- Creating Custom Dashboards In Vrops
- Creating Custom Dashboards In Splunk
- Creating Custom Dashboards In Servicenow
- Create Custom Dashboard In Wordpress
- Click the Dashboards tab. Click Create Dashboard. In your 'Visual Library', select the visuals you want to add to your dashboard. If you have not created visuals yet, see Add a Visual to a Custom Project Report. You are now in Edit mode, so you can perform the following tasks: Resize the visual. Move the visuals around.
- With our Dashboard Designer, you’re able to create or even edit existing dashboards in Databox. You can either start blank or use the setup wizard––a menu that allows you to select the metrics you want and with a click of a button, the visualizations will populate. Here’s more on how you can create a dashboard.
- Creating a personalized dashboard for your clients will help them get the most from their site. In this post, we'll show you how to do it with Elementor and a new free addon. As someone who uses WordPress all the time, you know the WordPress dashboard like the back of your hand.
To top the overall dashboard design off, we recommend to create a custom slicer design as the default slicer designs just look old-fashioned and would destroy the whole dashboard appearance. In episode 3 of this tutorial series, we will go into detail on how to create modern slicer designs with beautiful hover effect and button states that. Create a custom dashboard Choose Dashboards Create dashboard. Enter the details for the dashboard as needed. Note that when you create a custom dashboard, you may not find the default system dashboard from the Dashboards menu in the header anymore.
-->Dashboards are a focused and organized view of your cloud resources in the Azure portal. Use dashboards as a workspace where you can quickly launch tasks for day-to-day operations and monitor resources. Build custom dashboards based on projects, tasks, or user roles, for example.
The Azure portal provides a default dashboard as a starting point. You can edit the default dashboard. Create and customize additional dashboards, and publish and share dashboards to make them available to other users. This article describes how to create a new dashboard, customize the interface, and publish and share dashboards.
Create a new dashboard
In this example, we create a new, private dashboard and assign a name. Follow these steps to get started:
Sign in to the Azure portal.
From the Azure portal menu, select Dashboard. Your default view might already be set to dashboard.
Select New dashboard.
This action opens the Tile Gallery, from which you'll select tiles, and an empty grid where you'll arrange the tiles.
Select the My Dashboard text in the dashboard label and enter a name that will help you easily identify the custom dashboard.
Select Done customizing in the page header to exit edit mode.
The dashboard view now shows your new dashboard. Select the arrow next to the dashboard name to see dashboards available to you. The list might include dashboards that other users have created and shared.
Edit a dashboard
Now, let's edit the dashboard to add, resize, and arrange tiles that represent your Azure resources.
Add tiles from the dashboard
To add tiles to a dashboard, follow these steps:
Select Edit from the page header.
Browse the Tile Gallery or use the search field to find the tile you want.
Select Add to add the tile to the dashboard with a default size and location. Or, drag the tile to the grid and place it where you want.
Tip
If you work with more than one organization, add the Organization identity tile to your dashboard to clearly show which organization the resources belong to.
Add tiles from a resource page
There is an alternative way to add tiles to your dashboard. Many resource pages include a pushpin icon in the command bar. If you select the icon, a tile representing the source page is pinned to the dashboard that is currently active.
Creating Custom Dashboards In Vrops
Resize or rearrange tiles
To change the size of a tile or to rearrange the tiles on a dashboard, follow these steps:
Select Edit from the page header.
Select the context menu in the upper right corner of a tile. Then, choose a tile size. Tiles that support any size also include a 'handle' in the lower right corner that lets you drag the tile to the size you want.
Select a tile and drag it to a new location on the grid to arrange your dashboard.
Additional tile configuration
Some tiles might require more configuration to show the information you want. For example, the Metrics chart tile has to be set up to display a metric from Azure Monitor. You can also customize tile data to override the dashboard's default time settings.
Any tile that needs to be set up displays a Configure tile banner until you customize the tile. To customize the tile:
Select Done customizing in the page header to exit edit mode.
Select the banner, then do the required setup.
Note
A markdown tile lets you display custom, static content on your dashboard. This could be basic instructions, an image, a set of hyperlinks, or even contact information. For more information about using a markdown tile, see Use a markdown tile on Azure dashboards to show custom content.
Customize tile data
Data on the dashboard automatically shows activity for the past 24 hours. To show a different time span for just this tile, follow these steps:
Select Customize tile data from the context menu or the filter from the upper left corner of the tile.
Select the checkbox to Override the dashboard time settings at the tile level.
Choose the time span to show for this tile. You can choose from the past 30 minutes to the past 30 days or define a custom range.
Choose the time granularity to display. You can show anywhere from one-minute increments to one-month.
Select Apply.
Delete a tile
To remove a tile from a dashboard, follow these steps:
Select the context menu in the upper right corner of the tile, then select Remove from dashboard. Or,
Select Edit to enter customization mode. Hover in the upper right corner of the tile, then select the delete icon to remove the tile from the dashboard.
Clone a dashboard
To use an existing dashboard as a template for a new dashboard, follow these steps:
Creating Custom Dashboards In Splunk
Make sure that the dashboard view is showing the dashboard that you want to copy.
In the page header, select Clone.
A copy of the dashboard, named Clone ofyour dashboard name opens in edit mode. Use the preceding steps in this article to rename and customize the dashboard.
