Dashboards

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Dashboards combine multiple charts and schematics into a single, unified view. Create custom layouts for system monitoring, department-specific views, or customer-facing status displays.

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Use Cases

• System Overview – Monitor all critical systems at a glance
• Department-specific Views – Tailored displays for different teams
• Customer-facing Displays – Status boards for lobbies or control rooms
• Multi-location Comparisons – Compare performance across sites
• Energy Monitoring – Track consumption and efficiency metrics

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Dashboard Components

Panel Types

Dashboards contain two types of panels:

Chart Panels

Embed any saved chart from your workspace.

• Display line charts, bar charts, gauges, and all other chart types
• Inherit dashboard-wide time range or use panel-specific settings
• Support real-time updates with auto-refresh
• Responsive sizing adapts to panel dimensions

Schematic Panels

Embed interactive floor plans and system diagrams.

• Display building layouts with live sensor overlays
• Show real-time control values and states
• Support pan and zoom with position persistence
• Click through to full schematic view

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Sections

Organize panels into logical groups using sections.

Regular Sections

Collapsible groups with custom titles:

• Collapsible – Click to expand/collapse
• Editable title – Name sections by area, system, or purpose
• Remove section – Delete section without deleting panels

Dynamic Sections

Dynamic sections that auto-generate panels from a chart:

• One panel per sensor – Automatically creates individual panels for each series in a chart
• Pagination – Handles large numbers of sensors (50+ per page)
• Linked to source chart – Click to edit the underlying chart
• Filters apply – Dashboard series filter affects displayed sensors

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Creating a Dashboard

From Scratch

1. Navigate to Analytics → Dashboards
2. Click "New Dashboard"
3. Enter a name for your dashboard
4. Assign to a structure element (optional)
5. Click Create

From Template

Exosphere provides pre-configured dashboard templates:

1. Navigate to Analytics → Dashboards
2. Browse the Template Browser at the top of the page
3. Click a template card
4. Click Create from Template
5. Configure the template by selecting sensors for each panel

Available Templates

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Editing Dashboards

Entering Edit Mode

• Click the "Configure" button in the dashboard toolbar
• Or use keyboard shortcut: Cmd+E (Mac) / Ctrl+E (Windows)

Edit Mode Features

In edit mode, you can:

• Add, remove, and rearrange panels
• Create and manage sections
• Configure panel settings
• Resize panels by dragging edges
• Reposition panels by dragging

Undo/Redo

All changes can be undone or redone:

• Use the Undo/Redo buttons in the toolbar
• Up to 100 changes are tracked

Saving Changes

• Click Save to commit your changes
• Click Cancel or press Escape to discard changes
• Unsaved changes warning appears if you try to navigate away

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Layout Management

Grid System

Dashboards use a responsive grid layout:

Panel Sizing

• Row height: 40 pixels
• Margins: 12 pixels between panels
• Minimum size: 3 columns wide, 2 rows tall
• Drag edges/corners to resize panels

Panel Positioning

• Drag handle: Grip icon in panel header (edit mode)
• Auto-compact: Panels automatically move up to fill vertical gaps
• Collision detection: Panels cannot overlap

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Adding Panels

Add Panel Button

In edit mode, use the Add Panel split button:

Configuring New Panels

After adding a panel:

1. Click "Select Chart" or the panel configuration button
2. Search for an existing chart or schematic
3. Click to select the visualization
4. Panel automatically displays the selected content

Template Panel Configuration

When using dashboard templates, panels start unconfigured:

1. Click the Configure button on the template panel
2. The sensor search palette opens
3. Select the sensors for this panel
4. The underlying chart is automatically created

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Panel Settings

Panel Editor Modal

Click the settings icon on any panel to open the editor:

Changing Visualization

1. Open panel settings
2. Click Change Visualization
3. Search and filter available charts/schematics
4. Filter by type: All, Charts, or Schematics
5. Click to select new visualization

Panel-Level Time Settings

Override dashboard time settings per panel:

• Bucket: Different time window than dashboard
• Resolution: Different data granularity
• Useful for showing daily consumption next to weekly trends

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Time Range Controls

Dashboard-Wide Time Range

The dashboard toolbar includes time controls that apply to all panels:

URL-Based State

Time settings are stored in the URL for shareability:

• start / end – Date range
• bucket – Time bucket
• resolution – Data resolution

Share the URL to send someone to the same view.

