Exploring Platform Analytics dashboards
Summarize
Summary of Exploring Platform Analytics dashboards
Platform Analytics dashboards enable ServiceNow customers to access, organize, and share data visually within their instance. These dashboards provide a centralized location for viewing data visualizations, applying filters, and managing analytics content efficiently. Users can find and navigate dashboards they own, have permission to access, or have been shared with them through the Dashboards library.
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Key Features
- Dashboards Library: Accessible via All > Platform Analytics > Library > Dashboards, it offers quick navigation between dashboards and related analytics libraries without disrupting workflow.
- Role-Based Access: Dashboard functionality depends on user roles. Analytics admins (roles such as dashboardadmin, platformanalyticsadmin, and admin) have enhanced capabilities including creating, activating, deactivating, deleting, and categorizing dashboards. Users without admin roles have limited access.
- Dashboard Components: Dashboards include various interactive components such as title selector, refresh status and button, certification and category badges, details and insights buttons, edit and more actions menus (for sharing, duplicating, printing, bookmarking, clearing filters, and deleting). Tabs and global filters allow organization of visualizations by theme or subject.
- Dashboard Types: On Australia release instances, both Core UI and Platform Analytics dashboards coexist, with the unified analytics property enabling flexible use of both types.
- Insights and Proactive Analytics: Dashboards support insights cards to provide contextual analytics and proactive insights to aid decision-making.
What Customers Can Expect
By using Platform Analytics dashboards, customers can streamline data visualization and sharing across teams, benefiting from role-based controls to maintain data governance. Admins gain full control over dashboard lifecycle and categorization, while users enjoy user-friendly navigation and interaction with visual data elements. The coexistence of Core UI and Platform Analytics dashboards allows flexible adoption depending on organizational needs. Overall, this enhances data-driven decision-making and operational efficiency within the ServiceNow platform.
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 filter navigation in Platform Analytics library pages.
Library pages like this one include a navigation pane that provides access to the other libraries and the Usage Insights page. Use it to navigate between the libraries without interrupting your workflow.
For information on role-based access for the filter 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.
Dashboards 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. |