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Adaptive Planning
Last Updated: 2023-06-23
Create Dashboard Charts in Sheets

Create Dashboard Charts in Sheets

  • Security:
    • Editable Sheet Access
       permission.
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
With Dashboards permissions, create charts from your standard sheets and save them to your dashboard. In standard sheets, you can build charts with the data in the sheet. Use Dashboards to build charts with other data.
  1. Open a standard sheet. See Open Sheets.
  2. Select the cells to display in a chart.
  3. From the toolbar, click the
    Chart Selected Cells
     icon. We open the chart on the right.
  4. Click the chart name to edit.
  5. In the upper right corner of the chart, click the
    Chart options
     icon to change the chart style and detail.
  6. Adjust the time settings to view the data.
    You can do these time settings with most chart styles:
    • Select to display a single period or a range.
    • Select the date for single period or the start and end date of a range.
    • Select a time period. Example: Month, quarter, or year.
  7. (Optional) Add more versions and accounts to your chart.
  8. Click the
    Save to Dashboards
     icon in the chart.