---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Add a dashboard

# Add a dashboard {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

As the first step in designing your dashboards, add an empty dashboard to the KPI Composer
Dashboard Visualization tab.

## Before you begin

You have an existing KPI Composer project with a complete draft of the KPI tree in the Analytics tab.

Role required: sn_kpi_composer.user (own project), sn_kpi_composer.admin (any project), admin. No role required for responsible user or user with edit access from project sharing.

## Procedure

1. Navigate to AllKPI Composer and open the project.
2. Navigate to the Dashboard Visualization tab.
3. Click + Add Dashboard.
4. Give the Dashboard a meaningful name, probably corresponding to a Business Goal or a higher-level Critical Success Factor in the KPI tree.
5. **Optional:** Click the Edit Item icon (![]()) in the Dashboard artifact to edit dashboard properties.
6. Repeat this process for all Business Goals or Critical Success Factors for which you want to create dashboards.

## Add a Customer Experience dashboard to the Design tab

In the following short animation, you see the user create a dashboard named Customer
Experience, after a Critical Success Factor. The user adds the Agent and CIO
personas, who are expected to view the dashboard. The user groups all the widgets on
the dashboard by Assignment Group, intending to create a breakdown dashboard.
**Previous topic:** [Designing dashboards](https://servicenow-prod.fluidtopics.net/zV8TnCoMBkydv7XgKoaJLg "In the Dashboard Visualization tab, you can create mock-ups of multiple dashboards with visualizations corresponding to artifacts in the Analysis tab. You can link widgets in this mock-up to Performance Analytics widgets.")  
**Next topic:** [Add tabs and rows to a dashboard](https://servicenow-prod.fluidtopics.net/Alu9BJI9gmqtWpN50~_SwQ "A dashboard mock-up in KPI Composer requires you to lay out the tabs and rows before adding visual components.")

## KPI Composer dashboard details {#ariaid-title2}

Each KPI Composer dashboard mock-up can reference project personas or
'Group by' categories, or an existing Performance Analytics dashboard.
{#kpi-comp-dashboard-props__table_kpi-dash-props__entry__3}

| Detail | Description | Example |
|-|-|-|
| PA Dashboard ![]() | Link to an existing Performance Analytics dashboard. This can be an older dashboard that corresponds to your use case, or a new dashboard that you create based on this KPI Composer design. By linking dashboards as you create them, you can keep track of the state of your project. | In this image, you see the existing Performance Analytics dashboards being filtered by the word "Incident". |
| Persona ![]() | The personas you expect to view the final dashboard. Choose from the personas currently linked to the project. For information about adding personas to the project, see [Add personas to a project](https://servicenow-prod.fluidtopics.net/L4BJiOPMVpegGyd1f5n19w "Each project has several personas with different roles in the Performance Analytics solution that you are designing. A persona is a role within your company, such as service desk manager or service owner."). After you link personas to a dashboard mock-up, only the artifacts from the Analytics tab that are associated with those personas are available. | In this image, the Agent, CIO, and Incident Manager personas are linked to the project. The Agent and CIO personas are linked to the dashboard. The Incident Manager is not. |
| Group by ![]() | Group all the widgets you place on a dashboard by one or more breakdown definition. (The resulting design is for a Performance Analytics breakdown dashboard.) Choose from the breakdown definitions currently selected for the project. For information about adding breakdown definitions to the project, see [Group data by breakdown definitions](https://servicenow-prod.fluidtopics.net/mE8nxU3gN2WYFAH~EeMObw#add-breakdowns-project "Each project can have a set of breakdown definitions that you can use to group the data in KPIs. These breakdown definitions provide the specifications for Performance Analytics breakdowns that you eventually create."). | In this image, the Assignment Group, Impact, and Priority breakdown definitions are available to dashboards in the project. The data in the dashboard is grouped by Impact only. |
[ ]

{#kpi-comp-dashboard-props__table_kpi-dash-props}
**Related concepts**   

* [Using breakdowns on dashboards](https://servicenow-prod.fluidtopics.net/tT8RBcKdYJcf9h~9TpyuFw "You can add breakdown sources to a dashboard. Dashboard users then can select a breakdown source and one or more breakdown elements to filter scores in the visualizations on the dashboard.")

*[\>]: and then