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Dashboards

Dashboards extract useful information and form conclusions to maximize the value of data. They enable detailed study and analysis of data to reveal patterns, trends, and insights that help enterprises make informed decisions, improve operational efficiency, optimize processes, and predict future development trends.

We collect extensive raw data, which requires a structured approach to define this data and the rules for generating corresponding metrics.

You can use it to:

  • View data in daily, weekly, monthly, yearly, or custom time frames.
  • Quickly filter and locate issues through data analysis.
  • Support organizational decision-making processes.
Term Description
Dashboard A collection of all charts you have added.
Custom Dashboard Select charts from multiple modules and suites.
Preset Dashboard Add charts from a single suite with one click.
Shared Dashboard Save as a template that can be added by other team members.
Chart A widget within a dashboard.

Dashboard

Add Custom Dashboard

  1. Click "Add" and "Add Custom Dashboard" in the top right corner.
    Note: This applies when there is already a dashboard on this page. If not, click "Add" and "Add Custom Dashboard" in the center of the page.
  2. Enter a "Dashboard Name".
  3. Select the charts you want to view in the pop-up.
    Note: Set as Default: Select "Yes" to display this dashboard as the first one on the page.
  4. Remove unneeded charts by clicking "Remove" in the upper right corner of each chart.​ Click "Copy" to copy the charts, so you can choose different time frame to compare the data of two charts, up to 10 charts can be copied.
  5. Drag and drop to resize the layout of charts.​
    Note: When you hover your mouse over the bottom right corner of a chart, you can drag and stretch the chart to change its size.
  6. Click "Submit".
    Note: Once you have created a dashboard, you can add more by clicking "Add" → "Add Custom/Preset Dashboard".

Add IOT Equipment Dashboard

  1. Click "Add" and "Add Custom Dashboard" in the top right corner.
    Note: This applies when there is already a dashboard on this page. If not, click "Add" and "Add Custom Dashboard" in the center of the page.
  2. Enter a "Dashboard Name".
  3. Select the IoT Equipment tab.
  4. Select the chart type you want to view in the pop-up.
  5. Click "Select Data Point" within the charts.
    Note: If you select multiple data points, multiple charts will be created simultaneously. You can select up to 10 data points for one chart type. You can also filter data points by equipment type and equipment system.
  6. Select "Saved as Default".
    Note: Select "Yes" to display this dashboard as the first one on the page.
  7. Remove unneeded charts by clicking "Remove" in the upper right corner of each chart.​ Click "Copy" to copy the charts, so you can add charts of different equipment data points quickly.
  8. Drag and drop to resize the layout of charts.​
    Note:* When you hover your mouse over the bottom right corner of a chart, you can drag and stretch the chart to change its size.
  9. Click "Submit".
    Note: You can also re-select data points.

Add Preset Dashboard

  1. Click "Add Preset Dashboard" in the top right corner.
    Note: This applies when there is already a dashboard on this page. If not, click "Add" and "Add Preset Dashboard" in the center of the page.
  2. Click "Add" in the pop-up.
    Note: We have dashboards for five suites. What you can view here depends on the suites you purchased.
  3. Edit the "Dashboard Name".
    Note: A default dashboard name will be pre-filled. You can edit and change it.
  4. Select the chart you want to view in the pop-up.
    Note: Set as default: Select "Yes" to display the dashboard as the first one on the page.
  5. Remove unneeded charts by clicking "Remove" in the upper right corner of each chart.​​ Click "Copy" to copy the charts, so you can choose different time frame to compare the data of two charts, up to 10 charts can be copied.
  6. Drag and drop to resize the layout of charts.​
    Note:* When you hover your mouse over the bottom right corner of a chart, you can drag and stretch the chart to change its size.
  7. Click "Submit".
    Note: Once you have created a dashboard, you can add more by clicking "Add" → "Add Custom/Preset Dashboard".

Share Dashboard

To view shared dashboards, a configuration administrator must first set up the template.

Share as Template

  1. Add charts, set the time frame, and configure filters for the dashboard.
  2. Click "Actions" in the top right corner.
  3. Click "Share as Template".
    Note: This template can then be applied to the shared dashboard section for others to select. Everyone can add this template as their own dashboard. Please note that the time frame of the charts and dashboard will not be saved as part of the template.

Add Shared Dashboard

  1. Click "Add" in the top right corner.
    Note: This applies when there is already a dashboard on this page. If not, click "Add" and "Add Shared Dashboard" in the center of the page.
  2. Click "Add Shared Dashboard".
  3. Select the previously created template and click "Apply".
  4. Click "Submit" if no adjustments are needed.
    Note: The dashboard name will be pre-filled, but you can also edit it. The dashboard can be shared with everyone under this site.

View Dashboard

  1. Select a time frame and view the dashboards.

Edit Dashboard

  • Click "Actions" in the top right corner.
  • Click "Edit Information".
    Note: You can change the dashboard name and set your dashboard as default here.
  • You can also click "Add Chart".
    Note: Click "Confirm" after selecting what you want to add. The dashboard will automatically save when you add or move charts.
  • You can also click "Delete Dashboard".

Subscribe Dashboard

  1. Select the charts you want to view and set the appropriate time frame.
  2. Click "Actions" in the top right corner.
  3. Click "Add Subscription".
    Note: You can add up to 5 subscriptions.
  4. Select the recurrence range.
  5. Select daily, weekly, monthly, or annual as the recurrence pattern.
  6. Enter recipients.
  7. Enter subject and content.
  8. Click "Save".
    Note: You can then click "Manage Subscription" in the top right corner. Recipients will receive emails according to the configuration. They can open the HTML attachment and view the dashboard but cannot adjust the time frame.

Widgets

Saved as Default

  1. Set the time frame for each chart.
  2. Click "Save as Default".
    Note: This allows you to customize the time frame for each chart. These settings will be associated with your account for convenient dashboard viewing.

Copy/Remove Charts

  1. Click "..." in the top right corner of the chart.
  2. Click "Copy" or "Remove".
    Note: After copying the chart, you can rename it to distinguish between the two charts.

Customize Chart Name

  1. Click "..." in the top right corner of the chart.
  2. Click "Rename".
  3. Enter the chart name.
    Note: You can also click "Refresh to Default" to revert to the original name.
  4. Click "Save".