Assign dashboard categories

Categories enable users to filter dashboards in the Dashboard library. You can assign one or more categories to each dashboard

Before you begin

Role required: Any user who can create a dashboard can assign an existing category to it. Only users with the analytics_categories_admin role can create categories. Only the owner of the dashboard or users with the analytics_categories_admin and dashboard_admin roles can assign categories to an existing dashboard.

Assign dashboard categories on the dashboard's info panel.

Procedure

1. Navigate to All > Platform Analytics > Library > Dashboards.
2. Select the dashboard you want to apply a category to.
3. Select the Edit button () to put the dashboard into Edit mode.
4. Select the Info button () to open the dashboard's Information panel and choose the categories you want to apply.
   Users with the analytics_categories_admin role also have the option to create a new category.
5. Select Exit editing mode to apply the categories to the dashboard.

Result

• Dashboard cards in the library indicate which categories are applied.
• Users can find the dashboard by filtering on the assigned categories.