Adding and Configuring Dashboards

For an overview, watch the video below (until the 1:33 mark). For details, consult the following written information.

Adding a New Dashboard

  1. Select Dashboards , which opens the dashboard selector sidebar.

  2. Select one of the options (at the bottom of the dashboard selector):

    • Add Dashboard — creates a standard dashboard, on which you can display information only from the project that the dashboard belongs to.

    • Add Global Dashboard — creates a global dashboard, on which you can display information from any project that you have access to, not just from the project to which the global dashboard belongs. The dashboard will have globe icon to indicate that it is a global dashboard.

      Caution: Currently, point override display and default write values will use the current project's settings rather than the individual projects' settings. (See Display Point Override, Default Manual Write Priority, and Manual Write Timeout.) If individual projects' settings differ, take care when making point override changes or interpreting an override warning on a global dashboard.

    Note: A dashboard preview named "New Dashboard" appears in the dashboard selector and the new, empty dashboard displays in the viewing window. See Renaming a Dashboard for how to change the name.

Setting a Dashboard Preview Image

  1. Go to the dashboard that you want to set the preview image for.

  2. Select the gear icon (next to the dashboard's name), which makes the dashboard settings menu appear.

  3. Select Set Preview Image.

    Note: An Upload For [dashboard name] window appears.

  4. Select Choose file.

  5. Find and open the image file from your computer that you want to be the preview image.

    Note: The recommended image dimensions are 550px by 300px. It must be less than 5 MB. An image optimized to the smallest file size possible (without losing the quality needed) is recommended. Accepted file types are .png, .jpeg, and .gif.

  6. Select Upload.

Setting a Dashboard's Width

When a dashboard is added, its width is the Fixed Dashboard Width set in Settings > Project Settings.

Note: Hover over the columns icon to find out the number of columns Fixed Dashboard Width is set to. If no columns icon, Fixed Dashboard Width is set to Auto (i.e. a responsive layout).

You can also individually set a dashboard's width. For that dashboard the individual setting will override the project-wide setting. To set a Dashboard Width:

  1. On the dashboard that you want to set the width for, select Configure Dashboard .

  2. Select Dashboard Width, which opens a Set Dashboard Width window.

  3. From the dropdown menu, select the desired number of columns, or enter the number.

    Note: A column is the width of one medium-sized card (for example, one Weather card).

  4. Select Save.

    Note: Hovering over the columns icon will show the number of columns set.

    Note: A left-right scroll bar will appear on narrower screens and browser windows.

Changing the Dashboard Refresh Interval

To change the Refresh Interval at which elements on all dashboards are updated with Cloud data:

  1. With a dashboard displayed, select Configure Dashboard .

  2. Select Refresh Interval, which makes the Set Refresh Time window appear.

  3. Select the desired interval from the drop-down menu.

    Note: Refresh Interval is the interval at which dashboards fetch data from the Cloud. It does not change the interval at which devices are polled for data, which is set in Settings > Protocols > Point Update Wait Interval (Minutes).

  4. Select Save.

Setting a Dashboard as the Homepage

When a dashboard is set as the homepage, it is the first dashboard that appears after logging in.

  1. Go to the dashboard that you want to make the homepage.

  2. Select the gear icon .

  3. Select Set as homepage.

Selecting a Dashboard to View

  1. Select Dashboards , which makes the dashboard selector sidebar appear.

    Note: For users with Admin permissions (see the subtopics in Configuring User, Role, and Group Settings), there is a switch at the top of the selector. Toggle the switch to either Showing only your dashboards or Showing all dashboards (for the project).

  2. Select the name or preview of the dashboard that you want to view.

    Note: The dashboard appears in the viewing area to the right.

Making a Copy of a Dashboard

  1. Go to the dashboard that you want to make a copy of.

  2. Select the gear icon .

  3. Select Make a copy.

    Note: The copy is made and is displayed in the viewing area. The copy has the same name as the original plus a number in parenthesis at its end. See Renaming a Dashboard for how to change the name.