Product Tip Tuesday: Creating Freeform Dashboards in Adaptive Discovery

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The ability to create freeform dashboards is one of the many features that allow Adaptive Discovery users to personalize our cloud visual analytics solution for their organization’s needs.

So what’s the difference between standard and freeform dashboards?

With standard dashboards, Discovery dials must be held in ribbons. With freeform dashboards, you can create flexible layouts by just dragging and dropping dials directly onto dashboards, and then resizing and positioning them however you like. The greater flexibility in positioning will allow you to call out specific dials with your most important data with a larger display, or decrease the size of simpler, easier-to-read dials to leave more room for other data segments. And today, you’ll learn exactly how to do it.

1. Log in to your model and choose Discovery from the navigation menu.

freeform step 1

2. Open the perspective to which you want to add the freeform dashboard and click the “Edit-in-Place” button.

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3. Expand the right components pane by clicking the “double arrow icon” and expand the folder in which you would like to save the new dashboard.

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4. Click “Create New Dashboard” and drag to the perspective. Drop near the existing dashboard tabs so that you can place it in the order you want. Hint: If you’re working on a shared dashboard, make sure you create a new shared dashboard and not a personal dashboard. 

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5. In the “Create New…” dialog, click “New Freeform Dashboard,” name it, and then hit “Create.”

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6. Click the “Dialog” button in the Components menu.

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7. At this point, you can begin adding dials to the dashboard either by dragging them from the folder list or by creating new ones by dragging “Create New Dial” from the appropriate folder to the dashboard. You can move dials around on the dashboard by clicking and dragging them, or re-sizing them (see below).

8. When you have arranged the dials to your liking, click “Save” under Actions. 

freeform step 8

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Still not using the Adaptive Discovery cloud visual analytics solution? Check out our Discovery Demo today and take the first step toward adding intuitive visual analytics for your organization to help make the most efficient, well-informed decisions that promote business growth!

Follow @ShaunaSteib and @AdaptiveInsight on Twitter for more leading BI & CPM technology trends and advice.

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