When a user creates a new dashboard, it is basically a clean slate to which widgets may be added. You may create a new widget using the drop down list under the Layout tab of Dashboard Management.

Select a widget from this list and click the plus button to the right of the list to be taken to a form where you will enter the information necessary for that widget type. Each of the widget types are described below in more detail.

This is the form the user fills out for creating a new Alert List:

• Title: Name of the alert list as it will appear on the widget.
• Show compact alert table: When checked, the table attempts to condense all columns into the widget view, regardless of how narrow.
• Show alerts from all data views: When checked, it disables the data view selector below this option. It will show any alert from any data view.
• Available data views: List of data views that have an alert associated with it.
• Selected data views: List of data views that the user has selected to be included in this widget.

After the desired options are configured, click Save to continue.

Chart widgets are the most common and widely-used widgets available in Asset Vision, due to their ease of use. The following types of charts are available:

• Bar/Horizontal Bar: Comparing maximum and minimum values.
• Pie/Doughnut: Comparing segments to a whole.
• Line: Comparing progress or patterns over a period of time.
• Zoom: Comparing progress or patterns over a period of time with a large number of points.

Because of the number of options within Chart Widgets, a separate lesson was created. Please see "Working with Chart Widgets" for more information.

This Widget is part of Self-Audit, which is a deprecated feature of Asset Vision and is no longer supported.

This is the form the user fills out for creating a new data grid widget.

• Title: Title of the Widget that will appear above the data.
• Data View Name: Data view where the data will be used from.
• Custom Filter: Optional filter used on the data view that will control which data is used in the Widget.
• Group By Field: Optional field to group by. This will still show all records, grouped by each distinct value for that field.
• Order By Field: The field that the records will be ordered by.
• Limit To: Limit the number of segments that show on the chart. If the number of segments is less than the limit, all segments will show. If the number of segments is higher than the limit, the full segment listing will be truncated to whatever the limit is. For example, a limit of 5 means that a chart that would normally have ten segments will only show the first five (based on order direction).
• Select Fields: Checkbox that will allow the user to choose which fields they want displayed.

A Data Map widget gives you the ability to put a dynamic, customizable and workable map showing the locations of assets managed by Asset Vision.

Once the new widget is created, you click the Apply button to begin entering a new Layer.

This is the form the user fills out for creating a new data grid widget.

• Name: Name that will appear above the associated data points.
• Data View Name: Data view where the data will be used from.
• Custom Filter: Optional filter used on the data view that will control which data is used in the Widget.
• Location Field: The field from which the data related to the location of the device will be retrieved.
• Aggregate: How the data will be processed for display.

The widget provided will be a dynamic map that can be manipulated real-time to help visulalize location of your assets.

Once the user presses Apply at the bottom they are then able to create gauges.

A RAG Gauge has the same fields as a regular gauge in addition to the RAG Properties shown below:

• Absolute Limits: A literal number.
• Criteria Limits: A filter criteria applied.
• Red Limit: Any data below this limit will be displayed as red. Any data above this limit will be displayed as yellow (amber).
• Green Limit: Any data below this limit will be displayed as yellow (amber). Any data above this limit will be displayed as green.

The HTML Widget gives you the flexibility you need to display your data with more control and options than you can with other pre-built widgets. The example belows shows how a few variables can provide a dynamic dataset with the information you need.

Once the new widget is created, you click the Apply button to begin entering a new Variable.

Provide the information required by the variable, including:

• Name - Name of the variable, which will be referenced in the HTML code
• DataView Name - The data view which will provide the data referrenced.
• Customer Filter - From which field in the data view the data be referenced .
• Aggregate - How the data will be processed for display.How the data will be processed for display.

Also, provide the required HTLM code which will ultimately format your final view.

The dashboard widget will thne display your formatted HTML using dynamic variables, keeping your data up-to-date with every new view and/or screen refresh.

The steps for building the KPI Gauge Set is the same as the regular gauge set where the user creates as many gauges as they need. The KPI formula will be applied to all of the calculated values from the gauges. Edit Gauge for the KPI is the same as the gauge set.

This is the form the user fills out for creating a new RAG chart widget:

• Title: Title of the Widget that will appear above the data.
• Sub-caption: Sub-caption of the Widget that will appear above the data and below the title.
• Data View Name: Data view where the data will be used from.
• Custom Filter: Optional filter used on the data view that will control which data is used in the Widget.
• Chart Variant: Includes Simple, Stacked, Fields, and Stacked Fields.
• Aggregate: The aggregated calculation used on the data set.