Dashboard Widgets

Use the time series interactive chart widget to track possible issues at a glance.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a time series interactive chart widget, and then select .
6. Each interactive time series widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget
   Chart icons	Select a chart type icon.
   Timespan box	Select a time span option in the list.
   Refresh box	Select a refresh option.
   Threshold field	Enter a static value.
   Sends Data toggle	Select on or off.
   Receives Data toggle	Select on or off.
   Navigation Add icon	Select to begin destination selections.
   Select Destination box	In Select Destination list, select a module or Dashboard.
   Set Context link	When Dashboards is selected, use the Context Browser to select an asset, then use the View box to select a view.
   Enable toggle	Select on or off.

   You can select multiple destinations for the widget. Use to enable or disable destination targets for the widget.
7. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
   • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
     Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
8. To plot tags or tag expressions in the Search list in the Tag Tree Browser to an existing chart, complete one of the following actions:
   • Select a tag in the All Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the All Tags list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
9. Select Done, and then select Save to save your configuration changes and exit modify mode.

Use the time series generic chart widget to monitor an asset or issue.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a time series generic chart widget, and then select .
6. Each generic time series widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Chart icons	Select a chart type icon.
   Timespan drop-down list box	Select a time span option in the drop-down list box.
   Refresh drop-down list box	Select a refresh option.
   Data Operation drop-down list box	Select between Interpolation and Raw to select the type of data displayed.
   Navigator toggle	Select on or off to add a time line slider below the chart.
   Threshold field	Enter a static value.
   Navigation Add icon	Select to begin destination selections.
   Select Destination drop-down	In the Select Destination drop-down list box, select a module or Dashboard.
7. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
   • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
     Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
8. To plot tags or tag expressions in the Search list in the Tag Tree Browser to an existing chart, complete one of the following actions:
   • Select a tag in the All Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the All Tags list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
9. Select Done, and then select Save to save your configuration changes and exit modify mode.

Use the ambient conditions widget to display data for two tags.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over an ambient conditions widget, and then select .
6. Each ambient conditions widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Refresh drop-down list box	Select a refresh option.
   Name field	Enter a name for the tag you are plotting.

   Note: The ambient conditions widget can plot two tags. Enter a second name for the tag you are plotting.
7. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
   • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
     Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
8. Select Done, then select Save to save your configuration changes and exit.

Use grouped bar charts to compare data for analysis, alerts, cases, or dashboards.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a grouped bar chart widget, and then select .
6. Each grouped bar chart widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout drop-down list box	Select a layout option.
   Timespan drop-down list box	Select a timespan option for the data applied to the widget.
   Refresh Rate drop-down list box	Select a refresh option.
   Navigation toggle	Select on or off.
   Goes To drop-down list box	Select Dashboards for the navigation destination.
   For	When Dashboards is selected, select Set Context and use the Context Browser to select an asset, then use the View drop-down list box to select a view.

   You can select multiple destinations for the widget. Use to enable or disable destination targets for the widget.

7. Select for the Primary Data Item in the Data section.
8. Select Alerts or Cases.
9. On the data type list, select an option.
   Options for data type differ between alert and case selections.
10. In Attributes, use the Search field to find specific attributes.
11. Check at least one attribute, and then select Add.
    The primary data is enabled.
12. In Grouped By, select for the Secondary Data Item.
13. On the data type list, select an option.
14. In the Navigation, select , and then select the destination in the box.
15. In Attributes, use the Search field to find specific attributes.
16. Check at least one attribute, then select Add.
    As each data type is added for the secondary data item just added, a new secondary data item appears until all data type options have been selected. Adding new secondary data items is optional.
    The secondary data is enabled, a title field appears for the secondary data item just added, and new secondary data item appears for configuration.
17. Enter the a name for the View in the Title field for the secondary data item you just added.
18. Add additional secondary data items as needed.
19. Select Done, and then select Save.

