Dashboards for analytics admins

Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.

Dashboard overview for analytics admins

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 All > Platform Analytics > Library > Dashboards. For users with admin roles, the dashboards page includes tools that are designed to help administrators efficiently manage the dashboards. Administrators can monitor the usage, perform dashboard-specific tasks, such as deleting or deactivating dashboards, and also identify the key insights with filters.

You can also directly access Dashboards from the left navigation in Platform Analytics library pages.

Platform analytics library navigation

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.

Dashboards for analytics admins

The following example shows the Dashboards library that includes all the common and additional elements that are visible to the users with sys_admin and dashboard_admin roles only. See Dashboard elements for users with admin roles table for descriptions.

For information on role-based access for the left navigation pane and Platform Analytics overview page, see Roles applicable for Platform Analytics overview page.

Figure 1. Platform Analytics Dashboards library for analytics admins

The following table shows the features that the Platform Analytics Dashboards page offers to analytics admins. Refer to the numbered call-outs in the image and their descriptions in the table.

Table 1. Dashboard elements for users with admin roles

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: Bookmarked: Your bookmarked dashboards. By bookmarking your dashboards, you can find them. For more information about bookmarking dashboards, see Bookmark a Platform Analytics dashboard. Certified: Dashboards that an administrator has certified (company approved and recommended for use). For more information, see Certify a Platform Analytics dashboard. Owned by me: Dashboards that you own. Recently opened by me: Dashboards that you recently opened. Shared with me: Dashboards that other users have shared with you.
	Categories	Available and applied categories for dashboards. As a user with analytics_categories_admin role, you can create and customize the categories for the dashboards. For more information on creating dashboard categories, see Create dashboard categories.
3	Dashboard Single Scores	Dashboard scores. These scores highlight the key dashboard statistics that are based on the following filter conditions: Not viewed in 1 year Not viewed in the last 6 months Not viewed in the last 3 months Deactivated for more than 3 months Updated in the last 30 days Select a score to filter and display the dashboards that match the condition.
4	Search	Option for searching dashboards by name or owner.
5	Filter listCondition builder	Launches the condition builder for the Data Visualization library.
6	Personalize List	Option to add or remove columns in the dashboards list ().
7	Delete	Option to delete the selected dashboards.
8	Deactivate/Activate	Option to deactivate or activate the selected dashboards.
9	Switch to Next UI	Option to migrate the selected Core UI dashboard to Next Experience UI. Selecting this option redirects the user to the migration center.
10	Show/Hide labels	Option to show or hide labels for the fields Field and Operator in the condition builder. Note: The Show/Hide labels option is visible only on selecting the Condition Filter icon.
11	Saved filters	Option to save the current condition filters that are set using the condition builder. You can select the visibility of the filter. Note: The Saved filters option is visible only on selecting the Condition Filter icon.
12	Condition builder	Build condition set to filter dashboards in the library. Note: The Condition builder option is visible only on selecting the Condition Filter icon.
13	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.
14	Column Filters	Options to filter dashboard data column-wise. Set the desired column criteria in the filters.
15	Dashboard list	You can see the following columns as a user with an admin role: Name: Name of the dashboard. Description: Description of the dashboard. Active dashboards: Status of the dashboard: Active Inactive Views: The number of views for the dashboards in the library. Viewed: The date and time when the dashboard was last viewed. UI version: The UI version of the dashboard: Next Experience Core UI Ready to migrate: The migration capability of the Core UI dashboard. The possible values of this column are: Yes: This value indicates that the Core UI dashboard can be migrated to Next Experience. No: The Core UI dashboard can’t be migrated to Next Experience because the dashboards contains components that are not compatible with Next Experience. Already Migrated: This value indicates that the Core UI dashboard is already migrated to the Next Experience UI. Not Applicable: This value indicates that the dashboard is already on the Next Experience UI version. Certified: Certification status of the dashboard: Certified: Selected if the dashboard is company approved and recommended for use. Not Certified: Selected if the dashboard isn’t company approved and not recommended for use. Owned by: Owner of the dashboard. Categories: Categories that are associated with the dashboard. Updated: Date and timestamp when the dashboard was last updated. Updated by: Name of the user who last updated the dashboard. Created: Date and timestamp when the dashboard was created. Created by: Name of the user who created the dashboard. Visibility: The workspaces to which the dashboard can be added. For more information about adding a dashboard to a workspace, see Add a dashboard to a Dashboards page.
16	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. Note: Users with non-admin roles can only access Dashboards, Data Visualizations, and Indicators from the Platform Analytics library using the left navigation.

Note:

A user with the dashboard_admin role or higher might also see a panel with recommendations about problematic dashboards. For more information, see Platform Analytics library recommendations.