Manage Dashboards

Custom dashboards are pages with custom set of views.
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HID_Create_a_Custom_Dashboard
To add a page with a custom set of views, create a custom dashboard. To modify the views or layout, edit an existing dashboard. To use an existing dashboard as a template, copy the dashboard.
In this article:
Create a Dashboard
To add a dashboard to the dashboard menu, create a dashboard.
Prerequisite:
You have the Create a Dashboard role right.
Follow these steps:
  1. Click the
    Dashboards
    tab.
    A list of available dashboards appears. Each pane on the page corresponds to a menu.
  2. Click
    Add Dashboard
    next to the menu where you want the dashboard to appear.
    The
    Add Dashboard
    page appears.
  3. Complete the following fields:
    • Dashboard Menu
      Specify the menu where the dashboard appears.
    • Menu Item
      Specify the name of the dashboard in the menu.
    • Dashboard Title
      Specify the title that appears at the top of the dashboard page.
  4. In the
    Layout
    section, select a layout template for the dashboard. Each layout treats the page as a table with rows and columns for views. The layout buttons indicate the number of views in each column and row on the page. Select a layout before you add views.
    Some views, such as scorecards, MultiView, and MultiTrend views, include a lot of detail and require more screen space. These views do not render well in layouts with more than one column.
  5. In the
    Views
    section, click and drag views to the page layout. The maximum number of views per dashboard is 25.
    To customize the view settings, click the View Settings (gear) icon for the view.
    For more information about how to configure views, see Customize Views.
    To limit the list of views, click
    Select Context
    , and select a group, item, or device. Views that you add to the layout are pinned to the selected context.
  6. Click
    Save
    .
The dashboard is saved, and is added to the selected menu. The dashboard page refreshes to reflect your changes. The changes persist across login sessions.
Edit a Dashboard
To add or remove views, or rearrange views, edit a dashboard. You can save the changes to your own user account.
Prerequisites:
You have the Administer Shared Dashboards role right or the Create a Dashboard role right.
Follow these steps:
  1. Click the
    Dashboards
    tab.
    A list of dashboards appears.
  2. For the dashboard that you want to edit, from the
    More options
    menu in the upper right corner, select
    Edit Dashboard
    .
  3. Edit the dashboard as required, and then click
    Save
    .
The dashboard reloads and shows edited settings.
Copy a Dashboard
To use an existing dashboard as a template for a new dashboard, copy the dashboard.
Prerequisites:
You have the Create a Dashboard role right.
You can copy the dashboards in your
My Dashboards
menu only within your
My Dashboards
menu. You cannot copy a dashboard from your
My Dashboards
menu to another menu.
Follow these steps:
  1. Open the dashboard that you want to copy.
  2. Click
    More options
    in the upper right corner, and then click
    Copy Dashboard
    .
    The
    Copy Dashboard
    page appears.
  3. Complete the following fields, and then click
    Save
    :
    • Dashboard Menu
      Select the dashboard menu where you want the copied dashboard to appear.
    • Menu Item
      Specify the name for the dashboard.
    • Dashboard Title
      Specify the title that appears at the top of the dashboard page.
A copy of the dashboard is created. The dashboard opens.
Customize Dashboards
Custom dashboards are dashboards that you have customized. You can customize dashboards with different set of views, context, and layouts. You can use custom dashboards to troubleshoot issues or long term to monitor categories of items.
You can use the custom dashboards that the Administrator has created and the out-of-the-box dashboards and the views that are associated with all registered data sources. Log in to access the dashboards that are assigned to your user account.
Examples:
  • A regional manager uses a dashboard that pins views to each site group in that region.
  • A systems administrator uses a dashboard to monitor all servers.
  • A network engineer uses a dashboard with views pinned to problematic routers or critical interfaces.
Change the Context of a Dashboard
The dashboard context filters the data that appears in views on the dashboard. When you select a group for a standard dashboard, you apply a filter to all views on the page. When you select a group context, items from all subgroups that are available to you appear in views on the dashboard. However, the same subgroups might not appear on the
Items
tab in Group administration.
For more information about how to manage groups, see Groups.
You can also view dashboards in multiple windows, and apply a different data context to each dashboard.
Follow these steps:
  1. Click the
    [change]
    link under the title of the dashboard.
  2. Select a group from the group hierarchy.
  3. Click
    OK
    .
    The views on the page with dynamic context are refreshed to reflect the new data context. The change applies until you log out.