Use a Spider Web Chart widget to compare values across three to nine plotted tags.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a Spider Web Chart widget, and then select .
6. Each Spider Web Chart widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout field	The Spider Web Chart is pre-selected and cannot be modified.
   Show Average Values toggle	Select on or off. Selecting Show Average Values enables the Timespan box. This field displays the average of all the values across the selected time span.
   Refresh Rate drop-down list box	Select on or off.
   Timespan drop-down list box	Select an option.
   Navigation toggle	Select on or off.
   Goes To drop-down list box	Select a module, or Dashboards for navigation destination.
   Navigation context	When Dashboards is selected, use the Context Browser to select an asset, then use the View drop-down list box to select a view.

7. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
   This option is plotting the latest time series value of all the tags. You can use the search box to find a tag. The first three characters display the search results. In addition, the widget displays value from last 15 days.

   • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
     Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
8. Select Done, then select Save to save your configuration changes and exit modify mode.

Use the Goals KPI widget to compare actual computed values with set goal values for an asset context.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a goals KPI widget, and then select .
6. Each goals KPI widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout field	The Goals KPI widget is pre-selected and cannot be modified.
   Refresh Rate drop-down list box	Select an option.
   Fill Goal Area toggle	Select on or off to add a fill for the set goals KPIs in the spiderweb chart.
   Add Navigation icon	Select to add navigation for the widget.
   Navigation destination	On Goes To, select Analysis View, Asset, or Dashboards.
   Navigation context	When Dashboards is selected, use the Context Browser to select an asset, and then use the View drop-down list box to select a view.
   Enable icon	Select on or off to enable or disable navigation for a specific destination.

7. Select next to an Actual tag or Goal tag place holder.
8. Select , and then enter at least three characters that match a tag or child tag name into the Search field to find suitable tags for plotting.
   Important: When you add an Actual tag, you must add a Goal tag so they can display in pairs.
9. In the Search Results, select next to a tag selection, and then select Add.
   The tag selection is added to the Plotted Tags list at the bottom of the list for that category.

   Note: Add at least three and up to nine tags for Actual and Goal Tags categories, for a total of eighteen tags.
10. Select a plotted Actual tag to rename the tag and enter filter criteria.
    • Enter a new name for the tag in the Tag Name field.
    • Enter a value in the Min and Max fields to add a filter to the tag.
      Note: You must enter a filter value for each tag in the Actual category. If you miss any, you will receive an error message and the tag will not plot.
    • Select the Reverse Range toggle to On to invert the filter, or Off to revert the filter to normal.
11. Select Done, then select Save to save your configuration changes and exit modify mode.

Use the KPI widget to monitor one or more KPIs.

About This Task

The KPI widget can be configured to display selected KPIs for the selected asset. Once a data item has been selected, the unit of measure appears automatically.

You can access cross-tenant asset resources that have been assigned to you. When selecting a destination for your widget, these resources are available for selection. If the resource you need is unavailable, contact your administrator.

The KPI widget can be configured to display a trend indicator for the selected tag. You can select:

Table 3. Tend Indicator Selections

Selecting this	Means this
	A green up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A red down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case, the up-arrow is the desired trend.
	A red up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A green down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case, the down-arrow is the desired trend.
	A grey up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A grey down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case, the direction of the arrow is informational.

Tip: This widget is not suitable for a class-level configuration if Dashboard is selected for navigation.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a KPI widget, and then select .
6. Each KPI widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout field	The KPI grid is pre-selected and cannot be modified.
   Timespan drop-down list box	Select a timespan option for the data applied to the widget.
   Refresh Rate drop-down list box	Select a refresh option.
   Navigation toggle	Select on or off.
   Goes To drop-down list box	Select Analysis View or Dashboards.
   For	When Dashboards is selected, select Set Context and use the Context Browser to select an asset, and then use the View drop-down list box to select a view.
   Trend toggle	Select the data item, then select on or off for the trend indicator you want to use. Note: You can select only one indicator.

   You can select multiple destinations for the widget. Use to enable or disable destination targets for the widget.

