EV Observe - Dataviz

Last modified on 2023/06/15 09:45

Dataviz (short for Data visualization) is the representation of data through dynamic business dashboards. It enables you to perform monitoring in real time using EV Observe metrics.

  • A Dataviz is built using widgets that present raw monitoring data in a readable manner using charts, gauges, lists, maps, etc.   Open url.png See the Widget library
  • It can be shared via a public URL without granting users modification rights in EV Observe. Open url.png See the Dashlink function
  • Users can apply a filter to all Dataviz in order to focus only on the trends they want to monitor. Dataviz can also be displayed using the timed display function.

Example

          Dataviz.png

Notes

  • Depending on the user profile, there are two ways in which users can access a Dataviz.
    • RUN mode (operations): Users can only view a Dataviz. They are not authorized to modify its contents or configuration.
    • EDIT mode: Users can create, modify and delete a Dataviz. Users can modify its structure (name and delete widgets) and contents (configure and position widgets).
  • A Dataviz can be consulted in private or public mode.
    • In public mode, a Dataviz will contain only public widgets and can be consulted by all users. This is indicated by Padlock open icon.png in the list of Dataviz.
    • In private mode, a Dataviz can contain both public and private widgets and can be consulted only by its creator. This is indicated by Padlock close icon.png in the list of Dataviz.
  • A Dataviz can be shared using the Dashlink function. Open url.png See the procedure
    • No authentication is required for accessing a Dataviz that is shared via a Dashlink.
    • Users accessing a Dataviz via a Dashlink are not authorized to modify it or access the Details forms associated with the Dataviz.
    • A Dataviz displayed via a Dashlink is automatically refreshed every minute, just like in EV Observe. Each widget is refreshed individually based on its specified frequency.

Caution

  • Certain types of widgets are based on reports, such as Widget reports. If this is the case, you must add and format widgets in the Dataviz menu. However, you must define their scope in the Configuration > Reporting menu.

WidgetReport_List

Template Description Used by widget
Diagram Used to display flows and diagrams illustrating the deployment of configuration items (CI) in the IT infrastructure. Diagram
Weather map - Hosts Used to configure a geographical map to display the location of configuration items (CI) in the IT infrastructure. World Map
Status List Used to configure the list of statuses of configuration items (CI) in the IT infrastructure. Status List.
Weather map - User services Used to configure a geographical map to display the location of configuration items (CI) in the IT infrastructure. World Map
Host and Service categories Used to configure the state of the IT infrastructure via an overview by configuration item category. IT asset monitoring (by category)
User services, hosts and service checks Used to configure the state of the IT infrastructure via an overview by configuration item family, i.e. hosts, services, user services. IT asset monitoring (by service type)
  • The Dataviz timed display configuration will apply to all Dataviz in the company. Open url.png See the procedure (Note: Only for administrators)

Best Practice

  • If you need to create a new Dataviz similar to an existing one, duplicate the existing one and work on the duplicate. In this way, all widgets are already added and configured. Open url.png See the procedure
  • Add images to the widget headers to identify the type of information displayed easily.
  • Customize the list of Dataviz displayed in the side pane of the Dataviz menu so that you can see the trends you want to monitor easily. Open url.png See the procedure
    • Define a default Dataviz that will automatically appear when you access the Dataviz menu.
    • Add the most frequently consulted Dataviz to your favorites.
  • Filter all Dataviz to display only your favorites and the default Dataviz. Open url.png See the procedure 
  • Run the timed display to display the Dataviz you filtered.

Menu access

  • Widget library: Dataviz
  • Define the scope of widgets implemented in reports: Configuration > Reporting

Procedures

How to create a Dataviz

Best Practice icon.png  If you need to create a new Dataviz similar to an existing one, duplicate the existing one and work on the duplicate. In this way, all widgets are already added and configured. Open url.png See the procedure

Step 1: Create the new Dataviz

1. Select the Dataviz menu.

2. Click Add.

3. Enter the name of the Dataviz and specify its visibility (public or private mode).

  • You can rename a Dataviz at any time. The default name is <Creation date YYYY-MM-DD> Title <Company name>.

4. Click Apply.

The new Dataviz will be created. The widget library will appear.
 

Step 2: Add and configure the widgets in the Dataviz

1. Click and drag the types of widgets to be displayed in the Dataviz to the workspace in the graphic editor.

         Add widget - Drag and drop.png

2. Specify the properties of each widget.

     Open url.png See the relevant documentation for each type of widget

3.  Only for widgets implemented in a report

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When you add a widget type implemented in a report, e.g. Widget report, the list of existing reports will appear.

