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Adaptive Planning
Last Updated: 2023-06-23
Add Sheets on Dashboards

Add Sheets on Dashboards

  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
    • Access Sheets
       permission.
Add sheets on dashboards to enter data without navigating away from your dashboard. Access to sheets and portions of sheets depend on permissions, assignments, and data restrictions set by your admin.
  1. Click
    Edit
     to put your dashboard in edit mode.
  2. Click the
    Charts
     tab to select a chart.
  3. Drag and drop
    Sheet
     to the design area.
  4. From the
    Appearance Settings
     tab, name the sheet.
    This only names the container for the sheet and doesn't change the sheet name.
  5. From the
    Data Settings
     tab, select a
    Sheet
    .
    All cube, modeled, and standard sheets that you have access to are available.