7. In Data, use to find at least one KPI tag to plot, and then select next to your selection.
   Selecting a data item a second time allows you to select and enable a Trend Indicator.
8. Select Done, and then select Save.

Use the Small List widget to monitor four of the most recent alerts or cases.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover of a Small List widget, and then select .
6. Each Small List widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Timespan field	The most recent four entries is default.
   Refresh Rate drop-down list box	Select a refresh option.
   Navigation toggle	Select on or off.
   Goes To drop-down list box	Select a module or Dashboard in the list.
   For	When Dashboards is selected, use the Context Browser to select an asset, and then use the View drop-down list box to select a view.

   You can select multiple destinations for the widget. Use to enable or disable destination targets for the widget.

7. Select for the Primary Data Item in the Data section.
8. Select Alerts or Cases. If there is no data for Alerts or Cases, then only the widget title displays.
9. On Attributes, select an option from each Attribute Placement, and then select Next.
   Note: You must select an option for all attribute placement drop-down list box before Next is enabled.

   If you selected Alerts attributes, you can optionally select the Show Severity toggle to include severity for each item in the list.
   The selected data is enabled.
10. Select Done, and then select Save.

Use the Scatter Chart widget to display correlations between two parameters or tags.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over a Scatter Chart widget, then select .
6. Each Scatter Chart widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout text field	View the layout.
   Timespan drop-down list box	Select a timespan option.
   Refresh drop-down list box	Select a refresh option.
   Navigation toggle	Select on or off.
   Goes To drop-down list box	Select a module or Dashboard.
   For	When Dashboards is selected, use the Context Browser to select an asset, and then use the View drop-down list box to select a view.
   Sends Data toggle	Select on or off.
   Receives Data toggle	Select on or off.
   Zoom	Drag your cursor over the area to zoom. You can perform multiple zoom actions. The zoom selection includes any stacked charts.
   Tooltip	Hover over a chart data point to view data in a tooltip.
   Pan	Select to pan in or out of the chart.

   You can select multiple destinations for the widget. Use to enable or disable destination targets for the widget.
7. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
   This option is plotting the latest time series value of all the tags. You can use the search box to find a tag. The first three characters display the search results. In addition, the widget displays value from last 15 days.

   • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
   • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
     Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
8. Select next to the X-Axis option in the Data section to select a tag for plotting.
9. Enter at least three characters that match a tag name into the Search field to find suitable tags for plotting.
10. Select next to a tag to plot it to the chart, and then select Add.
11. Optional: To change the tag name, select the tag name and enter a new name in the X-Axis Name field.
12. Select next to the Y-Axis option in the Data section, then search for and add a tag.
13. Optional: To change the tag name, select the tag name and enter a new name in the Y-Axis Name field.
14. Select Done, and then select Save.

Use the Summary KPI widget to display overall key performance indicators for the selected asset.

About This Task

The Summary KPI widget can be configured to display selected KPIs for the selected asset. Once a data item has been selected, the unit of measure appears automatically. The KPI displays the latest value for a 30-day time span.

You can access cross-tenant asset resources that have been assigned to you. When selecting a destination for your widget, these resources are available for selection. If the resource you need is unavailable, contact your administrator.

The KPI widget can be configured to display a trend indicator for the selected tag. You can select:

Table 4. Tend Indicator Selections

Selecting this	Means this
	A green up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A red down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case, the up-arrow is the desired trend.
	A red up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A green down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case, the down-arrow is the desired trend.
	A grey up-arrow signifies that the value for the KPI is greater than that recorded in the previous data retrieval. A grey down-arrow signifies that the value for the KPI is lower than that recorded in the previous data retrieval. In this case the direction of the arrow is informational.
	A red dot signifies that the data point is not the latest version.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In , select Edit Dashboard, select the Dashboard Summary toggle to On, and then select Save and Done.
5. In , select Configure Dashboard Summary.
6. On a widget tile, select Add Widget.
7. On the Widget Library, select Add next to the Summary KPI Widget.
8. Hover over the Summary KPI widget, and then select .
9. Each Summary KPI widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Layout	Displays the name.
   Refresh Rate drop-down list box	Select a refresh option.
   Trend toggle	Select the data item, and then select on or off for the trend indicator you want to use. Note: You can select only one indicator.

