Custom dashboard

The Custom Dashboard Creation feature allows users to collect the data they need on a single screen and design dashboards that fully align with their own business processes. Without being limited to predefined templates, users can create their own monitoring screens using data cards, charts, tables, SCADA components, and custom widgets.

This page explains the main sections of the Custom Dashboard Creation screen, the widget creation workflow, category selection, and the scenarios in which different widget categories can be used.

Overview

Custom Dashboard

Start Designing a Dashboard from Scratch

The Custom Dashboard Creation screen enables users to design their own monitoring interface on an empty dashboard canvas. From this screen, users can define a dashboard name, start the widget creation process, import previously exported dashboard files, and save the completed dashboard.

1

Add Widget

Starts the widget selection workflow to add data cards, charts, tables, SCADA components, or custom cards to the dashboard.

2

Dashboard Settings

Provides access to dashboard appearance, background settings, and basic configuration options.

3

Import

Allows previously exported dashboard configurations to be reused.

4

Save

Saves the prepared dashboard layout to the system and makes it ready for active use.

Import Previously Created Dashboards

The Custom Dashboard Creation screen is not only used for designing dashboards from scratch. Previously exported dashboard configurations can also be uploaded back into the system.

This feature significantly reduces setup time when the same dashboard design needs to be reused across different facilities, customers, or test environments.

Reuse Existing Dashboard Configurations

Previously exported dashboard configurations can be uploaded into the system again. This allows the same dashboard structure to be reused across different facilities or device groups.

Widget Creation Workflow

Custom dashboards are created by combining widgets selected by the user. When adding a widget, the appropriate category is selected first, then the required widget is chosen, and finally the necessary configuration settings are completed. The workflow below illustrates the main steps involved in creating a new widget.

Widget Workflow

Select a Category to Find the Right Widget Group

Category selection determines the purpose of the component to be added to the dashboard. Data Cards are used to display real-time KPIs, Charts are used for trend analysis, and SCADA categories are used to visualize field equipment.

1

Category Selection

Defines the functional group of the widget and directs the user to the appropriate component list.

2

Widget Selection

Allows users to choose the most suitable component from the widgets available in the selected category.

3

Configuration

Defines the device, data parameter, time range, and display settings before adding the widget to the dashboard.

Widget Categories

Widget Categories Available for Dashboard Design

All widget categories available during the custom dashboard creation process are listed below. Each category is designed for different data visualization scenarios and provides flexibility for creating dashboards tailored to user needs.

About This Category

The Data Cards category enables the display of critical metrics such as energy, power, temperature, pressure, production quantity, or meter readings through compact and easy-to-read card layouts. These cards allow users to monitor the most important dashboard values at a glance.

When to Use

Commonly used for real-time KPI monitoring, executive summary dashboards, facility performance indicators, and dashboards where critical measurements must be quickly reviewed.

Widgets in This Category

Single Value CardSeries Information CardTelemetry Value CardTrend KPI CardKPI CardVertical KPI List2-Column KPI Layout3-Column KPI Grid

Configuration Tip

This category typically includes configuration options such as widget name, device selection, data parameter, unit, monitoring interval, and auto-refresh settings. Users should carefully define which value will be retrieved from which device.

Example Widget Configuration

Once the category and widget selection process is completed, the configuration screen is displayed. At this stage, users define which device the widget will retrieve data from, which parameter it will display, and how it will appear on the dashboard. The example below demonstrates the configuration process of a Data Card widget.

The following example shows the configuration screen of a Data Card widget.

Widget Configuration

Data Card Widget Configuration Screen

The widget configuration screen allows users to define the data source, device selection, parameter information, and display settings. These settings determine how the widget will operate on the dashboard.

1

Widget Name

Defines the title that will be displayed on the dashboard.

2

Device Selection

Specifies the device from which data will be retrieved.

3

Parameter

Selects the telemetry or measurement value to be displayed.

4

Refresh Settings

Configures how frequently the widget updates its data.

Custom dashboard | SolarTools