Dashboards – Hermetry

A dashboard is a board of cards. Each card is a widget (a chart, a value, a table, a map, a control, a drawing) bound to a data source. Dashboards are where operators watch their devices and sites, and where a click can drill down to one device or send a command. This section explains how to build boards, bind cards to data, make one board serve many devices, and show boards on wall screens.

Open dashboards from Dashboards in the menu. The list shows every board you can open, with Name, Workspace, Owner and Updated, a search box and a Who sees it filter (Shared or Only me).

What a board has

Part	What it does	Read
Cards	Widgets placed on a grid of 12 or 24 columns. Each card has its own title, settings, data and refresh interval.	Create and organise boards, Widgets
Time window	The period charts and tables cover, for example the last 24 hours. Viewers can change it; writers can save a default.	Data sources and parameters
Parameters	Values (a number, a date, a list) and entities (devices, sites) that the cards read. Viewers change them in the filter bar; pages, links and card actions set them.	Data sources and parameters
Key filters	Conditions on keys, for example “temperature above 30”, that narrow an entity parameter.	Data sources and parameters
Pages	Up to 20 pages after the main page. A page opens in place, in a side panel, a dialog or a popover.	Card actions and drill-down
Actions	What a click on a card, a row, a marker or a symbol does: open a page, open another board, set parameters, run a command.	Card actions and drill-down

A card that fails to load keeps its place and title and says Failed to load. The rest of the board still works.

Personal and shared boards

Kind	Who sees it	Who may create and change it
Personal	Only you	Every member with Create and arrange your own dashboards (users by default)
Shared	Every member of the workspace who may view dashboards	Members with Manage shared dashboards (administrators by default)
Personal copy of a shared board	Only you, in place of the shared board	You. Return to shared dashboard drops your copy.

Your plan sets how many shared boards your organisation may have. The list says, for example, “3 of 10 shared dashboards used. Personal dashboards do not count.” When the limit is reached, a new board is created as personal. See Sharing dashboards.

Every card reads data with the viewer’s own permissions. A shared board never shows a viewer data they may not read: the card says “You may not see the data of this card.”

Where to start

You want to	Start with
A first board with one value and one chart	Build your first dashboard
A ready layout	New dashboard, then pick a template under Start from. See Board templates and board files.
The boards of a ready solution (water site, remote sites, weather stations)	Ready solutions
A process drawing or a 3D view with live values	SCADA
One board for every device of a kind	Data sources and parameters
A board on a TV in a control room	Wall screens, full screen and zoom

Home board

Make my home in the dashboards list makes a board the page you land on after sign-in. Make home for everyone (shared boards, administrators) sets the organisation’s landing board. Your own choice wins over the shared one. Remove as my home goes back to the workspace dashboard.

Permissions

Permission	Default minimum role
Open the home page	User
View dashboards	User
Create and arrange your own dashboards	User
Manage shared dashboards	Admin
Run widget data queries	User
Run widget commands	User
Create and edit your own private widgets	User
Create and edit widgets	Admin
Publish widget versions	Admin
View dashboard settings, Change dashboard settings	Admin
Open a dashboard through a display link	Anyone with the link

Process drawings and 3D views have their own permissions. See SCADA. For every permission, see Permissions reference.

In this section

Building boards

Card types

Advanced

Sharing and showing