Track Individual and Cumulative Asset Metrics Using Dashboards

Use dashboards to track individual and cumulative metrics or key performance indicators (KPIs) for your assets. You can create dashboards at the asset level, group level, or the organization level.

Oracle IoT Asset Monitoring Cloud Service dashboards let you track key metrics for your monitored assets, such as assets connected, assets available, and assets utilization.

The following are some examples of system metrics (KPIs) that are available to be added to a dashboard:

• Assets Connected: Shows the percentage of assets that are currently connected. An asset counts as connected if the application has heard from the asset sensors in the last one hour.

  For an individual asset dashboard, this means

• Asset Connectivity: Used for asset-level dashboards, the metric shows whether the asset is currently connected. An asset counts as connected if the application has heard from the associated sensor in the last one hour.

  You can select a time period to search for the percentage connectivity. For example, you can search for the percentage connectivity in the last 24 hours.

• Asset Utilization: When used for group-level or organization-level dashboards, shows the percentage of assets that are currently utilized. An asset counts as utilized if the asset is not present in its assigned storage place.

• Asset Utilization: When used for asset-level dashboards, the metric shows whether the asset is currently utilized. An asset counts as utilized if the asset is not present in its assigned storage place.

  You can select a time period to search for the percentage utilization. For example, you can search for the percentage utilization in the last 24 hours.

• Asset Availability: When used for group-level or organization-level dashboards, shows the percentage of assets that are currently available. An asset counts as available if there are no open outage incidents reported for the asset.

• Asset Availability: When used for asset-level dashboards, the metric shows whether the asset is currently available. An asset counts as available if there are no open outage incidents reported for the asset.

  You can select a time period to search for the percentage availability. For example, you can search for the percentage availability in the last 24 hours.

The system metrics are based on live data. A live metric value is refreshed every two minutes.

Some other examples of system metrics are Open Maintenances, Open Incidents, Open Routines, Open Outages, Open Warnings, and Located Assets.

If you have created user-defined metrics for your environment, you can add these to a dashboard to display the metric values aggregated over all your assets. See Define Your Own Metrics for more information on creating user-defined metrics to track asset data relevant to your business processes.

Adding a metric to a dashboard aggregates the metric over all assets of the asset type. For example, you may choose to display the average fuel level across your forklift assets.

The following image displays a custom dashboard in the Operations Center view:

Create a Dashboard at the Organization Level

When you create a dashboard at the organization level, you can add metrics from across your organizational assets to the dashboard. The dashboard appears in your Operations Center menu bar.

To create a dashboard at the organization level:

1. Click Menu (), and then click Design Center.
2. Select Organization from the Design Center sub-menu.
3. Click Dashboards.
4. Click Create Dashboard ().
5. Select IoT, and select one of the available templates or layouts.
   You can choose to modify the layout by resizing and repositioning your tiles later, or by adding new tiles.
6. Click Create.
7. Select a Name and Icon for your dashboard.
   Once the dashboard is created, the chosen icon will appear on the Operations Center menu bar.
8. Under Role Access, optionally change the user roles to which the content of the dashboard should be available.
   The roles you select can view the dashboard in Operations Center.
9. Proceed to adding metrics to the dashboard.
   You can click Preview to preview the dashboard at any time. Click Edit to go back to editing the dashboard.
10. Click Save to save the dashboard.

Create a Dashboard at the Group Level

Create a dashboard at the group level to add metrics relevant to your group assets. The dashboard appears in your Operations Center menu bar when you change the context to the group using the breadcrumbs.

Dashboards currently do not support the newly introduced group-aggregated metrics.

To create a dashboard at the group level:

1. Click Menu (), and then click Design Center.
2. Select Groups from the Design Center sub-menu.
3. Select a group from your list of groups.
   You can also search for a group.
4. Click Dashboards.
5. Click Create Dashboard ().
6. Select IoT, and select one of the available templates or layouts.
   You can choose to modify the layout by resizing and repositioning your tiles later, or by adding new tiles.
7. Click Create.
8. Select a Name and Icon for your dashboard.
   Once the dashboard is created, the chosen icon will appear on the Operations Center menu bar.
9. Under Role Access, optionally change the user roles to which the content of the dashboard should be available.
   The roles you select can view the dashboard in Operations Center.
10. Proceed to adding metrics to the dashboard.
    You can click Preview to preview the dashboard at any time. Click Edit to go back to editing the dashboard.
11. Click Save to save the dashboard.

