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Knowledge and Support - Adaptive Insights

Discovery Quick Tour

Walks you through the Discovery user interface


A perspective is collection of one or more dashboards and a dashboard is a collection of one or more charts. You can build perspectives and create dashboards to build contextual stories for your data analysis.

When you access Discovery, you start on the Perspectives page.

Example of the Perspectives Page

1 New Icon New icon: Creates a perspective. New perspectives are added to your personal perspectives folder.

2 Personal or Shared folders: Perspectives can be personal (private for your eyes only) or shared (accessible by others). This page may be empty until you and other users start building and sharing perspectives.

3 Perspective folder: A folder for managing associated dashboards indicating the number of dashboards in the perspective. Click the perspective to access dashboards.

4 Perspective Options: Options menu managing the perspective, such as share, rename, delete, copy.

5 Toolbar Options: Options for sorting perspectives, and switching between a tile view or list view.

Perspective Detail View

From the Perspectives page, click the perspective to view its dashboards and the charts organized within the selected dashboard.  A perspective is the control center for viewing and presenting data and for editing dashboards and charts.

You can create perspectives and dashboards and add charts to dashboards.

Detailed View of a Perspective with Three Dashboards

1 Perspective title: Lets you know which perspective you are viewing.

2 Dashboards: Click a dashboard tab to view its charts.

Hover over  a dashboard tab to display the More icon icon and choose to download the dashboard as a .png image.

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). 

3 Charts: View and present charts.

4 Discovery link: Navigate back to the Perspectives page to view personal and shared perspectives.

5 Perspective Context:  Change the perspective or scope of data for all charts in the perspective.

6 Perspective Toolbar: 

Edit Icon Edit icon: Click to go into edit mode. You can add dashboard to the perspective,build charts, and change the perspective title or modify the perspective context

View in Grid Mode Icon Grid icon: Click to switch to the standard view (default mode).

View in Presentation Mode Presentation icon: Click to switch the view into presentation mode. A great alternative for formally presenting data results in meetings.

Dashboard and Chart in Edit Mode

When  in edit mode, you can add dashboards and you can build charts. See Add Charts to a Dashboard for basics on adding a KPI and column chart to a dashboard. See Add a Scorecard to a Dashboard for more advanced steps on configuring a chart.

To get started, click the Edit Icon Edit icon from the Perspective toolbar. The following is an example of a dashboard in edit mode:

Example Dashboard in Edit Mode

1 Dashboard Tabs:

  • Click + to create a new dashboard. Dashboards are listed in the order in which they are created.
  • Drag and drop tabs to reorder them.
  • Hover over a tab and click X to delete the dashboard and all its charts.

2 Left Panel: Select chart types and accounts:

Chart Tab.png Chart tab: Displays a list of charts that you can drag and drop into the dashboard to create and configure a chart. You must select a chart type before you can select accounts. 

Account Tab Account tab: Displays a list of data elements, such as GL accounts, metrics, cubed accounts, and custom accounts.

3 Design area: Configure charts by setting properties, resizing charts, and reorganizing them in the dashboard.

4 Scroll bars and pane resizing handles: You can resize design area. Use vertical and horizontal scroll bars and pane resizing handles. Scroll bars appear when the minimum height and width of the dashboard reach:

  • 415px high and 1024px wide in grid or edit mode.
  • 417px high and 686px wide in presenter mode.

 5 Right Pane: Set properties of the selected dashboard or chart. Settings are contextual based on the selected chart type:

Appearance Settings Tab Appearance Settings tab: Define the look and feel of the chart, such as title, font, colors, and variance.

Data SettingsTab Data Settings tab: Add or remove accounts and set various account settings such as versions, filtering, display options and colors, and more. Specify how to break down data.

Time Settings Tab Time Settings tab: Set granularity, time range, relative or fixed, and the from-to calendar period.

6 Perspective Toolbar: Click DISC_Done.png Done icon to toggle back to standard view. Chart settings are saved.

Search and Browse Interface

Search and browse is available on certain elements where lists are long, such as for accounts when creating a chart or for users when sharing a perspective.

To search, type a keyword and click Search. Use the element tab or Search tab to browse results. A numbered set of links appears at the bottom of the search results if more than one page of results is returned. Click the link to go to the search results page.

The following is an example of the search results filtered on revenue as a keyword:

Example Account Search on keyword Revenue

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