Create a dashboard with the in-line editor

In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.

Before you begin

The dashboard inline editor doesn’t automatically save your dashboard when you’re creating it. Be sure to save your work regularly.

Role required: Any user with an internal role can create dashboards with the inline editor.

Note: Data visualizations based on table data are automatically shared with users that you share a dashboard with.

Procedure

Navigate to All > Platform Analytics > Library > Dashboards.
Select Create dashboard.
Select the In-line editor tile and give the dashboard a name and a description.

If you want to use scripting, data binding, and other advanced capabilities, select the Technical editor tile to continue in UI Builder. This editor is available only to users who can access UI Builder (ui_builder_admin role). If you don't have this role, go to step 6. For more information about the technical editor, see Technical dashboards.

[Omitted image "create-new-inline-ed-db-modal.png"] Alt text: Create inline dashboard modal
Select Create dashboard.

On migrated instances, you have the choice to create the dashboard in Next Experience or in Core UI if you require legacy features. See Create or configure a responsive dashboard in Core UI.

[Omitted image "create-core-ui-db-from-library.png"] Alt text: Create Core UI dashboard on migrated instance
In the Dashboard Designer, select Add new element to add content to the dashboard.

See Dashboard elements for information about what you can add to a dashboard.

When you add a data visualization, select New visualization to create a visualization from scratch or Saved visualization to choose one or more from the library. When you add a filter, select New filter to create the filter without preconfigured data or Saved filter to reuse an existing filter. For more information, see Filters in Platform Analytics.

[Omitted image "add-dv-modal.png"] Alt text: Add data visualization dialogue box with options to add a New visualization or a Saved visualization
When you select saved visualizations, choose from the Select a Visualization from library window.

Only the visualizations on the current page of the modal are added when you select Add to Dashboard. Select a larger number of records per page to choose more at the same time.

[Omitted image "add-saved-dv-inline-db.png"] Alt text: Select a Visualization from library modal with two visualizations selected and the Records per page list expanded.
Select the information icon [Omitted image "icon-info.png"] Alt text: information icon to open the Details panel and edit the name and description of your dashboard.

You can also edit the dashboard's certification, visibility, and category. For more information, see Configure Platform Analytics dashboard details.
Arrange the elements on the canvas so that it tells the story you want to tell with your data.

You can also click and drag from the corners of the elements to resize them on the canvas.
Select Add a tab to create room for more information on additional tabs.
Select Save

title	Create a dashboard with the in-line editor
description	In the Platform Analytics experience, you can create shareable dashboards with data visualizations, filters, and other elements. You can create elements and add existing elements from the inline editor.
locale	en-US
canonical_url	https://www.servicenow.com/docs/r/now-intelligence/create-db-in-ac.html
release	brazil
topic_type	task
last_updated	2026-11-02
reading_time_minutes	4
breadcrumb	Working with in-line dashboardsDashboardsPlatform Analytics experiencePlatform Analytics

Create a dashboard with the in-line editor

Before you begin

Procedure

What to do next