Publish and share a dashboard
When you create a dashboard, it's private by default, which means you're the only one who can see it. To make dashboards available to others, you can publish and share them. For more information, see Share Azure dashboards by using Azure role-based access control.
Open a shared dashboard
To find and open a shared dashboard, follow these steps:
Select the arrow next to the dashboard name.
Select from the displayed list of dashboards. If the dashboard you want to open isn't listed:
select Browse all dashboards.
In the Type field, select Shared dashboards.
Select one or more subscriptions. You can also enter text to filter dashboards by name.
Select a dashboard from the list of shared dashboards.
Delete a dashboard
To permanently delete a private or shared dashboard, follow these steps:
Select the dashboard you want to delete from the list next to the dashboard name.
Select Delete from the page header.
For a private dashboard, select OK on the confirmation dialog to remove the dashboard. For a shared dashboard, on the confirmation dialog, select the checkbox to confirm that the published dashboard will no longer be viewable by others. Then, select OK.
Next steps
Dashboards for Your Customers: They’re Not Just for Internal Use
You can’t bore your clients into better understanding. It’s important to get data to your customers when they need it, and it’s important to put data into a format that is easily understood by your client and moves them toward positive action. Accountants, consultants, analysts, and Fortune 500 clients are having great success by reporting with client-facing dashboards.
Building Client-Facing Dashboards
Dashboards accomplish many things, but the most important factor of a successful dashboard is this: Deploying data to clients quickly and accurately. Here are a few guiding principles to help you build dashboards that your clients will love:
- Keep the data custom. This goes beyond the information you present. Obviously, each customer dashboard will contain different numbers, but the data sets your dashboard reports display should be unique, too. This means understanding your customer’s goals, and the best way to communicate them. With client dashboards, you can discover what information is most important to them and deliver it effectively.
- Make complex data sets easy to understand. Numbers aren’t for everyone, but data visualization is. When you use a dashboard to give clients the information they want, you have a unique opportunity to display highly complex sets of data in a single, easy-to-absorb window. This way, your clients can focus on key performance indicators (KPIs) instead wasting time trying to interpret complicated Excel spreadsheets.
- Give clients real-time data. What’s better than timely reports? The answer is simple: real-time data. Unlike traditional Excel reporting, which often lacks the user-friendliness of a visualized data, client dashboards can update as often – or infrequently – as you like. This means your clients can access data when they need it the most, without any delay and on virtually any device.
Delivering ROI: Putting Client Dashboards to Work
Here’s how a few iDashboards software customers have found success using client dashboards.
- A distributor of technology products had been sending weekly reports to its largest 2,000+ customers regarding their purchases; however, their customers were drowning in the tabulated data contained in these reports. The company realized their customers would be better served with insightful dashboards displaying data graphically, with drilldown options and visual analytics. They made the switch, and built a single set of client dashboards that could be customized (by using the “filter by user” function) for their customers to access live from any device.
- A large travel-related services organization had been repo rting travel spend to thousands of accounts in massive spreadsheets that failed to tell the most important story: How much money were they saving the client? These reports provided travel spend aggregated by department, location and region, all broken into various categories – air, hotel, cab, auto-rental, meals and entertainment. One of their client managers decided to break the status quo by championing a set of dashboards for his clients, so they could visualize the value of their relationship. The manager worked with iDashboards to deliver dashboards to his clients in about a week, focusing primarily on the cost savings provided by the vendor. When rolled out at a client meeting, the manager and his team got a standing ovation. The initiative was so successful that other client executives have since persuaded their leadership to adopt customer-facing dashboards for other key accounts.
- An accounting firm was looking for a meaningful way to report financial data to their consumers. They wanted full mobility so their clients could grab a dashboard on their iPad, as well as the ability to customize dashboards for specific clients. They used iDashboards to build a “suite” of dashboards that are standardized (again using “filter by user”), but retain complete flexibility to create custom dashboards for clients as needed.
Read next: How to Optimize Data Reporting
It’s Time to Stop Reporting Data Like It’s 80’s
Credit: Microsoft Sweden
Did you know Ronald Reagan was President when Excel was introduced? It’s 2017. Why would you still be reporting in Excel like it’s 1985? Whether you’re a single consultant or a Fortune 100 company, you probably share the same issue as the clients mentioned above: How do we get data to our customers in a meaningful and insightful way?
Interestingly, in all the examples above, there were already stellar IT staff and meaningful reporting. When it came to sharing information with their clients, however, IT couldn’t make the changes necessary on their own. In each case, it was someone outside of IT who became the champion of getting data into a format that was more meaningful to the customer.
Put yourself in your customer’s shoes! Don’t drown them with data. Click To TweetIt shouldn’t take much imagination to put yourself into your customer’s shoes, because we are all customers of other products and services. If you’re sending reports and spreadsheets jampacked with data, are your clients finding them overwhelming and of little value? Every customer needs something that will deliver intelligence and insight into the products and services they buy, and you should be providing that to them.
Creating Custom Dashboards In Servicenow
Wouldn’t it be nice if each of your vendors were to take the initiative to add value to the data they are collecting and present it in a graphical dashboard with quick insights? If your company is reporting back to your clients, wouldn’t it benefit them (and you) to provide that reporting in a way that is meaningful and creates positive action? Dashboards don’t just have to be for internal use – they can change the way you communicate with your clients.