10. Select next to the Data Item.
11. To plot tags or tag expressions in the Tag Browser or Plotted Tags list to an existing chart, complete one of the following actions:
    This option is plotting the latest time series value of all the tags. You can use the search box to find a tag. The first three characters display the search results. In addition, the widget displays value from last 15 days.

    • Select a tag in the Tag Browser or Plotted Tags list, drag it over a chart, and then drop it on the chart.
    • Select multiple tags in the Tag Browser list using CTRL+Tap or SHIFT+Tap, drag them over a chart, and then drop them on the chart.
      Note: Multiple tags can only be selected from one parent node at a time. For example, you can select multiple tags from a single asset, but you cannot simultaneously select any from a second asset or in the Plotted Tags list. The selected chart is framed as you drop the tags. If a tag is already plotted on the selected chart, an error message appears.
12. Enter at least three characters into the Search field to find a data item.
13. Select a data item in the list, and then select Done.
    Selecting a data item a second time allows you to select and enable a Trend Indicator.
    The data and unit of measure appear in the Summary KPI widget.
14. Select Done.
    The widget appears in the Dashboard Summary tile.
15. Select Save.
    The Dashboard Summary Card displays the widget on the selected view.

Use the Summary Count widget to display a data item count value and total for the selected asset context.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. In , select Edit Dashboard, and then select Dashboard Summary toggle to On, then select Save.
5. In , select Configure Dashboard Summary.
6. On a widget tile, select Add Widget.
7. In the Widget Library, select Add next to the Summary Single Sum Widget.
8. Hover over the summary single sum widget, and then select .
9. Each summary single sum widget can be uniquely configured. Use the following options to configure the widget:

   For this option	Do this
   Title field	Enter a name for the widget.
   Refresh Rate drop-down list box	Select a refresh option.
   Display Total toggle	Select on or off.

10. Select next to the Data Item to select a parent asset context.
11. Select an asset context, and then select Done.
12. Select next to Grouped By to select a data item.
    You can select a data item in the Asset Attributes, Alerts, or Cases categories.
13. Select a data item, and then select Done.
    The widget appears in the Dashboard Summary tile.
14. Select Save to save the widget to the dashboard summary card.
    The Dashboard Summary Card displays the widget on the selected view.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a view.
4. On an existing card, select Action, and then select Edit Card.
5. To add a widget, select Calendar Widget, and then select .
6. Each interactive calendar widget can be configured. Use the following options to configure the widget:

   Option	Description
   Title	Enter a name for the widget. This field is required.
   Path	Select this option to select a query.
   Title Column	Select a title column.
   Start Date Column	Select a start date. This field is required.
   Category Column	Select a category.
   End Date Column	Select an end date.
   Category Color Column	Select a category color.
   Refresh	Select this option to refresh the calendar.
   Timespan	Select a timespan option.

7. Select Save, and then select Done.

Widgets that display Time Series data use asynchronous queries to retrieve large amounts of information.

1. Access the Dashboard Browser.
2. Open a dashboard by selecting its name in the dashboard browser.
3. In the card heading, select , and then select Edit Card.
4. Hover your mouse pointer over a Generic Graph, Scatter Chart, Spider Web Chart, or KPI Overview widget and select .
5. For Spider Web Chart, turn on the Show Average Values toggle.
   The Timespan configuration option appears.
6. In the Timespan drop-down list box, select an option that specifies six months or more.
   An asynchronous query is immediately made on the data source connected to the widget. A message appears, giving you two options. Select from:
   • Quit, to cancel the query.
   • Wait, to allow the query to finish.
   Note: If you do not select an option, the query runs to completion (as if you had selected Wait).
   The widget displays the data returned by completed queries. Canceled queries leave the widget in an indeterminate state.
7. Select Done to save the widget configuration changes.
8. Select Save to update the card.

