Customize Views

Customize view options determine the method that is used to filter the data reported in views. The icons in the upper right of a view let you collapse views, modify view settings, and access context-sensitive documentation.
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HID_Customize_Views
Customize view options determine the method that is used to filter the data reported in views. The icons in the upper right of a view let you collapse views, modify view settings, and access context-sensitive documentation.
By default, all views on a dashboard page show data from the same group and for the same time frame. You can change the data context for a particular view to show a specific group. You can select custom time range for views to compare data that was collected at different times.
For some types of views, you can customize the table or chart format. You can also select the data that is reported in custom views.
More Information:
Set the Scope for View Settings
To determine which users see view changes, set the scope when changing the view settings. Select the scope from the 
Apply Changes
 drop-down list whenever you edit a view. The options are scoped according to permissions:
  • My Current Session
    Save the changes to the current session. Changes do not persist after the logged in session ends. Values set at this level supersede settings at the
    My User Account
    and
    For All Tenant Users
    levels during the logged in session. This option is available only after a view has been configured and added to a dashboard page.
  • My User Account
     (Default) 
    Save the changes to the current user account rendering the view. Changes persist after the logged in session ends and the user logs back in. Values set at this level supersede settings at the
    For All Tenant Users
    level for the user account.
  • For All Tenant Users
    Save the changes to all user accounts associated with the tenant rendering the view. Values set at this level supersede the out of the box default settings for all user accounts associated with tenant.
Restore Defaults
To return views setting to default values, click
Use Defaults
. The view reverts to the default options. These changes apply only to the selected scope when you save the view.
Expect the following behavior for each scope:
  • My Current Session
    Restoring defaults clears the settings set at the
    My Current Session
    level. Views use values set at the
    My User Account
    level, values set at the 
    For All Tenant Users
    level, or the out of the box default settings.
  • My User Account
    Restoring defaults clears the settings set at the
    My User Account
    level. Views use values set at the
    For All Tenant Users
     level or the out of the box default settings.
  • For All Tenant Users
    Restoring defaults clears the settings set at the
    For All Tenant Users
    level. Views use the out of the box default settings.
When new configuration options are added to a view during and upgrade, the options do not appear in views. To use new configuration options, reset the view to the default options.
Set the Resolution for a View
Trend charts and related views show data as a time series. Time series data shows values for multiple time points across the time range of the report. The resolution setting of a trend view determines the amount of time that each data point in the chart represents.
Table views also include data resolution settings. For table views, the resolution represents the data rollup level to show: as polled, hourly rollup, or daily rollup.
The
Use default
resolution
option uses the time range to determine the appropriate resolution automatically.
When you set a custom resolution, the view shows that resolution only if the following conditions are true:
  • The user can view report data at that resolution for that time range
  • The data resolution is within the data retention policy of the data source
If the data is unavailable or the time range is too great, the system overrides the specified resolution automatically. The system returns the closest permissible resolution for the time range.
For trend views, the
chart
subtitles indicate the data resolution.
For tables views, the
view
subtitle indicates the data resolution. The following examples describe some table view subtitles:
  • Resolution: Hourly Roll-Up (Overridden)
    Hourly resolution is requested for the selected time range for the current user.
  • Resolution: Hourly Roll-Up (Overridden) Resolution Returned: Daily Roll-Up
    Hourly resolution is requested for the selected time range for the current user. The data source does not have hourly data for the entire time range, so the view provides daily resolution.
For more information, see Data Resolution.
Metric Filtering and Baseline Metrics
To include a metric in a view, select a metric from the
Metric Value
list. Metrics fall into two profile types: counter or gauge and are reported in several categories, such as bytes, and percentages, such as utilization.
Metrics with a counter profile type are summed up overtime and rolled up as such. Metrics with a gauge profile type are averaged overtime.
The following options impact the available metrics in the
Metric Value
list: 
  • Metric Family
    The selected
    Metric Family
     populates the
    Metric Value
    list with the metrics associated with the
    Metric Family
    . A metric family is a normalized categorization of metrics associated with device collections, vendor certifications, and monitoring profiles. The metric family contains information about the supported units and rollup strategy for when an associated metric is populated.
  • Metric Filtering
    When selected, this option limits the
    Metric Value
    list to only the metrics that are appropriate to the metric profile type (counter or gauge).
    When deselected, all metrics for the selected
    Metric Family
     are available. If you select a metric that is inconsistent with the metric profile type, the metric is flagged with a warning.
  • Baseline Metrics
    When selected, this option adds baselines to the
    Metric Value
    list. Baseline data helps to characterize past performance for selected monitored parameters, assess present performance, and estimate future performance. For more information, see Baseline Calculations.
Set the Custom Time Range
To filter data based on specific time periods, select a custom time range for the views. A custom time range on a view overrides the time range that is set for the dashboard.
You cannot specify a custom time range for the Calendar Heat Chart view, or for On-Demand Report Templates.
Follow these steps:
  1. Click the View Settings (gear) icon on the view, and select 
    Edit
     from the menu.
  2. Select
    Enabled
    for
    Custom Time Range
    .
  3. Select the custom time range from the 
    Time Range
    drop-down list.
  4. Click 
    Save
    The custom time range is indicated in the subtitle of the view.
Assign Time Zone and Business Hour Filters to a View
To show data for particular business hours, assign a time zone and business hours filter to the view. Only items in site groups with the selected business hours filter appear in the view with this filter. If the group context does not include groups with the assigned time zone and business hours, the view shows no data. The subtitle of the view indicates which time zone and business hours filters apply to the view.
Trend views and heat charts apply shading to show the selected business hours, but the data is not limited to the business hours.
Time filtering provides the following options:
  • Select a time zone filter without a business hours filter. The view shows data from devices in site groups associated with that time zone.
  • Select a time zone and a business hours filter. The view shows data for devices in sites groups associated with that time zone for the selected business hours.
  • Select All Time Zones and a business hours filter. The view shows data for devices in site groups with the selected business hours.
    This option loads slowly.
For views with an assigned business hours filter, if the time frame is entirely outside the business hours, the view displays the following message:
No data is within business hours for this time frame
For more information, see Configure Business Hours Filtering.
Follow these steps:
  1. Click the View Settings (gear) icon in the view, and click
    Edit
    .
  2. Select
    Enable
    for
    Time Filtering
    .
  3. Select a
    Time Zone
    . The list contains only time zones that are associated with site groups for the current tenant.
  4. Select a
    Business Hours
    filter. The list contains only business hours that are associated site groups for the current tenant.
  5. (Optional) To show a particular site group in the view, select a fixed context. If you select a group context that does not have the selected time zone and business hours, the view shows no data.
  6. Click
    Save
    .
    The view filters data to the selected business hours according to the view type.
Change the Data Context for a View
View contexts act as filters that determine the nature of the data that views display. The context of a view is either in "Dynamic" or "Fixed" mode:
  • A Dynamic context indicates that the context of the view changes with the context of the dashboard page. For more information, see Dashboards.
  • A Fixed context indicates that the view uses a specified group, device, or component as a context for the data.
To show data from a specific item or group in an individual view, set a fixed context for the view.
Follow these steps:
  1. Click the
    View Settings
    (gear) icon in the view, and click
    Edit
    .
  2. For
    Context
    , select
    Fixed
    .
  3. Select the context according to the view type.
  4. Click 
    Save
    .
    The view shows data only from the selected item or group. The view subtitle indicated the selected context and includes a lock icon.