Selecting profile variables

Select one or more profile variables to include in the source data for your dashboard.

You can add profile variables when you are creating your dashboard, or return at any point and add them by selecting Data Management from your dashboard. You can add as many profile variables as you require.

1. Do one of the following:
   • If you are creating a new dashboard, follow the steps in Create a dashboard until you get to the Data Selection page.
   • If you are adding profile variables to an existing dashboard, open the dashboard from the Dashboards page and click Data Management.
2. Select the Data Selection tab, and then select Profile Variables.
3. Locate the profile variable, or profile variables, you want to include and click the checkbox to the left of each profile variable to add.
   • To search for a profile variable, enter all or part of the profile variable name in the search text box.
   • Sort the profile variables listed in descending (A-Z. This is the default) or ascending (Z-A) order by clicking on the Variable Name column heading.
   • Browse through multiple pages of profile variables, if applicable, by clicking the page numbers at the bottom right of the Profile Variables table. You can also adjust the number of entries displayed on each page by selecting 10 (Default), 20, or 50 items from the Rows per page drop-down list.
   The profile variables you have added are listed in the Selected Data panel.
4. If the selected profile variables the only data sources you need for your dashboard, click Done.
   You can also continue with the data selection process by adding any of the following:

   • Surveys
   • Touchpoint
   • Data tables
   • User-defined fields