Create a Dashboard at the Asset Level

When you create a dashboard at the asset level, you can add metrics relevant to the asset type to the dashboard. The dashboard appears in your Asset Details page menu bar.

To create a dashboard for an asset type:

1. Click Menu (), and then click Design Center.
2. Select Asset Types from the Design Center sub-menu.
3. Select the correct asset type and click Dashboards.
4. Click Create Dashboard ().
5. Select IoT, and select one of the available templates or layouts.
   You can choose to modify the layout by resizing and repositioning your tiles later, or by adding new tiles.
6. Click Create.
7. Select a Name and Icon for your dashboard.
   Once the dashboard is created, the chosen icon will appear on the asset view menu bar.
8. Under Role Access, optionally change the user roles to which the content of the dashboard should be available.
   The roles you select can view the dashboard in Operations Center.
9. Proceed to adding metrics to the dashboard.
   You can click Preview to preview the dashboard at any time. Click Edit to go back to editing the dashboard.
10. Click Save to save the dashboard.

Access the Dashboard Metrics

Switch to a previously-created dashboard for an asset, group, or organization to track the cumulative metrics or key performance indicators (KPIs) for your assets.

• To access a dashboard previously created for the organization, click your dashboard icon on the menu bar in the Operations Center organization view. You can change your view context using the navigation breadcrumbs in the Operation Center.
• To access a dashboard previously created for the group, click your dashboard icon on the menu bar in the Operations Center group view. You can change your view context using the navigation breadcrumbs in the Operation Center.
• To access a dashboard previously created for an asset type, click your dashboard icon on the menu bar in the Asset Details page.

Access Location, Historical Sensor Data, and Sensor Charts for a Sensor Gadget

If your dashboard gadget is a sensor attribute, you can click the gadget on the dashboard to quickly access the location of the corresponding asset in a pop-up window. You can also view historical, tabular sensor data and charts in the pop-up window.

1. In the Operations Center Dashboard view, click the gadget or metric for the sensor attribute.
   
   A pop-window appears with the Location tab selected by default.
2. Click table to view tabular data related to the sensor attribute values.
3. Click chart to view sensor data charts.
   You can select the time period for which you wish to display the chart.
4. Click Close to close the gadget pop-up window.

Add a Metric to a Dashboard

Add a metric or Key Performance Indicator (KPI) to your dashboard to display aggregated metric data across applicable assets.

You can add a sensor attribute, system metric, or user-defined metric to your dashboard. Adding a metric to your dashboard aggregates the metric over all assets of the asset type. For example, you may choose to display the average number of open incidents across your assets.

1. Access your organization dashboard, group dashboard, or asset dashboard from the Organization page, Groups page, or Asset Details page respectively.
2. Click Edit () against your dashboard row.
3. (Optional) Click Add Group to add a new group of gadgets.
4. Click Add New Gadget to add a new metric.
5. Under Type, select Metrics or Sensor Attributes.
   If you are adding a user-defined metric, you must have created the metric before adding it to the Dashboard. See Define Your Own Metrics for more information on creating user-defined metrics.
6. Select the corresponding Metric or Sensor Attribute.
7. Select the Aggregation for your metric.
   This field is not available for asset dashboards, as these display data for individual assets.
   The aggregation is performed across all assets of the metric asset type.
   For example, you may want to calculate the average of the temperature metric across your temperature sensors. Alternatively, you may want to display the maximum temperature amongst all your temperature sensors.
8. Select a Label for your Dashboard metric. The default label uses the name of the metric that you selected.
   The Label can be different from the metric name. For example, if you are aggregating the maximum temperature across assets, you may use Maximum Temperature to highlight this fact.
9. Select an Icon for your dashboard metric.
   The dashboard icon you select is used on the menu bar in the Operations Center or Asset Details page.
10. (Optional) Specify an optional Unit to display against the metric value.
    For example, if the metric measures the pressure in pounds per square inch, you may want to use psi.
11. Select a Color for your Dashboard metric.
12. Select Histogram to show a preview chart against the sensor gadget icon.
    This setting is available only if you are adding a sensor attribute metric for an asset-level dashboard.
13. Select an appropriate display type for your metric.
    For certain display types, such as gauges and meters, you need to specify a Minimum and Maximum value for the gauge range.
14. Click OK to add the metric to the dashboard.
15. Click Preview to preview your dashboard.
16. Click Save to save the dashboard changes.

