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Dataviz - Creating and configuring a dashboard

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IMPORTANT :

  • Dataviz functionality requires ServiceNav to operate in "Big Data" mode.

This capability is currently only available on the SaaS platform, and is gradually being made available for on-premise platforms over time.

  • Since version 4.1, the Dataviz functionality replaces the dashboard carousel. The Dashboard menu item now contains two entries: "Classic" and "Dataviz".

 

Pre-requisites, required profile rights

The creation and modification of "Dataviz" dashboards is restricted by the ServiceNav inherited right: "Manage dashboards", which also confers access to the menu Configuration > Reporting.

Therefore, not all user profiles permit creation and modification of "Dataviz" dashboards, for example, to allow creation and sharing of views to a technical team.

 

RUN and EDIT modes

The " Dataviz " dashboards operate in two modes: RUN and EDIT.

RUN is the standard operational use mode, for consultation purposes, in reviewing the content or configuration associated with the Dashboard.

EDIT mode is used when creating or modifying a dashboard, either its layout (naming, deleting) or its contents (widgets: configuration, number and positioning).

 

Menu access and creation

When accessing the Dataviz tab, if no dashboard exists, creation of one is suggested:

If at least one dashboard already exists, this button is visible at the top of the dashboard list, in RUN mode.

 

This button is not available when a dashboard is being edited.

Clicking on the button permits you to provide the title and the level of visibility of the dashboard.

A public dashboard will be visible to all users in the company/site and will only include public widgets. A private dashboard will only be visible to the author/creator, and will be able to include private widgets as defined in the Configuration > Reporting tab.

A private dashboard is represented by the icon

Once the title and visibility are validated, a new, empty, dashboard is displayed in EDIT mode.

Dataviz - Create and configure a dashboard

A "Dataviz" dashboard can be renamed at any time, and has the default name :

Dashboard

It can be modified, in EDIT mode, by simply clicking on to the left of the title.

The title of a dashboard cannot be blank.

Action buttons

A dashboard can be set as "default".   or favorite which will put it at the top of the dashboard list.

It is also possible to duplicate a dashboard, by clicking on  in which case a new name is required to be supplied.

Widget Library

The flexibility of Dataviz dashboards is driven by the library of widgets, and on the high level of customisation that they provide.

The library is enhance with new releases, so new widgets will appear very soon.

A page is dedicated to the detailed listing of these widgets : Dataviz: Widget Library

Adding widgets

Adding a widget is done by clicking and dragging to the work area :

When adding a widget, a widget configuration window appears. This window differs depending on the widget added.

For example for a "Graph" widget, which presents metrics in a similar way to the Detail sheet of an host or service:

Once the configuration is validated, the widget is displayed on the dashboard and several actions are possible, depending on the widget used. Here are the actions common to all widgets :

  • Moving: click and drag on the top banner
  • Resize: left click on the lower right corner
  • Deletion :
  • Renaming:
  • Add an image as the title :  ; allows to complete/replace the title with an image
  • Changing the configuration :

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