Using widgets in dashboards and reports

Widgets in dashboards and reports

Widgets can display maps, images, graphs, tables and other graphic representations of data. Widgets are useful to track information, for example on alarms, assets or applications, or provide maps, quick links and more in dashboards or reports.

Requirements

ROLES & PERMISSIONS:

  • To view widgets within dashboards: READ permission for permission type “Inventory” or READ permission for “Inventory” in the inventory roles
  • To edit a widget: ADMIN permission for permission type “Inventory” or CHANGE permission for “Inventory” in the inventory roles
  • To create a widget: ADMIN permission for permission type “Inventory” or CHANGE permission for “Inventory” in the inventory roles
  • To delete a widget: ADMIN permission for permission type “Inventory” or CHANGE permission for “Inventory” in the inventory roles

Some of the widget require additional permissions in order to visualize the data which they display. For example, the alarms widget requires READ permission for permission type “Alarms” in order to view all alarms.

Cumulocity provides preset widget types, for details see the Widgets collection.

To add a widget to a dashboard or a report

  1. Widgets can only be added if the dashboard/report is in edit mode. Click Edit widgets in the top menu bar to enter edit mode.

  2. Click Add widget in the top menu bar or click the Add widget button on the main page (only available in case of an empty dashboard/report).

  3. In the Add widget dialog, select a widget type.

  4. Next, configure the widget. According to the selected widget type, different parameters may be specified under Configuration. For details on each widget type refer to Widgets collection.

  5. In the Appearence tab, you can customize the content and header style for the widget individually, in the same way as specifying the layout of a dashboard.

Info
The header styles “Regular” and “Border” can be used for all widgets while the header styles “Overlay” and “Hidden” remove the header and should only be used for widgets which benefit from a full-screen experience, for example “Image” or “Map”. For other widgets, like “Alarms list” or “Data point table”, these header styles should not be used.
  1. Click Save to add the widget to the dashboard or report.

Modifying widgets

To modify a widget

Widgets can only be modified if the dashboard/report is in edit mode. To enter the edit mode click either Edit widgets or General settings in the top menu bar.

By dragging the arrows on the bottom right corner of a widget, you can resize a widget.

Info
On touch devices like smartphones or tablets some functions may not be supported.

To rearrange widgets

Widgets may be rearranged on the dashboard/report. By dragging and dropping you can move the widget to another position.

To edit the widget properties

To edit the properties of a widget first enter the edit mode by clicking Edit widgets in the top menu bar. Then click the settings icon at the top right corner of the widget and from the context menu select Edit.

To remove a widget

To remove a widget from a dashboard or report first enter the edit mode by clicking Edit widgets in the top menu bar. Then click the settings icon at the top right corner of the widget and from the context menu select Remove.

Selecting assets in widgets

The following section describes how to select one top-level asset, how to select child devices as asset and how to search or filter for assets in the widgets configuration.

To add an asset to a new or existing widget

On the Configuration tab of the widget editor, select the check boxes of the desired asset under Asset selection. Click Save to add the asset to the widget. You can select a single device or a whole group of devices, indicated by a folder icon . For details on selecting child devices, see To select child devices within groups as asset.

If you want to edit an asset of a widget, open the widget editor and click Clear. This clears the previous asset collection. Select the new desired asset and click Save.

For general instructions on how to add or modify widgets, see To add a widget to a dashboard or a report or Modifying widgets.

To select child devices as asset

If the asset is a group or a device with children, you see a folder icon next to their name as well as an arrow icon pointing right . Click the desired group or device with children in the list to open a new level displaying all assigned assets to that group or device. Select the desired asset. To return to the previous level, click on the arrow icon pointing left .

Select assets

If you want to select an unassigned device as an asset, you can find the unassigned devices in the Unassigned Devices folder, located on the first level of the selected group.

Info
You cannot select the Unassigned devices folder itself. However, each device inside this folder can be selected on the next level. Click Unassigned devices to open the next level with all unassigned devices. Click the desired device to select it.

To search and filter for assets

There are two methods which can be used to quickly find assets:

  1. Full text search, and
  2. filtering.

Full text search

On the Configuration tab of the widget editor you can use the full text search field under Asset selection.

Through the full text search you can find assets in the whole hierarchy, but it requires exact matches, for example, the whole name of the asset.

After selecting the asset, you see all children of this asset. To return to the level above, click the “X” in the search field.

Info
The full text search is only available in the Home dashboard and the Report dashboards.

For details on the search functionality, see Search and filter functionality.

Filtering

Filtering is another way to find assets. However, it only filters assets on the current level under Asset selection.

Filtering

For details on the filter functionality, see Search and filter functionality.