Ability to Drill into an Ad Hoc Grid from a Dashboard 2.0 Chart

You can now create an ad hoc grid directly from a chart within Dashboard 2.0.

Applies to:  Enterprise Profitability and Cost Management, Financial Consolidation and Close, FreeForm, Planning, Tax Reporting

You can create an ad hoc grid by right-clicking a chart element; for example, right-clicking on a bar within a Bar chart, and then clicking Analyze to open ad hoc in a dynamic tab. The Analyze option opens ad hoc for the intersection represented by the chart element.

To drill into an ad hoc grid from a chart in a Dashboard 2.0 dashboard:

  1. Open a dashboard in Dashboard 2.0.
  2. Right-click a chart element, and then select Analyze to view the chart intersection in ad hoc.

Note the following:

  • Analyze only works for chart elements built on a form.
  • Analyze is supported for all Dashboard 2.0 chart types except for Geomaps.
  • For charts built on a form with a formula row or column, after right-clicking the chart element which corresponds to the formula row/column (like a bar in a Bar chart), clicking Analyze will not perform any action.
  • Analyze is not supported for Quick Analysis charts.

Business Benefit: Drilling into an ad hoc grid directly from Dashboard 2.0 charts simplifies the user experience.

Key Resources