You can configure widgets on a card to send and receive data to each other.

• To configure multiple widgets on a card to send and receive data (two-way):
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. In an existing card, select Action, and then select Edit Card.
  4. Hover over a widget, and then select .
  5. Select the Sends Data and Receives Data toggles for Widget Communication.
  6. Select Done to save your configuration changes.
  7. Repeat these steps for at least one additional widget.
  8. Select Save to exit.
• To configure one-way data for multiple widgets on a card:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. On an existing card, select Action, and then select Edit Card.
  4. Hover over the source widget for your data, and then select .
  5. Select the Sends Data toggle for Widget Communication.
  6. Select Done to save your configuration changes.
  7. Hover over the target widget, and then select .
  8. Select the Receives Data toggle for Widget Communication.
  9. Select Done to save your configuration, then select Save to exit.
• To disable communications for a widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. In an existing card, select Action, and then select Edit Card.
  4. Hover over the widget, and then select .
  5. Toggle the Sends Data and Receives Data toggles for Widget Communication to Off.
  6. Select Done to save your configuration changes, and then select Save.

Some widgets can be configured for navigation, allowing you to view detailed data residing in another dashboard view or a different module view.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a dashboard.
4. In an existing card, select Action, and then select Edit Card.
5. Hover over the widget, and then select .
6. Select next to Navigation.
7. Make a selection in the Select list box.
   This is a required field. Each widget contains unique configuration options. Select the option that applies:

   Option	Description
   Alerts	When you select Alerts as a destination for widget navigation, the alerts page for that asset where you can see all alerts for that asset without any filters is set as a destination for the widget.
   Asset	When you select Asset as a destination for widget navigation, the asset page for that particular asset is set as the destination for a widget.
   Cases	When you select Cases as a destination for widget navigation, the cases page for that asset where you can see all cases for that asset without any filters is set as a destination for the widget.
   Analysis	When you select Analysis as a destination for widget navigation, if there are tags configured, the analysis page of that asset for those tags is set as a destination for the widget. If there are no tags the default analysis page for that asset is set as a destination for the widget.
   Dashboards	When you select Dashboards as a destination for widget navigation, Set Context is available. When you select Set Context the context browser opens, which allows you to set a dashboard as a destination. Once you select a context, the View Selector is enabled where you can select a view in the dashboard. Note: You do not have to select a destination for navigation. If you do not, you are directed to the default dashboard for the selected context or the first dashboard listed.
   Documents	This option is available to tenants that have permissions to the Document module.

8. In a new Select Destination, continue to make navigation destination selections for the selected widget.
9. Set next to each destination to On to enable the destination on the widget's List icon.
10. Select Done to save your configuration changes, then Save to exit edit mode.
    The selected widget permits navigation to the selected target destinations.

You can configure how a Bar chart is displayed and what data is available for the chart over a selected time range.

• To configure the primary data item:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. In an existing card, select Action , then select Edit Card.
  4. Hover over a grouped bar-chart widget, and then select .
  5. In Layout, select a chart type.
  6. In Timespan, select a time span for the chart.
  7. In Data, select for the Primary Data Item.
  8. In Primary Data Item, select:

     Selection	Data Type Available
     Alerts	Severity Status
     Cases	Severity Status Anomaly Type

  9. Hover over a data type, and then select .
  10. On Attributes, select a maximum of three attributes, and then select outside the selection box.
      All selections collapse and the primary data is enabled.
  11. If you are configuring a simple bar chart, select Done, and then select Save to save your changes. Otherwise, configure the secondary data item.
• To configure the secondary data item:
  1. In Grouped By, select for the Secondary Data Item.
  2. Hover over a data type, and then select .
     The secondary data drop-down list box selection is based on the primary data item and cannot be selected.
  3. On Attributes, check a maximum of six attributes, then tap outside the selection box.
     All selections collapse, and the secondary data is enabled.
  4. Select Done to return to the card edit screen, and then select Save.