Visualize and Compare Past Metric Data

You can view past metric data, in addition to the current metric value, for your dashboard metric gadgets. Choose between the chart view and the tabular view to look at data up to 180 days in the past, depending on your metric storage policies. Past metric data is available for both built-in and custom metrics.

You can also compare up to four metrics in the chart view. For example, you may wish to study possible correlation between two metrics, say AveragePressure and AverageTemperature. If the metric values are disparate, you can choose multiple y-axes, so that you are able to see each metric plot using the correct scale.

1. In the Operations Center Dashboard view, click the gadget corresponding to the metric.
   
   

   

   
   
   The metric chart view appears by default.
2. Select a pre-defined or custom Data Time Window value to see the chart for the specified period.
   
   

   

   
   
   Depending on your metric data storage policies, you can visualize data up to 180 days in the past.
3. Use the Metric Comparison area to add metrics to compare.
   You can compare up to four metrics in the chart view. If the metric values are disparate, you can choose multiple y-axes, so that you are able to see each metric plot using the correct scale.
   
   

   

   
   
4. Click List in the menu bar on the left to view tabular data for the metric values.
   
   

   

   
   
5. (Optional) Choose filters to look at data of interest.
   
   

   

   
   
6. Use the breadcrumb navigation to go back to the dashboard.

Edit a Metric on the Dashboard

Edit a metric on the dashboard to change its aggregation settings, label, or appearance.

1. Access your organization dashboard, group dashboard, or asset dashboard from the Organization page, Groups page, or Asset Details page respectively.
2. Click Edit () against your dashboard row.
3. Click the Edit () icon for the metric you want to edit.
4. Edit the metric settings like aggregation, label, unit, color, and appearance.
   Aggregation is not available for asset dashboards, as these display data for individual assets.
   The aggregation is performed across all assets of the metric asset type.
   For example, you may want to calculate the average of the temperature metric across your temperature sensors. Alternatively, you may want to display the maximum temperature amongst all your temperature sensors.
   The Label can be different from the metric name. For example, if you are aggregating the maximum temperature across assets, you may use Maximum Temperature to highlight this fact.
5. Click OK.
6. Click Save to save your dashboard changes.

Change the Location of a Metric on a Dashboard

Change the location of a metric, so that the metrics appear in the order you require.

1. Access your organization dashboard, group dashboard, or asset dashboard from the Organization page, Groups page, or Asset Details page respectively.
2. Click Edit () against your dashboard row.
3. Click and drag a metric, or metric group, using the Handle (), to a new location on the dashboard.
4. Click Save to save your dashboard changes.

Remove a Metric from the Dashboard

Remove a metric from the dashboard when it is no longer required.

1. Access your organization dashboard, group dashboard, or asset dashboard from the Organization page, Groups page, or Asset Details page respectively.
2. Click Edit () against your dashboard row.
3. Click the Delete () icon for the metric or metric group that you want to remove from your dashboard.
4. Click Save to save your dashboard changes.

Create a Dashboard Using External Content

If you have external reports, visualizations, and pages, such as those created in Oracle Analytics Cloud, you can embed these into custom IoT dashboards. When creating a new custom dashboard, select the External Content option to use an external URL that can be embedded into the dashboard.

1. Navigate to the Dashboards page at the organization, group, or asset type level.
   Use one of the following paths:

   • Menu > Design Center > Organization > Dashboards
   • Menu > Design Center > Groups > Group Name > Dashboards
   • Menu > Design Center > Asset Types > Asset Type Name > Dashboards
2. Click Create Dashboard ().
3. Select External Content and click Create.
4. Select a Name and Icon for your dashboard.
   Once the dashboard is created, the chosen icon will appear on the Operations Center menu bar.
5. Under Role Access, optionally change the user roles to which the content of the dashboard should be available.
   The roles you select can view the dashboard in Operations Center.
6. Under URL, specify the URL of the external page to embed in your IoT dashboard.
   If the external URL supports embed, the URL should load on clicking the preview area below the URL field.

   Note:

   To be able to view Oracle Analytics Cloud visualizations and reports in your IoT application, you should be already logged into Oracle Analytics Cloud.
7. Click Save to finish creating the dashboard.