1 min read

Adaptive Tips & Tricks: Create Discovery Dashboards From Planning Sheets

Adaptive Tips & Tricks: Create Discovery Dashboards From Planning Sheets

Create a Dashboard Dial From Planning Sheets

It’s easy to create Discovery dashboard dials right from your planning sheets. Instead of launching Discovery, highlighting a data range on your planning sheet provides an easy way to visualize the data you want to capture. 

 

att1

 

Once highlighted, simply press the Chart icon on the menu bar and the chart is created for you.

att2 

 att3

You can then change the chart to a variety of styles including line, area, bar, pie charts etc. by clicking the Chart Style navigation icon.  When you have made the changes you like, save the chart as a Discovery dashboard by clicking the Save to Discovery icon.

To view your graph in Discovery, launch Discovery and open your perspective.  The graph will be there for you to resize or position on the dashboard as you like.

Happy Dash-boarding!


Want to learn more about Adaptive Insights?
Business Solution Partners provides a wealth of Adaptive services, from onboarding to training, designed to help businesses unlock the potential of the CPM platform to realize new efficiences, financial transparency, and overall operational success.

A Modern Approach To Finance, Budget & Reporting. Learn More About Adaptive Insights Today...

Five Reasons To Switch From FRx Replacement or Management Reporter To Adaptive Insights

Five Reasons To Switch From FRx Replacement or Management Reporter To Adaptive Insights

If you use Management Reporter for your financial reporting it’s time for a change. While Management Reporter has been recently developed and is the...

Read More
Adaptive Tips & Tricks: Consistent Currency Reporting

Adaptive Tips & Tricks: Consistent Currency Reporting

The problem with exchange rates is thay they fluctuate and affect variances between plans and versions. Find out below how to fix this problem!

Read More
Four Steps to Streamlined Financial Reporting

Four Steps to Streamlined Financial Reporting

Does this sound familiar? Your finance team has endless spreadsheets to update and there are multiple users working on countless versions that are...

Read More