My Dashboard in edit mode, showing Select KPIs, Cancel and Save buttons, a bar-count dropdown and a Configure button on each tile, and resize handles in the tile corners.
  1. 1Select KPIs — choose which KPIs appear
  2. 2Cancel and Save
  3. 3Bar-count dropdown, per tile — 6 bars, Full year and so on
  4. 4Configure, per tile
  5. 5Resize handle

ValueWorks 2026.08

Try this in your tenant — set your offset to −1, then return tomorrow and see what it says.

Takeaways

  • Default is No offset ; the options are −1, −2 and −3 months.

  • The offset persists between visits — read it before quoting a figure.

  • Edit gives every tile a resize handle, a Configure button and a bar-count dropdown — and nothing applies until Save .

Surfaces covered

  • Offset (No offset, −1, −2, −3; persists between visits)
  • Edit → Select KPIs, Cancel, Save, bar-count dropdown, Configure, resize

Micro-check

Two quick questions

Practice only — nothing here is scored or recorded.

1. You open My Dashboard and the header reads “-3 month(s) offset”, though you don’t remember setting it. What happened?

2. You resize two tiles in edit mode, then navigate away without pressing Save. What happens?

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