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Create a Perspective and Dashboard

Version: Discovery

Explains how to create a perspective and dashboard using Discovery

(1) Perspectives, (2) dashboards, and (3) charts are the building blocks for creating a rich data analysis experience.

Building blocks for a Perspective, Dashboard, Charts


A perspective is a group of dashboards, usually focused on a common function such as finance or sales. When you access Discovery, you start on the Perspectives page, a collection of perspectives you can access.  

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 are containers for charts. An Executive Summary perspective can have Dashboards for Revenue, Financial Health, and Operations, where 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 a Perspective

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

  1. From the Perspectives page, click + New, enter a title, and click OK. The detail page for the perspective is created with a default dashboard, named Dashboard.
    Example: Create a perspective titled: Executive Summary

  2. Click Edit Mode 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.

Rename 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.

When viewing charts from this perspective, you can change perspective or ccope of the data factored into the chart analysis display the data according to the values you select from the drop-down filter.

 Example Perspective Title Bar and default Perspective Context

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

To edit a perspective:

  1. From the Perspectives page, navigate to the perspective and click Edit Mode from the toolbar.
  2. Click the perspective name. The Appearance and Data Settings tabs for the perspective appears in the right pane.

To change the perspective name:

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

To 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.

To 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 a Dashboard

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

To add a dashboard:

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

    Add a Dashboard

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

  3. Add charts to the dashboard.

Edit a Dashboard

You can rename, reorder, or delete a dashboard.

From the Perspectives page, click the perspective with the dashboard you want to edit and click Edit Mode

  • Rename a Dashboard: Enter the new name of the dashboard in the right panel. For example, change the name from: Dashboard to Sales Results
  • Reorder a DashboardDrag and drop a dashboard tab to change the order of tabs.

  • Delete a Dashboard: Hover over the dashboard tab to expose the More icon  and choose Delete. 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 button once you open the perspective.

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