Creating custom Liveboards

You can create your own custom charts and Liveboards to focus on areas of specific interest in your managed environment. You must have Report Editor or Report Admin privileges to create or modify charts, Liveboards, or worksheets.

Report Editors and Report Admins have the following options to create custom charts and Liveboards:

Make a copy of one of the default Liveboards and edit the copy.
Use one of the default Turbonomic worksheets to create charts and Liveboards.
Create a custom worksheet and use it to create charts and Liveboards.

For information about sharing your custom Liveboards with other Report Editors, see Sharing Liveboards.

Creating a custom Liveboard from a copy of a default Liveboard

Because Turbonomic regularly updates the default Liveboards, editing these Liveboards is not recommended. Instead, you can make a copy of the Liveboard that you want to customize and edit the copy. For example, you might make a copy of the Ultimate Cluster Liveboard, save it under a new name, change the visualization of existing charts, or add your own charts.

In the ThoughSpot UI, select Liveboards from the main menu.
Select the Liveboard that you want to customize.
Click the three-dot icon for your chosen Liveboard and select Make a copy from the drop-down menu.
Specify a name and description for your new Liveboard.
To edit the Liveboard, click Edit.
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An Edit menu appears in the main navigation bar.
1. To set your own filters for the Liveboard, select Add Filter from the Edit menu in the main navigation bar.
2. Select the filter that you want to add from the sidebar Add Filters menu.
  
  When you select a Liveboard-level filter, you can optionally specify a subset of charts in the Liveboard to apply it to. Click Applicable to and select only the charts you want to filter.
3. When you finish configuring your filters, click Apply.
4. When you finish editing the Liveboard, click Save in the Edit menu.
Liveboard-level filters override any filters that you set at the chart level.

For more information about editing Liveboards, see the ThoughtSpot documentation.
To edit any individual chart in the custom Liveboard, click the three-dot icon for the chart that you want to edit and select Edit from the drop-down menu.
1. To set your own filters for the chart, double-click a filter from the list of Sources in the Data sidebar to add it to the chart.
  
  Chart-level filters are overridden by any relevant filters that you set at the Liveboard level.
2. When you finish editing the chart, click Save.
3. From the Edit window, you can also explore the details of the underlying SQL query for any chart. After you select Edit for a chart, click the icon in the chart sidebar navigation to view the query details.
4. To view a graphical representation of the query, click Query visualizer.
5. To view the SQL code, click Query SQL.
For more information about editing charts, see the ThoughtSpot documentation.

Creating a custom chart or Liveboard by using a default worksheet

ThoughtSpot worksheets create logical views of complex data sets that incorporate multiple entities and relationships. You can use these worksheets to create new charts and Liveboards in your Turbonomic ThoughSpot environment.

In the ThoughSpot main menu, click Search Data.
In the Sources sidebar, click the wrench icon.
In the Choose Sources window, the Worksheets section lists all the available worksheets. Select the worksheet that you want to use and click Done.
To add values to the chart, select from the Sources list in the Data sidebar and click Add columns.
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Alternatively, you can specify the name of a value in the main search bar and press Enter.
To add filters to your chart, hover your cursor over any option in the Sources list and click the filter icon. In the resulting window, select the values that you want to filter on.

Alternatively, you can specify the name of a column into the main search bar followed by the equals sign (=) and the value that you want to filter on. For example, to filter on powered-on VMs, you might specify State =powered_on. To filter on dates, you can specify natural language phrases like today or last 3 weeks. For more information, see the ThoughtSpot documentation.
When you are finished adding values and filters to your chart, click Go in the main search bar.
ThoughtSpot chooses a default chart type but you can change the visualization, configure the chart, or view the underlying query details by selecting from the icon sidebar menu.
To add your chart to a Liveboard, click Pin.
In the Pin to Liveboard window, select from the available Liveboards or click Create Liveboard to start a new Liveboard.
After you select a Liveboard, click Pin.

Creating a custom worksheet

If the default worksheets don't provide the resources that you need, you can create a custom worksheet and use it to create a custom chart or Liveboard. The quickest way to create a custom worksheet is to make a copy of one of the default worksheets and edit the copy.

Select Data from the ThoughtSpot main menu.
Select Worksheets from the filter menu.

You can see a list of the default worksheets.
Select the worksheet that you want to use.
Click the three-dot icon for your chosen worksheet and select Make a copy from the drop-down menu.

For more information about editing worksheets, see the ThoughSpot documentation.
To use the custom worksheet to create charts and Liveboards, follow the steps in the previous Creating a custom chart or Liveboard by using a default worksheet section.