You can access the dashboard configuration page from the Overview dashboard. The dashboard configuration page enables you to map the PSA calculations and time periods you want to view by default in each PSA Analytics dashboard. The configuration page is not supported on mobile devices.
To perform these steps, ensure that you:
- Have the Analytics Platform Admin permission set.
- Are using the Analytics Studio app (not the Analytics app).
To configure your dashboards:
- From the Overview dashboard, click
to open the dashboard configuration page. - Click
to enter edit mode. To perform this step and continue with the configuration, you need the Analytics Platform Admin permission set. - Click
, then select Pick Initial Values. - Select the calculations and time periods you want to display for each of your dashboards.
- Click Done to save your selection.
- Click
. - Click
to enter preview mode and view your changes. - Click
to return to the Overview dashboard.
Your dashboards calculations and time periods are configured. To update these settings at any time from the Analytics Studio, click in the Overview dashboard.
For more information about dashboards in PSA Analytics, see Using PSA Analytics.
See the Salesforce Help for general information about using dashboards in Analytics.