Create and Manage Custom Dashboards and Templates

Permissions to create, view, edit, and delete custom dashboards are set through roles. See Custom Dashboard Permissions and Create and Manage Custom Roles.

Access and Create Custom Dashboards

For Controller-level dashboards:

1. Click Dashboards & Reports to view existing custom dashboards or to create a new one.
2. If existing dashboard names display, click Dashboards.
3. Click + Create Dashboard.
4. Add widgets to the dashboard.
5. Click OK.

For tier/node-level dashboard templates:

1. In an application, in the built-in tier or node dashboard in which you want to create or use a custom dashboard template, click My Dashboards.
2. If there are no associated custom dashboards for the entity, click + Create a new Custom Dashboard.
3. If you want to associate an existing dashboard with the entity, click Associate Dashboards from the dropdown of the dashboard with which you want to associate the entity. See Associate a Custom Dashboard Template with a Tier or Node.

A dashboard has no content until you add widgets to it. See Widgets.

General Dashboard Characteristics

• Name—Dashboard names must be unique per Controller.
• Two layout types:
  • Grid—This is the default type that gives you a flexible layout that is easy to rearrange on the canvas. The grid layout also scales in size when viewed on mobile devices. You cannot overlap widgets using this layout type.
  • Absolute—Use this type to control width and height and the exact placement of widgets on the canvas. With the absolute layout, you can overlap widgets and use Send to Front or Send to Back actions to control what displays.
• Configurable auto-refresh Interval—Sets the data refresh rate in seconds.
• Dashboard Time Range—This setting applies only to Controller-level dashboards. From the Time Range dropdown, you can set a global time range for the dashboard. When you add widgets, you can specify whether the widgets use this global time range or a widget-specific time range. If you do not specify a widget-specific time range, the global time range is used for all the widgets.

Access the Dashboard Operations

While you are in edit mode, your changes are automatically saved. To save changes manually, disable Auto-Save and click Save. There is no way to save your changes manually. 

If you are accessing a dashboard on a mobile phone, click the Mobile icon for a better viewing experience. To access various operations concerning the dashboard, click Actions.

Widget Operations

You must be in edit mode to add and modify widgets. See Widgets.

Note that not all widgets share the same properties, and Analytics widgets cannot be edited using the multi-widget editing feature.

Delete or Modify a Custom Dashboard

For existing Controller-level custom dashboards:

1. Click Dashboards & Reports.
2. Click Dashboards.
3. In the Dashboards list, select the dashboard that you want to edit, delete, copy, share, or export, and click the appropriate button.

For existing dashboard templates:

In the My Dashboards tab of an entity associated with the dashboard:

• To modify an existing dashboard template, select it in the list and click Edit (pencil).

• To remove an existing dashboard, click Manage Dashboards from the dropdown, select the template in the list, and then click Delete.

Associate a Custom Dashboard Template with a Tier or Node

The My Dashboards tab of the built-in tier and node dashboards provides access to custom dashboards that are associated with the tier or node.

To view an associated custom dashboard populated with data from the entity, click the dashboard in the list displayed by the My Dashboards tab.

To associate one or more existing dashboard templates with the entity:

1. Click Associate Existing Dashboard with the Tier/Node for an entity that has no associated dashboards.
   Alternatively, click Associate Dashboards from the dropdown for an entity that already has at least one associated dashboard.

2. In the dashboard picker, move the dashboards to associate from the Available Dashboards list to the Selected Dashboards list.

To disassociate a dashboard template with an entity:

1. In the dropdown, click Associate Dashboards.

2. In the dashboard picker, move the dashboards to disassociate from the Selected Dashboards list to the Available Dashboards list.

Dashboard Templates Associated Across Applications

All the widgets in a custom dashboard template that is associated with a tier or node in a different application must use the default baseline if they use a baseline.

To set a widget's baseline to the default baseline, or to verify that it is set, in the Select Baseline section of the Advanced panel of the widget Edit Series pane, select Default Baseline.

Manage Custom Dashboard Templates

To perform miscellaneous operations on dashboard templates:

1. In the dropdown, click Manage Dashboards.

2. From the Tier or Node Dashboards panel, you can:

   • Delete, copy, import, or export a selected dashboard template.

   • Create a new dashboard template.

   • Associate an existing template with tiers or nodes in the application.

   • View and edit an existing dashboard template.