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Adaptive Insights LLC.

Dashboard Quick Tour

Walks you through the dashboard user interface, including how to view perspectives, dashboards, and charts.

Contains preview content for the upcoming 2019.3 release.

Dashboards puts the power of self-service interactive dashboards, visualizations, and charts into your hands. You can:

  • Monitor and drive business performance.
  • Visualize numbers and charts side-by-side.
  • Analyze real-time financial and operational data over time, reach your own conclusions, and apply what you’ve learned to improve your plan.

Watch this video (1m35s) on basic navigation for people who use dashboards to view and analyze company information:

Discovery Dashboard Navigation Quick Tour
 

Building Blocks

Perspectives, dashboards, and charts are the building blocks for self-service dashboards and a rich data analysis experience:

Building blocks for a Perspective, Dashboard, Charts

1 Perspective

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

2 Dashboard

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

3 Charts

A chart visualizes your data. Review Chart Types to pick a chart that works best for the information you want to visualize.

Perspectives Overview

The perspective overview displays available perspectives in grid view or list view (shown in the inset). This is your starting point to view dashboards and present data, or manage perspectives, such as share and collaborate.

Perspectives Overview to See a list of Private and Shared Perspectives

1 Dashboards Link: Brings you back to the Perspectives overview where ever you are in Dashboards.

2 Perspectives toolbar: Create a perspective, sort perspectives in ascending or descending order, and view perspectives as tiles or in a list.

3 Perspectives sidebar: Switch between viewing a list of perspectives, list of sent snapshots, and list of snapshot schedules.

4 Grid View: Browse perspectives as tiles.

5 List View: Browse perspectives in list format.

Perspective Details 

The perspective details is where you go to view or edit the contents of a perspective, including dashboards and charts.

As a Viewer

Use Dashboards to view, collaborate, and analyze your data. You can view charts in a standard view or as a presentation.

Perspective Detail When Viewing and When Presenting

1 Perspective title

2 Context filters

3 Toolbar options, such as edit, refresh data, send a snapshot, view and presentation mode

4 Perspective detail when in view mode

5 Perspective detail when in presentation mode

As an Editor or Admin

Use Dashboards to build charts in dashboards, create or edit dashboards, or rename the perspective. Try creating a dashboard and basic KPI chart and column chart.

Perspective in edit mode

1 Perspective toolbar: In Grid view, click Edit Icon to create or update the perspective, dashboards, and charts.

2 Left Panel: Select the chart icon to add a chart and select the accounts icon to add accounts to a chart.

3 Design area: Build and organize charts and dashboards.

4 Right Panel: For the selected dashboard or chart, edit the Appearance settings, Data settings, or Time settings.

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