(6.) Analyzing Interactive Dashboards) Flashcards
Perspectives contain ___ for different audiences.
Dashboards
Context filters enable you to filter the data that displays in your ___ within the perspective.
Charts
The currency context filter is based on the ___ currency defined in your model.
Reporting
Context filters enable you to filter data to display within charts in a Perspective. 3 context filters are available in a new perspective by default. They are…
- Time
- Version
- Level
- Account
- Currency
- Time
- Level
- Currency
Making a currency a default reporting currency enables a more precise ___ ___ for the reporting currency when it is used in reports.
Exchange, rate
The 5 steps in creating dashboards in Adaptive Planning are…
- Create ___ and dashboard.
- Add ___.
- Enhance ___.
- ___ with charts.
- ___ perspective.
- Perspective
- Charts
- Charts
- Interact
- Share
What chart type cannot have conditional formatting?
- Bar chart
- Pie chart
- Waterfall Chart
- Column Chart
- Waterfall Chart
Account ordering does not affect charts. True or false?
False (it is particularly important when you select the “Inlay Rendering” option.)
In charts, “Breakdown Settings” allows you to break down data by ___ and ___ to slice data into categories or segments.
Time, dimension
In a chart, you can “pin” a selection to show a breakdown of the ___ within that hierarchy.
Data
Two time settings work together to determine the datasets evaluated in a chart:
- Time ___ on an account, variance, or micro chart and
- Time ___ on the chart.
- Alignment
- Settings
Time Alignment in a chart is based on the ___ (default) time setting on the chart, or a previous period or next period offset.
Current
Time Settings specify the default time ___, span, and range on the chart.
Stratum
In the time settings for charts, “pin” sets an absolute (fixed) period based on the selected start and end dates. “Unpin” sets a relative period based on the offset from the reference period (bolded under General). The reference period is the value selected in the time context filter. True or false?
True
Calculated Metrics allow for ___-___ analysis.
Ad-hoc
You can create folders to organize your calculated metrics. True or false?
True
Scorecards are a ___ that presents significant details about a set of key measures. A scorecard can include ___, target, zones, ___, and micro charts.
Visualisation, actuals, trends
Scorecards have several column types including…
- Variance
- Value
- Ratio
- Variance %
- GM%
- Micro chart
- Variance
- Value
- Variance %
- Micro chart
You cannot use sheets in dashboards. True or false?
False
Perspective context filters take precedence over sheet view and display options. True or false?
True
Examples of analyzing charts include…
- Show
- Hide
- Hover
- Explore cell
- Drill through
- Show
- Hide
- Hover (over data or tooltips)
- Drill through
You can download your Adaptive Planning sheets, dashboards and individual charts as image files for distribution and collaboration. True or false?
True
___ and ___ charts are best used for displaying measures that are associated with distinct items in a category, such as multiple regions or departments.
Bar, column
___ and ___ charts a best used for trends, fluctuations, cycles, rates of change, and data comparisons (e.g. actual versus target).
Line, area
___ charts are best used for visually indicating the significance of each element within a larger dataset, or showing parts of a whole.
Pie
___ are a powerful visualization to present significant details for a set of key measures. Best used for comparing current period to previous and consolidated periods.
Scorecard
___ charts are good for showing the change in value of something from a start point/value to an end point/value.
Waterfall
You can sort and limit data in your charts to quickly identify top or bottom performers. True or false?
True
To reset all permissions in a Perspective, select ___. This removes all the permissions you have set except for your own.
Unshare
You can schedule snapshots of a perspective for recurring delivery. True or false?
True