Filter Data in Dashboards Based on Specific Time Periods
Filter data based on specific time periods to help with troubleshooting performance issues. For example, you can show data from the last seven days by changing the time range. In this case, the time range helps you to determine whether an issue is occurring regularly.
You can select a precise time range for the performance data shown in the current dashboard. Use the time period selectors to select the day, the start time, and the end time. When you change the time range for a dashboard, the change applies to all dashboards in that window. To compare content in different time ranges, open the dashboard in multiple browser windows or modify specific views to show a fixed custom time range.
Follow these steps:
  1. In the dashboard that you want to filter data, click
    Change the selected time range
    (the down arrow) in the upper-right corner of a dashboard.
  2. Select the default time period by which to filter data in the dashboard from the list or specify a custom time range, and then click
    Apply
    .
    The selected time range is applied to the dashboard.
Apply a Business Hours Filter to a Dashboard
To show data in a dashboard for particular business hours, you can apply a business hours filter to it as part of the user-session page context. This sets the reporting profile that persists during your user session. The filter filters the data that appears in the views on the dashboard. User-session level business hours filters remain applied when switching between context pages, navigating between dashboards, and changing time ranges.
Most views on dashboards show filtered data. For a complete list of the views that support business hours filtering, see see Configure Business Hours Filtering.
You can also set the reporting profile by specifying a site group that is associated with a business hours definition to a page context.
The applied business hours on dashboards (session business hours filter) supersede the page context for the site group if the site group is associated with a business hour filter.
Best Practice:
When using a dashboard with applied business hours, ensure that you have applied the business hours filter in the most meaningful manner by selecting a site group as the page context before applying the business hours filter.
When applying a business hours filters to a dashboard as part of your user session, the business hours override other business hour settings in the following priority order:
  1. Business hours and time zone explicitly assigned to a view.
  2. Site group that is associated with a business hours filter explicitly applied to a view.
  3. Business hour filters applied to a dashboard or a context page (session-level business hours).
  4. Site group that is associated with a business hours filter specified at the context level.
Follow these steps:
  1. On the dashboard to which you want to apply a business hours filter, click the
    Apply Business Hours
    (clock) switch icon in the upper-right corner of the dashboard.
    This icon indicates whether business hours are or are not being applied to the dashboard.
    The
    Apply Business Hours
    dialog opens. The
    Context Business Hour
    shows the context page-related business hours filter that you have applied. The
    Session Business Hour
    shows the user-session level business hours filter that you have applied to the dashboard.
  2. Complete the following fields, and then click
    Apply
    :
    • Apply Business Hour Filter
      Enable this option. By default, business hours are not enabled.
    • Business Hours Filter
      Select the business hours filter that you want to apply to the dashboard. Or, to disable the business hours filter that are associated with a site group that is applied to the context page, select
      No business hour selected
      .
    • Business hour and time zone
      The time zones from which you want to choose in the
      Time Zone Filter
      drop-down.
      Options:
      • Recommended hours/zones:
        Lists the time zones that are associated with the business hours you have chosen.
      • System defined hours/zones:
        Lists the time zones that are associated to site groups.
      • Any hours/zones:
        Lists all time zones.
      Default:
      Recommended hours/zones
    • Time Zone Filter
      If you selected a business hours filter, select the time zone that you want to apply to the dashboard.
    • Apply Changes
      Select the user-session level to which to apply this business hours filter.
      The option you choose changes the priority order in which business hours override other business hours.
      Options:
      • My Current Session:
        Applies this business hours filter to
        all
        context pages during your user session.
      • Current Session for Page only:
        Applies the business hours filter to
        this
        context page only during your user session. This option does
        not
        override the priority of business hours filter explicitly applied to a view.
        This option supersedes the
        My Current Session
        option for the applied business hours filter on this context page.
      • My Current Session override views:
        Applies the business hours filter to
        all
        context pages during your user session and overrides the properties for applied business hours filters to views.
        This option requires the Administer Shared Dashboards and Edit Shared Views role rights.
      • Current Session for Page override views:
        This applied business hours filter applies to
        all
        context pages during your user session and overrides the options for the business hours filter explicitly applied to the views on the context pages.
        This option requires the Administer Shared Dashboards and Edit Shared Views role rights.
      Default:
      My Current Session
The business hours are applied to the dashboard.
Drill Down to a Context Page from a Dashboard
Prerequisite:
You have the Drill into Views role right.
Take one of the following steps:
  • Right-click the hyperlink for an item, and then select a context page.
  • Click the hyperlink for an item.