How to Connect a Dashboard

How to Connect a Dashboard

A dashboard is a visual display of data that can be used to help users understand their business situation. It can be created in a variety of ways, and it is often a combination of visualizations from different sources. In addition to visuals, a dashboard may also include code that runs in the background.

A dashboard can be customized to match the style of your organization or project. You can adjust the title of the dashboard, the layout and position of widgets, and the data source to which the visualization is connected.

To start customizing a dashboard, you need to enter the Edit mode by clicking the “Pencil” icon at the lower right corner of the screen (Enter Edit Mode). Once you are in edit mode, click the small button three-rectangles “Manage Layouts” in the upper left corner of the Dashboard window to open a small window where you can control the dashboard layouts.

In the Manage Layouts window, you can adjust the size of the widgets to fit the screen. You can also change the font size and type to suit your needs, and you can adjust the transparency of widgets.

You can also choose to change the number of gauges that appear on a dashboard. You can also add widgets to a dashboard or remove existing ones.

Copying objects is a convenient way to reuse items on a dashboard without needing to create them from scratch. You can copy dashboard objects by selecting an object, clicking the menu item Copy Dashboard Item or by pressing the command key on your keyboard.

Pinning visualizations is a simple and effective way to share a report or dashboard with other users. To pin a visualization, select it in the report and then select Pin to Dashboard from the report’s toolbar.

For a visualization to work properly when pinned, it must have its formatting options and theme applied. Some options, such as border and shadow settings, are ignored when pinning. You can use the dashboard theme to modify those options, however.

You can also add a device alias to the widget, which displays devices of a particular type. For example, if you’re a Tenant administrator, an alias of the type “Thermometer” will be resolved to devices that are assigned to or owned by you.

When you create a new device alias, you need to choose the entity type filter and a filter for the list of entities that it resolves. This is useful when you need to exclude certain types of devices from the list displayed on a device alias.

To add a device alias to a dashboard, you need to be a user with at least power user access and have permissions to create a data connector. You can learn more about the requirements to connect a data connector and how to get them in our Connecting a Data Source topic.

Creating a dashboard can be as simple as adding views to an existing sheet, or it can involve creating a whole new sheet with interactivity and dashboard elements. You can also replace a sheet with another one by dragging the view you want to use from the Sheets list to the dashboard at right.

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