Jump to main content

# Creating a Data Card

1. In the left pane, select Manage and Data Views.

2. On the Data Views page, select +Add and Data Card.

   Note: The New Data Card pane displays on the right side of the page, and a preview of the data card displays in the middle of the page.
3. Enter a name for the data card and select an option in the Product Entity Type list.

   Note: The selected entity type determines the available entity type categories and data points for the summary. After you select an entity type, entity type categories display in blue font and data points display in black font.
4. Select an entity type category (in blue font).
   Note: Selecting a category displays the data points for a category. To return to a previous category, select .

5. Select + next to a data point to add it to the data card.
   Note: Data points appear in the order they are added. The data card preview is automatically updated as data points are added.
   Note: To delete a data point, hover over the data point and select the . To move a data point up or down in the list, hover over the data point and select or .

6. Continue to add data points. Select Save when finished adding data points.

Note: To delete a summary, hover over the data card in the Data Views grid. Select , and Delete. Select Confirm.