Configuring dashboards
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Summary of Configuring dashboards
This guide explains how to configure dashboards within the ServiceNow Platform Analytics environment, focusing on tasks available to different user roles. It highlights common configuration activities for dashboard owners and editors, as well as administrative tasks that require elevated roles such asdashboardadminoradmin. Additionally, it covers Process Mining integration features for advanced process analysis.
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Common configuration tasks
- Change dashboard name or description: Update the dashboard’s name and provide a clear description for other users.
- Specify dashboard requester: Assign a user who requested the dashboard; this grants them editing rights automatically.
- Transfer dashboard ownership: The dashboard creator is the default owner but ownership can be transferred to another user or user group.
- Set background colors: Customize the background colors for one or more dashboard tabs to improve visual organization.
- View creators and sharing details: Identify who created the dashboard and view its sharing settings.
Admin configuration tasks
- Set data refresh options: Control dashboard refresh scheduling and enable or disable data caching to optimize performance. Requires dashboardadmin or admin role.
- Certify dashboards: Officially approve dashboards for organizational use, requiring the admin role.
- Configure dashboard tab cache timeout: Define how long dashboard tab content is cached before refresh, affecting all dashboards on the instance. Requires admin role.
- Manage workspace inclusion: Specify which workspaces outside Platform Analytics can include the dashboard. Requires dashboardadmin or admin role.
- Move dashboards via update sets: Transfer dashboard structure between instances using update sets (excluding dashboard content). Requires admin role.
Process Mining integration tasks
- Configure Process Mining maps: Visualize process states and transitions, monitor object states and transition speeds on dashboards. Requires snprocessoptimizationanalyst role.
- Create Process Mining projects from Proactive Analytics suggestions: Use Insights panel recommendations to initiate Process Mining projects. Requires snprocessoptimizationanalyst role.
Configure your dashboard and perform admin tasks. Most tasks are performed in either the dashboard details or the dashboard settings UI.
Common configuration tasks
The following tasks do not require a special role, though they may be limited to the dashboard owner or a user with editing rights.
- Change dashboard name or description
Provide an informative description of your dashboard for other users.
- Specify dashboard requester
Specify the user who requested that this dashboard be created. Specifying the user automatically gives them editing rights to the dashboard.
- Transfer ownership of a dashboard
By default, the creator of the dashboard is the dashboard owner. If you are the owner of a dashboard, you can transfer this ownership to another user or to a user group.
- Set background colors
Select the background colors for one or more tabs on the dashboard.
- See who created a dashboard
- See who the dashboard is shared with
Admin configuration tasks
The following tasks require at least the dashboard_admin if not the admin role.
- Set data refresh options
Set whether the dashboard is refreshed on a schedule and whether data caching is used. Requires the dashboard_admin or admin role. For more information, see Data caching in Platform Analytics.
- Certify a dashboard
Certify that a dashboard has been officially approved for use by your organization. Requires the admin role.
- Configure Platform Analytics dashboard tab cache timeout
Set the number of minutes that dashboard tab content is retained before being refreshed. Applies to all dashboard tabs on the instance. Requires the admin role.
- Manage which workspaces are allowed to contain the dashboard
Specify the workspaces on the instance other than the Platform Analytics experience that this dashboard can be added to. Requires the admin or dashboard admin role. For more information about dashboards in workspaces, see Add a dashboard to a Dashboards page.
- Move a Platform Analytics dashboard with an update set
Moves the dashboard structure to an update set, so it can be put on another instance. Does not include dashboard contents. Requires the admin role.
Process Mining integration tasks
- Configure a Process Mining map on a dashboard
Map the different states that are part of your process and the transitions between those states. See which states the objects of the process are in and the speed with which they change state. Requires the sn_process_optimization_analyst role.
- Creating Process Mining projects from Proactive Analytics suggestions
The Insights panel can include suggestions for Process Mining projects to create. Creating the projects requires the sn_process_optimization_analyst role.