Steps to Create a Dashboard in Zoho Analytics
- Access Your Workspace – Open Zoho Analytics and navigate to the workspace where you want to create the dashboard.
- Create a New Dashboard – Click the 'Create' button and select 'Dashboard'.
- Add Reports & Widgets – Drag and drop reports, charts, and widgets into the dashboard layout.
- Arrange Components – Resize and organize reports logically for better visualization.
- Use AI Assistance – Utilize Zoho’s AI assistant, Zia, to generate reports within the dashboard.
- Apply Filters – Add timeline, range, and categorical filters to personalize data exploration.
- Customize Themes & Layouts – Modify background colors, grid settings, and chart effects.
- Enable Interactive Options – Set permissions for drill-down, exporting, and viewing underlying data.
- Save & View the Dashboard – Click 'Save', then switch to View Mode to interact with the dashboard.
