Standard dashboards
Use Adobe Experience Platform Dashboards to expedite insights and customize visualization through the Dashboards feature. Use this feature to build and manage custom dashboards where you can create, add, and edit bespoke widgets to visualize key metrics relevant to your organization.
Create a custom dashboard
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.
Before adding a custom dashboard, the dashboards inventory is empty and displays a “No dashboards found.” message. Once created, all of your 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.
Users who have purchased the Data Distiller SKU have the option to use custom SQL queries to create their insights. See the query pro mode overview for instructions on this workflow.
The newly created blank dashboard appears with your chosen name in the top left corner of the view.
Create a widget create-widget
From your new dashboard view, select Add new widget to begin the widget creation process.
Widget composer
The widget composer workspace appears. Next, select Select data to choose the data model from which to add attributes to your widgets.
Select data model select-data-model
The Select data model dialog appears. Select a data model from the left column to display a preview list of all available tables. The pre-configured data model for Real-Time Customer Data Platform is named CDPInsights.
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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.
fact
, dimension
, and none
.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.
Populate widget populate-widget
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 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. You can use the search bar to look for attributes instead of scrolling the list, or change the chosen data model by selecting the pencil icon (
Add and filter attributes add-and-filter-attributes
Select the add icon (
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To change the type of graph or chart of your widget, select the Marks dropdown and choose from the available options. The options include bars, points, ticks, lines, or area. Once selected, a preview visualization of your widget’s current settings is generated.
By adding an attribute as a filter, you can select which values to include or exclude from the widget. After adding a filter from the attributes list, the Filter dialog appears where you can select or deselect values using their checkbox.
Filter out historical data filter-historical-data
To filter out historical data from the insights generated by your widget, add the date_key
attribute as a filter and select Recent date followed by Apply. This filter ensures that the data used to derive insights is taken from the most recent system snapshot.
Alternatively, you can create a custom period to filter your data by. Select Select dates to extend the dialog with a list of available dates. Use the Select all checkbox to enable or disable all available options, or select the checkbox for each day individually. Finally, select Apply to confirm your choices.
date_key
attribute has already been added as a filter, select the ellipsis followed by Edit from the dropdown options to change the filter period.
Widget properties
Select the properties icon (
From the widget properties panel, you can edit several aspects of your widget. You have complete control to edit the location of the widget legend. To move the legend, select the Legend placement dropdown and choose your desired location from the list of available options. You can also rename the label associated with the legend, and the X or Y axis by entering a new name into the Legend title text field, or Axis label text field respectively.
Save your widget save-widget
Saving in the widget composer saves the widget locally to your dashboard. If you wish to save your work and resume at a later time, select Save. A tick icon underneath the widget name indicates that the widget has been saved. Alternatively, when you are satisfied with your widget, select Save and close to make the widget available to all other users with access to your dashboard. Select Cancel to abandon your work and return to your custom dashboard.
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Widgets can be re-arranged and resized while in this workspace. Select Save to preserve your dashboard name and configured layout.
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.
Edit, duplicate, or delete a widget duplicate
Once you have created a widget, you can edit, duplicate, or delete entire widgets from your custom dashboard.
Select the pencil icon (
Next, select the ellipses in the top right of the widget that you wish to edit, copy or delete. Select the appropriate action from the dropdown menu.
Next steps and additional resources
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.
To reinforce your understanding of dashboards in Experience Platform, watch the following video:
I’ll be walking you through user-defined dashboards. Today, RTCDP has a robust set of out-of-the-box dashboards that gives customers insights into their profiles, segments, and destinations. However, every customer is different, and we’ve seen a mounting need for deeper customization and reporting and insights within the application space. That’s where user-defined dashboards comes in. So, let’s show you how you can do some new custom reporting and insights quickly and easily. So, we’ll jump in by creating a widget. Customers will have access to the same out-of-the-box data model that they have today with the out-of-the-box reports, and they’ll also have the ability to create custom data models with the Data Distiller package and automatically see those tables in this user-defined dashboard’s experience. When they’re coming in to make a selection, they’ll see a series of table stats as well as sample records and attributes before they go and make a selection and start creating a widget. Once they’ve selected a table, they can easily add additional attributes to a widget view and start to see a visualization come together. They’ll be able to add colors, filters, change the mark type or the chart type easily, and they’ll be able to do aggregations as well. As an addition, they’ll also be able to edit the properties of their dashboard, so they’ll be able to rename dashboards, and they’ll be able to rename axes.
After they create a widget, they’ll have that widget in the dashboard space, and they’ll be able to adjust the size and rearrange their widgets as they please.
That’s a quick overview of user-defined dashboards. Thank you.