The DG001 instance is based on the Diesel Generator model where the settings were updated. If an instance is based on a different model, ensure that the settings are enabled in the corresponding model.
Adding and managing overview dashboards
Adding Overview Dashboards
You can add an overview dashboard as a template at the model level. When configured as a template, the overview dashboard is automatically available for all device, asset, or location instances created based on that model.
You can also create instance specific overview dashboards. These dashboards are available only for the selected device, asset, or location instance.
Managing Overview Dashboards
Once an overview dashboard is added to the application, you can perform the following actions:
Accessing an Overview Dashboard Template
To access an overview dashboard template,
- Access the Developer Application.
- From the left pane, select the required model type. In this example, Asset is selected.
- Click the model for which you want to access the overview dashboard template. For this example, Diesel Generator model is selected.
- Select Overview Dashboard from the left pane.
You have now accessed the overview dashboard template. From here, you can add new overview dashboard templates, switch between multiple dashboard templates, edit dashboard template widgets and layouts, and delete overview dashboard templates.
Accessing an Overview Dashboard
To access an overview dashboard,
- Access the End Application.
- Select the Overview tab.
Adding an Overview Dashboard Template
To add an overview dashboard template,
- Access the overview dashboard template of the required model. By default, an overview dashboard template is available for all models.
- Click the Plus (+) icon next to the overview dashboard name. This opens the New Dashboard form.
- Provide the required details:
Example :Dashboard Name: Equipment Health( A label to identify the overview dashboard.)Description: A consolidated view of key metrics used to monitor equipment condition in real time. (Additional information describing the purpose of the dashboard.)Time Selection: Off
Learn more about Time Selection to understand how time-based aggregation works. - Click Create. A new overview dashboard template is created.
- In the dashboard builder, you can now configure the required widgets.
- Click Save to save the changes made to the layout and exit the dashboard builder.
Time Selection
Time Selection controls what aggregated data is displayed across the entire dashboard.
When Time Selection is enabled, all widgets in the dashboard display aggregated values for the selected time period. Individual widget level aggregation is disabled, ensuring a consistent aggregation across the dashboard. For example, when Time Selection is set to Today, all widgets display values aggregated for today, such as total fuel consumed, total energy generated, and average oil pressure for the day.
When Time Selection is disabled, widgets can display realtime values, and each widget can independently apply its own aggregation logic, if configured.
The aggregation period of an individual widget, or of a dashboard with Time Selection enabled, can be changed to view the corresponding aggregated values.
Available aggregation periods:
|
|
Custom period option allows you to define a specific start and end time for aggregation.
Enabling Instance Overview Dashboard
An instance dashboard is available only for a particular device, asset, or location instance and is not added to the model. For example, if a model named Diesel Generator has two instances, DG001 and DG002, the overview dashboard template provides the same set of widgets for each instance, displaying their specific values. In contrast, an instance dashboard for DG001 can include widgets, patterns, and layouts that are unique only to it.
To enable an instance specific dashboard,
- Scroll down and select Model Settings from the left pane.
- Enable Instance Specific Overview Dashboard and click Save.
- Click Refresh in the banner to apply the updated settings across the application.
- Access the End Application.
- Navigate to the information page of the required instance (device, asset, or location). For this example, the DG001 asset is selected.
- Select the Overview tab.
- Toggle to Instance Dashboard.
- Click Dashboard Actions and select Edit Dashboard.
- You can now add widgets to this instance dashboard. The widgets and layout apply only to the selected instance.
- Click Save.
The instance dashboard will now be populated with the configured widgets.
Below is an example showing how the overview dashboard and the instance dashboard appear for two different instances.
Switching between Overview Dashboard Templates
When multiple overview dashboard templates are added to a model, you can switch between them as needed.
To switch between overview dashboard templates,
- Access the overview dashboard template of the required model.
- Click the down arrow icon next to the current overview dashboard template name.
- Select the required overview dashboard template.
You can now edit or delete the selected overview dashboard template.
Switching between Overview Dashboards
When multiple overview dashboards available for a device, asset or location, you can switch between them as needed.
To switch between overview dashboards,
- Access the overview dashboard of the required instance.
- Toggle to Model Dashboard if instance dashboard is enabled.
- Click the down arrow icon next to the current overview dashboard name.
- Select the required overview dashboard template.
You can now edit the selected overview dashboard.
Editing the Details of an Overview Dashboard Template
To edit the details of an overview dashboard template,
- Access the overview dashboard template of the required model you want to edit.
- Switch to required overview dashboard template.
- Select Dashboard Actions > Edit Details.
- Update the Dashboard Name and Description as required.
- Click Update.
Editing the Layout of an Overview Dashboard Template
To edit the layout of an overview dashboard template,
- Access the overview dashboard template you want to edit.
- Switch to required overview dashboard template.
- Select Dashboard Actions > Edit Dashboard.
- Make the required changes to the dashboard layout and widgets.
- Click Save.
Editing the Layout of an Overview Dashboard
To edit the layout of an overview dashboard,
- Access the overview dashboard you want to edit.
- Switch to required overview dashboard.
- Select Dashboard Actions > Edit Dashboard.
- Make the required changes to the dashboard layout and widgets.
- Click Save.
Changes made to the overview dashboard layout affect the overview dashboard template and are applied to all instances based on the model. For example, if the overview dashboard layout for DG001 is modified, the same changes will also apply to the overview dashboard for DG002.
Managing Widgets of an Overview Dashboard Template
After adding a widget to an overview dashboard template, you can temporarily hide it instead of deleting it.
To enable or disable a widget in an overview dashboard template,
- Access the required overview dashboard template.
- Switch to required overview dashboard template.
- Select Dashboard Actions > Manage Widgets.
- Turn ON or OFF the required widgets.
ON: The widget is displayed in the overview dashboard template.
OFF: The widget is hidden and not displayed in the overview dashboard template. - Click Save.
Sharing an Overview Dashboard
The overview dashboard of an instance can be shared with external users, allowing them to view dashboard information without accessing the application.
To share an overview dashboard,
- Access the overview dashboard you want to share.
- Switch to required overview dashboard.
- Select Dashboard Actions > Share.
- Set the access duration using the Set Validity field.
- Configure the required display settings:
Hide Header: Hides the top header bar and dashboard title for a full-screen view.
Auto Refresh: Automatically refreshes dashboard data at the selected interval. - Click Generate URL to create the shareable link.
- Click the copy icon to copy the link and share it via email or messages.
- Click the Close icon to exit.
Access to the overview dashboard, through the url, remains active until the validity period expires or access is manually revoked. You can revoke access at any time by following the same steps and selecting Revoke Access.
Deleting an Overview Dashboard Template
Only user created overview dashboard templates can be deleted. The default overview dashboard template cannot be deleted.
To delete an overview dashboard template,
- Access the overview dashboard template of the required model.
- Switch to the required overview dashboard template.
- Select Dashboard Actions > Delete.
- Click Delete Dashboard in the confirmation dialog box.
The selected overview dashboard template is removed from the model.
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