Embedding PS Cloud Advanced Analytics Dashboards in a Lightning Page

Professional Services Cloud

Some of the dashboards within PS Cloud Advanced Analytics have been optimized to be embedded in any Lightning page or app as follows:

PS Cloud Advanced Analytics Dashboards and Recommended Embedding Locations

Dashboard

Recommended Embedding Locations
PSA Project Burnup Plus Project record page
PSA Project Scheduling Risk
PSA Utilization Analytics Capacity and Demand Planning Resource Management Workspace
PSA Skills Capacity and Demand Planning
Total Project Margin (Workspace) Project Management Workspace

Configuring the Dashboard Component

After the Analytics dashboard component is added to a new tab, you need to customize the component to display your data.

Finally, we recommend you apply the following settings to the CRM Analytics Dashboard component:

  • Deselect Show Sharing Icon
  • Deselect Show Title
  • [PSA Project Burnup Plus dashboard only] Deselect Show Header.
  • Select Open Links in New Window
  • Select Hide on Error
  • Select Disable open dashboard feature from the drop-down menu in Open Dashboard.

Saving and Activating Your Embedded Dashboard

To finish the embedding setup process, you must save and activate the Lightning Page:

  1. Click Save.
  2. Click Activate. You can now rename the copy of your app and select a different icon.
  3. Click Lightning Experience. From the duelling picklist, select the location in your org you want the app to appear.
  4. Click Save. You can now access your workspace and embedded app from your selected location.

Configuring Workspace Permissions

After creating your new workspace with your embedded dashboard, you must remove any permissions relating to the original workspace and then assign permission to the new workspace, using the appropriate permission sets.

For more information on Lightning App Builder, including how to clone or create a Lightning page and add components, see the Salesforce Help.