About Dashboards
Overview
A dashboard is a visual interface that consolidates and displays data from various sources in a single view, making it easy to monitor, analyze, and interpret key metrics and performance indicators. Dashboards are typically organized in a way that allows users to quickly assess the status of different aspects of their system, identify patterns, and make informed decisions based on real-time data.
Fusion Dashboard Types
Fusion features two types of dashboards: System, created by Netography and Custom, which you can create by adding widgets, charts, and various data elements.
The Dashboard home page displays the Dashboard table of Dashboard data.
From the main menu, navigate to Dashboards > All.
Table of Dashboards
When you click the All link, Fusion displays the following horizontal navigation tabs.
Tab Name | Description |
---|---|
All | Displays a table listing all system and custom dashboards. |
Favorites | Displays dashboards marked with the favorites star icon. |
Recent | Displays a table listing the last ten system and custom dashboards accessed, sorted by the most recently accessed dashboard. |
My | Displays dashboards created by you. |
Company | Displays dashboards that have been created in your company and marked as public. |
System | Displays dashboards created by Netography. |
Scheduled | Dashboards that are scheduled to be emailed at a specific time to specific users. |
Column Headers
Hovering over the right edge of a column may display down bars . Refer to the Dashboard column options section below for additional details.
Some columns may be visible or hidden. To hide or display column headers, click the icon.
Header | Short Description | Visibility |
---|---|---|
Table context menu. Refer to item 1. below for additional details. | Cannot be hidden | |
/ | Expand / Collapse Refer to item 2. below for additional details. | Displays only when a column is grouped |
Row selection box Refer to item 3. below for additional details. | Cannot be hidden | |
Records count Refer to item 4. below for additional details. | Can be visible or hidden | |
Dashboard | Dashboard name One or more icons may follow dashboard names. Refer to Dashboard Name Icons below. | Can be visible or hidden |
Description | Dashboard description | Can be visible or hidden |
Author | Dashboard creator | Can be visible or hidden |
Date/Time | The Date/Time column indicates whether or not the dashboard has a time range set that overrides the global filters. Global indicates the dashboard shows data from the time range selected in its filters, while custom indicates the dashboard will always show its custom time range set during the dashboard's creation. | Can be visible or hidden |
NQL | NQL column indicates whether the dashboard uses the current global filters NQL query to fetch data (global), has its own set query that it uses /instead/ of the global filters query (override), or has a query that it adds to the global filters query (append) | Can be visible or hidden |
Last Seen | Last seen indicates the last time a user viewed the dashboard. | Can be visible or hidden |
Dashboard Name Icons
Icon | Description | Explanation |
---|---|---|
Public Dashboard | Public dashboards are visible by all users in a customer, non-public dashboards are only visible to the user that created them. | |
Event Template Page | The Event Template Page is the default dashboard layout and configuration applied when a new dashboard is created for an event (using the Add Dashboard button from the event full details page). If widgets are added to a dashboard, you can set the dashboard as the Event Template Page, and all dashboards created from events are created with those same widgets. | |
Company Homepage | Multiple stacked house icons indicate the company's homepage. The Company Homepage dashboard displays when a user clicks the Home icon from the main menu. |
1. Table context menu
Getting Here
To view the table context menu, click the hamburger icon (three horizontal lines) .
Purpose
The Table context menu displays options related to the table data, data export, table layouts, column order, and column visibility. The Group By section displays, when a column is grouped in the current table's layout.
Export CSV
- Description: This option allows you to export the table data as a CSV file.
- Sub-options:
- Current View: Exports only the columns currently visible in the table.
- All Fields: Exports all available data fields, regardless of the current view.
- Usage: Select the appropriate option based on whether you need a limited dataset (current view) or the full dataset (all fields).
Manage Layout
- Description: This section allows you to customize and manage the layout of the table.
- Features:
- Reset Layout: Resets the table layout to its default configuration.
- Textbox: You can enter a name for the current layout configuration, useful when saving the layout for future use.
Group By
- Description: This feature allows you to group the table rows based on specific columns. You can group on more than one column.
- Options:
- Collection: Groups the table rows by the column name.
- Σ (Sum): Displays the count of the grouped items.
- Usage: Toggle the switch next to the column name to group the table data by that column. Grouping can help organize and analyze related data more effectively.
Columns
- Description: This section allows you to control the visibility of specific columns in the table.
- Options:
- Dashboard: Toggle the visibility of the Dashboard column.
- Description: Toggle the visibility of the Description column.
- Author: Toggle the visibility of the Author column.
- Usage: Toggle the switch next to each column name to show or hide that column in the table. This helps customize the view to focus on the most relevant data.
