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Getting Started


Before starting, please make sure you have:

  • Editor/admin access to Dashboard Designer Add On
  • Some asset data in your current set-up


  • Dashboard Designer Add On supports Chrome and Firefox Internet browsers.
  • Internet Explorer is not supported.
  • Dashboard Designer Add On is not available for Private Cloud.
  • Integrated Data Lake (IDL) data sources do not support annotations.

Best Way to Learn

Open another page of Dashboard Designer Add On side-by-side with this tutorial so you can try out some steps.

Creating Dashboards

A dashboard gives you an at-a-glance view of your data and lets you track metrics through different visualizations.


Each panel on a dashboard represents a part of the story you want your dashboard to tell. A panel consists of a:

  • Query: defines which data to display
  • Visualization: defines how the data displays


The Panel Edit Page

The Panel Edit page displays three tabs on the left:

  • Query: where you create the query to pull your data in Dashboard Designer Add On. created the data query to this panel earlier in step 3.
  • Visualization: where you can select a plugin for visualizing the data. You can also change the visualization settings of the plugin.
  • General: displays the panel's title and settings, such as if the panel hyperlinks to another dashboard.

How to Create a New Dashboard

Follow these steps to create new dashboard:

  1. Hover over the + button on the side panel, and click "Dashboard" to create a blank dashboard with an empty panel.

  2. Click "Add Query" to open the panel edit page.


  1. If you have asset data available, you can continue this tutorial with your data; if not, you can use the provided test data.

Getting Your Data into Dashboard Designer Add On

Follow these steps to retrieve your data:

  1. Click "select metric" or enter an asset name in the search field. Aspects included in the asset display.
  2. Select an aspect. The aspect's variables display.
  3. Select a variable. Select_a_Variable


If no data is available, it's likely that the default time range does not contain data from your asset. Try selecting different time ranges from the time selector drop-down list. If you continue to experience issues in retrieving data, try using the generated test data for the next steps.


Dashboard Designer Add On does not currently support variables assigned directly to asset types.

Connecting to Data

If you are already getting data, skip step 1 below; otherwise, follow these steps to connect data:

  1. Select testData from the drop-down list. Random data is used by default, but you can use other data scenarios.
  2. When your data shows, click the Esc key (or back button) to return to the dashboard page. Your dashboard displays with the new panel.
  3. To create another panel, click the "Add panel" button.

Adding a Visualization and Plugin

Follow these steps to add a visualization:

  1. Click the "Choose Visualization" option. The Visualization tab opens under the "Panel edit" page.
  2. Click the graph drop-down list and select "Gauge" from the list.
  3. Click the "Query" tab.
  4. Select some of your data or test data. When the data comes in, press the Esc key or the Back button to go back to the Dashboard page.
  5. You can duplicate the panel using one of the methods discussed in the "Additional Panel Actions" topic, which appears right after the Visualization image below.

Your dashboard should now look similar to this:


Additional Panel Actions

Some additional actions you can take with panels are:

  • Resize panel: click and drag the lower right corner of the panel to resize it up or down.
  • Duplicate: select "More" from the drop-down list at the top of the panel, then click "Duplicate". Alternatively, you can left-click anywhere on the panel, then press "p" and "d".

After duplicating the panel, we recommend trying a different query so different data displays.

Saving Your Panel(s)

Follow these steps to save your panel:

  1. Click anywhere on the panel and press "e" on your keyboard, or click the heading of the panel and select "Edit". The "panel edit" page displays.
  2. Navigate to the "General" tab, and enter a name for the panel. Repeat as needed for other panels in your dashboard.

Saving Your Dashboard

Follow these steps to save your dashboard:

  1. Click the 'save disc' icon in the top right corner of the dashboard. The save dialog displays.
  2. Enter a name for the dashboard.
  3. Select (optional) a folder to store the dashboard.

Last update: January 22, 2024