Keyboard Shortcuts

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Series Selection

Dashboard-Wide Series Filter

Filter which sensors are displayed across all panels:

1. Click the Series Filter dropdown in the toolbar
2. Multi-select from all sensors across all panels
3. Selection applies to all chart panels and dynamic sections
4. Filter is stored in URL for sharing

Filter Behavior

Text Search Filter

Type to search sensors by name:

• Case-insensitive substring matching
• Filters the series selector dropdown
• Shows "No matching series" when no results

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Auto-Refresh

Enabling Auto-Refresh

1. Click the Refresh Options button in the toolbar
2. Select a refresh interval
3. Countdown timer shows time until next refresh

Available Intervals

• 5 seconds (for real-time monitoring)
• 30 seconds
• 1, 5, 10, 30 minutes
• 1 hour

Behavior

• Refreshes all chart and schematic panels
• Manual refresh button always available

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Sharing Dashboards

Share Options

Enterprise workspaces can share dashboards externally:

1. Click the Share button in the dashboard toolbar
2. Choose a sharing mode:

Share Link

• Auto-generated shareable URL
• Includes share token for authentication
• Copy button for easy sharing

Shared View Permissions

• Shared users see view-only dashboards
• No Configure button appears
• Schematic panels work with share tokens

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Dashboard Organization

List View

The dashboard list provides:

Sorting and Filtering

• Sort by: Name or Last Modified (ascending/descending)
• Search: Text search by dashboard name
• Tag Filtering: Filter by tags with AND/OR operators
• Element Filtering: Filter by structure panel selection

Saved Views

Save frequently used filter combinations:

1. Apply desired filters
2. Click Save View
3. Name your view
4. Switch between saved views using the view buttons

Bulk Actions

Select multiple dashboards for bulk operations:

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Advanced Features

Set as Home

Make a dashboard your workspace homepage:

1. Open the dashboard
2. Click Set as Home in the toolbar
3. Dashboard loads automatically when accessing the workspace

Fullscreen Mode

Toggle fullscreen viewing for presentations:

• Click the Fullscreen button in toolbar
• Hides navigation for focused viewing
• Press Escape or click again to exit

Duplicate Dashboard

Create a copy of an existing dashboard:

1. Open dashboard list or dashboard actions
2. Click Duplicate
3. Enter a name for the copy
4. New dashboard is created with identical panels and layout

Recent Items

Dashboards you access are tracked for quick access:

• Recent dashboards appear in navigation
• Most recently accessed dashboards listed first
• Click to quickly return to frequently used dashboards

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Keyboard Shortcuts

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Best Practices

Dashboard Design

• Keep it focused – 6-12 panels maximum for readability
• Use sections – Group related panels logically
• Consistent sizing – Similar panels should be similar sizes
• Important panels first – Place key metrics at top-left

Performance

• Limit real-time panels – Too many auto-refresh panels can slow performance
• Use appropriate resolution – Higher resolution = more data = slower loading
• Consider dynamic sections – Paginate rather than displaying 100+ panels

Organization

• Use tags – Tag dashboards by location, system, or purpose
• Assign to elements – Link dashboards to structure elements
• Name descriptively – Include location and purpose in name

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Troubleshooting

For common dashboard issues and solutions, see the Dashboard Troubleshooting Guide.

Quick Fixes

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Related Features

• Charts – Create charts to embed in dashboards
• Schematics – Create schematics to embed in dashboards
• Export Center – Export data and schedule automated reports

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Related Documentation

• License Plans – Feature availability by license
• User Permissions – Role-based access control
• Connection Troubleshooting – Device connectivity

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