Dashboards: Create & Manage Your Dashboards

Dashboards are a powerful tool to visualize your comprehensive machine data and provide you with all the important information about your machine(s) at a glance. Machine Advisor enables you to design dashboards according to your needs.

Make use of Machine Advisor’s versatile widgets to monitor KPIs, such as OEE, energy consumption or your machine’s availability and gain a 360- degree view of your machine. Furthermore, you can keep your colleagues and customers up-to-date about the machines performance by sharing your dashboards.

In this article you will learn how to create and mange your dashboards in Machine Advisor.


Create Your Dashboard


How can I create a new dashboard in Machine Advisor?

To create a new dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. enter dashboard title in section create new dashboard
4. select roles in drop-down menu which should have access to the dashboard:
– member: all members of your organization
– customer: all members of customer organization which is assigned to selected machine
5. click Create

Create New Dashboard or Import Existing Dashboard


How can I import existing dashboard into a new machine?

To import an existing dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. enter dashboard id in section import dashboard
4. select roles in drop-down menu which should have access to the dashboard
– member: all members of your organization
– customer: all members of customer organization which is assigned to selected machine
5. click Import

DASHBOARD-ID
You will receive a unique dashboard-id, if the dashboard has been shared by the creator. Please find in the second part of this article instructions how to share a dashboard and how to find out about your dashboard-id. Learn More



How can I add widgets?

To add a widget to your dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click on your dashboard
3. click on Add Widget
4. drag & drop the selected widgets for your dashboard or remove widget from dashboard
5. move the widget to the preferred location in your dashboard

Add Widgets to Your Dashboards



Which widgets are available in Machine Advisor?

Data Widgets

Data Widgets are ideally for visualizing your data. They empower you to create dashboards in which you can monitor all your important machine data at a glance. Moreover, they can help you to identify trends or compare and combine different variables.

Information Widget

Information widgets enable you to add individual notes and images to your dashboard. Furthermore, they provide you with basic information about your machine, e.g. location.



How can I set and edit widgets?

To set and edit a widget please follow the steps below:
1. go to Monitor feature for a selected machine
2. click on your dashboard
3. hover over right upper corner of your widget
4. click gear wheel
5. edit widgets (see articles data and information widgets)


How does a dashboard inform me about warnings?

If a warning for the variable, which is visualized in the widget, is triggered, the widgets user interface changes. The value(s) will be displayed in red. Additionally, the warning is indicated by the red frame of a widget.

To receive warnings, it is necessary to set the threshold values at the Monitor: Values page.




Manage Your Dashboard

Manage Your Dashboard


Is it possible to share existing dashboards with other users?

Yes, you can publish existing dashboards. Publishing your dashboard enables you to use the same dashboard layout also for other machines. To publish a dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. go to dashboard list
4. click Share
5. copy dashboard ID


Is it possible to hide dashboards on the selected machine?

Yes, you can hide dashboards. To hide a dashboard please follow the following steps:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. go to dashboard list
4. click hide icon


Is it possible to restrict the accessibility of a dashboard for other users in my organization or to customers?

Yes, it is possible to restrict the access to a dashboard. To restrict the access to your dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. go to dashboard list
4. select roles in drop-down menu which should have access to the dashboard
– member: all members of your organization
– customer: all members of customer organization which is assigned to selected machine


How can I rename a dashboard?

To rename your dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click Manage Dashboard
3. go to dashboard list
4. replace title of dashboard you want to rename


How can I delete a dashboard?

To delete your dashboard please follow the steps below:
1. go to Monitor feature for a selected machine
2. click on Manage Dashboard
3. go to dashboard list
4. click delete dashboard