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.
    • Click the new dashboard icon next to the name of a particular dataset on the DATA interface.
    • Click NEW DASHBOARD in the top right corner when in the Dataset Detail view for a particular dataset.

    The Dashboard Designer opens on an empty dashboard.

  2. Check the dataset of the dashboard In the Visuals menu of the Dashboard Designer, and change it if needed.
  3. In the Visuals menu, click NEW VISUAL to add a new visual to the dashboard.
  4. Add a title for the dashboard. Optionally, you can also add a subtitle.
  5. [Optional] You can customize Settings, Styles, and Custom Styles for the dashboard in the Dashboard Designer side menu bar.
  6. Click SAVE in the top left corner.