⚠️ 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.
This article covers the following:
- Creating an Analysis from a Dashboard
- Adding and Editing Visuals
- Using Filters and Controls in an Analysis
- Working with Sheets and Layouts
See this video for more on creating an Analysis.
Creating an Analysis from a Dashboard
Authors can use an existing dashboard as the starting point for a new analysis. This is useful when you want to adapt a standard dashboard for your organization’s reporting needs.
- Click Dashboards from the left navigation panel.
- Open the dashboard.
- Edit the dashboard as needed by adding filters, controls, or visuals.
-
Select Save As.
- Enter a name for the new analysis.
- Click Save.
What is copied into the analysis
- Dataset selection
- Existing visuals
- Filters and parameters
- Layout and properties
Adding and Editing Visuals
Visuals are the charts, tables, and KPI elements that display your data. You can add new visuals or update existing ones within an analysis.
Understand field types
- Dimensions are descriptive or categorical fields.
- Measures are numeric fields used for totals, counts, averages, and other calculations.
Adding a Visual
- Click Analyses from the left navigation panel.
- Open an analysis.
-
Go to the Visualize panel or select Add Visual.
- Choose a visual type.
-
Add fields to the visual.
- Review the output and adjust as needed.
Editing a Visual
- Select the visual.
-
Click Format visual.
-
Use the Properties panel to edit the visual properties.
- Drag images or resize them as needed.
- Add multiple visuals to a sheet as needed.
Using Filters and Controls in an Analysis
- Filters determine which records appear in a visual or sheet.
- Controls expose those filters to dashboard users so they can interact with the published content.
See this video for more on filters and controls.
Adding a Filter
- Open an analysis.
- Open the Filters panel.
-
Click Add.
- Search for and select the field you want to filter.
- Define the filter values.
Changing Filter Scope
When editing a filter, choose whether it applies to:
- A single visual
- A single sheet
- Multiple sheets or the full analysis
Adding a Control
- Open the filter menu using the vertical ellipsis (⋮).
-
Select Add control.
-
Choose the placement. The Add control window displays.
- Fill out the fields as required.
- Click Add.
Working with Sheets and Layouts
Sheets help you organize content within an analysis. You can create separate views for different audiences, metrics, or reporting purposes.
Common actions
- Create a new sheet.
- Duplicate a sheet.
- Rename a sheet.
- Add descriptions and headers.
- Arrange visuals using layout and property settings.
Click the down arrow next to a sheet to reveal options.
Sheet types
- Interactive sheet: Best for dashboards users explore with filters, controls, and drill-down behavior.
- Pixel-perfect report: Best for highly formatted, print-ready reporting.
Use separate sheets when the content serves different reporting needs or when too many visuals on one page would reduce readability.