User-defined dashboards

Adobe Experience Platform Dashboards helps you to expedite insights and customize visualization through the user-defined dashboards feature. This feature enables you to build and manage custom dashboards where you can create, add, and edit bespoke widgets to visualize key metrics relevant to your organization.

Create custom dashboards

To create a custom dashboard, first, navigate to the dashboard inventory. Select Dashboards from the left navigation of the Platform UI followed by Create dashboard.

The dashboard inventory with Dashboards in the left navigation and "Create dashboard" highlighted.

Before adding a custom dashboard, the dashboards inventory is empty and displays a “No dashboards found.” message. Once created, all of your user-defined dashboards are listed in the dashboard inventory.

The Create dashboard dialog appears. Enter a human-friendly, descriptive name for the collection of widgets you intend to create, and select Save.

The Create dashboard dialog.

The newly created blank dashboard appears with your chosen name in the top left corner of the view.

Create a widget

From your new dashboard view, select Add new widget to begin the widget creation process.

IMPORTANT

User-defined dashboards support up to ten widgets. After you have added ten widgets to your dashboard, the Add new widget option is disabled and appears gray.

The new empty dashboard with Add new widget highlighted.

Widget composer

The widget composer workspace appears. Next, select Select data to choose the data model from which to add attributes to your widgets.

The widget composer workspace.

The Select data dialog appears. Select a data model from the left column to display a preview list of all available tables.

NOTE

User-defined dashboards currently only supports the profile data model. More options will be supported.

The Select data dialog.

The preview list provides details about the tables contained in the data model. The table below provides descriptions of the column fields and their potential values.

Column field Description
Title The name of the table.
Table type The type of table. Potential types include: fact, dimension, and none.
Lookups The number of tables joined to the chosen table.

Select Next to confirm your choice of data model. The next view displays a list of the available tables in the left rail. Select a table to see a comprehensive breakdown of the data contained in your selected table.

The Preview panel contains tabs for Sample records and Attributes. The Sample records tab provides a subset of the records from the selected table in a tabulated view. The Attributes tab provides the attribute name, data type, and source table for every attribute associated with the selected table.

Select a table from the list available in the left rail to provide data for your widget and select Select to return to the widget composer.

The select data dialog with select highlighted.

The widget composer is now populated with data from your chosen table.

The data model and currently selected table are displayed at the top of the left rail, and the attributes available to create your widget are listed in the attributes column.

A widget populated with data within the widget composer.

TIP

You can change the chosen data model by selecting the pencil icon (Pencil icon.) in the left rail.

Select the add icon (./images/user-defined-dashboards/add-icon.png) next to an attribute name to add an attribute to either the X or the Y axis.

The widget composer with the add icon dropdown highlighted to add attributes a widget axis.

Next, select the type of graph or chart from the Marks dropdown to generate a preview visualization of your widget’s current settings. In the Properties rail on the right side of the screen, enter a name for the widget in the Widget title text field.

The widget composer with the Marks dropdown and widget title text field highlighted.

When you are satisfied with your widget select Save. A tick icon underneath the widget name indicates that the widget has been saved.

NOTE

Saving in the widget composer saves the widget locally to your dashboard. If you exit the dashboard editor without saving the dashboard, the widget will not be saved to the dashboard.

New widget save confirmation.

Select Cancel to return to your custom dashboard.

The widget composer with an example widget created.

TIP

Select the setting icon next to the dashboard name to see details about its creation. You can change the name of your dashboard in the dialog that appears.

Widgets can be re-arranged and resized while in this workspace. Select Save to preserve your dashboard name and configured layout.

The user-defined dashboard with a custom widget and the save button highlighted.

To ensure that each query for an Adobe Real-Time Customer Data Platform insights dashboard has enough resources to execute efficiently, the API tracks resource usage by assigning concurrency slots to each query. The system can process up to four concurrent queries, and therefore four concurrent query slots are available at any given time. Queries are put into a queue based on concurrency slots, then wait in the queue until enough concurrency slots are available.

Next steps

By reading this document you have a better understanding of how to create a custom dashboard and how to create, edit, and update custom widgets for that dashboard.

To discover the available pre-configured metrics and visualizations for the profiles, segments, and destinations dashboards, see the list of standard widgets in their respective documentation.

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