Skip to main content


Adaptive Insights LLC.

Five Easy Steps to Insight with Dashboards

Contains preview content for the 2020R1 release.

Dashboards puts the power interactive visualizations and charts into your hands to monitor and drive business performance. Enter data, add text, and visualize numbers and charts side by side while you plan. See variances in a waterfall chart, personalize dashboards with your own KPIs, and perform period-over-period analysis. You’ll get greater visibility into business performance, confidence in the numbers, data-driven decision-making, and increased buy-in and accountability throughout the organization.

This is an example of a dashboard for Company Summary. Various charts and visualizations are available to give you insight into your business.

Company Summary Dashboard

Step 1: Create a Perspective and Dashboard

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

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

To create a perspective, dashboards, and charts – all you need is access to Dashboards. You can view perspectives in as a grid or as a list.  Various sorting options are available.

  1. Click New button and type a name for the perspective and save.

You are now ready to add dashboards to your perspective. Dashboards display as tabs in the perspective. Each dashboard can have one or more charts.

By default, an empty dashboard is available for editing.

  1. Click  Edit button. In the Appearance Settings  on the right, type a name for the dashboard. The change is saved right away.

Step 2: Create Charts

You can add charts and visualizations to your dashboard. Drag and drop charts to the dashboard and then drag and drop accounts to add a set of data series to the chart. Use the left panel for selecting charts and account. The right panel is for changing the appearance, data, and time settings.

This column chart compares planned revenue to actual revenue:

Dashboard with a 2-data series column chart in Edit Mode

To create a chart:

  1. Click  and drag and drop the desired chart type to the dashboard.
  2. In the Appearance Settings tab  on the right, type a name for the chart.
  3. Click  from the left pane of the screen and drag and drop the desired accounts to the chart. Changes are saved right away
  4. Click  to return to view mode.

Step 3: Enhance Charts

Each type of chart has different option for choosing how to visualize the data what data. Use these setting to enhance your charts:

  • DIS-dataSettingsTab.png Data Settings: Controls the data and appearance of each data series.  Options include version, filters, and breakdown.
  • Time Settings: Sets the time displayed in the chart.  Options include stratum, span, and type – pinned and unpinned time.
  •  Appearance Settings: Determines the look and feel of the chart including name, legends and scale.

The settings to enhance the Revenue Trend chart includes:

  • Appearance Setting: Manual scaling
  • Data Setting: Accumulated data with trend line
  • Data Settings Company branded colors on data series

Revenue Trend Chart Enhanced

Step 4: Interact with Charts

You can interact with your charts to perform an ad-hoc analysis and dig deeper into the data.


Hover over individual data points to display point-in-time information:

Hover over chart data points

Drill Down

Click the data point to explore details or drill down into related levels, dimensions or attributes:

Click a data point to explore data details or to drill down

Filter by Time

Analyze the data for different periods as defined by the related planning model. Hover you mouse over the chart and use the time toolbar to temporarily change time granularity and calendar options:

Change time to visualize data for different periods


Incorporate a chart or an entire dashboard in an external presentation by downloading an image:

Download an image of the chart

Step 5: Share Charts

Sharing a perspective makes your dashboards and charts available to a wider audience:

Share a perspective

You can grant View and Edit permissions to selected users:

Pick users to view or edit your perspective

Shared perspectives will display in the Shared panel:

Shared perspectives display in the Shared area when in grid view