Custom Dashboard

| Introduction

A dashboard is a powerful visual representation of key data points and metrics, typically presented in a graphical format on a single screen or interface. Dashboards serve as a consolidated view of crucial information, enabling users to monitor, analyze, and understand complex data with ease and speed. By transforming raw data into actionable insights, dashboards empower decision-makers to stay informed and responsive in real-time.

One of the standouts features of dashboards is their ability to consolidate data from multiple sources into a unified view. This aggregation of information from various systems or datasets provides a comprehensive overview of business or operational performance. Whether it’s sales figures, customer feedback, or operational metrics, dashboards bring all relevant data together, offering a holistic perspective that is essential for strategic planning and performance tracking.

| Customizable Dashboard

Moreover, dashboards are highly customizable to meet specific user needs or organizational requirements. Users can configure layouts, choose which metrics to display, adjust visual styles, and set up alerts or notifications based on predefined conditions.

This flexibility ensures that each dashboard is tailored to the unique demands of its users, enhancing its effectiveness and usability. By allowing for such personalization, dashboards not only improve data accessibility but also ensure that the most relevant information is always at the forefront, driving better decision-making and operational efficiency.

Dashboards can be categorized into 3 types:

• Personal Dashboards (Created by Me)
• Shared Dashboards (Created by Me)
• Shared by Others

Creating a Dashboard

• Login to Internal Portal

• Select the Dashboards tab

The Dashboards tab is displayed

Adding a New Dashboard

• Click Add New Dashboard

The Dashboard Pool is displayed

The dashboards created by me and dashboards created by others are present in the dashboard pool.

• Click Create New Dashboard
• Enter the dashboard name
• Enter the Why description for the dashboard
• Enter the What description for the dashboard

The Dashboard can be toggled between personal and shared

The dashboard can be shared for Internal support users and Internal Support Users + ClimaVision Web Ui Users

• Click Continue to create the Dashboard

The Dashboard is created.

 

Adding a Chart to Dashboard

• Select the scope from the dropdown

• Select the time range to be considered.

• Select the frequency from the dropdown list

• Click add widgets to select the custom charts option

The Custom Chart list is displayed

• Created by me charts are created by the user
• Shared by others are charts shared by others

Creating a New Chart

• Click Create New Chart to create a new chart

The Chart Builder is displayed

• Enter the Widget Name
• Enter the Why description
• Enter the What description

• Select the Build type

• Search and select the required tags along with the corresponding matching points

• Add more parameters as required

Note: A maximum of 10 parameters can be added.

• Parameters can be added or deleted using the delete and edit icons

• Click Add calculated parameters to add calculated parameters to the widget

• Click the calculator icon to display the blockly sequence

• Edit the name of the widget
• Click to save and confirm the calculation blocks built
• Click Back to Parameters to go back to the parameters addition section
• Select add chart to select the chart configuration values

The chart builder is displayed.

• Select the chart type from the dropdown list

The chart is displayed.

 

• Enter a chart name or edit the default chart name

• Select the view type

• Select the view by option from the dropdown list

The chart advanced settings consist of options to label and sort X axis and Y axis and set minimum values for them.

• Select the X Axis position from the drop-down list

• Select the Y axis position from the drop-down list

• Select the sorting configuration from the dropdown list

• Click the color palette to color code the parameters

• Click the custom option to customize the color code of choice

• Select the aggregation value from the dropdown list

• Select the sharing option for Internal support users or Internal support users+ Facilisight users

Bar Chart

• Select Bar Chart from the dropdown option

• Click generate preview to preview the chart

The Bar Chart is displayed.

Area Chart

• Select the area chart option from the dropdown to change to another chart

• Click generate preview to preview the chart

The Area chart is displayed.

Line Chart

• Select the line chart option from the dropdown to display the line chart

• Click generate preview to preview the chart

The Line chart is displayed.

Dotted Line Chart

• Select the dotted line chart option from the dropdown list to display the chart

• Click generate preview to preview the chart

The Dotted Line chart is displayed.

Pie Chart

• Select the Pie chart option from the dropdown to display the line chart

• Click generate preview to preview the chart

The Pie chart is displayed.

Donut Chart

• Select the donut chart option from the dropdown list to display the donut chart

• Click generate preview to preview the chart

The Donut Chart is displayed

Sunburst Chart

• Select the Sunburst chart option from the dropdown list to display the sunburst chart

• Click generate preview to preview the chart

The Sunburst chart is displayed.

Terrain Chart

• Select the Terrain chart option from the dropdown list to display the terrain chart

• Click generate preview to preview the chart

The Terrain chart is displayed.

Box Plot

• Select the Box Plot option from the dropdown list to display the box plot

• Click generate preview to preview the box plot

The Box Plot is displayed.

Gauge Chart

• Select the Gauge Chart option from the dropdown list to display the Gauge chart

• Select the start angle, End angle, min and max value

• Select the condition, value, display name and color from the color palette

Note: A maximum of 10 conditions can be added to the chart

 

• Click generate preview to preview the Gauge chart

The Gauge chart is displayed.

Copying a Chart

• Select a chart from the shared pool to copy

• Click Duplicate chart to create a copy of the chart

• Click Create a new chart

The chart has been created successfully

Deleting a Chart

• Click on a chart created by me

• Click on continue

• Click delete to delete the chart

• Click Continue

• The chart is deleted successfully

Note: Only charts created by me can be deleted or edited. Charts shared by others are for viewing only.

Duplicating a Dashboard

• Click Add a New Dashboard

The Dashboard pool is displayed.

• Click on a dashboard to duplicate

• Click on the gear icon to display the duplicate and export option
• Click Duplicate Dashboard

The Dashboard can be further duplicated.

Exporting a Dashboard

• Click on Export option to export a dashboard 

• Select the File Type in PNG or XLSX format

• Click Download

The File is downloaded successfully.

| Dashboard Actions & Permissions

The permissions and corresponding actions for a user creating/editing/accessing a dashboard is given as below:

User Groups	Create New Dashboard	Edit Dashboard (Own)	Add Dashboard	Access Dashboard	View Dashboard Pool
Support/Installer L2/L3	Yes	Yes	Yes	Yes	Yes
OFM, PFM, SFM, Installer 1	Yes	Yes	Yes	Yes	Yes
Installer L0, VFM	No	No	No	No	No

 

The permissions and corresponding actions for a user creating/editing/accessing a widget are given as below:

User Groups	Create New Chart	Edit Chart (Own)	Add Chart to Dashboard (Own)	View Chart & Widget Pool
Support/Installer L2/L3	Yes	Yes	Yes	Yes
OFM, PFM, SFM, Installer 1	No	No	Yes	Yes
Installer L0, VFM	No	No	No	No

 

| Important Points to Consider

• A user can add only add a maximum of 15 widgets to a chart
• Scope selection is not common for all dashboards
• There can be a maximum of 15 dashboards per user view
• There can be a maximum of 10 parameters per chart
• Support users can share it with only Support users or Support + ClimaVision Web Ui users
• Group option is available for Chart level and Dashboard level