Use Custom Dashboards

In addition to the built-in dashboards available to monitor your organization, factories, and machines, you can also create additional custom dashboards at the organization, factory, or machine-type level.

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 machines. You can add user-defined metrics to both built-in and custom dashboards.

See Define Your Own Metrics for more information on creating user-defined metrics to track factory and machine data relevant to your business processes.

Create a Dashboard at the Organization Level

When you create a dashboard at the organization level, you can add metrics from across your organizational factories and machines 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 Factory Level

When you create a dashboard at the factory level, you can add factory-specific metrics and machine metrics to the dashboard. The dashboard appears in the Operations Center menu bar when you navigate to the factory.

To create a dashboard for a factory:

1. Click Menu (), and then click Design Center.
2. Select Factories from the Design Center sub-menu.
3. Select the correct factory, 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 appears in the Operations Center menu bar when you select the factory in Operations Center.
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 factory and machine metrics to the dashboard.
   Machine metrics are aggregated over all machines in the factory.
   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 Machine Level

When you create a dashboard at the machine level, you can add metrics relevant to the machine type to the dashboard. The dashboard appears in the Operations Center menu bar when you select a machine of the relevant type.

To create a dashboard for a machine type:

1. Click Menu (), and then click Design Center.
2. Select Machine Types from the Design Center sub-menu.
3. Select the correct machine 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 appears in the Operations Center menu bar when you select a machine of the relevant type.
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.