  • Click Edit icon.png next to a report to define the scope of the widget.
           Widget associated to reporting.png
           Widget associated to reporting - Configuration.png
  • For reports associated with the Diagram widget, the graphic editor will open in a new Web browser tab.
    • Create or modify the CI deployment flows or diagrams of the report.
    • Click Save disk icon.png in the graphic editor title bar to save your modifications.
             Widget Diagram associated to reporting - Save configuration.png
    • Close the Web browser tab.
      You will return to the Dataviz. The flows and diagrams of the widget will automatically be refreshed in the Dataviz.
             Widget Diagram associated to reporting - Result.png
       


Step 3: Define the layout of the Dataviz

1. Format the widget header.

  • Modify the widget title
    • Click in the widget title bar.
    • Enter the new title of the widget.
             Rename widget.png
  • Add an image to the widget header
    • Click Add image icon.png in the widget title bar.
             Add image in widget title.png
    • Enter the URL of the image to be displayed and click Apply.
      The image will appear in the widget header. Note: The maximum height that can be displayed is 100px.
             Add image in widget title - Result.png
    • To display another image, click the image and specify another URL.
    • To remove the image, click the image and clear the URL field.
       

2. Adjust the position of the widgets.

  • Move a widget
    • Hover over the widget title bar.
      The cursor will change to Hand cursor.png.
             Move widget - With cursor.png
    • Click and drag the widget to the position you want.
             Move widget - Result.png
  • Resize a widget
    • Hover over the bottom right corner of the widget.
      The cursor will change to Resize cursor.png.
             Resize widget - With cursor.png
    • Move the cursor up or down to adjust its height.
       

3. You can modify the contents of a widget.

  • Click Tools icon.png in the widget title bar.
  • Select Edit from the contextual menu.
           Contextual menu widget.png

4. You can delete a widget.

  • Click Tools icon.png in the widget title bar.
  • Select Delete from the contextual menu.

Step 4 (optional): Distribute the Dataviz

     Open url.png See the procedure

How to create a Dataviz using an existing Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to duplicate.

3. Click Duplicate in the Dataviz title bar.

4. Enter the name of the new Dataviz.

5. Click Apply.

The new Dataviz will be created. All of its widgets will be copied and configured.

How to modify a Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to modify.

3. Click Edit in the Dataviz title bar.

4. Make the required modifications.

5. Click Apply in the Dataviz title bar.

Best Practice icon.png  If you want to undo the modifications that you have not yet saved, you can press the <F5> key to refresh the screen.

How to delete a Dataviz

1. Select the Dataviz menu.

2. Display the Dataviz you want to modify.

3. Click Edit in the Dataviz title bar.

4. Click Trash icon.png in the Dataviz title bar.

How to customize the display of the list of Dataviz

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.
Dashboard side panel.png

2. You can define a given Dataviz to be displayed by default when you access the Dataviz menu. 

  • Click the Dataviz you want.
  • Click Default in the Dataviz title bar.
    The Dataviz will be placed at the top of the list, indicated by a Default dashboard icon.png.
  • Click Default again if you do not want it to be the default Dataviz displayed.
    or
  • Select another Dataviz and click Default to display another Dataviz by default.

3. You can add a Dataviz to your favorites.

  • Click the Dataviz you want.
  • Click Favorite in the Dataviz title bar.
    The Dataviz will be placed at the top of the list, indicated by a Favorite dashboard icon.png.
  • Click Favorite again to remove it from your favorites.

How to filter the list of Dataviz

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.

2. Click Filter icon.png and select the Favorite/Default option.

The list of Dataviz will now only display those you added to your favorites, as well as the default Dataviz.

Note: If you run the timed display by clicking Play icon.png, only the filtered Dataviz will appear.

3. Click Filter icon.png again and unselect the Favorite/Default option to disable the filter.

How to define the refresh frequency for displaying the Dataviz

Note: Only for users with the Administrator profile

Caution: The configuration is shared by all Dataviz in the company.

Step 1: Configure the refresh frequency for displaying the Dataviz

1. Select Administration > Application > Configuration > Dashboards in the menu.

2. Define the refresh frequency for displaying the Dataviz in the Dataviz section.

3. Click Apply.
 

Step 2: Test the refresh frequency for displaying the Dataviz

1. Select the Dataviz menu.

2. Click Play icon.png at the top of the list of Dataviz in the side pane to run the timed display.

Note: The Dataviz will be displayed from top down.

3. Click Stop icon.png to stop the timed display.

1. Select the Dataviz menu.

 The list of all Dataviz will appear in the side pane.

2. Click the Dataviz you want to share.

3. Click Edit in the Dataviz title bar and click Share icon.png.

The window for generating the link will appear.
Share dashboard.png

4. Enable the Share function.

The URL for accessing the Dataviz will automatically be generated and displayed.

5. You can copy the link, run it in your default Web browser in read-only mode or save it.

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