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Working with Custom Dashboards

Working with custom dashboards include the following:

Creating a Custom Dashboard

You can create a new custom dashboard from the Custom Dashboard screen.

To create a custom dashboard, follow these steps:

  1. Log on to VoltMX Foundry Console and click Reports from the left pane of the screen.

    The Reports screen appears.

  2. Click Custom Dashboards tab from the upper pane of the screen.

    The Custom Dashboards window appears.

  3. Click CREATE NEW to create a new dashboard.

    The Dashboard Designer appears displaying the list of accessible reports from the Available Content section and the Canvas.

  1. From the Available Content, drag one of the reports to the canvas.

    The dragged report appears in a frame in the upper left corner of the canvas.

    If a dragged report has input controls, they will appear on the left side of the canvas under filters.

    Example: If the Active Users report is being dragged, then input controls of the Active users will appear under filters.

  2. In the filter section, click + icon of the selected report to expand the tree and display the input controls.

  3. Drag the filters to the canvas to add them to the dashboard.

  1. Click Preview.

    The end user view of the dashboard appears.

  2. To close the preview and return to the Dashboard Designer window, click Close Preview.

Apart from adding reports the user can also add images or web page to the dashboard.

  1. Click Save.

    A Save As dialog appears.

Following are the UI elements displayed for the Save As dialog:

Field Description
Name Enter the name of the dashboard.
Description Enter the description for the dashboard created.
Folders Select the folder to save the dashboard.
Save Click to save the entered details.
Cancel Click to discard the changes.

Perform the following actions to save the created dashboard:

  1. Add the name and description for the dashboard in the text boxes provided.
  2. Select the folder in which dashboard need to be saved.
  3. Click Save to save the dashboard.

Run a Custom Dashboard

You can run the dashboard created from the Custom Dashboards page.

To run the created custom dashboard, follow these steps:

  1. Go to Custom Dashboards page.

    A list of Custom Dashboards are displayed.

  2. Click Options (a circle with three dots) displayed across each row.

  3. Click Run Report to run the selected custom dashboard.

    Dashboard View page appears.

  4. Select the input controls and click Apply .

    The chart of the updated input controls gets refreshed.

  5. Click X from the upper right corner of the designer page to close the dashboard view page.

Updating a Custom Dashboard

You can update the custom dashboard from the Custom Dashboards screen.

To edit and update a custom dashboard, follow these steps:

  1. Log on to VoltMX Foundry Console and click Reports from the left pane of the screen.

  2. Click Custom Dashboards tab from the upper right corner of the Reports window.

    A list of created custom dashboards are displayed.

  3. Click Options (a circle with three dots) displayed across each row of the created custom dashboard.

  4. Click Edit to edit the selected custom dashboard.

    Dashboard View window appears. The view of the Dashboard View window is similar to the creation view of custom dashboard.

  5. Perform the necessary changes and click Save .

    The save option overrides the current dashboard with the new changes.

  6. Click Save As to save it as a new dashboard.

  7. Click X from the upper right corner of the screen to close the Dashboard Designer window.

Deleting a Custom Dashboard

You can delete the created dashboard from the Custom Dashboards window.

To delete a custom dashboard, follow these steps:

  1. Click Custom Dashboards tab from the Reports page of Volt MX Foundry Console.

    A list of custom dashboards created are displayed.

  2. Click Options (a circle with three dots) displayed across each record.

  3. Select Delete to delete the selected dashboard.

    A confirmation dialog appears.

  1. Click DELETE.

    The selected custom dashboard is deleted.

Input Controls (Parameter) Mapping

Parameter Mapping helps you to map the filter/parameter to the dashlets and parameters affected. To access the Parameter Mapping window, follow these steps:

  1. Double click a dashboard from the Custom Dashboards window.

  2. Click Input Control Mapping icon from the tool bar.

    The Parameter Mapping window appears.

The Parameter Mapping window displays the filter-to-dashlet mapping with the following UI elements:

Column Description
Source Dashlet Name of the dashlet from where the filter orginates. Also displays the Filter Group (multiple filters in a single dashlet) or Manually Created Filter (filter created using Parameter Mapping).
Filter/Parameter Name of the filter
Dashlet Affected Menu list displaying all the dashlets affected by the filter.
Filter/Parameter affected Menu list including all the parameters associated with the selected dashlet in the Dashlet Affected column,
Add Add additional dashlet/parameter combinations to a filter.
Delete Deletes a dashlet/parameter combination.

Adding a Filter

You can add a filter to the existing list of filter from the Parameter Mapping window.

To add a new filter using Parameter Mapping, follow these steps:

  1. Open a dashboard with filters, and click Input Control Mapping icon.

    The Parameter Mapping window appears.

  2. Click + displayed across each filter.

    A new row containing affected dashlet and filter/parameter menu list appears.

  3. Select the dashlet and parameter combination to apply to the dashboard.

  4. Click OK to apply and save the changes.

Deleting a Filter using Parameter Mapping

You can delete a created filter from the Parameter Mapping window.

To delete a filter from the Parameter Mapping window , follow these steps:

  1. Open a dashboard with filters, and click Input Control Mapping icon.

    The Parameter Mapping window appears.

  2. Click Delete icon displayed across each row.

    The selected row is deleted from the Parameter Mapping window.

Creating a New Filter

You can create a new filter in the Parameter Mapping window.

To create a new filter, follow these steps:

  1. Open a dashboard with filters, and click Input Control Mapping icon.

    The Parameter Mapping window appears.

  2. Click Create New Filter.

    A new row is added to the window.

  3. In the Filter column, enter the name of the new filter and click outside the text box to apply the name.

  4. Click + and select the dashlet and parameter combination to apply.
  5. Click OK to apply the changes and save.

To map the parameters of one report to the other report, follow these steps:

Let us consider an example of Active Users and Named Users reports.

  1. Add Active Users and Named users reports to the dashboard.

    In the Filter section, both the Active users and New users reports input controls appears.

  1. Expand the folder of Active Users in the Filter section and drag the input controls to the Dashboard Canvas.

  1. Click Parameter Mapping icon to open parameter mapping dialog.

In the above image, you can find all the input controls are mapped only to Active users report.

  1. To map the same input controls to New users report, click + on each of the input control and select the dashlet (New Users) and parameter combination.

Note: User Types input control of Active users cannot be mapped to New users report because New Users report do not have the same input control name.

  1. Click OK to apply the changes.
  2. Click Preview icon to run the dashboard.

  3. Select the input controls and click Apply to refresh both the charts.

    Both the charts are refreshed because input controls are mapped to both the charts.

  4. You can change only the user types input control and click Apply to refresh the active users report.

Similarly, you can map the custom reports which has common input controls.