Steps: Set Up Dashboards

Adaptive Planning

Security: Edit Dashboards
permission.

Dashboards are self-service, interactive visualizations of data, including Adaptive Planning data. These basic steps will help you get started.

Select

Dashboards

from the main menu.

Perspectives group dashboards. Example: A perspective for finance or sales.

Perspectives automatically have perspective filters for time, levels, and currency. You can add more.

Dashboards group charts or other data analysis. Example: A dashboard for a specific subject or theme.

Enhance charts.

Each chart type has different options in each of these settings:

Option	Description
Data Settings	Controls the data and appearance of each data series. Options include version, filters, and breakdown.
Time Settings	Sets the time displayed in the chart. Options include stratum, span, and pinned and unpinned time.
Appearance Settings	Determines the look and feel of the chart including name, legends, and scale.

Perform ad hoc analysis and dig deeper into the data.

Grant View
or Edit
permissions to other users and groups.