Configuring Embedded Dashboards in PSA Analytics

From Winter 2021, embedded dashboards for all users are now available from PSA Analytics. To support this latest feature, PSA Analytics is now divided into two apps. The primary PSA Analytics app contains all your data and Analytics Studio dashboards, while the related PSA Analytics Embedded Dashboards app contains your embeddable dashboards.

The PSA Analytics Embedded Dashboards App Template Design Wizard

A separate app template is used to create embeddable PSA Analytics dashboards. The PSA Analytics Embedded Dashboards app is created using the PSA Analytics Embedded Dashboards app template. In addition to embeddable dashboards, this app contains copies of the datasets held in your primary PSA Analytics app.

You must first enable this feature in Feature Console. You do not need to complete any app template design wizard questions to run the PSA Analytics Embedded Dashboards app template.

The following dashboards are created in the PSA Analytics Embedded Dashboards app:

The following datasets are created in the PSA Analytics Embedded Dashboards app:

The data held in your datasets is refreshed each time you run your dataflow.

Warning:

We strongly recommend you schedule these dataflows to refresh data immediately after your primary PSA Analytics dataflow refreshes. This is because the data held in your PSA Analytics Embedded Dashboards app is derived from your primary PSA Analytics app. For more information on how to create and schedule dataflows, see the Salesforce Help.

Note:

Dashboards that use time series functionality, such as the Total Project Margin (Workspace) and Project Burnup (Embedded) are not currently available in the PSA Analytics Embedded Dashboards app. This is due to a Salesforce restriction.

To learn how to create the PSA Analytics Embedded Dashboards app, see Enabling PSA Embedded Dashboards with Feature Console.

For more information on licensing and permission set requirements for using PSA Analytics embedded dashboards, see Licensing.

In addition to assigning the required license and permission sets to the Embedded Dashboards User, you must also share any dashboards you want to give this user view access to. To give access to other users, click . This opens the Give Access tab. For more information about sharing Einstein Analytics apps and assets, see the Salesforce Help.