You can create dashboards with data visualizations, filters, and other elements that you can share with others. You can create elements and add existing elements from the in-line editor.
Before you begin
Save your work regularly.
Role required: Any user with an internal role can create dashboards.
Note: Data visualizations based on table data are automatically shared with users that you share a dashboard with.
Procedure
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Navigate to
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Select the dashboards page icon
.
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Select the more actions menu icon
and select Create new.
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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 (users with either the admin or the ui_builder_admin role. If you have any other role, go to step 6. For more information about the technical editor, see
Technical dashboards.
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Select Create new dashboard.
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Choose In-line editor.
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Select Add new element to add content to the dashboard.
See
Exploring Platform Analytics dashboards for information about what you can add to a dashboard.
When you add a data visualization, select New data visualization to create a new visualization or
Saved data visualization to choose one from the library. When you add a filter, select New filter to create the filter without pre-configured data or Saved
filter to reuse an existing filter.
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Select the dashboard details icon
to open the Details panel and provide a name and description for your dashboard.
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Arrange the data on the canvas to make it useful.
You can select and drag from the corners of the elements to resize them on the canvas.
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Select Add a tab to create room for more information on additional tabs.
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Select Save early and often.
The dashboard in-line editor doesn’t automatically save your dashboard when you’re creating it. Be sure to save your work regularly.