Exploring Platform Analytics dashboards

Use Platform Analytics dashboards to access, organize, and share data in a visual format.

Dashboard overview

You can find all the dashboards that you have permission to access, dashboards that you own, dashboards that you've bookmarked, and dashboards that have been shared with you by navigating to All > Platform Analytics > Library > Dashboards.

For more information, see Dashboards in the library.

Dashboards for users with the admin roles

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 users with the admin roles. Users with the admin roles can perform such actions as deactivating, activating, deleting, or creating categories.

For more information, see Dashboards for users with admin roles. For more information on the types of admin roles in Platform Analytics, see Platform Analytics roles.

Dashboard components

When you open a dashboard, you can view the components.

Figure 1. Inline dashboard components

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.

   Figure 2. Share 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.

• 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 for users with admin roles
  Use Platform Analytics dashboards to access, organize, and share data in a visual format. Dashboards contain data visualizations, filters, and other visual elements.
• Dashboard elements
  Elements refer to the visual objects you can place on a dashboard, including filters.
• Differences between Core UI and Platform Analytics dashboards
  When the unified analytics property is enabled, Core UI dashboards and dashboards in Platform Analytics can coexist in your instance. Use this reference to distinguish between them.
• Different approaches to dashboards
  Depending on your needs, you have four different ways to present a collection of data visualizations and filters.

Related concepts

• Common dashboard tasks in the in-line editor
• Configuring dashboards
• Executive dashboard overview
• Proactive analytics insights on dashboards
• Technical dashboards
• Dashboard reference
• Dashboard terms