Create or manage a dashboard

  • Release version: Australia
  • Updated July 29, 2026
  • 2 minutes to read

    • In the Platform Analytics experience, you can create, duplicate, share, and export dashboards with data visualizations, filters, and other elements.

    Before you begin

    Role required: it_demand_manager, it_demand_user

    About this task

    The inline editor provides elements for adding widgets, filters, and visualizations to a dashboard.

    Procedure

    1. Navigate to Workspaces > Portfolio Planning Workspace.
    2. Select the Demands icon .
    3. From the dashboard header, select the More actions icon.
    4. Create, duplicate, share, or export the dashboard.
      GoalAction
      Create a dashboard
      1. Select Create new.
      2. On the New dashboard window, enter the details:
        1. Select how you want to create your dashboard. By default, the inline editor is selected.
        2. Enter a name for the dashboard in the Name field.
        3. Enter a brief description for the dashboard in the Description field.
        4. Select Create new dashboard.
      Duplicate a dashboard
      1. Select Duplicate.
      2. On the Duplicating dashboard window, enter the details:
        • Enter a name for the dashboard in the New name field. By default, the name is Demands dashboard - Copy , where "Demands dashboard" is the name of the original dashboard.
        • Enter a brief description of the goal in the Description field.
      3. Select Duplicate.

      The dashboard may take time to duplicate. Select Continue in background to keep using the application in the meantime.
      Share a dashboard
      1. Select Share.
      2. On the Share Dashboard window, enter the details:
        • Enter a user name or group name in the Grant access to field. Use a user name for individual access or a group name for group access.

          To grant access to all users with a specific role, select that role.

        • Select Allow recipients to add, edit, or delete sharing permissions associated with this dashboard to enable users to grant access to new users and modify or remove existing permissions.
        • Select Add as viewer or Add as editor.

          The selected users, groups, and roles appear under Manage Access.

          To manage sharing permissions, select a user, group, or role and enable the Can share option.

      3. Select Confirm.

      To update sharing rights, open the Share Dashboard dialog. Under the Can view or Can share list, select a user, group, or role and adjust permissions.
      Export a dashboard
      1. Select Export.
      2. On the Export Dashboard window, enter the details:
        • Select the file type as PowerPoint or PDF.
        • Select or clear the toggles for Export all tabs and Export with applied filters.
        • Select the delivery type as download or email.
        • Optional: For email, enter the recipients and subject.
      3. Select Export.
      • For downloads, the file is downloaded to your local system.
      • For email deliveries, the file is sent to the recipients.