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Instructions

  1. Go to portal.shoplogix.com and log in with customer CEX credentials


    This is the SLX Analytics home page. From here, you can either load an existing dashboard (any dashboard that was shared with you), or you can create a new dashboard.

    When creating a new dashboard, you can start from a blank canvas using Create New, or Duplicate an existing dashboard and then modify it so you can keep your original unchanged.

    Let’s start from scratch and add a few widgets.

  2. Click Create New Dashboard to generate a blank dashboard canvas.

    This is your dashboard interface.

    In the middle is where you will be putting widgets (you can think of these as bar charts, pie graphs, data tables, etc.).

    On the right side of the screen is your global filter panel (we will add to this shortly):


    First, let’s add a simple widget.

  3. Click Add Widget to open the quick widget panel.

 

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