⚠️ Check Your Version.
The steps in this article are for Dashboards & Analytics (Amazon Q) users only. If you use Reports (Microstrategy), proceed to these articles instead.
Dashboards & Analytics provides a centralized workspace for exploring, analyzing, and sharing business intelligence within CounselLink.
Your license determines what actions and features are available to you.
Legend:
- All Users
- Authors & Author Pros
- Author Pros
Dashboards & Analytics is built on three core components.
| Component | Description | Who can view? |
|---|---|---|
| Dashboard | Published, read-only view of data | All Users |
| Analysis | Editable workspace used to create dashboards | Authors & Author Pros |
| Dataset | Collection of fields used to build analyses | Authors & Author Pros |
How They Work Together
- Data lives in Datasets
- Authors or Author Pros use datasets to build visuals in an Analysis
- Authors or Author Pros publish it as a Dashboard
See this video for an overview on navigating the tool.
Accessing Dashboards & Analytics
- Navigate to the All Pages menu in CounselLink.
-
Select Dashboards & Analytics.
The workspace opens with a left navigation panel.
Navigation Panel Areas
Available to All Users
- Home (hexagon): Returns to your Favorites
- Favorites: Saved dashboards
- Recent: Recently viewed items
- My Folders: Folders you create
- Shared Folders: Organization-wide dashboards
- Dashboards: All accessible dashboards
Authors & Author Pros Only
- Analyses: Editable workspaces
- Datasets: Data sources
Author Pros Only
- Stories: Data stories
- Topics: Editable data sources for searching