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DashboardDashboards Guide

Table of Contents

View and Interact with an Open Dashboard

To view a specific dashboard, navigate to the Dashboards tab, in the Dashboards application, and click on a dashboard row or tile to open it.

When you open a dashboard, you can interact with it in the following ways:

  • Edit the dashboard – Click Edit in the top right corner to make the dashboard available for editing. You can edit existing visualizations or filters. You can also do the following:

    • Add a visualization – Click Add Visualization to either add a visualization that already exists in the visualization library or to create a new visualization.

    • Add a new text tile – Click Add Text to create a new text tile for the open dashboard.

    • Add a filter – Click Add a filter to create a new filter that will be added to the open dashboard and will affect all of the visualizations on the dashboard.

    For detailed information about working with dashboards, see Configure and Manage Dashboards.

  • Refresh the dashboard display – Click the refresh icon (icon-refresh.png) in the upper left to manually refresh the dashboard display.

  • Select another dashboard to view – Click the down arrow in the Select Dashboard field to view a list of all the available dashboards in your environment. The list is divided into two sections. First is a list of favorites (if you have designated any favorites) and then a list of all the remaining dashboards follows. To find the desired dashboard, scroll through the list or use the search field. Click on any dashboard to open it.

    Tip

    You can also use the breadcrumbs at the top of the open dashboard to return quickly to the Dashboards tab and select another dashboard to open.

    select-dashboard.png
  • Filter the dashboard – You can edit existing dashboard filters or add new ones as listed below. For information about editing filters, see Edit Dashboard Filters.

    • Access existing filters – If the dashboard already has existing filters, click the dropdown arrow on the right to access the filters.

      filters-dropdown.png
    • Edit existing filters – You can edit an existing filter by changing or removing its existing filter criteria. You can also click the plus icon (icon-add-filter.png) to the right of a criteria field to add a new OR criteria to the filter. When you finish editing existing filters, click Apply to save your changes. These filters apply to all of the visualizations in the dashboard.

      filter-edit.png
    • Add new filters – You can add new filters only by editing the dashboard. Click Edit in the top right and select Add a filter.

  • View data details represented by individual chart parameters – To view the numbers and other information represented by the different elements in a visualization graph, move your cursor over them. The information is displayed in tooltips, as shown in the example below.

    count-tooltip.png
  • Drill into results and pivot to Search – To drill down into a visualization chart and view the represented events in the Search service, click on a chart area or data point. Then select Show Results in Search. The Search service opens in a new tab and the search field is populated with a query string for viewing the appropriate events. Click Search to view the results in the Search service.

    show-results-tooltip.png
  • Change the dashboard layout – To move a visualization tile, click on it and drag to a new location. To resize a tile, click the bottom right corner and resize it. For more information, see Modify a Dashboard Layout.

  • Perform actions on visualizations – There are several actions you can perform on individual visualizations that are included on the open dashboard. Click Edit in the top right corner of the dashboard to put it into edit mode. Then click the options icon (icon-options.png) in the corner of a specific visualization tile and select any of the following options:

    • Edit – Click to open the visualization in edit mode. For more information, see Modify a Visualization.

    • Hide Title – Click to hide the tile title. To redisplay it, click Show Title.

    • Duplicate Tile – Click to create a duplicate copy of the visualization on the same dashboard. For more information, see Duplicate a Visualization.

    • Add to Library – Click to add a visualization to the visualization library (available only if it's not yet in the library).

    • Unlink – Click to to unlink a visualization on the dashboard from the one in the visualization library (available only if it's already in the library).

    • Delete – Click to delete a visualization from the dashboard. This action does not delete a visualization from the visualization library, if it is in the library.

  • Options menu (icon-options.png) – The following interactions are available from the Options menu in the top right corner of the dashboard:

    • View/Edit details (depending on whether you're in Edit mode) – You can view or edit dashboard details, including a description, use cases, metadata tags, owner, and date created:

      • To view details, click the options menu icon The more menu; three vertical blue dots on a grey background. (before clicking Edit), and select View details. A panel opens and displays dashboard details, as shown in the image below.

        Dashboard-Details.png
      • To edit details, first click Edit in the top right corner of the dashboard. Then click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Edit details. An editable version of the details panel opens. For more information about editing the details, see Edit Dashboard Details.

    • Set dashboard refresh settings (available in Edit mode)– You can set the dashboard to refresh at automated intervals. To configure the refresh rate, click Edit in the top right corner of the dashboard. Then click the options menu icon (icon-options.png), and select Refresh settings. A Settings dialog box opens.

      You can configure a refresh rate that applies to the entire dashboard. You can also apply individual refresh rates to specific visualization tiles on the dashboard. If you set a different rate for a visualization, the individual tile setting overrides the dashboard setting. For more information about setting refresh rates, see Manage Automatic Refresh Rates.

    • Copy a link to the dashboard – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Copy link. A link to the dashboard is copied to your clipboard.

    • Schedule dashboard email delivery – You can schedule regular deliveries of email with a snapshot of the dashboard in either PDF format or in a raw data CSV file. To schedule deliveries, click the options menu icon (icon-options.png), and select Schedule delivery. A Schedules dialog box opens. Click New to create a new schedule. For more information about scheduling email deliveries of a dashboard, see Create a Scheduled Report.

      Tip

      To view a list of all the currently scheduled reports, navigate to the Scheduled Reports tab from the top of the Dashboards landing page. On the Schedule Reports tab you can view and control all of the reports you have scheduled for delivery, including who receives them, how often, and in what format. For more information, see The Scheduled Reports Tab.

    • Set/Remove the dashboard as the Home tab default – Use these options to control whether or not a currently open dashboard is configured as the Home tab default. For more information, see The Home Tab.

      • Set the dashboard as home – If the current dashboard is not the Home tab default, click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Set dashboard as home. If another dashboard is already set as the home, you are prompted to confirm that you want to replace the home dashboard. When you confirm, the current dashboard becomes the new Home tab default and the home icon is displayed next to the dashboard name. You can select any pre-built Exabeam dashboard, custom dashboard, or draft dashboard as the home dashboard.

        home-green-indicator.png
      • Remove the dashboard as home – If the current dashboard is already set as the Home tab default, click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Remove dashboard as home. The home designation is removed from the current dashboard and the Home tab display returns to the selection list where you can choose another dashboard to serve as the Home tab default.

    • Add the dashboard to a folder – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Add to folder. You can opt to add the dashboard to an existing folder or add it to a new folder

    • Duplicate the dashboard – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Duplicate. A copy of the dashboard opens in edit mode so that you can modify it. For more information, see Duplicate a Dashboard.

    • Export the dashboard – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Export. The dashboard is exported as a config file. For more information, see Export and Import Dashboards.

    • Download a dashboard – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Download. In the File Name field, enter a descriptive name for the downloaded file. In the Format field, you can opt to download a snapshot of the dashboard in a PDF format or download the raw dashboard data in a CSV file.

      download-report.png
    • Delete the dashboard – Click the options menu icon (The more menu; three vertical blue dots on a grey background.), and select Delete. For more information, see Delete a Dashboard.