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Adaptive Planning
Last Updated: 2023-06-23
Add Charts to Dashboards

Add Charts to Dashboards

Security:
Edit Dashboards
 permission.
You can drag charts into dashboards, and then drag accounts into dashboards to add a set of data series to the charts. Use the left panel for selecting charts and accounts. Use the right panel for changing the appearance, data, and time settings.
  1. Select
    Dashboards
     from the main menu.
  2. Click a perspective to open it or create a new one.
  3. From the toolbar, click
    Edit
    .
    The
    Charts
     tab opens automatically on the left.
  4. From the
    Charts
     tab, drag a chart type into the dashboard.
  5. From the left menu, click the account icon to open the
    Accounts
     tab.
  6. From the
    Accounts
     tab, click:
    • Accounts
      : Opens all the account hierarchies in the model.
    • Dashboard Metrics
      : Opens all calculations created for dashboards.
  7. Expand the hierarchies to find the account you want to add.
  8. Drag the account into the chart.
  9. From the top menu, click
    Done
    .