How to add a new board in Mixpanel
Creating boards in Mixpanel allows you to organize and visualize your analytics data in customizable dashboards. This guide walks you through the process of adding a new board, enabling you to consolidate key metrics and insights in one centralized location.
Quick summary
In this tutorial, you'll learn how to create a new board in Mixpanel from start to finish. By following these steps, you'll be able to set up a dedicated workspace for tracking and analyzing your product metrics.
Why this matters
Boards are essential for maintaining organized analytics workflows and enabling teams to monitor important KPIs at a glance. Creating dedicated boards for different projects or teams ensures that stakeholders have quick access to the metrics that matter most to their work.
Step-by-step guide
- 1
Navigate to boards section
Start by accessing the boards area in your Mixpanel workspace. This is typically found in the main navigation menu on the left side of the platform.
- 2
Click create new board
Look for the button to create a new board, usually labeled 'New Board' or with a plus icon. Click this button to initiate the board creation process.
- 3
Enter board name
You'll be prompted to provide a name for your new board. Enter a descriptive title that reflects the purpose or focus of your board, such as 'User Engagement Metrics' or 'Revenue Dashboard'.
- 4
Select board layout
Choose your preferred layout for organizing visualizations on the board. Mixpanel offers preset layout options that determine how many columns and rows your board will have.
- 5
Configure board settings
Set any additional preferences for your board, such as sharing permissions and refresh intervals. These settings control who can access the board and how frequently data updates.
- 6
Add visualizations to board
Begin populating your board by adding charts, graphs, and other visualizations. You can either create new analyses or add existing reports to your board.
- 7
Save and publish board
Once you've configured your board and added all desired visualizations, save your changes. Your board is now live and accessible to team members based on the permissions you've set.
Frequently asked questions
Common questions about how to add a new board in mixpanel.
Can I edit a board after creating it?
Yes, boards in Mixpanel are fully editable after creation. You can add or remove visualizations, change the layout, rename the board, and adjust sharing settings at any time by accessing the board's edit mode.
How do I share a board with my team?
After creating a board, access the sharing settings to control who can view or edit it. You can share boards with specific team members or make them available to your entire organization depending on your account permissions.
What types of visualizations can I add to a board?
Mixpanel boards support various visualization types including funnels, retention charts, segmentation tables, custom events, and time-series graphs. You can combine multiple visualization types to create comprehensive analytical dashboards.
Can I duplicate an existing board?
Yes, you can duplicate boards in Mixpanel to quickly create templates based on existing layouts. This feature is useful when you need to create similar boards for different projects or teams without starting from scratch.