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How-To: Add new dashboards and documents

Overview

Instructions

  1. Under Dashboards, click on Edit in the lower left of the screen.

Screenshot 2025-01-10 at 2.13.31 PM.png
  1. To add a document, click on the Pencil next to the section header of your choice

Screenshot 2025-01-10 at 2.17.11 PM.png
  1. You can customize the Section Heading name as well as the Section Description.

  2. Click the Add Visual button above the existing Visuals section.

Screenshot 2025-01-10 at 2.24.18 PM.png
  1. Update the Name and Description.

  2. Update the Type of visualization.

Screenshot 2025-01-10 at 2.36.06 PM.png

If you do not see the Type that you need, click Google Sheets/Docs and add the Embed Code to the box underneath the dropdown. Any applications that have an embed code (such as PowerBI) can be pasted here.