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Moving to the New User Interface for Discovery

Preview the features of our upcoming release. Details are subject to change. 

Describes the import of perspectives from the classic user interface  to the new user interface for Discovery Professional customers.

Why Move to New User Interface?

New Features 

The new user interface for Discovery provides a self-service, drag-and-drop experience. As of 2017.3, the supported chart types in the new user interface are:

  • Column
  • Line
  • Area
  • Bar
  • Pie
  • Doughnut
  • Waterfall
  • Gauge
  • KPI
  • Scorecard
  • Pyramid
  • Funnel
  • Crosstab

Plus, the new user interface supports these key features:

  • Chart level time settings
  • Enhanced view, edit and presentation modes
  • Variance calculations in Gauge, KPI and Scorecard charts

Roadmap for the New User Interface

We will continue to enhance the new user interface. Here are some of the areas in consideration for 2018:

  • Perspective context time
  • Top N filters
  • Conditional formatting
  • Dashboard snapshots
  • Metric editor

Import Perspectives from the Classic to the New User Interface

Who can Import

Users can import perspectives that they created or perspectives to which they were given edit access.

Admin users can import all perspectives available within the instance except for personal perspectives that were created by individual users in their own personal folders. Individual users can import perspectives that they created or perspectives to which they were given edit access..

The import process retains the original content in the classic user interface. Each time an import process is run, the import process creates a copy of the Perspective being imported within the new UI. As such, users can run the import process as many times as needed.

If you have both the new Discovery user interface enabled and the classic Discovery, and click DiscoveryClassic from the navigation menu,  a pop-up message displays. This message encourages you to import your perspectives to the new user interface. You have the option to turn off this message if you prefer.

Popup Message to Try the new user interface for Discovery

How to Import

If you have enabled the new user interface for Discovery on your instance, you can start to import perspectives from the classic user interface when 2017.3 is released.

Import a Perspective
  1. From the new user interface, navigate to the perspective overview page and click Import Perspectives.
  2. Choose a perspective to import from the list of perspectives that you created or have access to edit from the classic user interface.

You can import one perspective at a time. The import process displays a dialog with details of the import process. Click OK to close this dialog.

Example Import with Instructions and Import Messages

The import process iterates through the individual dashboards and charts within the perspective and moves them to the new user interface. Messages are displayed in the dialog providing details of the conversion. The import process will report when a specific chart type or setting is not supported in the new user interface and could not be imported.

  1. Navigate to the imported perspective and check the imported charts before sharing them. Hover over the chart and click Exclamation Icon to view import messages.

Chart with Import Messages icon

Imported perspectives, dashboards, and charts are not automatically shared. The original classic versions are not altered during the import process – including sharing permissions. For sharing, viewing, and presenting, you choose when to switch from the classic to new Discovery experience.

Frequently Asked Questions

How can I access the new user interface for Discovery?

Click the Adaptive navigation icon. Click DiscoveryNew  from menu  to navigate to the Perspectives Overview page.

Navigation to Discovery Overview Page for New User Interface

I do not see the menu link for the new Discovery User Interface. How can I have this provisioned?

If you are a Discovery Professional customer, contact your customer success manager at Adaptive Insights to have the new user interface enabled.

If you are a Discovery Enterprise CPM customer, first review the high level feature list provided at the top of this document. Determine if the features you require in your perspectives are provided through the new user interface. If the new user interface has the feature that you require, contact your customer success manager at Adaptive Insights to have the new user interface enabled.

I do not see the Import Perspectives link. What am I missing?

If you are the admin of the instance, verify that Import Perspectives tool is enabled under Administration > Discovery Preferences > Import Perspective.

Administration Page to Turn the Import Perspective On or Off

If you are not an admin user and if you have created content on the classic user interface in personal folders or in shared folders, contact your admin. Your admin can enable the Import Perspective tool for you.

If you are not an admin user and if you did not create any content in classic user interface, you do not need to see the Import Perspectives link on New Discovery overview page.

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