This article explains how to provision and enable the dashboard authoring console and provides step-by-step instructions for creating a custom dashboard for a customer. To provision a custom dashboard, the dashboard authoring console must be enabled, which requires at least one Eightfold-authored QuickSight dashboard to be provisioned for the customer.

Once the prerequisites are met, users can access the Dashboard Authoring Console to author or edit an analysis, make changes to the dashboard, and publish it. The custom dashboard is initially only accessible within the dashboard authoring console, but it can be linked to the customer's Eightfold account to make it available across the entire account.

Provisioning

To provision a custom dashboard for a customer, use the “Dashboard Authoring Console” under the “Dashboards” menu in the Talent Acquisition view of the customer’s account. Please refer to the Enabling Dashboard Authoring Console section to ensure this is enabled for the customer before proceeding with custom dashboard creation.

Enabling Dashboard Authoring Console

In order to enable the dashboard authoring console, at least one Eightfold authored QuickSight dashboard needs to have been provisioned for the customer. Read Provisioning for instructions on how to do this.

This step is required so that Eightfold can explicitly provision “datasets” or tables in QuickSight for custom dashboard authoring to use. Each dashboard is associated with its own set of tables, so you need to ensure that the dashboard associated with the tables you need for the custom dashboard have been provisioned in the customer’s account.

The user you are logging in has to have the perm_author_dashboard permission. For customers where this permission is not enabled by default, this permission has to be explicitly granted to the role the user belongs to using the Admin Console > Provisioning > Permissions & Roles.

Once the above steps have been completed, users should be able to see Dashboard Authoring Console in the Dashboards drop down menu on the Talent Acquisition navigation menu.

Creating a custom dashboard

Once the prerequisites are met, take the following steps:

1. Access the Dashboard Authoring Console through the Dashboards main menu in the Talent Acquisition view.
2. To author a new or edit an existing analysis, you need to be in the Analysis view within the embedded console; an editable dashboard is called an “Analysis” in Quicksight. For more information on datasets, read QuickSite datasets for customers. You can also reach out to our analytics team for information on the layout of analytics data in our tables.
3. Make your changes to the analysis until you’re ready to publish.
4. Once you’re ready to publish the dashboard, click on the share icon and choose Publish Dashboard as shown in the below:
   
   
5. Pick a suitable name for the new dashboard and click Publish.
   
   
6. Once the dashboard is published, note that this dashboard is currently only accessible within the Dashboard Authoring Console.
   
   
7. To make this available across the entire customer account, the custom dashboard still needs to be linked to Eightfold. To do that, go to More > Admin Console > Data Warehouse > Provision Dashboards and click Link Custom Dashboard.
   
   
8. From the dropdown list, pick the dashboard you just authored to link it to the customer’s Eightfold account and provide a suitable description.
   
   
9. Once you click Link in the above modal, the new dashboard should appear in the list of dashboards under the Dashboard menu in the Talent Acquisition navigation bar and in the list of customer dashboards as a custom dashboard.