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Workday Adaptive Planning Knowledge Center

Concept: Browse and View Charts

Explains how to browse perspectives in dashboards. Also explains how to browse dashboard tabs and view charts, including how to view content as a presentation.

Watch this video (1m:35s): 

Discovery Dashboard Navigation Quick Tour

Browse Perspectives

You navigate to dashboards and charts from a perspective.You can view available perspectives from the perspectives overview as tiles in grid mode or as a list in list mode.

Grid Mode

Grid mode organizes and displays perspectives as tiles within a Personal folder or Shared folder. A tile is a clickable representation of the perspective. Each tile has information about the contents, like the number of dashboards and an indicator on shared perspectives that your own.

From the perspectives overview, select Grid Mode Icon for grid mode. Grid mode is the default view.

Grid View Showing Personal Shared and Shared Folders and Perspectives In Each Folder

List Mode

List mode organizes and display perspectives as list in a table. From the perspectives overview, select DIS-ListView.png for list mode. Select the perspective title to view dashboards and charts:

Perspective List View

Sort Perspectives

Available in grid mode or list mode.

You can sort perspectives in ascending or descending order, by title, shared, owner, or created date. Select the Filter icon DIS-sort.png and select sort options from the drop-down. A check indicates the sort selection:

Sort Options

Browse Dashboards and View Charts

You can browse and view dashboards and charts when in grid mode:

Showing Perspective Contents in Standard Grid Mode

You can view charts as a slide deck in presentation mode:

View Content as a Slide Deck in Presentation Mode

Use the left panel to scroll through the slide deck and click an image to see a larger view a chart in the presentation area  Use Page up and Page Down keys on your keyboard to scroll the slide deck.      

Scroll a Long List of Dashboards

Use the left arrow icon or right arrow icon to scroll left or right to view more dashboard tabs.  Arrows display only when scrolling is needed to see all dashboards. 

Open a Chart in Full View

Available in grid mode.

You can open a chart in an expanded view. Hover your mouse over a chart and select the Full View icon FullViewChart.pngThe chart displays its own window. Select X to close the window.

Download a Dashboard or Chart as an Image

Available in grid mode.

You can download a 1 dashboard and all its charts as an image or 2 a single chart as an image.

Download as Image from Dashboard or Chart

Select the More iconmoreIcon.png and select Download Image to save as an image  <dashboard name>.png or <chart name>.png and download to your desktop.

You can create perspective snapshots, a PDF of a perspective and all its dashboards and charts, and send to it to a target audience.

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