Dashboards in the library
Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
Dashboards overview
On Australia instances, you can find both Core UI dashboards and Platform Analytics experience dashboards in the Dashboards library.
To find dashboards in Platform Analytics, navigate to .
You can also directly access Dashboards from the left navigation in Platform Analytics library pages.
The left navigation pane provides direct access to the Dashboards, Data Visualizations, Indicators, Filters, and Scheduled exports from the Platform Analytics library and the Usage Insights page. You can view this navigation pane throughout the Platform Analytics library. You can navigate between the library artifacts without losing the workflow.
The configuration of the Dashboards page and the data access depends on the user roles. Users without an admin role have limited capabilities, as compared to the users with an admin role. For more information on the types of admin roles in Platform Analytics, see Platform Analytics roles. To know more about the dashboards for users with the admin roles, see Dashboards for analytics admins.
For users without an admin role, the left navigation pane provides a direct access only to the Dashboards, Data Visualizations, and Indicators from the Platform Analytics library.
For information on role-based access for the left navigation pane and Platform Analytics overview page, see Roles applicable for Platform Analytics overview page.
The following example shows what a user can see in the Platform Analytics Dashboards library for users without an admin role.
The following table shows the common elements that users with and without the admin roles can view in the Dashboards page. Refer to the numbered call-outs in the image and their descriptions in the table.
| No. | Field (or) Element Name | Description |
|---|---|---|
| 1 | Create Dashboard | Option for creating dashboards. For more information on creating dashboards, see Create a dashboard with the in-line editor. |
| 2 | Filter by | Option for filtering the Dashboards list to display the data based on the
following conditions:
|
| Categories | Option to view and select the available and applied categories for dashboards. If you're a user with the analytics_categories_adminn role, you can create and customize the categories for the dashboards. For more information on creating dashboard categories, see Create dashboard categories. | |
| 3 | Search | Option for searching dashboards by name or owner. |
| 4 | Filter list Condition builder | Launches the condition builder for the Data Visualization library. |
| 5 | Personalize list | Option for adding or removing columns in the Dashboards list. |
| 6 | Show/Hide labels | Option to show or hide labels for the fields Field and
Operator in the condition builder. 주: The
Show/Hide labels option is visible only on selecting
the Condition Filter icon. |
| 7 | Saved filters |
Option to save the current condition filters that are set using the condition builder. You can select the visibility of the filter. 주:
The Saved filters option is visible only on selecting the Condition Filter icon. |
| 8 | Condition builder | Build condition set to filter dashboards in the library. For more information on using a condition builder, see Create a condition statement using the condition builder. 주: The Condition builder option is visible only on selecting the Condition Filter icon. |
| 9 | Column Filter icon | Option for displaying the column filters in the dashboards to filter the data in the columns based on the specified condition. By default, the Column Filter is turned off. |
| 10 | Column Filters | Options to filter dashboard data column-wise. Set the desired column criteria in the filters. |
| 11 | Dashboards list | List of all dashboards. You can filter and sort the list by Name,
Description, Views, and Certified. All Users can view the following columns:
|