Create a dashboard
In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can use the available elements in the inline editor to create different types of widgets as needed.
Before you begin
Role required: sn_align_core.apw_user
About this task
Dashboards consolidate data from multiple sources into a single, easily digestible format. Each widget within a dashboard displays key data and metrics and may include visualizations.
Procedure
Navigate to Workspaces > Portfolio Planning Workspace > Dashboards.
By default, the Execution Dashboard appears on the Dashboards page.
From the dashboard header, select the More actions icon (
More actions icon in the portfolio plan header.\) and then select **Create new**.
On the New dashboard window, fill the details.
Enter a name for the dashboard in the Name field.
Enter a brief description for the dashboard in the Description field.
Select Create new dashboard.
What to do next
Edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. For more information, see Edit a dashboard.
- Edit a dashboard
Customize or edit a dashboard as needed by adding sections, filters, images, lists, process mining maps, and rich text. If the dashboard has been shared, any changes you make are applied globally.
Parent Topic:Using dashboards in Portfolio Planning
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