You can configure each widget individually to automatically refresh over a selected interval.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. On an existing card, select Action, and then select Edit Card.
4. Hover over the widget, and then select .
5. Select Refresh and select an interval:
   • Every 1 minute
   • Every 5 minutes
   • Every 10 minutes
   The default selection for Refresh is Off.
6. Select Done, and then select Save.
   The widget refreshes at the defined interval.

You can use Time Control to customize interactive widgets to display the time range selected for a widget, and a date and time to use as a start point for the custom refresh interval.

• To access Time Control:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a view.
  4. Select Action, and then select Time Control.
     The Time Control Selector is enabled.
• To use Time Span:
  1. Select the Time Control Selector, and then select Time Span.
     A blue bar appears above the card containing several options.
  2. Select a preset time range.
     The automatic refresh rate is disabled, and the interactive widgets on the card refresh at the selected rate until you resume the normal refresh rate.
• To use Date Selector:
  1. Select the Time Control Selector, and then select Date Selector.
     A blue bar, which contains a calendar field, appears above the card .
  2. Select the Calendar field and select a date in the calendar, and then select Apply.
     You can also select a specific time on the calendar before applying your changes.
     The automatic refresh rate is disabled, and the interactive widgets on the card refresh beginning in the selected date until you resume the normal refresh rate.
• To use Date & Time Span:
  1. Select the Time Control Selector, and then select Date & Time Span.
     A blue bar, which contains a calendar field and other options, appears above the card.
  2. Select the Calendar field and select a date in the calendar, then select Apply.
  3. Select a time range.
     The automatic refresh rate is disabled, the interactive widgets on the card refresh beginning in the selected date, and the time range displayed changes to your selection until you resume the normal refresh rate.
• To use Custom Time Span:
  1. Select the Time Control Selector, and then select Custom Time Span.
     A blue bar, which contains a from and to calendar field, appears above the card .
  2. Select a Calendar field and select a date for the start and end point in the calendar, and then select Apply.

     Table 7. Available Presets

     Selecting this Preset	Displays this
     Today	Begins at 12:00 A.M. and ends at the current timestamp.
     Yesterday	Begins at 12:00 A.M. yesterday and ends at 11:59 P.M. yesterday.
     Last 7 Days	The past seven days in the current date and time.
     This Month	Begins on the first of the month and ends on the current date and time.
     Last Month	The date range begins on the first of the last months and ends on the last day of the last month.

     If you select a preset, the calendars adjust to reflect your selection.
     The automatic refresh rate is disabled, and the interactive widgets on the card refresh beginning in the selected date range until you resume the normal refresh rate.
• To resume normal refresh rates:
  1. Access a customized time control card.
  2. Select Resume in the blue bar above the affected card.
  3. Select Action and clear Time Control.
  The card returns to its configured refresh rate.
• Clear Time Control to disable the Time Control Selector.

You can adjust chart displays on the Dashboard or in the Analysis module by muting tags on the chart.

• To mute tags on a Generic chart widget with plotted tags:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a view.
  4. In the Generic chart widget, use Legend to scroll through tag names plotted on the chart.
  5. Select a tag.
     The action hides plotted data on the chart, and disables the tag Legend.
• To unmute tags on the Generic chart widget:
  1. In the Generic chart widget, use Legend to scroll through the tag names plotted on the chart.
  2. Select a muted tag.
     The action displays plotted data on the chart, and enables the tag Legend.

To make the data more meaningful, you must first synchronize the timestamps for the data.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a dashboard.
4. Select to ensure that the timestamp selected on the widget matches the timestamp on the communicating widgets.
5. Verify the synchronization by selecting a data point on a widget configured for communication.
   All widgets on the card that are configured for communication display a data tool tip for the selected timestamp.

A widget often provides navigation elements to help access more detail about its available data.

About This Task

When configured for navigation by an administrator, you can select a widget to open the appropriate context in the another tab or the Meridium application.

Chart widgets allow you to open Analysis so you can modify a chart and save it as a template. The Unclaimed Alerts widget allows you to open a filtered Alerts inbox in another tab so you can access more detail from selected alerts. The Open Cases and Monitoring & Diagnostics Outcomes widgets allow you to open a filtered Cases Inbox in another tab so you can access more detail from selected cases.

