Creating and editing custom dashboards

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A custom dashboard is a view that you create to focus on specific aspects of your environment. You can create dashboards that are private to your user account, or dashboards that are visible to any user who logs into your Turbonomic deployment.

Two common approaches exist for creating custom dashboards:

Scope First

You can create a dashboard in which all of the chart widgets focus on the same scope of your environment. For example, you might want to create a dashboard that focuses on costs for a single public cloud account. In that case, as you add chart widgets to the dashboard, you give them all the same scope.
Data First

You might be interested in a single type of data for all groups of entities in your environment. For example, each chart widget in the dashboard can focus on Cost Breakdown by Cloud Service, but you set the scope of each chart widget to a different cloud region or zone.

Of course, you can mix and match, according to your needs. You can set any scopes or data sources to the chart widgets in a dashboard to set up whatever organization and focus that you want.

Note:

If you set a scope to your Turbonomic session, the specified scope does not affect your custom dashboards. For information about scoped views, see Working With a Scoped View.

Creating a dashboard

To create a custom dashboard:

Navigate to the Dashboards Page.

Click to navigate to the Dashboard Page.

This page lists all dashboards that are available to you. To view a dashboard, click its name in the list.
Create a new dashboard.

Click NEW DASHBOARD to add a new dashboard to your Turbonomic session.
Name the dashboard.

Give a name that describes the dashboard. If you will share the dashboard with all Turbonomic users, the name will help them decide whether to view it.

Dashboard access can be:
- Only Me – (default) The dashboard is only available to your Turbonomic user account.
- All Users – Every Turbonomic user can see this dashboard.
The dashboard appears without chart widgets.
Add chart widgets to the dashboard.

Add as many chart widgets to the dashboard as you want. See Creating and Editing Chart Widgets.
Optionally, set the dashboard access.

Click Edit dashboard to change the setting.

As soon as you create a new dashboard, it appears in the list on the Dashboard Page. Users with access to it can click the dashboard name in the list to view it, create a copy of the dashboard, or print the dashboard.

At any time, if you are an administrator or the dashboard owner, you can view and make the following changes to the dashboard:

Add, edit, or delete widgets
Change the dashboard name
Change the dashboard access setting

For executive dashboards, only an administrator can edit an executive dashboard.

Editing a dashboard

If you have created a dashboard, you can change the name of the dashboard, its access settings, and its chart widgets. To change the chart widgets, see Creating and Editing Chart Widgets.

Navigate to the Dashboards Page.

Click to navigate to the Dashboard Page.
Click the name of the dashboard that you want to edit.
Click Edit dashboard in the dashboard.

In the Edit Dashboard flyout, change the dashboard name or set the dashboard access.

For the dashboard's access, you can set:
- Only Me – The dashboard is only available to your Turbonomic user account.
- All Users – Every Turbonomic user can see this dashboard.
When you are done, close the panel.

Your changes take effect when you close the panel.

Deleting a dashboard

If you are an administrator or the dashboard owner, you can delete a custom dashboard. You cannot delete executive dashboards.

Navigate to the Dashboards Page.

Click to navigate to the Dashboard Page.

This page lists all dashboards that are available to you.
Delete one or more dashboards.

In the list, choose the check box for each dashboard to delete and click Trash can.