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Workday Adaptive Planning Knowledge Center

Concept: Analyze Data and Interact with Charts

Explains how to interact with data when viewing dashboard charts. Includes how to filter by context filters, explore data point details,  drill into data points, and change time ranges.

Refresh Data

Available in grid mode, presentation mode, and edit mode.

You can get data and refresh dashboards and charts with the latest information. Select the Refresh button from the perspective toolbar.

Change the Perspective Context

Available in grid mode, presentation mode, and edit mode.

Watch: Context Filters (1m:35s)

Dashboard Context Filters

Use context filters to change the data evaluated for all charts in the perspective. For example, you can filter and show only data for a specific level and customers. These changes do not persist and will revert back to the defaults when you navigate away from the page.

The following shows the Time, Level, and Currency context filters, plus a Customer context filter.

Expanded Perspective Context Showing the Level and Currency Filters

Time, Level, and Currency are permanent filters with preset defaults. You can add more context filters by editing the perspective, such as the Customer context filter.

Change Time

Available in grid mode, presentation mode, and edit mode.

Watch: Changing perspective time (2m:22)

Discovery Perspective Time

You can dynamically visualize different set of data by temporarily changing time at the perspective level for all charts or on a chart. These overrides do not persist and will revert back to the defaults when you navigate away from the page.

You can override the default time from the 1 perspective toolbar or the 2 Time toolbar at the bottom of each chart.

Change Time Options on Perspective Toolbar and Chart Time Toolbar

Before you change the time, make sure that any chart you want to adjust dynamically is unpinned. Pinned charts won't change. From the toolbar, click the date and choose a time period from the dropdown

Chart Time Toolbar Options

Reset Icon on Time Toolbar Reset Time: Resets time to the chart's default time settings.

dateRangeSelector.png Period Range. Choose to view data from a date range.

dateSelector.png Single Period: Choose to view data from a from a single date.

Click to pin or unpin the charts temporarily:

  • Unpinned IconCharts with unpinned time settings are relative to the time context the perspective. 
  • Pinned IconCharts with pinned time settings. Time is fixed and will not change when time context changes in the perspective. 

datePeriodCalendar.pngDate or Date Range

Time Period Selection Dropdown on Time Toolbar Time: Change the scope of time, such as changing month to quarter.

Time Changes on Unpinned Charts Explained

All the unpinned charts will update to the time period you select:

  • disc-unpinnedIcon.pngUnpinned Charts with single period time settings change to the exact same time period you select from the perspective toolbar. For example, if you select June 2017, single time periods on charts change to June, Q2, and 2017.
  • disc-unpinnedIcon.pngUnpinned Charts with time range settings move forward or backward in synch with the global offset. For example, if you move the time two months forward, time ranges on charts move two months forward: January 2016-December 2016 changes to March 2016-February 2017.  
  • Disc-pinnedIcon.pngPinned charts don't change or adjust because the time setting overrides the global time setting. You can temporarily unpin a chart before you adjust the time in the toolbar and it will adjust. 

View a Data Point Tooltip

Available in grid mode and presentation mode. 

You can view a tooltip on the data point when viewing a chart. Hover your mouse over a data point to view summary information. Summary information includes time and data value.

Data Point Tooltip

Explore Data Point Details

Available in grid mode only.

You can view the details of a data point using Explore Cell. Select the data point and select Explore Data from the drop-down.

Cell Explorer on a Data Point

Drill into a Data Point 

Available in grid mode only.

You can drill into a data point on a chart to help you pin-point the root source of the analysis. For example, if revenue is down for a product, you can drill deeper into the data to find anomalies, such as under-performing sales regions. You can drill by:

  • Account: General ledger, custom, metric, modeled and cube accounts
  • Dimension and attribute

On the chart, select the data point and choose an account or dimension from the drop-down.Click Back to return to the dashboard.

The following is an example of drilling into a chart data point to view data by location.

Drilldown to View Review by Location

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