Skip to content

Creating Dashboards

Creating informative and visually appealing dashboards is pivotal in modern data analytics. Dashboard Designer offers a robust toolkit with a comprehensive data querying editor and a rich assortment of visualizations that provide single-glance insights into data metrics. This guide helps you create dynamic dashboards that effectively represent complex datasets in visually compelling ways.

With an interconnected and comprehensive dashboard experience allows you to:

  • Import dashboards
  • Link your dashboards to internal and external Internet locations
  • Copy panels from other Dashboard Designer dashboards
  • Add links to other Dashboard Designer dashboards

Info

Users with Admin and Creator roles can create dashboards. For more information on the different roles and permissions, refer to user rights.

Overview

The following steps need to be performed when you create a new dashboard:

  • Data source: select the data source to use for the dashboard.
  • Query: select the specific data from the data source to use, and optionally add a transformation to the query results.
  • Visualization: select options for visualizing the query results on a dashboard panel.

Info

Dashboard Designer includes a predefined set of data sources and does not support adding additional external data sources.

Adding a Data Source to a Dashboard

To add a data source to your dashboard, proceed as follows:

  1. Click "Dashboards" in the left navigation.
  2. Click "New" and select "New dashboard" from the drop-down list within the "Dashboards" screen.
    new
  3. Click "+ Add visualization".
    img
  4. Select the required data source from the available list.
    list

The data source is added and displayed in the "Panel edit" area.
query-edit

Hint

For a better view of all query editor selections, scroll down the page or you can minimize the visualization by dragging up the divider bar beneath it.

For more information on creating a query with IDL data source, refer to creating a query using IDL.

Query parameter table

The query parameters differ based on the selected data source. The table below lists the different query parameters for different data sources.

Data Source Query parameters
Integrated Data Lake Path to Source Folder, Variables, Time Column and Aggregate Options
Asset Static Data Asset
IoT Time Series IoT Query type, Asset, Aspect, Variables, Aggregate Options, Time Override or Transform
Visual Flow Creator VFC Flow, Name and Value
Insights Hub OEE Asset and KPI
Opcenter Intelligence Select Opcenter Intelligence Entity, Select Fields, Expand, DateTimeColumn and Query Text

Configuring the query panel

After the data source is added, the query panel displays the selected data source. To edit the name of the query, click the edit icon next to the name and enter the query name as required.

query name

The "Query options" are available next to the selected data source option. These options apply to all queries on your panel. The info icon helps you determine which options are suitable for your panel, as shown here:

panel options

There are two ways to select data for your query:

  • Select the options from the panel, or
  • Click the "Select" button. The pop-up window displays the details of the aspects and variables available in an asset.

select aav

Panel Edit or Query Editor

Fine-tuning query options is crucial for harnessing the full potential of data visualization. This section guides you through editing your query, providing introductory information for each section.

Configuring a Query

To configure a query for IoT Time Series data source, proceed as follows:

  1. Select the required data for the displayed parameters in the "Query panel".
    The query parameters differ based on the selected data source. For more information, refer to Query parameter table. For more information on the available data sources, refer to data sources.
  2. Select Auto, Aggregate, or Raw Data for your query.
    all
  3. Toggle on "Only the most recent values" if required, and choose a date range.
  4. Select an asset from the Asset drop-down list.
  5. Select an aspect from the Aspect drop-down list.
  6. Select variables individually from the Variables drop-down list or use the Select All check box to include all variables.

Info

If you select the asset, aspect, and variable(s) directly in the query editor, you do not need to click the "Select" button.

Note

The transform option to increase the time range applies only to the query you are currently working with.

Additional options for configuring a query

To configure the remaining options for your query, proceed as follows:

  1. Expand Aggregate Options (optional) to set options for unit, interval, value, whether to use the beginning or end of timestamps and whether or not to align boolean values.
  2. Click Time Override/Transform (optional) to set options to increase the time range, shift time, value to % of time, or to group by time.
  3. Toggle on the "Prefix series name with query name" if required.
  4. Toggle on "Remove subsequent duplicate values" if required.
  5. Click "+ Add Query" to add more queries to the panel. Your selections will appear at the top of the Aggregate Options and Time Override/Transform sections.

additional options

About Multiple Query Panels with Same Series Names

To add multiple queries to your panel that will produce datasets with the same series names, it is recommended to enable the "Prefix series name with query name" toggle button.

Here is an example of when the "Prefix series name with query name" is toggled "on":

prefix


Last update: June 25, 2024