Add a Platform Analytics dashboard

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_align_core.apw_user

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

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

    Resultado

    The dashboard appears on the Portfolio Planning Workspace.