Add a Platform Analytics dashboard to Portfolio Planning Workspace

  • Release version: Xanadu
  • Updated June 16, 2026
  • 1 minute to read

    • If you have existing dashboards created using Platform Analytics, you can add them to the Portfolio Planning Workspace to access them directly from a single location.

    Before you begin

    Role required: sn_align_core.apw_user

    About this task

    You can add any Platform Analytics dashboard to Portfolio Planning Workspace.

    Procedure

    1. Navigate to All > Platform Analytics > Analytics Center.
      The Dashboards section appears on the page.
    2. Select a bookmarked or certified dashboard from the Bookmarked or Certified tabs, respectively.
      If the dashboard you want to add is not bookmarked or certified, select View all from the Dashboards section, and then select the dashboard from the Dashboards page.

      The selected dashboard appears.

    3. From the dashboard header, select Edit.
    4. From the dashboard header, select the View dashboard details icon (View dashboard details icon.).
      1. In the Details side panel, fill in the Dashboard visibility field with Portfolio Planning Workspace.
    5. From the dashboard header, select Save.
    6. From the dashboard header, select Exit editing mode.

    Result

    The dashboard appears in the Portfolio Planning Workspace.