The Dashboard and Widgets

The Oomnitza Dashboard

While saved reports and subscriptions are fantastic for drilling into the data, sometimes (and usually quite often) it's useful to have the data most important to you available at a glance. Oomnitza achieves that by allowing you to configure a simple, visual dashboard so you can see the metrics that you value most. 

Contents

  1.  Overview
  2. Using the Dashboard
  3. Adding Widgets
  4. Counters
  5. Donut Charts
  6. Stacked Bar Charts
  7. Bar Charts

Overview

The dashboard is often the first thing you'll see when logging into Oomnitza and is available from the Dashboard tab of the top navigation bar.

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Your dashboard is made of individual "Widgets" that come in four varieties:

  • Counters
  • Donuts
  • Bar Charts
  • Stacked Bar Charts

Here's an example of a few of these graphics (Starting top-left, moving clockwise: Counter, Donut, Bar, Stacked Bar)

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Using the Dashboard

By and large, the Dashboard is intended to be used as a quick health/sanity check, which can then be drilled down via reports. This is facilitated by just about everything being clickable. Clicking on any subsection of the charts will take you directly to a custom search listing all the assets that make up that category.

Adding Widgets

Much like assets, you can add new widgets using the "Add" button in the upper right of the dashboard page. This will prompt you to configure your new widget.

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Chart Name: The name displayed on the top left of the widget.

Visible to: Allows you to limit access to the widget to specific user roles.

Data Source / Saved report: Selects the data source for the widget to display. This can be either be everything within a data type (i.e. assets, people, software, locations, etc) or it can be any of your saved searches.

Bar Chart / Stacked bar chart / Donut chart / Counter: Lets you select the type of chart you wish to use. More details on those will be included below.

Everything below chart selection is specific to the chart type. We'll break those down in-depth below. 

Counter:

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Counters are for your most important numbers. This lets you quickly look at the total count or sum of a saved search.

Top Title: The word or words that appear above the value. Usually used as the primary title.

Bottom Title: The word or words that appear below the value. Usually used as a secondary title or to elaborate on the data being displayed.

Prefix: A phrase or character that appears before the number. Useful when showing dollar amounts, or other values that are denoted with a prefix. (e.g. $15,000) 

Postfix: A phrase or character that appears behind the number. Great for specifying the units being specified (e.g. 3,400 Laptops).

Donut:

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Donuts take counters a step further by giving a breakdown of that key number based on an attribute of your choosing.

Calculation Type: (Total or Sum) Total uses the total number of things that you're reporting on. Sum looks at a numeric field and returns the additive sum of those values across your saved search. When selecting Sum, you'll also be prompted to specify which Field to report on.

Field: This indicates what will be broken down across the Donut. For example, if your Calculation is Total Assets, and the field is "Department" you'll be given a breakdown of Assets by Department. 

Selection Type(Top by Measurement, Bottom by Measurement, or Manual) Specifies what is shown on the donut. Either the top (highest) fields, the bottom (lowest) fields, or a custom selection of fields.

Show: When sorting by Top or Bottom, this field is used to specify how many fields will be shown. When sorting Manually, you'll be asked to specify which fields are shown. If using a date-field, you'll be asked to specify how far back or forward in time it should show. 

Display Order: Specifies how the slices are ordered. 

Stacked Bar Chart:

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Stacked Bar Charts let you look one level deeper than donut charts. Rather than just look at a single number, you can look at assets broken down by two factors. The field selection mirrors a donut chart, but instead of specifying a single dimension, you're specifying a measurement, a dimension, and a decomposition.

Measurement (y-axis):

Sum or Total. Like the counter, this specifies how we're visualizing the data from our data source. These numbers can be seen on the y-axis.

Dimension (x-axis):

Name: The name that appears on the x-axis.

Field: The field used to break down the x-axis. For example, the screenshot above uses the purchase date.

Show: Much like the donut chart, this is where you specify how much is shown on the chart.

 

The decomposition is where you specify the breakdown of each column.

Field: Field lets you set the field that bars are broken down by. The example above shows them broken down by asset type.

Selection Type(Top by Measurement, Bottom by Measurement, or Manual) Specifies what is shown on the donut. Either the top (highest) fields, the bottom (lowest) fields, or a custom selection of fields.

Show: When sorting by Top or Bottom, this field is used to specify how many fields will be shown. When sorting Manually, you'll be asked to specify which fields are shown. If using a date-field, you'll be asked to specify how far back or forward in time it should show. 

Display Order: Specifies how the slices are ordered. 

Bar Chart:

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Bar Charts are, effectively, the same as stacked bar charts, but without the decomposition. You'll see raw counts of the specified search, split by the field of your choosing. The settings for these are split into measurement and dimension.

Measurement (y-axis):

Sum or Total. Like the counter, this specifies how we're visualizing the data from our data source. These numbers can be seen on the y-axis.

Dimension (x-axis):

Name: The name that appears on the x-axis.

Field: The field used to break down the x-axis. For example, the screenshot above uses the purchase date.

Show: Much like the donut chart, this is where you specify how much is shown on the chart.

Conclusion

The dashboard gives you a way to quickly and easily access the information most important to you. Now that you've gotten them set up, let's look into who can access them via Roles and Permissions —>

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