.. _managing-a-widget: Working with Dashboard Widgets ------------------------------------ .. _SP63|Enhancement. The "All data" option will take global filters into consideration.: .. _SP65|Widget data download can first be filtered.: .. _22.2|EKB-11736: .. _22.2|EKB-13733: .. _23.1|EKB-14909: .. _23.3|EKB-17457: Overview ........... Dashboards contain several editable widgets that you can configure in the **Widget Editor**. You can modify their look and feel, and configure the data presented in each widget. .. note:: For details around adding a new widget to a dashboard, or for changing a widget's position on a dashboard, see :ref:`working-with-dashboards`. A widget is set up to define the data to display on a dashboard. The data may come from various sources, including, for example, data from CDRs imported to a directory, data collected by probes, or data synced from Automate. Regardless of the source, the system processes the data and populates the appropriate tables. A CRON job, which runs every minute, processes the files to populate the tables on the Arbitrator. You can then set up a widget on the relevant dashboard and select the resource, for example, Oracle CDR data, and the required definitions (data to display), to retrieve and display this data on the dashboard. For details around choosing and configuring the resource and definitions for the widget, see :ref:`widget-editor-resource-tab` For details around adding customer CDRs to a directory, see: * .. raw:: latex Add Customer CDR Folders in the Arbitrator Install Guide. .. raw:: html Add Customer CDR Folders .. _widget-options: Widget Options ................ Options in the **Widget Options** menu depend on the widget type and user permissions. For example, *Save Chart* is only available if the widget type is *chart*. .. image:: /src/images/analytics-managing-widget.png The table describes the possible widget editing options: .. note:: There are two icons at the top right of any widget: * Refresh icon |refresh-icon| - Performs a manual refresh of the data from the database. * Widget Options menu |dash-ops-icon| (vertical ellipsis) - Displays editing options for the widget .. tabularcolumns:: |p{4cm}|p{11cm}| +------------------------------------+----------------------------------------------------------------------+ | Option | Description | +====================================+======================================================================+ | Save Chart | (Only available if the Widget is a Chart). Saves any widget to your | | | desktop. This file can then be imported into | | | documents for custom reporting. | +------------------------------------+----------------------------------------------------------------------+ | Edit Separators | Opens a separate page where you can select one or more separators | | | that you want to use on your widget, i.e. Left, Right, Top, Bottom | | | or All. | +------------------------------------+----------------------------------------------------------------------+ | Edit Widget | Opens up the widget editor, where you can edit the data and the | | | analysis of the data that is represented on the widget. See | | | *Widget Editor* for details. | +------------------------------------+----------------------------------------------------------------------+ | Clone Widget | Creates a copy of the widget, which you can then modify to meet the | | | specific data analysis needed. This is much quicker than creating a | | | brand new widget/dashboard. | +------------------------------------+----------------------------------------------------------------------+ | Remove Widget | Deletes the widget from the dashboard. | +------------------------------------+----------------------------------------------------------------------+ | Move Widget | Launches a tree of all the folders and dashboards in the system. | | | Simply choose the folder and click on the dashboard destination you | | | want. | +------------------------------------+----------------------------------------------------------------------+ | Download CSV | Downloads the underlying data (chart or table) to ``.csv``, which | | | you can save to your computer. The data will be pulled based on the | | | time selected in the time-bar. | +------------------------------------+----------------------------------------------------------------------+ | Download CSV - All data | Choosing "All data" downloads all of the table data in that widget | | | (regardless of the time set in the time-bar) to a ``.csv`` file that | | | you can save to your local computer. The "All data" option takes | | | global filters into consideration. | +------------------------------------+----------------------------------------------------------------------+ | Download Excel Workbook | (Only available if the Widget is a Table.) Downloads the table data | | | to an Excel file that you can save to your local computer. | +------------------------------------+----------------------------------------------------------------------+ | Download Excel Workbook - All data | (Only available if the Widget is a Table.) Downloads *all* the table | | | data to an Excel file that you can save to your local computer. The | | | "All data" option takes global filters into consideration. | +------------------------------------+----------------------------------------------------------------------+ .. note:: You can *filter* data in a widget before downloading a file option. Use the **Search** function of the widget. The downloaded file would then *only* contain the filtered data. .. image:: /src/images/VAA-filter-download.png .. rubric:: Related Topics * :ref:`widget-editor` .. _widget-editor: Widget Editor ................. The Widget Editor provides options for configuring data resources, settings for configuring how data displays, and drill down options. Configuring a widget in this way provides several powerful data analysis options. To launch the Widget Editor: 1. Open a dashboard. 