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Knowledge and Support - Adaptive Insights

Interact with Data When Viewing or Presenting

Explains how to interact with data when viewing charts in the Discovery new user interface. Includes how to filter by perspective context, explore data point details,  drill down into data points, and change time ranges.

Watch Video (2m:35s): Analyze Data by Changing Time on the Perspective

Refresh Data

Available from Grid mode, Presentation mode, and Edit mode. You can get the data and refresh dashboards and charts with the latest information.

Click Refresh Data Icon from the perspective toolbar.

Change Time

Available in Grid mode, Presentation mode, and Edit mode.

You can override the default time on a chart from the 1 Perspective toolbar or the 2 Time toolbar at the bottom of each chart. These overrides do not persist and will revert back to the defaults when you navigate away from the page.

Time Period Toolbar

Reset Icon on Time Toolbar Reset Time: Resets time to the chart's default time settings.

 Time Range Icon and Single Period Icon on Time Toolbar Period Range and Single Period: View data from a range of time or from a single period.

disc-unpinnedIcon.pngClick to pin or unpin the charts. 

  • Unpinned IconCharts with unpinned time settings are relative to the time in the perspective toolbar. 
  • Pinned IconCharts with pinned time settings don't change with the Perspective toolbar. You can still change them with the time toolbar of the chart.

Period Calendar on Time Toolbar Date Selector: Select a date range. From and To Date Selectors display when the Period Range is selected.

Time Period Selection Dropdown on Time Toolbar Time: Change the scope of time, such as from Month or Year.

Change the Data Context

Available in Grid mode, Presentation mode, and Edit mode. Use the Perspective Context to change the scope of data analyzed. The perspective context changes the data evaluated for all charts in the perspective. For example, you can filter and show only data from a specific level, such as Americas or EMEA.

1 Click DISC-downArrowIcon.png next to the Perspective title to expand the context menu. 2Change the context by choosing a selection from a drop-down. Click DISC-upArrowIcon.png to hide the context menu bar and show a summary of the context selections.  The following is an example of the Perspective Context when expanded.

Expanded Perspective Context Showing the Level and Currency Filters

You can add more context filters by editing the perspective.

View a Data Point Summary

Available in Grid mode and Presentation mode. You can view a tooltip on the data point when viewing a chart. Hover your mouse over a data point to view summary information about the data point,. Summary information includes time and data value.

Data Point Tooltip

Explore Data Point Details

Available in Grid mode only. You can view details of a data point using Cell Explorer. Click the data point and choose Explore Data from the dropdown.

Cell Explorer on a Data Point

Drill into a Data Point 

Available in Grid mode only. You can drill into a data point on a chart to help you pin-point the root source of the analysis. For example, if revenue is down for a product, drill deeper into the data to find anomalies, such as under-performing sales regions.

On the chart, click the data point and choose a dimension from the drop-down. Click back to return to the dashboard.

The following is an example of drilling down into a 1 KPI data point by 2 level, and 3 by location.

Example Drill-down into Q4 Revenue

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