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Knowledge and Support - Adaptive Insights

View and Present Data

Explains how to use view and presentation modes from a Discovery dashboard.

View Charts in Grid Mode

In Grid mode, you can view charts as tiles on the dashboard. Grid mode is the default view mode.

Navigate to the perspective and click the Grid icon:

Grid Mode

Click dashboard tabs view charts. Expand charts to full view or download as an image. Hover your mouse over the chart to display these icons:

Full View Icon and More Icon in Upper Right of Chart

Click the Full View Full View Icon to expand the chart into its own window. Click X to close the window.

Click More Icon More icon  and choose Download Image. An image is created and saved as <chart name>.png.

View Charts in Presentation Mode

You can present data as fully interactive visualizations by switching to presentation mode. You no longer need to download a chart as .png file and present static charts from PowerPoint. 

In Presentation mode, each charts appears in a sidebar menu and the selected chart is presented on the main pane.

  1. To present a chart, open the dashboard and click Presentation mode. The first chart displays on the main screen.
    Presentation Mode Icon

The Edit button appears only if you have edit permission on the perspective.

  1. Use the spacebar to go to the next chart or use the keyboard arrows to navigate through the charts – represented as presentation slides. You can also scroll through the charts and click the one you want to present.
  2. Click the Grid Mode icon to switch from presentation mode and return to the standard view.

Interact with Data in Grid or Presentation Mode

You can interact with data when in grid or presentation mode:

  • Change the perspective or scope of the data from the perspective context bar.
  • Drill into a data point from a chart.
  • Change the time period from the toolbar at the bottom of a chart.

You cannot edit the chart properties, insert annotations, or comments. 

Change the Perspective or Scope

Use the Perspective Context to change the perspective or scope of data analyzed. For example, you can filter and show only data from a specific level, such as Americas or EMEA.

You can change the context when in grid or presentation mode. Click DISC-downArrowIcon.png next to the Perspective title to expand the context menu and change the context. The following is an example of the Perspective Context in an expanded state. Click DISC-upArrowIcon.png to hide the context menu bar and show a summary of the context selections.

Example of Perspective Context

You can add more context filters by editing the perspective.

Drill into a Data Point on a Chart

Drill into a data point of a chart to help you pin-point the root source of the analysis. For example, if sales revenue is down for a particular product, you can drill deeper into the data by selecting dimensions, such as sales region or customer to help you discover and analyze the root cause and then come up with an action plan.

On the chart, click the data point and choose a dimension to drill into.

The following is an example of a drill into a 1 KPI data point by 2 customer, and 3 by location. Click back to return to the dashboard.

Example Drill-down into Q4 Revenue

Change the Time Period on a Chart

Override the default time period on a chart from the Time period toolbar at the bottom of each chart. The following is an example of a chart where the default time period is overridden to show data by range of months rather than by a single month.

Time Period Toolbar

DIS-timeResetIcon.png Reset Time: Resets time to default time setting.

 DIS-timeSpanIcons.png Period Range and Single Period: View data from a range of time or from a single period.

DIS-timePeriodMenu.png Time: Change the scope of time, such as from Month or Year.

DIS-datePeriodCalendar.png Date Selector: Select a date range. From and To Date Selectors appear when Period Range is selected.

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