Dashboards in the library

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

Dashboards overview

To find dashboards in Platform Analytics, navigate to the library at All > Platform Analytics > Library > Dashboards. By installing and enabling Unified Analytics on your instance, you can find both Core UI and Platform Analytics experience dashboards in the Platform Analytics Dashboards library.

The configuration of the Dashboards page and the data access depends on the user roles. Users without an admin role have limited capabilities, as compared to the users with an admin role. For more information on the types of admin roles in Platform Analytics, see Platform Analytics roles. To know more about the dashboards for users with the admin roles, see Dashboards for users with admin roles.

The following example shows what a user can see in the Platform Analytics Dashboards library for users without an admin role.

Figure 1. Platform Analytics Dashboards library for users without a platform analytics admin role

The following table shows the common elements that users with and without the admin roles can view in the Dashboards page. Refer to the numbered call-outs in the image and their descriptions in the table.

Table 1. Common dashboard elements for users with and without 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	Search	Option for searching dashboards by name or owner.
3	Personalize list	Option for adding or removing columns in the Dashboards list.
4	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.
5	Categories	Option to view and select the available and applied categories for dashboards. If you're a user with the platform_analytics_admin privileges, you can create and customize the categories for the dashboards. For more information on creating dashboard categories, see Create dashboard categories.
6	Dashboards list	List of all dashboards. You can personalize and also sort the list by Name, Description, Views, and Certified. All Users (with and without an admin role) can view the following columns: Name: Name of the dashboard. Description: Description of the dashboard. Owned by: Name of the creator/owner of the dashboard. Updated: Date and timestamp when the dashboard was last updated. Updated by: Name of the user who last updated the dashboard. 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. Categories: Categories that are associated with the dashboard.
7	Column Filter	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.