This article describes the step-by-step procedure for configuring your own dashboards by selecting various metrics, dimensions, and widgets.
Resolution Intelligence Cloud contains a dashboard engine that allows you to configure or customize dashboards and their related widgets. Data from different sources can be organized into highly customized layouts, presented numerically or in tables or graphs.
The dashboard page is the starting point when you log into the Resolution Intelligence Cloud. A dashboard consists of one or more dashboard widgets. Depending on the types of widgets in a dashboard configuration, your dashboard can display a summary of your situational results for the last 12 hours.
Creating a Dashboard
User Permissions
Owner | View, edit, create, share and delete dashboards |
Global Admin | View, edit, create, share and delete dashboards |
Manager | View, edit, create, share and delete dashboards |
Create a dashboard by selecting widgets appropriate for the data you want to include, and then configuring their dimensions and metrics. Each dashboard must be associated with a module or a category within a module.
You can add widgets to the dashboard by clicking and dragging the widget's icon from the Add New Widgets panel to the page below. Once you have dragged the widget into the work area, you can configure it. To reposition a widget within the dashboard, drag it above or below another widget.
Note: If you are an MSSP user, you can create dashboards for organizations or tenants. If you are an organization user, you can create a dashboard for tenants only, but it is not allowed in a reverse manner.
To create a new dashboard:
- From the left menu bar, navigate to Dashboards.
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Do one of the following to create a dashboard:
- Click Create Dashboard displayed at the top right corner of the screen. This opens Create Dashboard side panel.
- Click
(Import Dashboard) to upload a file from your local system. To import a dashboard, refer to this article.
- Specify this information on the Create Dashboard side panel.
Dashboard Name - The name of the dashboard.
Description - The description of the dashboard.
Hierarchy - The level at which you want to create this dashboard. Options available:
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- Domain - You can view this option if you are creating the dashboard at the domain level.
- Organization - This option is available at both the domain and organization levels. When selected at the domain level, dashboards are created at the domain level but within the organization workspace. To publish a dashboard created in the organization workspace to a specific organization, you must first switch to the organization workspace and select the desired organization from the list. At the organization level, dashboards are created directly within that specific organization.
- Tenant - This option is available at both the domain, organization, and tenant levels. When selected at the domain or organization level, dashboards are created at the domain or organization level but within the tenant workspace. To publish a dashboard created in the tenant workspace to a specific tenant, you must first switch to the tenant workspace and select the target tenant from the list. At the tenant level, dashboards are created directly within that specific tenant.
- Click Proceed. This takes you to the dashboard page
- By default, the hierarchy selected is displayed. You cannot change the hierarchy once selected.
- Select the date from the Date Range field to show this data in the widget for this period
- Click+ Add Section Header, if you want to divide the multiple widgets across various sections.
6. In the dashboard exploration screen, search for and select a source from the list.
Once you select the source, the respective dimensions and metrics are displayed.
8. Drag and drop or click the dimensions and their relevant metrics from the left menu.
- Dimensions - These are non-numerical data that cannot be used for calculations. Examples include asset name, ActOn ID, entity name, and so on. You can add the full set of dimensions, except for BigQuery sources, which are limited to a maximum of 15 dimensions.
- Metrics - are the calculated numerical values which represent the count of a particular parameter, such as the ActOns count, assets count, incident count, etc.
Note: You can rearrange the dimensions and primary metrics by simply dragging and dropping them into the desired order. If you select the ActOn dimension under ActOn sources, you can only add tables, as other chart types are not supported. However, existing dashboards that include charts with the ActOn dimension will continue to display them. For new dashboards, only tables can be added when using the ActOn dimension.
9. Next, drag and drop or click on the widgets from the right menu where recommended visualizations are displayed. Recommended charts are enabled based on the dimensions and metrics that you select from the left menu.
10. Click if you would like to delete the widget that you dragged in the work area.
13. Click icon to filter and show what metrics to be displayed in the widget.
14. Click the link icon to view the list of published dashboards and link the appropriate one to the widget for more insights. To link a dashboard, follow these steps:
- Click the link icon
to open the side panel.
- Provide the alias name to be displayed as the link on the widget.
- Select the dashboard you want to link to the widget.
- Click Submit. The selected dashboard will now appear as a link on the widget.
Enabling filters help you to refine the data at widget level based on what exactly needs to be shown on the widget after publishing the dashboard.
- In the side panel, click Add condition under Build filters that you would like to restrict the values in a widget. For example, Signal metric in Active directory. You can add one or more conditions based on the requirements.
- Conditions use logical operators such as ‘AND’, ‘OR’, for exact match etc.
For example, a sample query is given as Asset Type = azure_rs_point AND !Asset Name = 134.209.119..
- If you would like to remove a condition (s), click X next to the condition that you have added, or click Delete All at the top right of the Build Filters window.
- Enter a value in the Advanced filter. For example, Priority: P0 OR P1 OR P2.
- Click on the tool tip
displayed in the filter column. A pop-up with sample filter queries appears where you can enter your own set of filters.
- Select Top or Bottom numbers under Top/Bottom N that you would like to show in a widget. For example, Top 10 or Bottom 5.
- Select a value under Last N Hours to show the metrics for a specified time. For example, this option shows the data for the last 12 hours, if you add a condition.
- Click+ Add Rule under Threshold to show different color representations for variety data ranges. This threshold section is displayed for graphs and charts only. For example, you can add a red color to your widget, if the incident volume crosses more than 1000, an orange color if the incident volume is between 100 and 999, and a yellow color if the incident volume is less than 10.
- If you would like to remove a rule(s), click X next to the rule you have added.
- Click Save at the bottom of your screen.
15. Once you have configured one or more widgets, click Save as Draft in the top-right corner of the screen.
16. Click Create to begin publishing the dashboard to the selected hierarchy. This opens the Create Dashboard side panel.
17. Provide the following information:
- Dashboard Name – The name you initially provided during dashboard creation is displayed by default. You can modify it here if needed.
- Description – Enter a brief description of the dashboard.
-
Default Date Range (optional) – Select the date range for displaying data on the widget. Available options:
- Last 7 Days
- Last 30 Days
- Last 90 Days
- Hierarchy – Displays the hierarchy selected during dashboard creation. This cannot be changed at this stage.
- Module & Category – Select the appropriate module or category within a module to publish the dashboard under the selected hierarchy.
18. Click Proceed to publish the dashboard to the selected hierarchy. Once published successfully, the dashboard will appear on the dashboard listing page with its status set to Published.
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