This page provides a video walkthrough that demonstrates the dashboard authoring tool. The series contains the following videos:

1. Dashboard provisioning
2. Dashboard authoring console overview
3. Creating a custom analysis
4. Access all data from datasets
5. Quicksight Analysis Functions

The dashboard authoring console is an embedded feature in your Eightfold platform, that allows you to create new analyses or modify existing analyses using Quicksight. These datasets can be published as a dashboard that is viewable from your Eightfold platform.

To see product documentation on the dashboard authoring tool, read Dashboard authoring console overview.

Dashboard Provisioning

There are two requirements to complete before you can use the Dashboard Authoring Console. These two tasks are performed in the Admin console in your Eightfold platform. The first requirement is to have at least one Eightfold authored Quicksight dashboard provisioned. This step is required to explicitly provision “datasets” or tables in Quicksight for custom dashboard authoring. Because each dashboard is associated with its own set of tables, you will need to ensure that the dashboard associated with the tables have been provisioned.

The second requirement is to grant role-based permissions. This permission has to be explicitly granted to the role that you belong to. If you need permission, speak with your Eightfold Administrator.

Using the Dashboard Authoring Tool

The Dashboard Authoring Console is an embedded Quicksight session that allows you to create a new analysis or modify an existing analysis. These analyses can be published as a dashboard. You can create analyses using the standard datasets provided with Eightfold authored dashboard provisioning or you can create custom analysis.

There are three types of assets that you will be using: dashboards, analyses, and datasets.

Creating a custom analysis

After at least one dataset is provisioned and you have the correct permissions, you will need to refresh the page. After the page is refreshed, you can access the Dashboard Authoring Console from the Dashboards main menu in the Talent Acquisition view or under Insights in the new User Interface.

There are a couple considerations to keep in mind when modifying Eightfold standard analyses and publishing them as custom dashboards:

• Do not modify an Eightfold authored analysis. Any changes made to the original copy will be overwritten when we deploy an updated version of the dashboard.
• When a copy of the Eightfold analysis is created, modified, and published as a custom dashboard, it is safeguarded from any future updates. Therefore, a custom copy will not be updated as new versions of the Eightfold authored dashboards are deployed.

Using QuickSight

Accessing all data

View this video to learn how to get a data dump from the datasets.

QuickSight Analysis Functions

In this video, you will learn how to change the timeline, add data splits, choose between count and distinct counts, create a calculated field, and change a visual type.

Summary

• At least one Eightfold authored Quicksight dashboard must be provisioned and permission granted for each user.
• Any analysis can be published as a dashboard. Analyses can be created using the standard datasets provided with the Eightfold authored dashboard provisioning.
• Be sure to make a copy of the Eightfold authored dashboards before modifying.
• The default home page will show all the analysis associated with the provisioned Eightfold authored dashboards.