Actions You Can Perform on an Existing Dashboard

You can perform many actions on an existing dashboard, such as adding or removing tiles, editing existing tiles, deleting tiles and deleting the entire dashboard.

Opening a Dashboard

When you click the Data Explorer tab in SCI, you get a display of all the data cubes on the left side of the window, and a list of existing dashboard on the right side. To open a dashboard, do one of the following:
  • Locate the dashboard you are interested in from the list on the right side of the screen, and click on it.
  • Click the Options menu (the three horizontal-lines "hamburger" bar near the upper-left portion of the screen), then either use the Search area or locate the desired dashboard to open it.
Figure 1. Existing Dashboards Listed on Main Data Explorer Window

Editing a Dashboard

To perform various editing functions on a dashboard, first open the dashboard you want, as in the example below:

Figure 2. Dashboard example with three tiles

In the upper-right portion of the screen, the following icons are displayed:

Figure 3. Dashboard-Editing buttons

The following table identifies each icon and the actions you can perform:

Table 1. Icons for Editing a Dashboard
Icon Name of Icon Actions You Can Perform
Dashboard options Clicking this icon allows you to change the following settings:
  • Time zone
  • Auto-update interval
  • Enabling/disabling cache
Edit this dashboard Clicking this icon allows you to do the following:
  • Rearrange or resize the tiles by using your cursor.
  • Make changes to specific tiles within the dashboard by using the icons that appear for each tile:
    • Use the three dots to duplicate the tile.
    • Use the Pencil icon to add or remove dimensions and measures for the tile as well as to change the representation of the data for the tile.
    • Use the garbage-can icon to delete the tile from the dashboard.
  • Click on the Options tab in the upper-right portion of the screen: This invokes another screen containing general information about the dashboard. From there, there are two tabs - one called "General" and one called "Sharing." In the General tab, you can do the following:
    • Rename the dashboard
    • Add or modify a description of the dashboard
    • Change the color theme
    • Decide whether to enforce the time filter
    • Delete the dashboard.

    In the Sharing tab, you can set who you want to view and edit the dashboard.

Note: Remember to click Save to save your changes.

Using the Explain Feature

The Explain feature allows you to select a portion of data and receive automated explanations of what is contributing to that data.

In the following figure, the row of data called "R510" is selected. When you select a portion of data, a popup appears above the data selected. If you then click the Star icon in that popup, the Explain feature is invoked, as shown in the right pane below.

Figure 4. Explain Feature Invoked
The Explain feature includes three different algorithms:
  • Breakdown (shown in the example figure above): Shown when you select a singe slice of data. It will find the contributing factors to the selected slice.
  • Change Compare: Shown when you select a comparison, Explain finds the contributing factors in the current value versus the comparison.
  • Trend Analysis: Shown when you select a trend such as a spike, dip, rise, or fall. Explain automatically detects the trend and then finds the contributing factors.

Applying Filters At the Dashboard Level

Once you have created a custom dashboard, you can apply global filters, default filters, global measures and global comparisons at the dashboard level, meaning that these selections would be applied to all the tiles in your dashboard at once.

To accomplish this, click the pencil icon in the upper right of the dashboard (not the individual pencil icons for each time). Then, make the desired selections. In the example below, the default filter is Controller Serial, and the Global Measures and Global Comparisons are turned on by clicking their on/off switches so that they move to the right. After you select the desired settings, click Save.

Figure 5. Applying Filters to a Dashboard