Manage dashboards, analyses, and datasets

View a dashboard

1. Navigate to Data Insights > Dashboards.
2. Click on a dashboard.
3. To return to the Dashboards page, click the Tealium logo.

Create an analysis

The following icons are used on the analysis details page:

Icon	Action
	Save as
	(Export) Print or Save as PDF
	(Share) Publish dashboard or Share analysis

Users with the author role can create and save an analysis, share it with others, or publish it as a dashboard. Use the following steps to create an analysis:

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. Click New analysis.
   The available datasets are displayed.
3. Select a dataset, then click Create analysis.
4. To add a field to the AutoGraph screen, click the field.
5. To modify the type of graph displayed, select a graph under Visual Types.
6. To save the analysis, click Save as.

Print or download an analysis

Users with the author role can print or download an analysis as follows:

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. Select an analysis, click Export, then click Print or Download as PDF.

Publish or share an analysis

Users with the author role can publish or share an analysis. When you publish an analysis, a dashboard is created for the analysis, which can be viewed by users with the reader role. You can share an analysis other authors and with Data Insights administrators.

1. Navigate to DataAccess > Data Insights, and click Analyses.
2. To publish or share the analysis, click Share, then click Publish dashboard or Share analysis.

Create a new dataset

Users must have the Author role to create a dataset. Use the following steps to create a new dataset:

1. Navigate to DataAccess > Data Insights, and click New dataset.
2. Select a data source From Existing Data Sources.
3. In the confirmation dialog box, click Create dataset.
4. In the Choose your table dialog box, select a Schema.
   Select the schema with a name that ends with the name of the current profile.
5. Select a table, then click Edit/Preview data.
   By default, all columns of the table are displayed.
6. Edit the table as needed. You can make the following changes to the table:
   • Exclude or include columns.
     You may want to exclude columns that contain PII data.
   • Rename columns.
   • Change the data type for a column.
   • Apply filters.
   • Add calculated fields.
     You cannot change data in a table, add or delete records in a table, or delete columns in a table.
7. Click Save.
   The dataset is saved immediately. Save and Publish is not required.