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Explore, visualize, and then customize

Use OOTB content to get a feel for your data and how to customize a dashboard.

  • Unpack the built‑in content and create your own dashboards.

Before customizing Performance Analytics, look at the dashboard visualizations you already have.

You can view your performance trend results as raw scores or through a wide range of dashboard visualizations, including scorecards, widgets, and dashboards. You’ll be able to expose specific views of an indicator using a widget on a dashboard. You can also explore an indicator by navigating directly to its scorecard.

Step 1: Review the indicators list

You can check the indicator scorecards after the historical and daily data collection jobs have run by following these steps:

  1. Navigate to Performance Analytics > Indicators > Automated Indicators.
  2. Click the title of any indicator to see a more detailed view of its indicator properties and description.
  3. In the Related Links section, click Show scorecard to explore the indicator scores over time or by a breakdown.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 6: Scroll down to check the indicator scorecards after a historical or daily run

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Step 2: Review indicator scores

When you click the Show scorecard link in the previous step, you’ll see the indicator detail view that shows the score over the time, breakdowns, and individual records that affected the indicator score, and additional information.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 7: Reviewing indicator scores in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

The best practice for viewing and sharing results is using the Now Platform™. The built‑in sharing controls help ensure that the data is always up to date  and natively secured by the group and role assignments. You can export your indicator scorecard content in formats such as PNG, CSV, and PDF.

Step 3: Review built‑in dashboards

The content packs you enabled previously create a number of dashboards that you can explore and use. To review these:

  1. Navigate to Performance Analytics > Dashboards.
  2. Select a dashboard, such as Change Premium, from the drop‑down list at the top of the content pane.
  3. View the dashboard widgets you see and click through the various tabs across the top of the screen.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 8: Built‑in dashboards in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Expert Tip

EXPERT TIP

The out‑of‑the‑box dashboard names correspond to the data collector job names.

Step 4: Create a custom dashboard

If you’d like to add, remove, or adjust widget visualizations from the built‑in dashboards, you can create your own. You can also duplicate an existing dashboard and make minor adjustments rather than start from scratch.

To modify an existing dashboard:

  • Navigate to Performance Analytics > Dashboards.
  • Select a dashboard from the drop‑down list at the top of the content pane.
  • Click the Additional actions button and select Duplicate Dashboard.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 9: Modifying an existing dashboard in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

  • Confirm the action by clicking Duplicate.
  • Modify and customize the duplicated dashboard as needed. You can also select Dashboard Properties from the drop‑down list to rename the duplicated dashboard.

To create a new, blank dashboard:

  1. Navigate to Performance Analytics > Dashboards.
  2. Click the Additional Actions button and select New Dashboard.
  3. Enter a Name for the dashboard and select a Group.
  4. Click Submit.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 10: Creating a new, blank dashboard

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Step 5: Populate and organize a dashboard for a custom view

When you’re using a dashboard, you can add, remove, and arrange individual widgets to create a custom view. Here’s how: 

  • Click the Add Widgets icon.
  • Select Performance Analytics from the drop‑down list.
  • Select a BreakdownListPivotScoreTextTime Series, or Workbench widget to add. Select Score as an example.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 11: Adding widgets to a dashboard in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

  • Select an indicator that has been populated by a data collection job.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 12: Selecting an indicator for a widget in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

  • Click the Add button to place the widget on the canvas after you ensure the preview looks acceptable.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 13: Adding a widget to a dashboard in Performance Analytics

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

  • Click the Close icon to hide the Add Widgets panel.

Spend some time exploring additional widgets and organizing your dashboard. If you want to resize your widgets, click and drag the bottom corner. To move them, click and drag the title bar. Dashboards can also contain multiple tabs, each with independent widget arrangements.

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Figure 14: Customized Performance Analytics dashboard

MID Server

Each MID Server is a lightweight Java process that can run on a Linux, Unix, or Windows server. During discovery, the MID Server executes probes and patterns and returns the results back to the instance for processing. It doesn’t retain any information.

 

Checkpoint 

Before you continue, make sure you have:

  • Reviewed the indicators and scores
  • Explored the built‑in dashboards
  • Created a custom dashboard, if necessary

Explore additional phases

Plan

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