Author: Ian Britz
Now that our permissions are configured correctly and we have a Workflow App set up, we can start entering data into our Dashboard. For the moment, all of our Reporting Forms will remain blank as we don't have the calculations set up to populate them, but once we have some data to work with, we can start working on that step.
Step 1. Navigate to the APPS section. Assuming we set up our permissions correctly, we should see our Workflow App here now. Let's click the green plus button to get started.
Step 2. Inside the App, let's start entering some sample data into the input cells.
Step 3. We can highlight and drag data to copy it across the whole row.
Step 4. And then drag down to copy it across the whole Form.
Step 5. To post our data, normally we would click on the ACTION drop-down and select Post. However, as we created an Update button on our Dashboard that also performs the same action, we can use that instead. Both options will have the same effect.
Step 6. Note that the blue triangles in the top-left of the cells disappears. These triangles indicate that the data has not yet been posted. Also note that the All member totals have been automatically calculated, but as we mentioned, the Product Revenue Form will remain blank until we define the calculation to drive its data.
Step 7. Let's first continue on and enter data in our Cost of Goods Form as well.
Step 8. And our Operating Expense Form.
Now that we have all the data we need to work with, let's create a Data Rule to drive the calculations for the Revenue & Cost Forms.