Creating and Editing Dashboards

Dashboards allow you to quickly view the information that you want to see the most.

Creating a New Dashboard

1. Choose Custom Views > Dashboards from the left navigation bar.

2. Click the + add button.

3.  Create a dashboard name.

You can now add gauges to your new dashboard.

Working with Gauges

Adding a Gauge

Click the green Add Gauge button to add a gauge to your dashboard.

1. Type a name for the gauge in the Name text box.  

2. Choose a Graph Type from the drop-down list. The graph type will determine the remaining fields to complete within the dialog box.

3. Complete the remaining fields in the New Gauge dialog box. Most graph types will require you to identify:

• Color Ranges allowing you to display green, yellow and orange backgrounds by range of readings to easily see any nodes exceeding their expected range.

  • Uncheck the Disabled box if you wish to use

  • Slide the values boxes to differentiate desired color ranges 

  • Modify the mix/max values of the range as desired

• Monitoring node from the Node drop-down list

• Channel for the gauge from the Channel drop-down list (e.g., Cost)

• Time period you want to measure from the Chart Time drop-down list (e.g., 24h for 24 hours)

• Select min, avg, or max check box(es) under the Values section to capture the minimum, average, or maximum readings in a time period (i.e., choose 24h and minimum to display the lowest reading for each hour over 24 hours)

• Consolidate individual nodes under the Consolidation section for times when you don't need to display individual node data points. Check the Group Nodes box. The chart will automatically calculate new min/max/avg values.

1. Click the blue Add button to add the new gauge to the dashboard.

2. Repeat this process to add additional objects to the dashboard.

3. Click the green Save button in the dashboard top menu to retain your additions. You may make additional changes at any time.

Specialty Gauge - Represent Node Alert Status as a Gauge

Node alert status can be represented as a type of state gauge.

1. Go to Analysis > Create & Edit and find the dashboard to which you wish to add a gauge. You may filter by Type to narrow your search and/or you may enter the dashboard name to find. Scroll through the resulting list for the dashboard you desire.

2. Click the Edit button in the Actions column.

 
3.  Click the green Add Gauge button.

4. Complete all fields in the New Gauge window.

• Name: the gauge label that will appear in the dashboard

• Graph Type: Choose State from the dropdown box

• State Type: Choose Node Alert from the dropdown box

• Node Alert: Select from the list of existing node alerts

• State 0 Label: State 0 refers to the operating status when the alert is not triggered, the label should reflect that operating status; e.g. "Cabinet Closed"

• State 0 Color: Choose one of the gauge colors

• State 1 Label: State 1 refers to the operating status when the alert is triggered, the label should reflect that operating status; e.g. "Cabinet Open"

• State 1 Color: Choose an alternative color from State 0 to draw attention to the gauge if an alert is triggered

5. When finished, click the blue Add button

6. Position and size the new gauge as desired following the Positioning Charts within a Dashboard instructions below.   

7. Click the green Save button in the dashboard top menu to save the updated dashboard. 

Duplicating a Gauge

To duplicate an existing gauge, complete the following steps:

1. Click Edit within the gauge you want to duplicate.

2. In the Edit gauge dialog box that is displayed, click Duplicate. The gauge is added to your dashboard.

Deleting a Gauge

To delete a gauge from your dashboard, complete the following steps:

1. Click Edit within the gauge you want to delete.

2. In the Edit gauge dialog box that is displayed, click Delete.

Publishing a Gauge

To create a public read-only URL to the dashboard, click Publish in the Dashboard top menu.

Duplicating a Dashboard

1. Choose Analysis > Create & Edit from the left navigation bar.

2. Click the Copy button in the Actions column for the dashboard you wish to copy.

3. Rename the dashboard as desired.

Editing a Dashboard

1.  Go to Analysis > Create & Edit and find the dashboard to which you wish to add a gauge. You may filter by Type to narrow your search and/or you may enter the dashboard name to find. Scroll through the resulting list for the dashboard you desire.

2. Click the Edit button in the Actions column for the dashboard you wish to edit.

Make the desired changes and click the green Save button when you are done. You may always make additional changes at another time.

Adding a New Gauge

Follow the “Adding a Gauge” instructions above.

Editing an Existing Gauge

Click the blue Edit button within a specific chart.

1. Make desired changes within the Edit Gauge dialog box and click the blue Apply button when done.

2. Click the green Save button in the dashboard top menu to retain your modifications. You may make additional changes at any time.

Annotate Charts in a Dashboard

There may be times you wish to call out specific information within a chart in a dashboard. Note that annotations are not saved once you exit the dashboard.

Open the dashboard and hover over the download arrow beside the applicable chart or graph to display Download as ..., Save data ..., and Annotate functionality.

Click Annotate to enable the annotation edit pencil icon then click the pencil icon

Hover over annotation options to:

• Add a Shape or Text

• Temporarily change an element of the chart

• After adding an annotation you may download an image of the annotated chart

• Cancel the annotation changes

Positioning Charts within a Dashboard

You can position gauges and charts within a dashboard by dragging and dropping where desired. You can resize an object by dragging its corner in or out. When you require more granular positioning and sizing you can specify the object's exact X and Y coordinates within the dashboard as well as object pixel size.

Click anywhere in the object to reveal several input text boxes allowing you to edit the object's positioning and size. Update the desired position and size information. Hitting the Enter key after each input will update the object's location/size. Alternatively, you can click the blue arrow within the shaded box to apply changes.

Click the green Save button in the dashboard top menu when you are done.

Publish, Download and Export Dashboards and Charts

Publish a Dashboard

1. Find the desired dashboard in Analysis > Create & Edit.

2. Check the box in the Published column to create a public read-only URL to the dashboard.

Export a Dashboard

1. Find the desired dashboard in Analysis > Create & Edit. 

2, Select the Export button in the Actions column.

Export an Individual Chart within a Dashboard

In addition to exporting an entire dashboard, you can export detailed chart data points.  

1. Find the dashboard containing the chart you wish to export in Analysis > Dashboards. Click on the dashboard name to open it.
   

2. Hover over the download arrow beside the applicable chart or graph to display "Download as ..." "Save data ..." and "Annotate" functionality.

Hover over the Download as ... option and select desired file type - PNG, JPG, SVG or PDF

Hover over Save data ... option and select the desired file type - CSV, XLSX, or JSON