Add visual elements to an in-line dashboard

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • Populate your dashboard with a selection of widgets, including data visualizations and filters.

    Before you begin

    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.

    Procedure

    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.
      Untitled dashboard with the Add new element menu expanded to show elements you can add to the dashboard
    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: