Documentation forOrion Platform

Customize the Custom Summary view/classic dashboard in the Orion Platform

This topic applies to all Orion Platform products.

Use the Custom Summary view template in My Dashboards to select specific entities and display specific data for them.

You need the Allow Account to Customize Views right enabled.

Specify entities and the metric in Custom Object widgets

  1. Click My Dashboards > Home > Custom Summary.
  2. Click Edit in any Custom Object Resource.
  3. Provide a Title and Subtitle for the resource.
  4. Select an object type from the Choose Object Type drop-down.

  5. Click Select Object.
  6. On the Select Objects window, use the Group by selection field to filter the list of monitored objects.
  7. Select one or more objects on which to base the selected resource, click the green arrow to move objects into the Selected Objects pane and click Submit to add the objects.
  8. Specify what information about the selected object(s) you want to see in the resource, and click Submit.

The fields displayed and information required depend upon the object type selected.

Specify entities and metrics for Custom charts

  1. Click Edit in the Custom Chart widget.
  2. Select what data should the chart display.

    To specify entities, click Select Datasource and use one of the selection methods to specify the entities for the chart.

    To use a chart available in a report:

    1. Click Load Chart Configuration From Report.

    2. Find the report in the pop-up window and select it.

    3. Make sure the correct chart is selected, and click Use.

  3. Specify the time period.

  4. Define the Y axis:

    1. Click Add Data Series for Left Y-AXIS.

    2. Filter or search for the data series, select the one to use, and click Add Data Series.

      The groups available and the data series within these groups will depend on the object selected.

    3. The data series is added to the chart. Define the Y axis:

      • Custom label for the Y axis.

      • Select Units to be displayed.

      • Select the chart type (line, column, area, ...)

      • Specify whether to the axis should show the sum of all data series (if the axis shows more data series).

    4. To further define the data series, click More and configure the following options:

      • Edit the Display name for the data series

      • Select a custom color for the data series

      • Specify whether to display 95th percentile or trend line.

  5. Optional: Define the data series for the X axis. Repeat the steps above.

    You cannot use a separate time period or filter results settings for the right axis series.

  6. To add another data series to the X or Y axis, click Add Data Series in the appropriate section.

    Set up additional data series using the right axis to superimpose two charts using different labels, units, and chart type.

  7. Group data to be displayed:

    1. Select the Data grouping box.

    2. Click Browse, select the database column to group data by, and click Add column.

    3. To add a legend, click Browse, select a database column, and click Add column.

  8. Select the Sample Interval. By default, a single point or bar will be displayed for every 15 minutes. The data in each sample is summarized.

    The Sample Interval can be as frequent as once a minute to once a week. You can even specify a sample interval that is longer than the reporting period.

  9. Decide whether to filter the results and if so, configure how to do it.

    • Specify the number or percentage of top records to display.

    • Select how you want to sort this selection of records from the Sort records by drop-down menu. The choices depend on the data series selected.

    • Select either Ascending or Descending from the Sort order drop-down.

    • Select the Data aggregation method required to summarize your data by time period.

    • Click Advanced if you want to sort records using a secondary field.

    If you want to sort by one metric first and then by another metric, click Advanced, then click Select Field, and specify the sorting.

  10. Click Preview Resource to see what the custom chart will look like. Close the preview and make any changes.

  11. Click Save.

Specify entities and metrics for Custom tables

  1. Locate the blank custom table widget on the view.

  2. Click Configure this widget.

  3. Enter a title for the table.

  4. Select what data should the table display.

    To specify entities, click Select Datasource and use one of the selection methods to specify the entities.

    Define a condition that specifies the type of nodes to include, for example, all nodes owned by the New York IT Department.

    To use a table available in a report:

    1. Click Load Table Configuration From Report.

    2. Find the report in the pop-up window and select it.

    3. Make sure the correct table is selected, and click Use. The table is added to the report.

  5. Filter or search for the column, select the column you want to use, and click Add Column. This adds the column(s) to the table layout and displays further options (filter, time settings, sort an group by).

    The columns and options available depend on the objects selected.

  6. For additional settings for a column, click Advanced. Here you can:

    • Edit the Display name for this column.

    • Select Hide this column in the resulting table, if you want to use this column when querying the database but do not want to show it. For example, you may want to use this column's data in the time-based settings but not show the data in the table.

    • Select Allow HTML tags, if you want to use any HTML tags retrieved from the database for this column.

    • In the Add display settings, select the display settings for this column. This applies the selected formatting to the data in this column.

    • Select the Data aggregation method to use for this column, to summarize your data by time period.

    • Select the Alignment for this data. This can be left, right, or center.

  7. Click the plus sign in the table layout section to add more columns.

  8. Restrict data in your table to a specific time period by selecting Yes from the Time-based settings drop-down menu.

    You can only do this if your table contains a column with historical data.

    1. Select the column used to specify the time period from the Date/Time column in this table drop-down menu.

    2. Select the Sample Interval. This is used to summarize your data by time period.

  9. Use the Sort results by and Group results by options to organize the table by the values in the columns you select.

  10. Preview the resource and click Save. This completes the table configuration and the configured table appears on the view.