Using the PSA Overview Dashboard Configuration Page

You can access the dashboard configuration page from the PSA Overview dashboard. The dashboard configuration page enables you to map the PSA calculations and time periods you want to view by default in each PS Cloud 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:

  1. From the PSA Overview dashboard, click to open the dashboard configuration page.
  2. Click Edit to enter edit mode. To perform this step and continue with the configuration, you need the Analytics Platform Admin permission set.
  3. Click More, then select Pick Initial Values.
  4. Select the calculations and time periods you want to display for each of your dashboards.
  5. Click Done to save your selection.
  6. Click .
  7. ClickPreviewto enter preview mode and view your changes.
  8. Click to return to the PSA Overview dashboard.

Your dashboards calculations and time periods are configured. To update these settings at any time from the Analytics Studio, click in the PSA Overview dashboard.

For more information about dashboards in PS Cloud Advanced Analytics, see Using PS Cloud Advanced Analytics.

See the Salesforce Help for general information about using dashboards in Analytics.