Create a Dynamic Board in Unified Analytics

This section describes features that are only available within the Emplifi’s early access program.

The best way to approach the dynamic boards is to view them as a working area where you can create a custom set of widgets, configure data sources and filters, which you then save as view.

Steps:

1. On the Unified Analytics home page, click the Create a board.
   This action automatically creates a new board to which you will add new widgets.

   

2. Name the board.
   A new board adopts the user’s name and we recommend that you rename it now.

   

3. Use one of the following options to generate new widget ideas.

   

   Click one of the following options:

   1. Ask Emplifi AI
      AI responds to your question by generating widgets.

   2. Write the prompt
      AI uses your entry to generate the prompt and, subsequently, the widgets.

4. Select the data source and wait for the visualizations to appear.

   • Profile labels

   • Profiles

   • etc.

5. Review the widgets and apply the filters.

   • If the widgets do not match your needs, review your question/prompt and regenerate the widgets options.

   • If you want to use a generated widget, proceed to step 6.

6. Add one or more widget to a board.

   

   • Add to the current board
     Adds widget to the board that you are creating - the name of the board is in the top left corner of the modal (Awesome Board).

   • Create board
     Create another new board if a generated widget inspired you.

   • You can also add the widget to an existing board.

7. Close the modal and review your new board in the My boards.

   

You can add more widgets and data sources at any point later.

When you are happy with the board Configuration, do not forget to Create a Saved View to ensure that you have a board snapshot ready to share and schedule.