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Release: Australia · Updated: 2026-07-09 · Official documentation · View source

Add a Platform Analytics dashboard

If you have existing dashboards created using Platform Analytics, you can add them to the Portfolio Planning Workspace to access them directly from a single location.

Before you begin

Role required: sn_align_core.apw_user

About this task

You can add any Platform Analytics dashboard to the Portfolio Planning Workspace.

Procedure

  1. Navigate to All > Platform Analytics > Analytics Center.

    The Dashboards section appears on the page.

  2. From the Bookmarked or Certified tabs, select a bookmarked or certified dashboard .

    If the dashboard that you want to add isn’t bookmarked or certified, select View all from the Dashboards section, and then select the dashboard from the Dashboards page.

  3. From the dashboard header, select Edit.

  4. From the dashboard header, select the View dashboard details icon (

Image omitted: view-dashboard-details-icon-spw.png
View dashboard details icon.\).
1.  In the Details side panel, fill in the **Dashboard visibility** field with Portfolio Planning Workspace.
  1. From the dashboard header, select Save.

  2. From the dashboard header, select Exit editing mode.

Result

The dashboard appears on the Portfolio Planning Workspace.

Parent Topic:Using dashboards in Portfolio Planning

Related topics

View a dashboard in Portfolio Planning Workspace

Create a dashboard

Duplicate a dashboard

Share a dashboard