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Adaptive Planning
Last Updated: 2023-06-23
Reporting and Analysis

Reporting and Analysis

Dashboards

Watch the videos:
 6m 36s

Interactive Dashboards
Sheets are now available on dashboards. Collaborate, enter data, add text, and view charts without leaving your dashboard. Use sheets on dashboards to simplify your planning experience and create rapid what-if analysis scenarios.
See Add Sheets on Dashboards.
  • Save changes to instantly update dependent charts and sheets without having to navigate out of your dashboard.
  • Create multiple sheets with different display configurations based on the same underlying sheet.
Dashboards as a Landing Page
As an administrator or a user, you can now select a specific perspective or a dashboard as a landing page when you select Dashboards for the Home page option. Administrators can set this for a user in the Edit User page. Users can set this in their profile page. Based on their access, users can then view either the Dashboards overview or a specific perspective or a dashboard as their home page.
Geo Map
Visualize data on a map with circles with the new geo map. The geo map shows data based on the geography region's latitude and longitude.
  • Compare and contrast values across different regions with circle size, color scale, or both.
  • Navigate the geography hierarchy down to the zip code level.
Share Dashboards with User Groups
Share dashboards with many users at once. You can now share perspectives with user groups.

Web Reporting

Suppress Columns with Zeros or Blanks
For matrix reports, a new data visibility option is now available in the report properties. Select
Suppress columns if all zeros or blanks
to hide columns from your report that either have all zeros as values or are all blanks. This capability is not selected by default.

OfficeConnect

Dynamically Update Rows and Columns
Watch the video:
 6m 37s

Create and apply element groups to your report rows and columns. An element group includes all immediate children or selected siblings of a parent. For example, the Operating Expenses group includes all children expenses of this parent account. Whenever you add, remove, or reorder the children in a group, update the group to update the report with these changes.