Create Custom Dashboard

[ 1 About custom dashboards ] [ 2 Create a Dashboard ]

About custom dashboards

Devo SOAR enables you to create your own custom dashboards by selecting the predefined widget type that you want to include in your dashboards.

Create a Dashboard

To create a new dashboard, navigate to Dashboard from the left navigation and click New Dashboard.
Enter a name for the dashboard and click Next.
The dashboard is created and opens to an empty canvas, which allows you to alter the appearance of the newly created dashboards by adding customized widgets. To know more, see Add a New Widget.

Add a New Widget

To add a new widget, you can either create a new dashboard or edit an existing one and then click Add Widget on the top-right corner of the page. Select one of the predefined widget types from the top bar of the Add Widget dialogue box.

Set up a data source from which the data will be retrieved. Data source are of the following types:
Playbook: Select the playbook, node, and time range.
Stream: Select the stream and node from the stream.
File: Specify a CSV or JSON file as URL or file upload.
For all the widget types, enter a name to identify the widget.
After you've selected the required option, click Submit.
The remaining settings depend on the type of widget that you have selected.

Widget customization to display aggregation value and/or assign custom color for the values

Select the Display aggregate value checkbox for the applicable widgets to add the aggregation value with the respective type and subtext to be displayed on the widget.
Select the Customize Color for the values checkbox and/or select the color in the dropdown menu while configuring values in the applicable widgets to allocate a custom color to the value selected.
The values should exactly match the data source for the colors to work
Click on Auto Assign All on the down corner in the same pane to reset the assigned custom color.

For Bar and Line Charts:

Configuring Y-Axis can be accomplished by Pick Individual Columns and All Columns (except X axis) options in toggle mode respectively.
Choose the Pick Individual Columns option to customize the selection of individual Column Name that to be populated on Y-Axis.
- To add multiple Column Name, click the + icon.
- To delete individual Column Name, click the x icon.
Choose the All Columns (except X axis) option which automates the widget Y-Axis with respect to the data source from the playbook selected
- Renders only the predefined colors for all the values populated on Y-Axis.
- Value selected under Configure X Axis will not be populated on Y-Axis.

Widget types and their uses

Widget Type	Description

Widget Type	Description
Text	Text widgets allows you to create titles and texts or to add more descriptive explanations to your dashboards.
Title	Title widget allows you to create titles for respective widgets and/or to add a title to segregate the group of widgets displayed over the dashboard.
Bar	Bar widget allows you to specify the axes, number of rows to display, and type of aggregation.
Line	Line widget allows you to specify the axes, number of rows to display, and type of aggregation.
Pie	Pie widget allows you to specify values and labels to display the data as sections of a circular graph.
Number	Number widget allows you to specify the column to report, number of rows, and type of aggregation.
Table	Table widget allows you to configure the output data for the column name.
Image	Image widget allows you to specify the default image and any conditional options.
Progress	Progress widget allows you to display computational pictorial representation between total value and progress value.
Funnel	Funnel widget allows you to quickly analyze various event types and categories across multiple data values and represent them as step labels and values.

Add an Existing Widget

From the dashboard editor:

Click Clone from another dashboard at the top of the page.
Select the dashboard and widget you want to clone from.
To be available for selection, the dashboard and widget must have been created by you or shared with you.
After selecting the widget, click Clone and Add to add it to your dashboard.
When you're finished making changes to the dashboard, click Save.

Click through Buttons on the Widget

When using the custom dashboard widgets, there may be an issue. This could be caused by the stream not fetching data or by a malfunctioning playbook that has to be addressed. As a result, the streams and playbook have a click through buttons on the widget that allows you to navigate and look through the issues and fix them.

Click through buttons on the widget are

Zoom in : Use the zoom in icon on the widget for better viewability of data metrics on respective widget.
Zoom out : Use the zoom out icon to minimize back to the predefined size of the widget and will be active only in widget zoom in mode.
Playbook: Use the Playbook icon to navigate to the datasource from which the playbook is being created.
Streams: Use the Streams icon to access the streams listing page.

Widgets created based only on the playbook, will allow only to view the Playbook icon.

Widgets created based on a DataSource stream, will allow you to view both the Playbook icon and Streams icon.

Create a Dashboard Widget from a Playbook Step

In the playbook editor V2, you can create a dashboard widget directly from a playbook step. The widget you create displays data based on the step's results.

To create a dashboard widget from a playbook step:

Create a new playbook or edit an existing one.
In the playbook editor, hover over the step, click on the ... three dots icon, and select Create dashboard widget.
The Add Widget dialog box opens. In this dialog box, the data source is pre-selected as the playbook step.
Configure the widget type and content as described in Add a Widget.
Click Choose Dashboard and select one or more dashboards to which you want to add the widget to.
Click Add to add the new widget to the specified dashboards.
A successful message appears once the widget has been added.
The newly created dashboard will be listed on the Dashboard page and My Library > Dashboards list page.