Additional
- Description: This section provides additional columns that can be included in the table.
- Options:
- Date/Time: Toggle the visibility of the Date/Time column.
- NQL: Toggle the visibility of the NQL (Network Query Language) column.
- Last Seen: Toggle the visibility of the Last Seen column.
- Usage: These columns provide supplementary information that may not always be needed. Toggle them on or off, depending on your specific needs.
Save Current Layout
- Description: Allows you to save the current table layout configuration.
- Usage: Click this option to save the current layout, including the selected columns, grouping, and any customizations. This saved layout can be quickly applied in the future for consistency in data viewing.
2. Expand grouped items
The right-facing arrow only displays when columns are grouped.
Clicking the right-facing arrow will expand and display all grouped items in the column. Once expanded, the arrow changes to a downward-facing arrow . If another column is also grouped, you'll experience the same icons and functions.
3. Row selector
Add a check in the row selection box to select one or more rows to perform update operations listed below.
Getting Here
To view dashboard update options, use the following steps.
- Place a mark in one or more row selection boxes.
- Click the down arrow on Update Selection button.
- Click available options on the selected dashboard(s).
A confirmation screen displays the option(s) selected and the number of dashboards impacted. - Click the option(s) to perform the operation(s) or click Cancel.
Update Options
Collection
-
Add to Collection
- Description: Adds the selected items to a specified collection.
- Usage: Use this option to categorize or group the selected items within a collection, making them easier to manage and retrieve later.
-
Remove from Collection
- Description: Removes the selected items from the currently assigned collection.
- Usage: Use this option if you want to ungroup the selected items from their existing collection, effectively disassociating them from that category.
Favorites
-
Add to Favorites
- Description: Adds the selected items to your favorites list.
- Usage: Select this option to mark the chosen items as favorites, allowing quick access from your favorites section in the future.
-
Remove from Favorites
- Description: Removes the selected items from your favorites list.
- Usage: Use this option to unmark the selected items as favorites, removing them from your quick access list.
Visibility
-
Set as Private
- Description: Sets the visibility of the selected items to private, restricting access to only certain users or groups.
- Usage: Choose this option when you want to limit who can view the selected items, ensuring they are only accessible to authorized personnel.
-
Set as Public
- Description: Sets the visibility of the selected items to public, making them accessible to all users.
- Usage: Use this option to make the selected items available to a wider audience, ensuring that any user with access to the system can view them.
4. Records count
If not visible, you must first group 1 more columns and then toggle this option from the table context menu.
When displayed, the number in the column denotes the number of grouped items. You can group multiple columns.
Dashboard column options
Fusion provides a method for you to interact with columns and column data.
- Change layout
- Sort data
- Search column data
- Filter by column data
- Perform aggregations
Getting Here
Change Layout
To change the layout of the dashboard table, you can:
- Drag non-stationary columns to the left or right.
- Change column visibility by using the table context menu (three horizontal lines) .
- Reset the table layout to its default by using the table context menu (three horizontal lines) .
Sort
To sort column data, click the column heading.
Once clicked, the edge of the column heading displays a top or bottom boarder, indicating if the column data is ascending (top) or descending (bottom). If no boarder displays, the data is not sorted.
Search, Filter, and Aggregate
To view and use column options, use the following steps.
- Hover over the right edge of the column.
The down bars display. - Click the icon.
- Perform an action.
Some, one, or all of these actions display based on the data type of the column.
Icon | Action | Description |
---|---|---|
Search | Allows you to search within the column for specific terms or values. | |
Filter | Provides filtering options to display only rows that match a selected criterion. | |
Aggregate | Enables aggregation functions to be applied to the data in the column. |
Dashboard row options
Fusion provides a method for you to interact with a single dashboard.
Getting Here
To view the single dashboard options, click the ellipse (3 dots) icon at the beginning of the row.
Options
Icon | Action | Description |
---|---|---|
Open | Opens the selected dashboard. | |
Edit | Allows you to edit the dashboard's settings and content. | |
Settings | Accesses the settings menu for further customization options. | |
Copy | Creates a duplicate of the dashboard. | |
Delete | Removes the dashboard permanently. | |
Manage Collections | Manages the collections to which the dashboard belongs. | |
Pin | Pins the dashboard for easy access. | |
Add to Favorites | Adds the dashboard to your favorites list for quick access. | |
Set as Your Homepage | Sets the dashboard as your personal homepage within the system. | |
Set as Company Homepage | Sets the dashboard as the company-wide homepage (may require admin privileges). | |
Set as Event Template | Sets the dashboard as a template for events. |
Updated 6 days ago