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Adaptive Planning
Create Dashboards

Create Dashboards

  • Edit access to a personal or shared perspective.
  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
Create dashboards to display a series of charts and sheets.
  1. Select
    Dashboards
    , then open a perspective.
  2. Click
    Edit
    New Dashboard
    New Dashboard
    .
  3. Enter the name of the new dashboard.
    You can rename the dashboard in the dashboard tab more actions menu.
Add charts to the dashboard.