Dashboards¶

Dashboards provide users with the ability to create their own view of asset data and to also create standardized views of their assets for others in their organization.

Layout¶

Dashboards are free form canvases that contain visualization panels on them to represent an overview of asset data. Users can adjust the panels layout and size on the canvas grid ("drag and drop"). There is a 12 column grid that the panels align to and also that enforces each panels' minimum and maximum width and height.

Dashboards can be edited by anyone with access rights to it, including moving panels around, changing the sizes, and adding/removing panels.

To edit the layout and size of the panels, click the Lock icon to unlock the dashboard.

Creating Dashboards¶

An Asset or Group can have one or more dashboards, by default a new custom Asset has 1 to begin with called 'Custom' and Groups do not have a dashboard by default.

To create another dashboard for an Asset, click the plus button, select 'Add New Dashboard' and give it a name.

Dashboard Names and Order¶

Users can change the order of the dashboard or the names by using the 'Edit Dashboard Order' menu item.

Panels¶

Dashboard panels are visualizations that include types like gauges, a simple number, line charts, and image overlay. Each panel itself has its own configuration options including selecting the asset data to be used and other configurable parameters such as time scale for charts.

Shared Public URL Dashboards¶

Dashboards may be shared using a unique URL and a configurable password to allow viewing the dashboard without a normal user log-in. When using this shared dashboard URL, all navigation and editing access is removed.

Dashboard Passwords¶

Shared dashboards require a password to help protect from being viewed by anyone on the public internet. It is also possible to allow dashboards with no passwords. This must be enabled by an administrator.

Kiosk / Full Screen¶

Shared dashboards were also built for supporting kiosk and full-screen mode applications where the entire dashboard filling a screen is required. Shared dashboards auto-refresh the page every 10 minutes, panels receive real-time data updates, and does not require a user to log-in, keeping important user credentials off of computers driving kiosk displays.

Asset Dashboards¶

Dashboards may display data from any number of assets. Alternatively, users may create dashboard(s) associated with an asset.

Asset dashboards can be especially convenient when using the duplication functionality to quickly create multiple assets with dashboards that are similar. When an assets is duplicated (used as a starting point for a new asset), any dashboards associated to the initial asset will be copied.

Private / Group Visibility Settings¶

When creating a dashboard, the user will only see assets and signals available to them based on their permissions.

When a dashboard is created, it is by default 'private' and only available to the user who created it. The user who created the dashboard can also make it available to a group of users if that user has the proper role functions for the group.

Shortcuts¶

Users may have access to many dashboards. Users can mark specific dashboards as shortcuts, so that those dashboards appear at the top of the left hand navigation menu for quick access.

Duplication¶

Dashboards may be duplicated, which creates an exact duplicate of the original. A user can edit the duplicate version, while leaving the original dashboard as it was.

When an assets is duplicated (used as a starting point for a new asset), any dashboards associated to the original asset will be duplicated as well.