You can filter the data that is visible on the Dashboard, and enable users to further filter the data while they are viewing it on the dashboard, as well as filter the data within each individual widget.
Dashboard Filters settings: these allow you to determine the data filtering options throughout the entire Dashboard.
Dashboard Navigation: you can select to filter by Asset ID number.
User Filters widget: you can include
this widget at the top of a dashboard. According to the options you
set in the widget, as well as in the Dashboard Filter settings, the
user will be able to filter the data that is displayed in the current
dashboard.
Example 1: You enable Geography both in the Dashboard Filter settings,
and also in the User Filters Widget. The user will be able
to select to display data from any Asset according to location.
Example 2. You do not restrict Geography in the Dashboard Filter settings,
but do restrict it to Boston and New York in the User Filters Widget. On
the dashboard, the user will be able to select to view only Asset
data from both locations, or may select one.
TIP
Dashboard
Filters and User Filters: Any asset that has been assigned scope Last
Value or Last Value Aggregate will be visible in widgets:
- without regard to any settings, including Date Range in either Dashboard
Filters or User Filters.
- without regard as to whether they have ever sent telemetry data.
When you create a Dashboard, click Filters
in order to set the filters for the entire Dashboard.
Any selections you make here will propagate throughout the Dashboard and
filter the data shown in all of its widgets, including the User Filter
widget.
Options include Organization, Asset Type, Data Range, Geography and Assets. A Dashboard will only show data from the selected Organizations, that belong to the selected Asset Types, that is within the selected Date range, and is harvested from the selected Geographic areas.
The selections shown in the next example will restrict the Dashboard to show the data from only the last 12 months, from locations in the cities of New York and Boston, from PLCs running the Pump and UnitronicsPump projects, that are in the organizations Fuson Pump Co and Fuson Pump Co Canada.
Organization, Asset Type, Date range: 1. Click the drop-down arrows and make
your selections. |
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Geography: 2. Begin entering characters; a drop-down, alphabetically sorted list opens; make your selections. |
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Asset: 3. Click the drop-down
to show the list of Assets and make your selections. |
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3. Click Apply |
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When you configure which dashboard UniCloud will display in response when a user clicks on a widget, if you select Navigate per Asset Type, UniCloud gives you the option to 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:
Asset that belongs to Asset Type “Demo Case”, UniCloud jumps to Dashboard ‘Water Flow Details’, but only shows the details for the specific Asset that the user clicked.
Asset that belongs to Asset Type “Unitronics Pump System”, UniCloud jumps to Dashboard ‘Maintenance’. but only shows the details for the specific Asset that the user clicked.
The options in the widget are restricted by the Dashboard Filter Settings. To include the widget in your Dashboard:
1. Click User Filters in the Widget ribbon; the widget is automatically positioned at the top of the Dashboard; if there are widgets occupying that location, the Dashboard editor moves them down to provide the necessary space.
2. Check the options you wish to present to the
user
In the next image, note that Allow Edit
is marked for all options, except Organization. The Dashboard user
will not be able to filter by Organization.
After you publish the Dashboard, the user can filter data as shown below.
Note that when the user makes selections in the widget, the filter only takes effect after the user clicks Apply.
The user can only select dates within the range set in the Dashboard Filter settings. In the example below, the Dashboard settings were set from Last Year. All data from the last year are visible to the user. The user can therefore select any option, including Custom range, which enables the user to select any date or range of dates within the last 12 months.
In this example, the Dashboard Filters restrict the date to a 2-month period. The user can only see, and can only filter the data within that time period.
The user can only select Geographic locations
within the range set in the Dashboard Filter settings. In the next example,
the Dashboard settings were set to All.
All data from all locations are visible to the user.
In the next example, the Dashboard settings restrict the user to specific locations.
To filter out a location, the user clicks under Geography, and clicks an x.
When the user removes Japan, only Assets located in Boston and New York are visible.
To include a location, the user clicks in Geography, begins to type the location name, selects it from the list, then clicks Apply.
The user applies filters for all of these in the same way, either by:
· clicking the drop-down arrow and making selections
from the list,
or
· entering characters to display relevant items
in the list, and then making selections
and then clicking Apply.
Some widgets also offer filtering options.
Widget filtering will be limited by any Dashboard Filter setting, as well as by the User Filter Widget.
Use the available options to filter your data and display it according to your selected parameters, such as time, date, or size.
To filter data:
Drag elements from the Available Data into the Filters field.
Use the drop-downs to filter a specific element.
Create more complex filtering expressions by including multiple elements and conditions.
