Create a dashboard

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 13일
  • 소요 시간: 1분

    • In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.

    시작하기 전에

    Role required: sn_align_core.apw_user

    이 태스크 정보

    Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.

    프로시저

    1. Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
      By default, the Execution Dashboard appears on the Dashboards page.
    2. From the dashboard header, select the More actions icon (More actions icon in the portfolio plan header.) and then select Create new.
    3. On the New dashboard window, fill the details.
      1. Enter a name for the dashboard in the Name field.
      2. 옵션: Enter a brief description for the dashboard in the Description field.
      3. Select Create new dashboard.

    다음에 수행할 작업

    Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see Edit a dashboard.