If a widget has been configured for two or more destinations, you can navigate to multiple destinations selecting on the widget:

Table 9. Selectable Destinations

Selecting this destination	Opens this
Alerts	Opens the Alerts module for the selected asset displaying all alerts for that asset without filters.
Analysis View	Opens the Analysis module, displaying the tags and assets configured on the widget.
Asset	Opens the Assets module to the faceplate for the selected asset.
Cases	Opens the Cases module for the selected asset displaying all cases for that asset without filters.
Dashboards	Opens the Dashboard page in the Meridium application for the destination and access configured on the widget.

Note: The default destination for a widget is the first destination configured on the list.

• To navigate to the Alerts Inbox on the Unclaimed Alerts widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. Select a Priority listing on the Unclaimed Alerts widget.
     The filtered Alerts Inbox appears in another tab.
• To navigate to the Cases Inbox on the Open Cases widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. Select a Severity bar on the Open Cases widget.
     The filtered Cases Inbox opens in another tab.
• To navigate to the Cases Inbox on the Monitoring & Diagnostics Outcomes widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. Select an Outcome bar on the Monitoring & Diagnostics Outcomes widget.
     The filtered Cases Inbox appears in another tab.
• To navigate to Analysis on a chart widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. Select on a navigable chart widget.
     Analysis opens in another tab.
• To navigate to multiple destinations on a widget:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. In a Vertical Bar chart, Spiderweb chart, Interactive chart, Small List chart, or KPI chart, select , and then select a destination.
     Your selected destination opens in the Meridium application.

You can modify the timespan configured for a widget while you are viewing data.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset.
3. Select a dashboard with cards that contain one or more widgets with configurable timespans.
4. In a widget with timespan links, select a different timespan link.
   The data displayed modifies to the new timespan.

You can refresh the data displayed by the widgets on a dashboard on demand.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a dashboard.
4. Select , and then select Refresh Data.
   The dashboard reloads, refreshing data for each widget on the dashboard.

   Tip:

   • To refresh the data for a selected widget without refreshing the entire dashboard, try configuring auto-refresh for the selected widget.
   • To customize the interactive widgets on a card to temporarily refresh the data for selected time or date ranges, try configuring the time control for the selected widget.

You can temporarily stop the automatic reloading of data to all widgets on a dashboard by pausing the refresh cycle.

• To pause refresh on a dashboard:
  1. Access the Dashboard Browser.
  2. Use the Context Browser to select an asset context.
  3. Select a dashboard.
  4. Select , and then select Pause Data.
     The data refresh stops. At the top of the dashboard, a message tracks the running time the data refresh is paused.
• To resume the normal refresh cycle for a dashboard, select Done.

When data fails to load for an Interactive Time Series widget, an error message displays at the bottom of the widget.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select a dashboard to view.
4. Select the red link at the bottom of the Interactive Time Series widget.
   The widget refreshes, loading the data if available.

   Tip: You can refresh the widget multiple times if the data continues to fail, or wait and refresh the data at a later time.

1. Copy the secret URL in the browser.
2. Enter your search criteria at the top of the page. You can only search for the name of the widget.
3. Select Enter.

1. Copy the secret URL in the browser.
2. Search for the widget. You can only search for the name of the widget.
3. Select Edit next to the widget.
4. Optionally, select Upload a new version of widget check box, if you want to the same widget with a different version.
5. Optionally, select Add Tenant Access, to add more tenant to the current widget. The tenant cannot exceed more than 50 characters.
6. Select Save, and then select Back.

1. Access the Dashboard Browser.
2. Use the Context Browser to select an asset context.
3. Select the view containing the target card.
4. Select the Action drop-down list box, and then select Edit Card.
5. Select Delete Widget.
6. Specify the name of the widget, and then select Delete. This permanently deletes a widget on the repository and makes it unavailable for future use.