Add visual elements to an in-line dashboard

Populate your dashboard with a selection of widgets, including data visualizations and filters.

시작하기 전에

Role required: dashboard_admin for all dashboards, or any role for dashboards that you own or ones that you have been given the right to edit. See Platform Analytics dashboard roles for more information about viewing and editing rights on dashboards.

프로시저

1. Navigate to All > Platform Analytics > Library > Dashboards.
2. Either create a dashboard or open the dashboard you want to edit.
3. If the dashboard has an Edit button, press it.
   A new dashboard is automatically in editing mode. A technical dashboard has an Open in UI Builder button instead of an Edit button. For more information about technical dashboards, see Technical dashboards.
4. Expand Add New Element.
   

   Available elements include Data visualization, Divider, Filter, Filter Group, Heading, Image, List, Process Mining - Map, Rich Text, and Workbench. Workbench elements can only be created in Core UI and are added to Platform Analytics experience in iframes.

5. Select an element to add.
   For a brief overview of dashboard elements, see Dashboard elements.
6. If you are adding a data visualization or a filter, select whether to create a new element or use one saved in the relevant library.
7. If you are creating a new element, configure it, following one of these tasks:
   • Creating data visualizations
   • Create or add a filter on an inline dashboard
   • Create a filter group
   • Configure a Process Mining map on a dashboard
   • Monitor a workflow with a workbench process widget

• Add Workbench widgets to an in-line dashboard
  You can place Core UI workbench widgets on an inline dashboard. They are added in compatibility mode.