Dynamic Site Dashboards allow users to create a dashboard for one site, which can then be used to view data from another site by selecting a different site from a dropdown at the top of the dashboard. This is achieved through a new type of workbook data column called a query column. Query columns allow you to retrieve a specific datasource for a data column based on a query. As this is query based, different data can be displayed in the column by changing the site the query relates to.
The query used in a query column is split into two separate pieces:
Which set of parameters identifies that datasource on the site?
Which site does the datasource belong to?
Datasource Selection
When the user clicks the "Query Column" option in the "Add Column" menu of a workbook they are presented with the "Create Query Column" modal. The modal allows the user to enter the following information.
Datacolumn
Name: The name to be given to the data column
Datasource Selection Criteria (used to pick the datasource to display)
Quantity: The quantity of the datasource the query column will look for
Subject: The subject of the datasource the query column will look for (optional)
Query Tag: The tags applied to the datasource the query column will look for (in "or" fashion)
Display Settings (applied to the selected datasource)
Fold: This is the fold that will be applied to the datasource data
Unit: This is the unit that will be applied to the datasource data
Interpolation: If the datasource data will be interpolated
Note: Query columns will only display data if one or more datasource on the site matches the selection criteria of the query. If the query returns zero datasources, an error will be shown. If this happens the query itself, or the quantity/subject/tags of the datasources of the site, should be adjusted until at least one datasource is returned by the query.
If more than one datasource matches the query, then the datasources will be folded together based on the fold defined in the Query column fold parameter.
Once the user clicks the Create Column button, the query column will be added to the workbook with a small "tag" icon to indicate it is a query column. Once the query column is in the workbook, it can be used just any other data column, including in calculations, single values and all chart types.
Once the first query column has been added to a workbook, a site selector is displayed at the top of the workbook, beside the date range selector. This site selector defaults to the first site on the site list (alphabetically ordered), and the data for that site is displayed in the query column (assuming the query selection criteria match a datasource on that site).
Site Selection
Once a query column is added to a workbook a site selector is displayed in the workbook to allow you to choose which site's data to show in the data column.
Similarly once a dashboard has any charts which make use of a query column, the site selector will automatically appear in the Dashboard.
The list of sites shown in the site selector can be controlled by adding the required sites to the "Sites" configuration setting of the dashboard. This will then list the sites in the drop down in the order in which they are added in the "Sites" configuration setting. This also allows you to choose which site is shown by default on the dashboard by putting that site first in the "Sites" configuration list (and hence first in the site selector dropdown).
Guest Access to Dynamic Site Dashboards
Dynamic Site Dashboards can be shared on a site by site basis to unregistered users via the Guest Dashboard Access feature. The users will then receive a different guest access URL for each site dashboard they have bene given access to. This allows the customer to share a dashboard link for Site A and Site B, while not allowing the guest access user to view data from Site C and D.
To share a Dynamic Site Dashboard with an unregistered user, simply select the site you want to share from the site selector (the dashboard will now be showing the view for that site), and then use the Action menu > Share > Guest Access feature to enter the email address of the person you want to sent the Guest Access link to. The list of people with Guest Access to that site will be displayed, allowing you to remove them if necessary. As guest access is provided on a site by site basis, it must also be removed on a site by site basis (there is no bulk remove feature currently).
When unregistered users view the dashboard via the guest access link, it will show them which site they are currently viewing the dashboard for.
Questions and Answers
Q: Can Dynamic Asset Dashboards be made?
A: Dynamic Asset dashboards are not supported. Currently the Dynamic Dashboards feature only supports using sites as the selector, and hence this feature is limited to Dynamic Site Dashboards. Asset Attributes can be tagged and pulled into the query column, but these datasources are folded across all asset attributes on the site with the relevant tag. This means you can create a Dynamic Site Dashboard that surfaces all Compressor Energy for the whole site (by summing individual compressor asset's energy datasources), but not select a specific compressor to view for example.
Q: Can users annotate Dynamic Site Dashboards?
A: Annotations are not supported on charts that make use of query column data.