Create Liveboards

Use a Liveboard to bring together multiple Answers into a single, unified presentation. Although not a requirement, a Liveboard typically contains Answers that are related to one another, enabling users to get an understanding of the relationships among various metrics.

Procedure

  1. For users with multiple projects, choose your project from the project selector list located in the top-right corner of the Explore page.
  2. Select Liveboards in the Insights workspace to open the Liveboard page. Select the Create Liveboard.
  3. Add a name for the Liveboard, add a description for the Liveboard, and check or uncheck to make the Liveboard discoverable across your organization (default is checked). When finished, click the Create button to add your new Liveboard (see sample figure below).
    sample add Liveboard window
    Your new Liveboard is added to the Liveboard list.
Add an Answer to a Liveboard
  1. Choose from the following methods to add Answers to your new Liveboard:
    • Open an existing Answer. Select Pin and choose the Liveboard you just created from the list.
      Pin to Liveboard example

    • Create a new Answer using Search data or Spotter search. Then select Pin.
    When you choose the Pin option for an Answer as in the example above, you also have the option +Create Liveboard. This option allows you to create an entirely new Liveboard for your pinned Answer.
  2. Repeat the previous steps to add more Answers to your Liveboard.
    You can pin Answers that other users created, if you have permission.
Add text, images, or embedded content
  1. On the Liveboard, select Edit > Add note. In the blank note tile you can add text, images, or embed content, such as a video or PDF. For embedded content, use an iframe or URL.

What to do next