Exploring Platform Analytics dashboards
Use Platform Analytics dashboards to access, organize, and share data in a visual format.
Dashboards library overview
You can find all the dashboards that you have permission to access, dashboards that you own, dashboards that you have bookmarked, and dashboards that have been shared with you by navigating to All > Platform Analytics > Library > Dashboards. You can also directly access Dashboards from the filter navigation in Platform Analytics library pages.
Library pages like this one include a navigation pane that provides access to the other libraries and the Usage Insights page. Use it to navigate between the libraries without interrupting your workflow.
For information on role-based access for the filter navigation pane and Platform Analytics overview page, see Roles applicable for Platform Analytics overview page.
For more information on Dashboards library, see Dashboards in the library.
Dashboards for analytics admins
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 the analytics admins. The analytics admins can perform actions such as deactivating, activating, deleting, or creating categories. For Dashboards, the applicable roles are dashboard_admin, platform_analytics_admin, and admin. The lowest role required is dashboard_admin. For more information on all dashboard roles, see table Dashboard roles.
On Australia instances, you can find both Core UI dashboards and Platform Analytics experience dashboards in the Dashboards library.
For more information, see Dashboards for analytics admins. For more information on the types of admin roles in Platform Analytics, see Platform Analytics roles.
Dashboards components
When you open a dashboard, you can view the components.
Section of a dashboard. Refer to the following list for the descriptions of the components.
| Field / component name | Description | |
|---|---|---|
| 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. Image omitted: db-share-dialog.png Dashboard sharing dialog that shows who the dashboard has been shared with and whether they can edit or only view it. |
| 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 analytics admins
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.
Parent Topic:Dashboards in Platform Analytics
Related topics
Common dashboard tasks in the in-line editor