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Create or configure a responsive dashboard

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Create or configure a responsive dashboard

Create a dashboard where you can add widgets that you frequently use. You can then share the dashboard with other users.

Before you begin

Users with any role can create dashboards.

Procedure

  1. Navigate to Self-Service > Dashboards.
  2. Click the context menu (The context menu icon) and select New Dashboard.
  3. Fill in the following fields.
    FieldDescription
    Name Name the dashboard.
    Order Enter an Order number to indicate the order the dashboard is to appear on the dashboards picker. Dashboards with lower numbers are listed first.
    Active Clear this field to mark the dashboard inactive.

    Inactive dashboards are visible only to the owner, the dashboard_admin, and the admin on the Dashboard Overview page and in the dashboard picker. Users with the dashboard_admin role have full view, edit, delete, and share privileges on all dashboards in the instance, including inactive dashboards.

    Owner The dashboard owner. Only a user with the administrator role can change this value.
    No tabs This field does not do anything.
  4. Users with admin, pa_admin, and pa_power user roles can configure these additional fields.
    FieldDescription
    Group Add the dashboard to a Group. Groups organize dashboards in the dashboard picker choice list. Groups are listed at the top of the list. Ungrouped dashboards are listed at the bottom of the list, under Other.
    Breakdown Source Select one or more breakdown sources in the Breakdown Source related list. Breakdowns enable users to filter the data in Performance Analytics on the dashboard.
  5. Click Submit.
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