Create an Operational Sustainability Management dashboard using the In-line editor

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can create dashboards with data visualizations, filters, and other elements that you can share with others. You can also create elements and add existing elements from the in-line editor.

    Before you begin

    Save your work regularly.

    Role required: sn_esg.data_owner, sn_esg.metrics_manager

    Note:
    Data visualizations based on table data are automatically shared with users that you share a dashboard with.

    Procedure

    1. Navigate to All > Operational Sustainability Management > Operational Sustainability Workspace > Analytics dashboard.
    2. Select the Analytics dashboard icon .
    3. Select the More actions menu icon and selectCreate new.
    4. Select the In-line editor tile and give the dashboard a name and a description.
      The Technical editor option opens a page in UI Builder that is treated as a dashboard, with a list of available components. For more information, see UI Builder and Create a technical dashboard in UI Builder.
    5. Select Create new dashboard.
    6. Select Add new element to add content to the dashboard.
      See Exploring Platform Analytics dashboards for information about what you can add to a dashboard.

      When you add a data visualization, select New data visualization to create a new visualization or Saved data visualization to choose one from the library. When you add a filter, select New filter to create the filter without pre-configured data or Saved filter to reuse an existing filter.

    7. Select the View dashboard details icon to view all the details of the dashboard.
      You can also edit the details as required. For more information, see Edit Operational Sustainability Management dashboard details
    8. Arrange the data on the canvas to make it useful.
      You can select and drag from the corners of the elements to resize them on the canvas.
    9. Select Add a tab to create room for more information on additional tabs.
    10. Select Save.
      The dashboard in-line editor doesn’t automatically save your dashboard when you’re creating it. Be sure to save your work regularly.

    What to do next