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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 or Performance Analytics > Dashboards.
  2. Click New.
  3. Fill in the following fields:
    FieldDescription
    Name Name the dashboard.
    Order Enter an Order number to indicate the order the dashboard appears on the dashboards picker. Dashboards with lower numbers are listed first.
    Active Clear this field to mark the dashboard inactive.

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

    Note: When you activate responsive dashboards, the permissions associated with the non-responsive dashboard are carried over to the responsive version. This applies to both active and inactive non-responsive dashboards.
    Owner The dashboard owner. Only a user with the administrator role can change this value.
  4. (Optional) Click the Restrict to roles edit icon (edit icon) to specify the roles that a user must have to access this dashboard. For more information, see Share a responsive dashboard. Steps to create a new dashboard as a user
  5. (Optional) Users with admin, pa_admin, and pa_power_user roles can configure these additional fields:
    FieldDescription
    Group Click the magnifier icon to add the dashboard to a Group. Groups organize dashboards in the dashboard picker list. Grouped dashboards appear at the top of the list. Ungrouped dashboards appear 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 Performance Analytics data on the dashboard. The Breakdown Source related list is available on the Dashboard form after you create the dashboard.
    Act as filter You can configure a breakdown on a dashboard to act as an interactive filter for reports on the dashboard. Select the interactive filter you want this breakdown source to act as.
  6. Click Submit. Steps to create a new dashboard as an admin

Result

The dashboard is created with no content. To add content, select a widget type and a widget and click Add. For more information, see Edit a responsive dashboard.
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