Introduction to Dashboards

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Irene Šimić

In this article you will learn how to use the Dashboards section.

 

Introduction to the Dashboards 

To learn what is a dashboard, please check out our article: What is a Dashboard?

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Get ready to

  • Visualise your dashboards with a brand new and shiny interface
  • Use single KPI, bar chart, line chart, stacked bar and pie chart widgets
  • Resize and reorganise the widgets in a dashboard
  • Share your dashboard wherever you want with the dashboard link
  • Visualise your responsive dashboards in your mobile phone or tablet

 

How to set up your first Dashboard

To set up your first Dashboard, please follow the next steps:

  1. Go to one of your accounts
  2. Access the new Dashboard section, going to the top left Product menu of the platform and clicking on Dashboards.

    Dashboards_Menu.gif
     

  3. In the new section, click on the + button to create a new Dashboard, and name it (you will be able to edit the name later) 
    mceclip0.png.      mceclip1.png

     

  4. In the set up screen, click on Add widget and choose Dashboard widget or Analytics widget. Learn more about Analytics widgets in the section Create an Analytics widget directly from a Dashboard below.


     
  5. Add all necessary widgets, change its layout and share your Dashboards! See below in the article to learn more about this.

 

Create an Analytics widget directly from a Dashboard 

You can now add an Analytics widget directly from a dashboard. There is no need to create the analysis in Analytics first.

To create an Analytics widget:

  1. Open your dashboard and enter edit mode.

  2. Click on Add widget and select Analytics widget.


     

  3. The analysis editor opens. Click on + Add data and choose the type of data you want to analyse (for example, By category).


     

  4. Configure the data block. For example, select a Category (e.g. Electricity - Import) and a Parameter (e.g. Active energy). You can also adjust the Total and breakdowns, Temporal Operation and Hierarchical Operation if needed.
  5. In the General tab, set the Period, Resolution (e.g. Daily), Compare with, Visualisation and Accumulator operation.

  6. Click on Save and go back. The new widget is added to your dashboard.

    Tip: Keep the Period set to Context so the new widget follows the dashboard period. See the next section to learn more.

 

Change the period of your Analytics widgets in one go (Global Period) 

With the Global Period option, you can update all compatible Analytics widgets at once by changing the period at dashboard level, without editing each analysis individually, selecting the "Context" option. 

 

Make an analysis follow the dashboard period

  1. In edit mode, hover over the Analytics widget and click on the Edit Data icon to open the analysis.


     

  2. In the General tab, open the Period selector and select Context as the type of period (next to Rolling and Fixed).


     

  3. Click on Save and go back to save your changes.

From now on, the analysis will update whenever the dashboard period changes. It follows the same behaviour as the period in the new Reports.

 

Change the dashboard period

  1. Click on the period selector at the top left of the dashboard (for example, Last quarter).

  2. Choose a new period, such as Last month, Last 12 months or Current quarter, or set a custom one.


     

  3. All Analytics widgets set to Context will update automatically to the new period.

Important: Global Period applies only to Analytics widgets. It does not apply to previously created Dashboard widgets. To make the most of this feature, you may need to update the analyses in your existing dashboards so that they use Context as their period.

 

Types of information that you can show in a Dashboard

Depending on the type of data that you want to visualise, you can choose between the ones in the following list. Check out our articles to learn more about them.

 

More Dashboard Customisation

Shareability

To share a dashboard with anyone, you can use a Dashboard link. This link will be accessible from anywhere with no need to be logged into the platform, and the data will be refreshed automatically every 15 minutes.

You can also share your dashboards inside the platform, with a group of users so that they can view or even edit a Dashboard created by you.

Learn how to share your dashboards here.

 

Duplicating Dashboards

Do you want to duplicate Dashboards, so you can replicate them and keep the same configuration?

Learn how to duplicate Dashboards in this article.

 

Layout design

You can modify the size of any widget and reorganise your Dashboard based on the type of screen (Desktop, Tablet or Mobile). Learn how to do it in this article.

 

Pin your Dashboard

Do you want your account's user to see your favourite Dashboard when they enter the platform?

Learn how to pin a Dashboard with this article.

 

Star your Dashboards

Do you want your users to see their favourite Dashboards top-listed in your dashboard page? 

Learn how to star your Dashboards with this article.
 

 

Custom your widgets

In this article, you will learn what can you change in your widgets and how.

 

 

Tips and Tricks

In the Dashboards, there are several things that you can do to personalise your view:

  • You can modify the widget tile - only content, not the format.
  • You can add checkpoints in the widget as constant values ( available for some widget).

     

Add several devices at once

This feature eases the selection of several devices (up to 20 devices) in the widget in one go, allowing users to filter by a string of text and hit the button: Select the x-x of "All items".

Note: You can also use this character trick "*" in the Consumption Feature to visualise all your devices in one click.

 

Creating widgets from groups

If you create a widget using data from a group, be aware that only the following periods will be available:

  • Current month
  • Last month
  • Year to date
  • Previous year

 

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