Creating and Managing Dashboards

Dashboards provide various functions for displaying and interacting with collected data. You can create, view, and manage dashboards from the Dashboards tab.

In this section:

  1. Creating an Analysis
    You can create new analyses and customize them according to your needs.
  2. Editing an Analysis
    You can edit an analysis.
  3. Duplicating an Analysis
    You can copy an existing analysis and use it as a starting point for a new analysis.
  4. Renaming an Analysis
    You can rename an existing analysis.
  5. Deleting an Analysis
    You can delete an analysis.
  6. Sharing an Analysis
    You can share an analysis with other Self-Service users in your account.
  7. Publishing an Analysis
    You can publish analyses and customize them according to your needs. When you publish an analysis, that analysis becomes a dashboard. You can choose to publish one sheet of an analysis, all sheets in the analysis, or any other combination of sheets that you want.
  8. Viewing Dashboards
    All the sample dashboards, the dashboards that you created, and the dashboards that were shared with you are displayed on the Dashboards tab. You can select a dashboard in the list to view it in the workspace.
  9. Duplicating Dashboards
    You can copy an existing dashboard and use it as a starting point for a new dashboard.
  10. Renaming Dashboards
    You can rename an existing dashboard.
  11. Deleting Dashboards
    You can delete dashboards that are no longer required. The dashboard data is not affected.
  12. Sharing Dashboards
    You can share your dashboards with other users. Dashboard recipients can see the dashboards that were shared with them in the SHARED WITH ME section.
  13. Scheduling Reports
    You can schedule reports when you publish an analysis.
Parent topic: Working with Dashboards [New]