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Manage Perspectives and Dashboards

Explains how to create a perspective and dashboard using Discovery, including how to manage perspective contexts and how to rename, delete and duplicate dashboards.

Perspectives

A perspective is a group of dashboards and charts, usually focused on a common function such as finance or sales.

When you access Discovery, you start on the Perspectives Overview, a collection of perspectives that you have access to.  

Perspectives are personal (private for your eyes only) or shared (accessible by others). This page may be empty until you and other users start building perspectives and sharing. These folders are contextual and will appear on your Perspectives page only when content is available from them. Personal and Shared folders indicate the number of perspectives available from each. When you create a perspective, it is personal by default. You can share your perspective with others.

Dashboards

A dashboard is a container for grouping a series of charts or other data analysis often by a theme or subject.

An Executive Summary perspective can have dashboards for Revenue, Financial Health, and Operations. Each dashboard includes charts that provide insight to that area of the business.

You must be in Edit Mode to change the name of dashboard tab labels or to add dashboards to a perspective. To edit a dashboard, keep the focus on the dashboard (that is, not on any chart). If the focus is on a chart, you will edit the settings of the selected chart.

Create and Manage a Perspective

Required Permission: Access Discovery and ability to edit Discovery dashboards (personal or shared).

Create a Perspective

  1. From the Perspectives page, click New Icon to create a perspective. Enter a title, and click OK. The detail page for the perspective is created with a default dashboard, named Dashboard. For example, create a perspective titled: Executive Summary.

  2. Click Edit Mode Icon from the toolbar to rename the default dashboard and build more dashboards and charts. Or,
    Click the Discovery link (at the top) to navigate back to the Perspectives page to create another perspective or to navigate to another perspective.

Edit a Perspective and Manage Context Filters

You can change the 1 perspective name or add or remove 2 context filters from the perspective context. You must be in edit mode to make these changes.

 Example Perspective Title Bar and default Perspective Context

When viewing charts from this perspective, you can change the scope of data factored into the chart based on the values you select from the drop-down filter.

Level and Currency are permanent default context filters. You cannot remove them.

Open a perspective in Edit mode 

  1. From the Perspectives Overview, open the perspective and click Edit Mode Icon from the toolbar.
  2. Click the perspective title in the toolbar.

Perspective is Ready for Edit When Perspective Title has White Borders

The Appearance and Data Settings tabs for the perspective display in the right panel. You can edit the perspective.

Change the perspective name

From the Appearance Settings tab, enter the new name to change perspective name.

Add a context filter to the perspective

  1. From the Data Settings tab, click Add a Context icon to open a panel with a list of dimensions available for selection.
  2. Choose a dimension to add it immediately to the perspective context.

Remove a context from the perspective

From the Data tab, click X in the context field and click OK to confirm.

Example of context panel and Delete icon

Add and Edit a Dashboard

You can add, rename, reorder, or delete a dashboard.

Add a Dashboard

When you create a new perspective, a default dashboard is automatically created for you.

  1. From the Perspectives Overview, navigate to the perspective with the dashboard that you want to edit and click Edit Mode Icon.

  2. Click the plus sign next to the dashboard tabs.

    Add a Dashboard

  3. In the dialog, type the name of the new dashboard. Click Ok.
    Example: Name the dashboard: Operations

  4. Add charts to the dashboard.

Reorder a Dashboard

Drag and drop a dashboard tab to change the order of tabs.

Edit and Rename a Dashboard

  1. From the Perspectives Overview, navigate to the perspective with the dashboard that you want to edit and click Edit Mode Icon.

  2. Click the dashboard tab to select or put the focus on the dashboard.

  3. Enter the new name of the dashboard in the right panel. For example, change the name from: Dashboard to Sales Results

Create a Duplicate of a Dashboard

You can create a copy of a dashboard and all its charts. Copied dashboards and charts are not linked to the original dashboard. You can edit the copied dashboard and charts independently. 

When you duplicate a dashboard, the copy is added to the right of the originating dashboard and appends - Copy to the dashboard name and increments by 1 for each additional copy. For example, the first duplicate is Quarterly Summary - Copy and the second duplicate is Quarterly Summary - Copy (1)

  1. From the Perspectives Overview, navigate to the perspective with the dashboard you want to copy and click Edit Mode Icon
  2. Hover your mouse over the dashboard tab, click  for more options, and choose Duplicate to copy the dashboard. The focus switches to the copied dashboard. The dashboard and charts are ready for editing.

Delete a Dashboard

  1. From the Perspectives Overview, navigate to the perspective with the dashboard you want to delete.
  2. Hover your mouse over the dashboard tab, click  for more options, and choose Delete.
  3. Click Ok to confirm. All charts associated with the dashboard will be deleted permanently.

If you delete all dashboards in a perspective, you can add more by clicking Add Dashboards from the perspective.

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