Embedding PS Cloud AI Analytics Dashboards in a Lightning Page

The following PS Cloud AI Analytics dashboards are available to embed in Lightning pages:

To embed the PSA Project Margin % Predictor (beta) dashboard in a Lightning page, we recommend you create a new tab in the Project Lightning Page layout:

  1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
  2. Select the details tab component, then click Add Tab to create a new details tab.
  3. Click the new details tab to edit it and change the tab label to custom.
  4. Name your custom label "Project Margin % Predictor".
  5. In the components panel search for the CRM Analytics Dashboard.
  6. Drag and drop the CRM Analytics Dashboard component to the new tab.

To embed the PSA Staffing Risk Predictor (beta) dashboard in aLightning page, we recommend you create a new tab in the Project Lightning Page layout:

  1. From Setup | Object Manager | Project | Lightning Record Pages, open the Project Lightning Page.
  2. Select the details tab component, then click Add Tab to create a new details tab.
  3. Click the new details tab to edit it and change the tab label to custom.
  4. Name your custom label "Staffing Risk Predictor".
  5. In the components panel search for the CRM Analytics Dashboard.
  6. Drag and drop the CRM Analytics Dashboard component to the new tab.

Configuring the Dashboard Component

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

  1. Select the CRM Analytics Dashboard to open its configuration panel.
  2. Search for and select the PSA Project Margin % Predictor (beta) dashboard to display.
  3. Set the height for this embedded dashboard. We recommend you use 450 pixels for this setting.
  4. Expand the Dashboard Filters section .
  5. Click Filter Builder, then click + Add Dashboard Filter.
  6. Select the Project Margin dataset.
  7. Select the Project ID dataset field.
  8. Select the Equals operator.
  9. Select the Record ID object field, then click OK.
  1. Select the CRM Analytics Dashboard to open its configuration panel.
  2. Search for and select the PSA Staffing Risk Predictor (beta) dashboard to display.
  3. Set the height for this embedded dashboard. We recommend you use 720 pixels for this setting.
  4. Expand the Dashboard Filters section .
  5. Click Filter Builder, then click + Add Dashboard Filter.
  6. Select the Days to Staff dataset.
  7. Select the Project ID dataset field.
  8. Select the Equals operator.
  9. Select the Record ID object field, then click OK.

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

  • Deselect Show Sharing Icon
  • Deselect Show Title
  • Enable the header area in order to display the date and time at which your dashboard data has been refreshed.
  • 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 embedded app from your selected location.