Use dashboards

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These procedures describe the basics of using dashboards and get you started on the way to customizing and creating your own dashboards.

List all dashboards

To list dashboards

1. In the dock on the left, select Dashboards to start the Dashboards app.

2. In the Dashboards panel, the Recent section lists recently modified dashboards.

3. Hover over a dashboard name and select for a menu of available commands for that dashboard. In this example, we would display the menu for a dashboard called my dashboard 3.

   

   The commands you see in the menu depend on your permissions for that dashboard. For example, you can't rename someone else's dashboard unless they have given you edit permissions for that dashboard. (But you can make a copy of a shared dashboard and then edit your copy.)

   • Rename enables editing for the dashboard name
   • Make a copy duplicates the dashboard
   • Export as JSON writes the dashboard to a JSON file that you can import
   • Delete removes the dashboard permanently

   This icon after a dashboard name means someone shared that dashboard with you.

4. To display a table of all dashboards to which you have access—your own dashboards and all dashboards that people have shared with you—select View all dashboards.

   • To sort the table, select the Name or Last modified header.
   • To filter the table by a search string, enter the string in the filter bar above the table.
   • To create a new dashboard, select New dashboard in the upper-right corner.
   • To delete a dashboard, select in the Actions column. If there's no icon for a dashboard, it means you have permission to view that shared dashboard but not to delete it.
   • To import a dashboard, select Import in the upper-right corner.

5. To close the Dashboards table and return to your initial view, select Dashboards in the upper-left corner of the Dashboards page.

Display a dashboard

To display a dashboard

1. In the Dynatrace launcher, the dock panel on the left displays icons for your apps.

2. Select Dashboards.

3. In the Dashboards panel, select the name of the dashboard. In this example, we open my dashboard 2.

   

Set the timeframe

The timeframe describes the when of the data on the dashboard.

• The default is Last 2 hours
• You can adjust it to one of the standard timeframes or define your own

To set the dashboard timeframe

1. In the upper-right corner of the dashboard, open the timeframe selector menu (the default is Last 2 hours ).
2. Select a new timeframe.
   • To select a standard timeframe, choose one of the standard Relative timeframes
   • To define a custom timeframe, define the timeframe in the Custom timeframe panel and select Apply.
     • Use the calendar buttons to select calendar dates
     • Edit the resulting From and To settings to fine-tune the range

When you change the timeframe:

• The new timeframe is displayed in the upper-right corner of the dashboard
• The dashboard contents are recalculated and displayed according to the new timeframe

Interact with a tile

If you see something on a dashboard that you want to zoom in on, you can maximize it and have a closer look, and then minimize it again when you're done.

When you maximize a tile, it is temporarily zoomed to the maximum size of the display so you can see the details of the selected tile.

To maximize a tile

1. Hover over the tile to display the tile-specific commands.
2. Select Maximize.

To return to the normal dashboard view, select Minimize in the upper-right corner.

Run a code tile

When you open a document from another user, you may see a message asking whether you want to run code. This means that the document includes code that you may or may not want to run.

Options:

• Open and run code—If you trust the source, you can open the document and let the code run. If you aren't sure, ask the person who created the document.
• Select another document—If you aren't sure, you can select another document instead.

Why this matters

When you run a code tile or section written by another person, Dynatrace executes the other person's JavaScript using your user account and your permissions. This is a powerful feature, but it needs to be used correctly and responsibly. The JavaScript code can access external APIs on your behalf (using your account and permissions).

Change variable values

If a dashboard has one or more variables, they are listed by name along the upper-left of the dashboard, under the dashboard name. When you change variable values, the dashboard contents are recalculated and displayed according to the new values.

To change the value of a variable

1. In the upper-left of the dashboard, open a variable menu. In this example, a dashboard named My animal colors has two variables, Animal and Color, and we are going to open the Animal variable's menu.

   

2. Make your value selection (or selections) for the variable.

   If the variable allows just one selection (value) at a time, select the value that you want to apply to the dashboard.

   

   If the variable allows multiple selections (values) at a time, select the checkbox for each value you want to apply to the dashboard.

   • The menu name for that variable will show the value of the variable if only one is selected, but it will instead show the number of values selected if you select more than one value.
   • At least one value has to be selected. In the example below, you would not be able to clear green unless you first selected one or more other values available for that variable.

     • Before you select a second variable value:

       

     • After you select a second variable value:

       

Refresh a dashboard

You can adjust the dashboard auto-refresh rate to suit your needs:

Note: A frequent refresh rate can keep you literally up to the minute, but a complicated dashboard may take some time to recalculate each time you refresh it.

To set the dashboard refresh rate, in the upper-right corner of the dashboard, select (in the pair) to display a menu of available auto-refresh rates.

• Off turns off auto-refresh
• Other settings will run the query automatically at the specified interval and update the display

If you prefer, you can turn off auto-refresh and just refresh the dashboard manually as needed.

To refresh the current dashboard manually, in the upper-right corner of the dashboard, select (in the pair).

Share a dashboard

If you have edit permission for a document (dashboard or notebook), you can share it.

There are two ways to share a document with other Dynatrace users in your company:

• Create and maintain a list of users and user groups that can access the document.
• Create links (URLs) pointing to your document and distribute the links through the channel of your choice (email, for example).

These methods are not mutually exclusive. For example, you can maintain a focused list of users for ongoing access to the document (maybe everyone in a certain group edits the document regularly) and you can create and distribute view-only links for a wider audience as needed.

In either case, you control whether people can edit the document or only view it.

For details, see Share documents.

Duplicate the current dashboard

To make a copy of the current dashboard

1. At the top of the dashboard, select the dashboard name.

2. In the menu, select Make a copy.

   A copy is created with the name Copy of + the name of the current dashboard. The copy is now listed in the Dashboards panel.

Export the current dashboard

To export the current dashboard as JSON

1. At the top of the dashboard, select the dashboard name.
2. From the menu, select Export as JSON.

The definition of the current dashboard is exported to a local JSON file.