Set up Dashboard Templates

Dashboard Template Overview

Dashboard Templates are easy to set up and maintain at scale:

• Create 1 dashboard and apply to multiple assets at once

• Make a change to the template and apply changes to multiple assets at once

How Dashboard Templates Work

• Dashboard components are populated directly with specific IO (e.g. Generator XYZ Voltage)

• Dashboard Template components are populated with Data Groups (e.g. Voltage) as a generic representation for the IO. When the Dashboard Template is applied to an Asset (e.g. Generator XYZ), the visualization will pull the IO (e.g. Generator XYZ Voltage) associated with the Data Group for that Asset

• Data Groups are assigned directly to IO (e.g. “Generator XYZ Voltage” should have a Data Group of “Voltage” that is analogous across generators)

• Assets are applied to Dashboard Templates via groupings called Asset Labels. (e.g. all generator assets are labeled “Equipment Type: Generator,” and that label is applied to the “Generator Overview” Dashboard Template”)

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Create Dashboard Templates

Dashboard Templates can be created in 2 ways: From Scratch or From an Existing Dashboard

Create Dashboard Templates from Existing Dashboards

Dashboard Templates are most powerful during a full deployment when there are numerous identical assets. After a customer has built and iterated on a series of dashboards during the Pilot, they will want to convert that dashboard into a dashboard template.

To find the appropriate dashboard, navigate to the “Dashboards” tab and searching for the appropriate dashboard via search or filter. Then, click the 3 dots and selects “Templatize” (note: this is the only place to templatize a dashboard)

The Dashboard goes through the following conversion:

• All dashboard components (and configuration) are duplicated

• All data inputs are replaced with the corresponding data group

• All data outputs are replaced with the corresponding data group

Before creating the Dashboard Template, you should specify the following:

• Template Name - A generic name describing the dashboard for all assets (e.g. Generator Overview)

• Asset Label(s) - The group of assets that should be assigned to the dashboard (e.g. Equipment: Generator)

Things to Know

If you try to templatize a Dashboard that contains data inputs or data outputs without a Data Group, an error modal will appear letting you know which IO do not have the appropriate Data Groups. At this point, you can go to the “I/O” tab to find the IO and add a data group before attempting to templatize again.

There are certain elements of a dashboard component that will not templatize. Specifically:

• Thresholds - If a Dashboard component threshold is set on an Alert, the Dashboard Template component threshold will be set on the same Alert. The Asset IO associated to the Data Group must be added to the Alarm for the thresholds to work as expected. Otherwise, the Thresholds will not work.

• Navigate To - If a Dashboard component is hyperlinked to another Dashboard or Asset, the Dashboard Template component will navigate to the same Dashboard or Asset (no matter which Asset is applied to the Dashboard Template)

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Create Dashboard Templates from Scratch

Experienced users may elect to set up a Dashboard Template from scratch. This is most effective when Data Groups have already been assigned to the corresponding Asset IO.

After selecting “New Dashboard,” select your preferred dashboard type and will toggle “Create as a Template.” Select the Asset Label(s) to assign the group of assets that should be assigned to the dashboard. This can also be edited after the dashboard is created.

Once created, the Dashboard Template creation interface will look identical to the Dashboard creation interface, with a couple minor changes:

1. Template Icon - At the top of the screen, there is an orange “Template” icon indicating that you are editing a Dashboard Template

2. Preview via Asset - Select different Assets (part of the Asset Label) to preview Asset-specific IO in the dashboard before saving

3. Save to X Assets - When you save the dashboard, you will receive an indication of the number of assets the dashboard will affect

When configuring dashboard components, you will notice the following differences:

• You can now only select Data Groups instead of data inputs or data outputs

• You now have the option to select

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Set Dashboard Templates as Default

Like Dashboards, Dashboard Templates can be set as “Default,” so the dashboard shows up when you select an asset in the asset tree.

Depending on which Dashboards are set as “Default,” a different Dashboard may be expected to display on the asset detail page.

When setting a Dashboard Template as “Default,” the following verification text will be prompted: “Existing Default Dashboard Template will be set as the default dashboard for X asset(s). However if an asset already has another non-template dashboard set to be its default, those will be prioritized in the list.”

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View Dashboard Templates

Dashboard Templates for Assets can be viewed in the Home Page after setting them up in the Configuratiion Page:

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Add Alert Template Threshold Colors to Dashboard Templates

To customize the colors on dashboard components, select the default color for a static color and/or an alert template to apply. Select an alarm template (follow this article to set this up: Set Up and Manage Alert Templates ). You can customize this further by clicking ‘Edit’ to open up the alarm template modal. See below:

Conditional Rendering

Find the setting to update an existing dashboard template by going to Templates ---> “…” → Edit Template

Select Enable conditional rendering:

Full dashboard template data groups:

When assigning an Asset that does NOT have data groups for some dashboard components: