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Adaptive Insights
Knowledge and Support - Adaptive Insights

View Dashboards and Present Data

Explains how to use view charts from the Discovery new user interface. Includes how to download dashboards or charts as images, or show charts as presentation slides from a Discovery dashboard.

Browse and View Perspectives

From the Perspective Overview, you can view available perspectives as tiles or as a list from the Perspective Overview.

Grid Mode

Grid mode organizes and displays perspectives as tiles within a Personal folder or Shared folder. A tile is a clickable representation of the perspective. Each tile has information about the contents, such as the number of dashboards and an indicator on shared perspectives that your owner.

From the Perspective Overview, navigate to the perspective and click Grid Mode Icon. Grid Mode is the default view.

Grid View Showing Personal Shared and Shared Folders and Perspectives In Each Folder

List Mode

List mode organizes and display perspectives as list in a table. From the Perspective Overview, navigate to the perspective and click DIS-ListView.png. The following is a list of perspectives sorted in ascending order by date.

Perspective List View

Sort Perspectives in Grid Mode or List Mode

Click DIS-sort.png to sort the list of perspectives in either Grid or List mode. You can sort in ascending or descending order, by tile, Shared, Owner, or Created Date.

 View Charts or Show as a Presentation

From the Perspective Details, you can view charts in a standard Grid mode or show charts as a slide deck in Presentation mode. The following is shows a perspective in a standard, grid mode.

Showing Perspective Contents in Standard Grid Mode

Use Scroll Left icon or Scroll Right icon to scroll left or right to view more dashboard tabs (arrows appear only when scrolling is needed to see all dashboards). 

Available options when viewing Grid Mode and Presentation Mode:

You Can Grid Mode Presentation Mode
Browse dashboard. Click dashboard tabs to view charts in each dashboard. 
Browse and choose charts to present by scrolling through the left panel or using keyboard.  

Keyboard method: Use the spacebar to go to the next chart or use the keyboard arrows to navigate through the charts.

Refresh data. Click Refresh Data Icon on toolbar
Show chart in full view. Hover mouse over chart and click Chart Full View Icon to show chart in full view.  
Download image of chart. Hover mouse over chart and click More Icon to  show more options. Click Download Image.  
Download  image of dashboard. Hover mouse over dashboard tab and click More Icon to  show more options. Click Download Image.
View data point summary information. Hover mouse over a data point and right-click.
Explore data point details with Cell Explorer. Click data point and choose Explore Data from the dropdown.  
Drill down into data point. Click data point and choose a  dimension from the drop-down.  
Change perspective context
Change chart time range.

Open a Chart in Full View

In Grid mode, you can open a chart in an expanded view. Click Full View Icon icon to open the chart in its own window. Click X to close the window.

Full View Icon and More Icon in Upper Right of Chart

Download a Dashboard or Chart as an Image

In Grid mode or Presentation mode, you can download a 1 dashboard or 2 chart as an image. 

Download as Image from Dashboard or Chart

Hover your mouse over the chart and clickmoreIcon.png for more options and choose Download Image to save as an image <dashboard name>.png or <chart name>.png and download to your desktop.

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