Exploring Platform Analytics dashboards
Use Platform Analytics dashboards to access, organize, and share data in a visual format.
Dashboards library overview
You can find all the dashboards that you have permission to access, dashboards that you own, dashboards that you have bookmarked, and dashboards that have been shared with you by navigating 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.
For information on role-based access for the left navigation pane and Platform Analytics overview page, see Roles applicable for Platform Analytics overview page.
For more information on Dashboards library, see Dashboards in the library.
Dashboards for analytics admins
The configuration of the Dashboards page and the data access depends on the user roles. Users without admin roles have limited capabilities, as compared to the analytics admins. The analytics admins can perform actions such as deactivating, activating, deleting, or creating categories. For Dashboards, the applicable roles are dashboard_admin, platform_analytics_admin, and admin. The lowest role required is dashboard_admin. For more information on all dashboard roles, see table Dashboard roles.
On Australia instances, you can find both Core UI dashboards and Platform Analytics experience dashboards in the Dashboards library.
For more information, see Dashboards for analytics admins. For more information on the types of admin roles in Platform Analytics, see Platform Analytics roles.
Dashboard components
| Field / component name | Description | |
|---|---|---|
| 1 | Dashboard title | Displays the dashboard title. Select the arrow to choose a different dashboard. |
| 2 | Refresh information | Displays the time or duration when the dashboard was last refreshed. Users with admin roles can configure the refresh intervals. For more information, see Configure Platform Analytics dashboard settings. |
| 3 | Certification badge | Whether the dashboard is company-approved and recommended for use. |
| 4 | Category badge | Terms or phrases that describe one or more dashboard categories. This information is provided by the dashboard creator or the analytics_categories_admin. |
| 5 | Refresh button | Button for refreshing all the visualizations on the dashboard. |
| 6 | Details button | Button for displaying the ownership and sharing information about the dashboard. You can view the user, groups, roles, and access permissions. For more information, see Configure Platform Analytics dashboard details. |
| 7 | Insights button | Button for viewing the insights cards. For more information, see Proactive analytics insights on dashboards. |
| 8 | Edit button | Button for editing the dashboard. Only users with admin roles, edit permissions, and ownership of the dashboard can edit the contents of the dashboard. |
| 9 | More actions button | Button for creating, duplicating, sharing, printing, bookmarking,
clearing the filters for, or deleting the dashboard. For more information
on sharing the dashboard information, see Share a Platform Analytics dashboard. |
| 10 | Top stage | Elements that are visible no matter which tab has the focus. Filters in this section apply to visualizations on all of the tabs. |
| 11 | Tabs | Tabs for managing information on your dashboard and keeping related information in the same place. |