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Building Dashboards

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In this lesson, you will learn:

  • The parts of a dashboard
  • How to create a dashboard and add visualizations
  • How to share a dashboard

1 One page, many answers

SNWR’s IT manager wants one page that shows: open incidents, P1 incidents, incidents by team, and the weekly trend. That page is a dashboard. 🖥️

An SNWR IT Operations dashboard. 1: the dashboard title and Edit button. 2: tabs, Overview and SLAs. 3: a filter bar for Assignment group. 4: visualizations: a single score showing 52 open incidents, a single score showing 3 open P1 incidents, a bar chart of open incidents by group, and a line chart of incidents opened per week.
Figure 1. A dashboard: title, tabs, filters, and visualizations.
# Part What it does
1 Title and Edit Name of the dashboard. Edit lets owners change it
2 Tabs Split a big dashboard into pages
3 Filters Change all charts at once, like “only my team”
4 Visualizations The charts and numbers

2 Build a dashboard

  1. Open Platform Analytics and go to the Dashboards library.
  2. Click Create dashboard (or New). Give it a name, like “SNWR IT Operations”.
  3. Click Edit. Add a visualization: pick a data source, like Incident, and a type, like Single score.
  4. Set its filter, like Active is true. Add a title.
  5. Add more visualizations and drag them into place.
  6. Add a filter for Assignment group, so viewers can pick a team.
  7. Save. ✅

💡 Good to know: Put the most important number at the top left. That’s where people look first.

3 Share it

  • Use the dashboard’s Share option to give other users or groups access.
  • You can let them view it, or also edit it.
  • As with reports, each viewer only sees data they’re allowed to see.

⚠️ Heads up: Keep dashboards focused. Twenty charts on one page are hard to read. Use tabs, or make separate dashboards for different people.

⭐ Remember: Dashboard = title + tabs + filters + visualizations.

4 Let’s try it: SNWR IT Operations

  1. Create a dashboard called SNWR IT Operations.
  2. Add a Single score: Incident, Active is true. Title: “Open incidents”.
  3. Add a Bar chart: Incident, Active is true, group by Assignment group.
  4. Add a filter for Assignment group. Try it!
  5. Share the dashboard with the SNWR Service Desk group.

5 Quick recap

  • A dashboard shows many visualizations on one page
  • Parts: title, tabs, filters, visualizations
  • Build it in Platform Analytics: create, edit, add visualizations, save
  • Share it with users and groups to view or edit
  • Keep it focused. Most important number top left

6 Check yourself

Think of your answer first. Then tap to check.

1 You want viewers to see just their team’s numbers. What do you add? Show answer

A dashboard filter, like Assignment group.

2 Your dashboard has 20 charts and is hard to read. What can you do? Show answer

Split it into tabs, or make separate dashboards.

3 Where should the most important number go? Show answer

At the top left.

Nice work! You finished this lesson. 🎉

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