Skip to main content
Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday company.

Discovery Overview

Introduces you to Discovery. Includes a quick tour, how to organize and share your dashboards, and how to perform an analysis and interact with charts.    

  • Discovery Quick Tour
    Walks you through Discovery user interface, including the Perspectives Overview, Perspective Details when viewing, and Perspective Details when editing.
  • Chart Types
    Describes chart types that are available from the Discovery.
  • Create and Edit a Perspective
    Explains how to create a perspective using  Discovery. Includes how to rename a perspective and create context filters.
  • Send a Perspective Snapshot
    Explains how to create a snapshot and share a PDF of the dashboards and charts in the perspective with others.
  • Share Perspectives
    Explains how to use Discovery to share a perspective and its dashboards and charts with others.  Includes how to edit and publish shared content.
  • Browse and View Charts
    Explains how to browse perspectives in Discovery. Also explains how to browse dashboards and view charts, including how to view content as a presentation.
  • Analyze Data and Interact with Charts
    Explains how to interact with data when viewing charts using Discovery. Includes how to filter by context filters, explore data point details,  drill down into data points, and change time ranges.
  • Manage Discovery Preferences
    Explains how to set global your preferences for Discovery and explains how to change colors for your custom theme.
  • Was this article helpful?