Dashboards

UniCloud enables you to build functional, attractive, multilingual Dashboards that you can customize to fit your solution.

You can create personalized dashboards and assign them to specific employees and customers.

First Login: Main Dashboard

Note that in order to enable new users to try out UniCloud, the system is supplied with simulated PLC data and a Main dashboard.

When you create your account and log into UniCloud for the first time, UniCloud opens a pre-prepared Main dashboard that contains several widgets that display simulated PLC data.

You can use this dashboard as is, or edit it and adapt it to your needs.
 

 

Working with Dashboards

To begin, open the Dashboard Gallery by clicking on the pencil button shown in the next image.

When you first open UniCloud, the default dashboard is the Main Dashboard. You can edit this dashboard, or add new ones and assign them  to users.

The Gallery allows you to view dashboards as Tiles, shown below, or in List view.

 

Edit the Main Dashboard

If you have edited the pre-prepared Main Dashboard, you can duplicate the original without your edits by going to My Account>Display Settings> Dashboard Settings> Initial Dashboard and selecting Create.

Dashboard Gallery

The Dashboard Gallery is where you create, configure, design, preview, and publish your Dashboards.

To enter the editor, click the pencil icon on the navigation bar on the left of the UniCloud screen.

The editor opens to the Gallery. The Gallery displays Dashboards that are already in the system.

You can choose List or Tile View.

In the Gallery, you can choose to perform actions on existing Dashboards such as copy, discard, open for editing, or preview.

Dashboards that are in progress, that you have edited but not published, are marked as Drafts, as shown below in Tile view.

 

List View is shown in the next image, followed by a descriptive Legend.

Column Name

Description

Status

Theses icons show the status of the Dashboard:

  • Published

  • Draft

  • This dashboard has been published, but also has a version currently in Draft status. This status will change when the Draft dashboard is published.

Name

Dashboard Name

Layout Mode

The icons show the layout of the dashboard. By default, dashboards are created for desktop layout. When you create a dashboard, you can click Settings> Split Dashboard Layout. Selecting this will allow the dashboard to automatically adapt to desktop, tablet, or cellphone. You can adjust widget size and placement to suit the layout, but remember that adding or deleting widgets causes the same changes in all layouts.

Created

The date of Dashboard creation.

Updated

The date the Dashboard was last edited.

Published

The date the Dashboard was published.

 

 

In both Tile and List view, clicking the icons shown below carry out the following operations:

Copy the entire Dashboard

Discard the Dashboard

Edit the Dashboard

Preview the Dashboard

 

Adding a Dashboard

When you click  Add, UniCloud opens the form shown below. Enter the Dashboard name. You can click drop-down arrows to select Scope properties. Note that you can change these at any time via the editor.

Dashboard Scope determines:

You can also choose to add a User Filter at this time.

Click Create when you are done; the editor opens the new Dashboard; here you can continue configuring design, and publish the dashboard.

The Dashboard editor comprises the elements shown below and described in the following table.

 

1

Canvas

This is the design area for the Dashboard.

You can drag & drop widgets onto the canvas, or click them to automatically place them. The widget Wizard opens automatically to lead you through the steps of widget configuration.

When you are done, drag the widget to position, and drag the widget’s borders to resize it. You can toggle Show/Hide grid to aid you in positioning widgets.

Note that if you include the User Filters widget, it is automatically placed at the head of the Dashboard, and cannot be moved or resized.

2

Dashboard Name

This is the name that was entered when the Dashboard was created. You can change it here; all links are automatically preserved.

3

Organization Name

This is the name that was entered when the Organization was created

4

Language

Click to select the Dashboard Language.

5

User Details

Click to Access:

·     the UniCloud Help system

·    Contact UniCloud

·   UniCloud Terms and Conditions

·    Logout

6

Settings:
Dashboard Management

Click to:

  • Delete your Dashboard

  • Apply Dashboard Filters.

  • Enter Settings. In Settings you can:

    • Select Split Dashboard Layout.
      When you add dashboards, the default Layout mode is Desktop. When you are editing a  dashboard, the new Settings option allows you to select Split Dashboard Layout. This allows you to select end devices and resolution.

    • Set Resolution:
      If you have selected Split Dashboard, you can select Desktop, Tablet, or Cellphone, and select a resolution. The Canvas will resize to that resolution, allowing you to re-position widgets.
      Note that the widgets on the dashboard, and their definitions, remain the same in all Layouts; however you can adjust size and position.

    • Show Grid

  • Preview the Dashboard.
    This enables you to check the Dashboard while you work, without publishing it online.

  • Publish the Dashboard

7

Widget Ribbon

Click a widget group to open it.
You can then either click a widget to open it or drag & drop it onto the canvas; in either event the Wizard opens to walk you through the stages of configuring the widget, adding details such as Asset Type, Asset Properties, and Tag Data for the widget.
For details, refer to the Widget Overview.

7

User Filters

Click User Filters in the Widget ribbon; the widget is automatically positioned at the top of the Dashboard.
For details, refer to the topic User Filter Widget.

8

Clipboard

To copy widgets:

1.        Click the Copy icon on the widget; it will appear in the Clipboard.

2.        Drag it from the Clipboard.

3.        Drop it in the desired position; the Wizard will open automatically for you to make changes.

Note that the widget remains on the clipboard, and can be used multiple times. It will remain on the Clipboard until you copy a different widget.

 

 

 

 

Navigation

Navigation enables you to configure which dashboard UniCloud will display in response when a user clicks on a widget.

Below, an image widget is set, when clicked, to jump to the Maintenance Dashboard.



You can also navigate to an external site. Select Open URL in a new tab; this enables you to enter the address.



Multiple Asset Types

Navigate by Asset Type

In the next image, a Table widget has been configured under Data to include two Asset types.

When a user clicks on an:

 

Navigate by Asset Type, Filter by Asset ID

In the next image, Navigation is mapped by Asset Type, and is also filtered by ID.

When a user clicks on an: