{"id":3530,"date":"2023-04-12T15:37:08","date_gmt":"2023-04-12T15:37:08","guid":{"rendered":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-how-to-build-dashboards-in-10-minutes\/"},"modified":"2026-01-22T18:06:03","modified_gmt":"2026-01-22T18:06:03","slug":"workday-adaptive-planning-how-to-build-dashboards-in-10-minutes","status":"publish","type":"post","link":"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-how-to-build-dashboards-in-10-minutes\/","title":{"rendered":"How do I build Dashboards (in 10 minutes) in Workday Adaptive Planning?"},"content":{"rendered":"<p>Dashboards are a great way to share data and company information in an easily digestible format. Every client we talk to wants dashboards, but it usually falls at the bottom of the priority list. Luckily, creating dashboards is not difficult and the video below walks you through building a dashboard.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2249 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN1-min.jpg\" alt=\"\" width=\"575\" height=\"318\" \/><br \/>\n<script src=\"https:\/\/fast.wistia.com\/embed\/medias\/pbu5o8n97d.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><\/p>\n<div class=\"wistia_embed wistia_async_pbu5o8n97d\" style=\"height: 200px; position: relative; width: 356px;\">\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/pbu5o8n97d\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<\/div>\n<p>Easy steps to follow:<\/p>\n<p>1. Determine the information you want to bring into the Dashboard. In this instance we determined Policy, Premiums, and Claims data would be interesting and useful.<\/p>\n<p>2. Drag and drop the charts you\u2019d like to bring into the Dashboard.<\/p>\n<p style=\"padding-left: 40px;\">In this example we bring in Column, KPI, Pie, Area, and Crosstab charts. There are many options shown on the left Charts menu.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2244 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN2-min.jpg\" alt=\"\" width=\"152\" height=\"442\" \/><\/p>\n<p>3. Edit the Titles, Data, and Time for each chart.<\/p>\n<p style=\"padding-left: 40px;\">a. Appearance Settings let you change the Name, Axis, and Legend.<\/p>\n<p style=\"padding-left: 40px;\">In this example we updated the name to \u2018Total Policies\u2019.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2245 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN3-min.jpg\" alt=\"\" width=\"546\" height=\"255\" \/><\/p>\n<p style=\"padding-left: 40px;\">b. Data Settings let you pull in Accounts and determine the Breakdown.<\/p>\n<p style=\"padding-left: 40px;\">In this example for columns, we bring in Existing Policies, New Policies, and Cancellations. We then determine to split by LOB dimension rather than time.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2246 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN4-min.jpg\" alt=\"\" width=\"537\" height=\"280\" \/><\/p>\n<p style=\"padding-left: 40px;\">c. Time Settings let you update the time stratum you pull and determine if you want it dependent on the Time selection above or pin to a set time period.<\/p>\n<p style=\"padding-left: 40px;\">In this example, we update the Time to pull 2018 data.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2247 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN5-min.jpg\" alt=\"\" width=\"551\" height=\"278\" \/><\/p>\n<p>4. Resize and configure the charts to fit on a single screen if desired.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2248 alignnone\" src=\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2022\/05\/TEN6-min.jpg\" alt=\"\" width=\"565\" height=\"313\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dashboards are a great way to share data and company information in an easily digestible format. Every client we talk to wants dashboards, but it usually falls at the bottom of the priority list. Luckily, creating dashboards is not difficult and the video below walks you through building a dashboard. Easy steps to follow: 1.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[23],"tags":[38,69,60],"class_list":["post-3530","post","type-post","status-publish","format-standard","hentry","category-workday-adaptive-planning","tag-how-tos","tag-workday-adaptive-planning","tag-workday-adaptive-planning-how-tos"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How do I build Dashboards (in 10 minutes) in Workday Adaptive Planning? - QueBIT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/quebit.com\/askquebit\/workday-adaptive-planning-how-to-build-dashboards-in-10-minutes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How do I build Dashboards (in 10 minutes) in Workday Adaptive Planning? - QueBIT\" \/>\n<meta property=\"og:description\" content=\"Dashboards are a great way to share data and company information in an easily digestible format. 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