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DashboardDashboards Guide

Create a Dashboard

To begin building a dashboard to showcase a collection of visualizations and information, you must first create the actual dashboard.

  1. Open the Dashboards application and click the Dashboards tab to display it.

  2. In the upper-right, click New Dashboard.

    The Create Dashboard dialog box displays.

    Create-Dashboard.png

  3. In the Create Dashboard dialog box, provide the following information:

    • Dashboard name – Enter a name for the dashboard.

    • Description – Enter a descriptions of the dashboard and its content. (Optional)

    • Usecases – Select one or more use case tags from the drop-down list. (Optional)

    • Tags – Add custom tags to the dashboard. You can select from the list of existing tags or apply a new tag. (Optional)

      To create and apply a new tag, start typing a new tag name in the Tags field. Click New Tag or press Enter to save and apply the new tag.

      New-Tag.png

    • MITRE ATT&CK® Techniques – Select one or more techniques from the drop-down list. (Optional)

    • Restrict Dashboard Access by Role – First select one or more user roles from the drop-down list (Optional). Then for each user role selected, assign users with that role specific permissions to this dashboard. Available permissions include:

      dashboard-permission-levels.png

      • Can View – Users with roles assigned to this permission can view but not modify the dashboard. All options for editing the dashboard are hidden. Users whose role is not included in this permission cannot see or access the dashboard.

      • Can View and Edit – Users with roles assigned to this permission can view and modify the dashboard but cannot delete it. All editing options are available to users whose role is included in this permission.

      • Can View, Edit and Delete – Users with roles assigned to this permission can view, edit, or delete the dashboard. All editing options are availabel to users whose role is included in this permission, and they can also delete the dashboard. Users with the Administrator role have this full access to all dashboards. Dashboard creators also have this full access for any dashboards they create.

      Tip

      For user roles that are assigned only view-level access to the entire Dashboards service (see User Roles), you cannot assign any edit or delete permissions on individual dashboards. For example, if the Developer user role is assigned read-only access to the Dashboard service, you cannot grant any edit or delete permissions to the Developer role on an individual dashboard. If you try to assign such permissions, an error message is displayed.

      Note

      Dashboards with no permissions assigned are visible to all Dashboards users. Users in the Administrator role always retain full access to all dashboards regardless of the permissions defined for a specific dashboard.

  4. Click Create Dashboard. The new dashboard is created and opens. You can opt to add a text tile or a visualization to the empty dashboard

  5. To add a visualization tile to the dashboard, click Add Visualization. You can opt to create a new visualization or to select one that already exists in the visualization library. For more information, see Add a Visualization to a Dashboard or Create a Visualization Using the Basic Method.

  6. To add a text tile to the dashboard, click Add Text at the top of the dashboard. An Add Text dialog box opens. For more information, see Add a Text Tile.

  7. To set an optional automatic refresh rate for the dashboard:

    • In the upper-right of the dashboard, click the options menu icon (icon-options.png) and select Refresh Settings. A Settings dialog box opens.

      Dashboard-Refresh-Rate-All.png

    • Click the toggle to activate the Autmoatically refresh dashboard option.

    • Enter a number value and select a unit of time.

    • Click Set. The refresh rate is saved and the dialog box closes.

      You can opt to set individual refresh rates for specific visualization tiles. If you set a specific tile refresh rate, it will override the dashboard refresh rate. For more information about configuring refresh rates, see Manage Automatic Refresh Rates.

  8. To resize and move the tiles on the dashboard, see Modify a Dashboard Layout. (Optional)

  9. When you are finished configuring the dashboard, click Save.

  10. If you want to make the dashboard available to other Dashboards users, click Publish. (Optional) If you decide not to publish it, the saved dashboard is marked with a Draft tag and is not visible to other users. You can choose to publish a draft dashboard later.

  11. To return to the Dashboards tab, click All Dashboards in the breadcrumbs at the top of the open dashboard.