---
sourceDocument: Australia Platform Analytics
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/now-intelligence

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Create a dashboard

# Create a dashboard with the in-line editor {#ariaid-title1}

Release version: Australia  
Updated November 2, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.

## Before you begin

The dashboard inline editor doesn't automatically save your dashboard when you're creating it. Be sure to save your work regularly.

Role required: Any user with an internal role can create dashboards with the inline editor.  
Note:  
Data visualizations based on table data are automatically shared with users that you share a dashboard with.

## Procedure

1. Navigate to AllPlatform AnalyticsLibraryDashboards. {#create-db-in-ac__ph_yvn_xvt_4tc}
2. Select Create dashboard.
3. Select the In-line editor tile and give the dashboard a name and a description.  
   If you want to use scripting, data binding, and other advanced capabilities, select the Technical editor tile to continue in UI Builder. This editor is available only to users who can access UI Builder (ui_builder_admin role). If you don't have this role, go to step 6. For more information about the technical editor, see [Technical dashboards](https://www.servicenow.com/docs/m8HkxmlU3d8m_SebJhLTuQ "If you need more advanced or customized features in a dashboard than you can get through the inline editor, you can create a UI Builder page that is exposed as a dashboard. Such pages are called technical dashboards.").  

4. Select Create dashboard.  
   On migrated instances, you have the choice to create the dashboard in Next Experience or in Core UI if you require legacy features. See [Create or configure a responsive dashboard in Core UI](https://www.servicenow.com/docs/nJa4gb57AKzby2GHQDc6sQ "Create a dashboard where you can add Performance Analytics widgets, data visualizations, and other content that you frequently use. You can then share the dashboard with other users.").   

5. In the Dashboard Designer, select Add new element to add content to the dashboard.  
   See [Dashboard elements](https://www.servicenow.com/docs/3JnMb8kQUF1b2hq9q1gzYw "Elements refer to the visual objects you can place on a dashboard, including filters.") for information about what you can add to a dashboard.

   When you add a data visualization, select New visualization to create a visualization from
   scratch or Saved visualization to choose one or more from the library. When you add a filter, select New filter to create the filter without preconfigured data or
   Saved filter to reuse an existing filter. For more information, see [Filters in Platform Analytics](https://www.servicenow.com/docs/fQilLSCCedizcA~lGW_y7w "Filter lists and data visualizations on an inline or technical dashboard. Filter by possible data value or text, by whether the value is true or false, or by date.").

   <br />

6. When you select saved visualizations, choose from the Select a Visualization from library window.  
   Only the visualizations on the current page of the modal are added when you select Add to Dashboard. Select a larger number of records per page to choose more at the same time.  

7. **Optional:** Select the information icon ![information icon]() to open the Details panel and edit the name and description of your dashboard.  
   You can also edit the dashboard's certification, visibility, and category. For more information, see [Configure Platform Analytics dashboard details](https://www.servicenow.com/docs/8Lm~MFIK8JQHGb8zVaVUCQ "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.").
8. Arrange the elements on the canvas so that it tells the story you want to tell with your data.  
   You can also click and drag from the corners of the elements to resize them on the canvas.
9. Select Add a tab to create room for more information on additional tabs.
10. Select Save

## What to do next

* [Edit in-line Platform Analytics dashboard elements](https://www.servicenow.com/docs/PDu4w_nm60G8jJrnhUFPOg "You can edit the contents of a dashboard or dashboard tab, including data visualizations and filters. Because dashboards are shared, any changes you make are applied globally.")
* [Configure Platform Analytics dashboard details](https://www.servicenow.com/docs/8Lm~MFIK8JQHGb8zVaVUCQ "You can change a dashboard name, add a description, certify it, configure visibility, and specify the requester, the owner, the owner group.")
{#create-db-in-ac__ul_gvy_c11_kxb}
**Related tasks**   

* [Create Core UI dashboards on upgraded instances](https://www.servicenow.com/docs/F~oUD4iaf3yfQrnsjAmcKg "On upgraded instances, including ones fully migrated to Platform Analytics, you can create Core UI dashboards from the Platform Analytics Dashboards library. You can create shareable dashboards with data visualizations, filters, and other existing elements.")
* [Edit Platform Analytics dashboards](https://www.servicenow.com/docs/xcdJKUGCj6FylAmpDMYZzA "You can edit dashboard and dashboard tab information in the inline editor. If the dashboard has been shared, any changes you make are applied globally.")
* [Share a Platform Analytics dashboard](https://www.servicenow.com/docs/fkW91BPT8hUQMYbuKSnE0Q "Share a dashboard with other users, groups, or roles to create a shared view of data that you can use to collaborate. You can grant viewing rights or both viewing and editing rights.")
* [Duplicate a Platform Analytics dashboard](https://www.servicenow.com/docs/X96XEUzcen5e_a0FA0DdIw#duplicate-db "Duplicate a dashboard created in the in-line editor so that you can share a modified version with different users.")
* [Print a Platform Analytics dashboard](https://www.servicenow.com/docs/fsJM3VswSTSSxokIc8zllg "To print a dashboard, create a printer-friendly copy and print that copy from your browser.")
* [Export a Platform Analytics dashboard](https://www.servicenow.com/docs/kxsj9jwtO49uR9AStmN8ug "Export a Platform Analytics experience dashboard to PDF or Microsoft PowerPoint.")
* [Schedule the export of dashboards and data visualizations](https://www.servicenow.com/docs/k0~lEKek7uNMd1b0Z9jWiA "Automate the export and mailing of dashboards and data visualizations. Help colleagues build presentations, share information with external users, or track data over time.")
* [Bookmark a Platform Analytics dashboard](https://www.servicenow.com/docs/6dAzdBU14y~NkYpBwAjdNQ "Bookmark a dashboard so that you can find it easily in the Dashboard Library.")
* [Delete a Platform Analytics dashboard](https://www.servicenow.com/docs/ytHvt~yu8SidPNbU7ArNMg "You can delete a dashboard that is no longer useful. The Analytics Overview invokes the Workflow Studio to remove the dashboard from your instance.")

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