Create a dashboard

Learn how you can create a dashboard in CDP Data Visualization.

  1. There are several possible starting points for creating new dashboards:
    • Click New Dashboard on the main Home interface, in the top right corner on the side panel.
    • Click New Dashboard on the main Visuals interface, in the top left corner.
    • On the Data interface, click the new dashboard icon next to the name of a particular dataset.
    • On the Dataset interface for a particular dataset, click New Dashboard in the top right corner.

    The Dashboard Designer opens on an untitled dashboard.

  2. Check the dataset of the dashboard in the Dashboard Designer menu on the right side panel, and change it if needed.
  3. In the Visuals menu, click to add one or more existing visuals to the dashboard.

    Alternatively, you can create a new visual by clicking New Visual.

  4. Add a title for the dashboard, and an optional subtitle.
  5. [Optional] You can customize Settings, Styles, and Custom Styles for the dashboard in the Dashboard Designer menu.
  6. Click Save in the top left corner.