2. Click the Vertical Ellipsis icon |dash-ops-icon| at the top right corner of the widget you wish to edit, to display the Widget Options menu. 3. Select **Edit Widget**. Update the widget via these tabs: * :ref:`widget-editor-resource-tab` * :ref:`widget-editor-settings-tab` * :ref:`widget-editor-drill-down-tab` .. rubric:: Chart pane in the Widget Editor The panel on the right (the chart pane) on the Widget Editor page, displays data based on the widget configuration. .. image:: /src/images/widget-editor-resources-tab.png .. note:: If the widget you open for editing contains pre-existing configuration and data, this data displays in the chart pane without running additional queries. This means that you can view configuration changes immediately, based on pre-existing data. The table describes the chart pane configuration options: .. tabularcolumns:: |p{5cm}|p{10cm}| +--------------------------------+-------------------------------------------------------------+ | Configuration | Description | +================================+=============================================================+ | Date range calendar | Select a date range for the data you wish to analyze. | +--------------------------------+-------------------------------------------------------------+ | Overwrite Dashboard Date Range | Define whether to allow the widget date range to overwrite | | | the dashboard date range. | +--------------------------------+-------------------------------------------------------------+ | Auto Query | Define whether to allow automatic queries. If you have this | | | setting enabled, the system automatically runs the query to | | | refresh data when you update the widget configuration. | | | Disable this setting to limit the number of queries, and to | | | only run the query manually once you complete the | | | configuration. In this case, you'll click the **Query** | | | button to run the query when you're ready to do so. | +--------------------------------+-------------------------------------------------------------+ .. _widget-editor-resource-tab: Resource Tab '''''''''''''''' This tab configures the widget's data sources, search definitions, fields, filters, and sorting. .. image:: /src/images/widget-editor-resources-tab.png The table describes the fields on the **Resource** tab: .. tabularcolumns:: |p{4cm}|p{11cm}| +----------------------+----------------------------------------------------------------------+ | Field | Description | +======================+======================================================================+ | Data Source | This drop-down lists all the databases to which the VOSS Insights | | | platform has access. This can be its local database or it can | | | contain multiple databases. | +----------------------+----------------------------------------------------------------------+ | Resource | This drop-down lists existing resources. | | | | | | When editing an existing widget within a dashboard, the default name | | | is the search definition used for that dashboard. However you can | | | use this to pull data onto a widget from any defined search | | | definition, thus creating a dashboard of widgets that analyze data | | | from multiple data sources (Ex: Firewall, DNS, Router, Application) | | | | | | Data definitions are also available for: | | | | | | * VOSS Automate MSgraph, MSteams, and Spark objects (search for | | | ``msgraph``, ``msteams``, ``spark``). | | | * Webex API data (search for ``webex``). | | | * Oracle SBC CDR (for visualization of Oracle SBC CDR data from | | | Oracle tables) | +----------------------+----------------------------------------------------------------------+ | Fields | Drag fields from **Definitions** that | | | you want to analyze on the widget. You can add as many fields as | | | required to a single widget. | +----------------------+----------------------------------------------------------------------+ | Definitions | Definitions are categorized by type (Text fields, Integer fields, | | | Float fields, Epoch Date fields, Calculated fields, and Filter Only | | | fields), based on the data type extracted from the search | | | definitions previously created and associated with the widget. | | | | | | First choose a resource to filter | | | the field types and fields associated with the definition, then you | | | can drag the required fields into the **Fields** panel on the left. | +----------------------+----------------------------------------------------------------------+ | Filters | Allows you to set a filter definition for the widget. For example, | | | filter only on values greater than 200. These filters allow the | | | widget to be created to provide analysis of the data based on the | | | specific context. | | | | | | Drag and drop fields here that you want to use as filters (from | | | **Definitions**). | +----------------------+----------------------------------------------------------------------+ | Additional Sorting | Allows you to set the starting order for fields that appear in a | | | table. Using this field allows the column sort to be pre-set based | | | on the fields dropped into this panel. | | | | | | Drag and drop fields here, from **Definitions**. | +----------------------+----------------------------------------------------------------------+ .. note:: Where dates are listed, the zero (0) value is not interpreted and shown as Jan. 1, 1970, but simply as 0. .. rubric:: Related Topics * For more information around working with fields on the Resource tab, see :ref:`resource-tab-fields` * For more information around working with filters on the Resource tab, see :ref:`resource-tab-filters` .. _widget-editor-settings-tab: Settings Tab '''''''''''''' This tab defines settings for charts on the widget, including the chart title, a description, the series limit, and the chart type. You can also define chart colors. Additional configuration fields on the tab are based on the chart type you choose. .. image:: /src/images/widget-editor-settings-tab.png .. _widget-editor-drill-down-tab: Drilldown Tab '''''''''''''''' This tab defines the drill-down field behavior and allows you to choose the fields that will display as drill-downs. .. image:: /src/images/widget-editor-drilldown-tab.png Edit a Widget ............... To edit an existing widget: 1. Open the relevant dashboard. 2. Click the cog icon (Widget Options) at the top right of the relevant widget on the dashboard to display the **Widget Options** menu. 3. Choose the relevant option for updating the widget, for example, you can refresh its data, edit, clone, or remove the widget, or download data. .. note:: The widget editing options that display depend on the type of widget you're working with. 4. Configure the widget, then save your changes. .. rubric:: Related Topics * :ref:`widget-editor` * :ref:`widget-options` .. |refresh-icon| image:: /src/images/insights-refresh-icon.png .. |dash-ops-icon| image:: /src/images/insights-dash-ops-icon.png