Custom 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.

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 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.

Users who have purchased the Data Distiller SKU have the option to use custom SQL queries to create their insights. See the Customizable Insight creation guide 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.

Each dashboard supports 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.

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.

Select the information icon ( An information icon. ) to see the full data model name if it is too long to display in the data rail.

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
The name of the table.
Table type
The type of table. Potential types include: fact, dimension, and none.
The number of records associated with the chosen table.
The number of tables joined to the chosen table.
The number of attributes for 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.

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 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. 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 ( Pencil icon. ) in the left rail.

A widget populated with data within the widget composer.

Add and filter attributes add-and-filter-attributes

Select the add icon ( An add icon. ) next to an attribute name to add an attribute to your widget. The dropdown menu that appears allows you to add an attribute as either the X axis, the Y axis, a color, or a filter for your widget. The Color attribute allows you to differentiate the results of the X and Y axis marks based on colour. It does this by splitting the results into different colours based on their composition of a third attribute.

If you want to flip the arrangement of X and Y axis, select the up and down arrow icon ( The up and down arrow icon. ) to switch their arrangement.

The widget composer with the add-icon dropdown highlighted.

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.

The widget composer with the Marks dropdown highlighted.

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.

The filter dialog to filter values from your widget.

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.

The Filter: date_key dialog with Recent date and Apply highlighted.

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.

If the 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.

The Filter: date_key dialog with individual day checkboxes both checked and unchecked.

Widget properties

Select the properties icon ( The properties icon. ) in the right rail to open the properties panel. In the Properties panel, enter a name for the widget in the Widget title text field.

The properties panel with the properties icon and the Widget title field highlighted.

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.

New widget save confirmation.

Select the properties icon ( The properties 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.

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.

To switch between any of your existing custom dashboards, select Dashboards in the left navigation bar then select the dashboard name from the inventory list.

Select the pencil icon ( A pencil icon. ) from the top right of your custom dashboard to enter the editing mode.

A custom dashboard with the pencil icon highlighted.

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.

A widget in a custom dashboard with the ellipses and Duplicate widget highlighted.

Duplication allows you to customize the attributes of an insight to create a unique widget without having to start from scratch. If you duplicate a widget, it appears in your custom dashboard. You can then select the ellipses of your new widget, followed by Edit, to customize your insight.

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.