User Dashboard 3.6
In the Dashboard section is the User Dashboard Tab. Clicking on this tab or the Monitor Tab will open a new window that will slide in from the right, containing dashboard templates.
The window has a series of action buttons along the top of the window. In the window lies the previously created templates.
In the top of the window, lies buttons for Filter, Create New Dashboard, Import Dashboard, Refresh and Close Window.
User Dashboard Template Menu
Click on the Monitor Icon to open the User Dashboard Template Menu. On this menu, the user can select from all the Templates saved in the enVision program.
The Day/Shift Filter allows a user to set the beginning and end date range to apply to the selected or created User Dashboard Template.
Month/Shift button will allow the user to change the state of the range filter from a daily shift to month format. A month format will allow a greater range selection.
Optional Filters button will allow the user to apply filters to remove or add conditions as Shift, Shift Crew, Status, Classification.
Filter (User Dashboard 3.6)
The Filter button when selected, will show a drop-down window with a selection of Show All or My Dashboards. Selecting Show all will display all the created dashboards currently in enVision. Selecting My Dashboards will only display the dashboards that were created by your logged in profile. It also has a Category sorting feature that will let you sort the Dashboard by Categories types:
Create New Dashboard (User Dashboard 3.6)
Selecting the Create a New Dashboard button will open the New Dashboard Window as seen below. In this window, you will input a Name for the Dashboard, a brief Description of the dashboard if needed, a choice of Category (Maintenance, Analytics, Production, System, or Other) and a check box that will allow you to save it as Public or Private. Selecting Private will not allow you to edit the dashboard unless you are logged in as the creator of it.
After the New Dashboard Setup screen is completed, select the “Save” button, a new Dashboard Template will appear on the New Dashboard Selection window. All the data you inputted on the New Dashboard window, is now on the Dashboard Selection Template.
Import Dashboard (User Dashboard 3.6)
Selecting the “Import Dashboard” button will open an explorer search window. Use this, to find and select the file you would like to import. Clicking on the button will invoke an explorer window for you to locate the XML file that was exported earlier.
In this example, the Live Test was exported and was placed in the Download folder of the CPU it was exported from.
Template Actions (User Dashboard 3.6)
In the Dashboard selection window, are separate Templates of different dashboards. They all have a series of action buttons to choose from. These buttons will allow you to Run, Edit, Delete, Copy, Subscribe, and Export the selected Template.
The Run button, will open a new window with the selected Dashboard. This may take a few moments for the Dashboard to load. If the Dashboard loads, and there is no data for that time period, utilize the Day/Shift Filter to zero in on the days you would like to view.
The Edit button will open the select Dashboard very much like the run button does, but with an area to the left of the dashboard that contain the editing template. In this Editing Template, is a selection of icons that represent the settings and options to add, remove, edit, or change any part of the current template. Note: the editing can only be utilized if you are logged in as the creator of the template.
The Delete button is used to Delete the template from the Selection Panel. This can only delete the Public Template. The Private Templates cannot be Deleted unless you are logged in as the creator of it.
Use the Copy button to copy the template (Live Test). When the Monitor button is selected, it will show a duplicate template labeled as Copy of Live Test in the Template selection area.
Use this feature to Subscribe to the Selected Template.
This feature will allow you to export this Template to the download folder, which then will be able to be imported to enVision.
This feature dictates which Dashboard will open initially. If the Icon is Green , then this is the dashboard that will open. If it is turned off, then it will reopen the last dashboard that was viewed.
Run (Template Actions)
Clicking on the Run button on the dashboard that you selected. If the object is running on a current project, then an active screen will display. If not, select the Filter button on the far-right hand side next to the monitor. That will open the Day/Shift Filter, which is a range filter window that will allow you to select a start and end date.
From there, click and hold the start time slider and slide it to the Day/Shift you want to start your date set. Then click and hold the end time I move that to the Day/Shift you want to view. When everything is correctly selected, then click the “Apply” button.
You can further filter your selection by clicking on the blue “Optional Filters” button. This button when selected will reveal a selection of four tables. Shift, Shift Crew, Status, and Classification.
After your filtering is completed, select the “Apply” button, the window will reload and display the data in the time that you selected.
While reviewing this screen, you can move the cursor over the bars to reveal the details of that bar. The details show the statuses of the cycle (Good, Watch, Warning, and Missing).
In the upper right-hand corner above the display area, is an Export icon. This is used to export graph to either a PDF or an image. PDF’s are generally good to send as email. Images can be made to print and display.
When selecting the export to image option, another window will open. It will be an export to image in the name of the test template that you are using. From there, in this form window, input the title name of the template. Next, check or un check the show the title checkbox. This will show the time on the template. Next input the name of the title. Below that is the filter State, select None or Below. Next, choose which image format choose between PNG, Gif, or jpg. Next, you can set the resolution. The resolution is set a default of 96 DPI. In the event, you would like to display it on paper, before printing, it would be advised that you increase the DPI, so the printing and images, will be clearer and easier to read.
From here, check over your changes into the export to image window. If everything is satisfactory then click Export. If not, you can cancel or click the Reset button. The reset button will reset all the parameters and allow you to input them again.
Realtime (Current Shift)
After the selection of the Run button, when there is current activity in the shift, you can select the Realtime (Current Shift) button, to the left of the Apply button. Selecting this button will reveal an active window that updates every 10 seconds. This offers a real-time look at your object level selection.
Edit (Template Actions)
Next to the Run button is the “Edit” button. The Edit button will reload the window with a Toolbar to the left of the graphing displaying area. From there you have a choice of a graphing menu of: Common and Filters.
Editing Toolbar Tab
The Editing Toolbar consist of various types of graphing tools. It uses common, maps, and filtering types of graphing tools. Clicking on any one of the icons will instantly add it to the display area. It will initially partition the graphing area equally. When you install a new graph, you can place it wherever you want in the display area. Simply click and hold on the placement tab at the top of the newly installed graph.
After the installation of any graph will require you to link it to the correct data source. Click on any of the graphs in the display area and a Setting Widget will reveal to the left of the selected graph. You will use this widget to Bind the data to the selected graph. It can also be used to edit or change the properties of the selected graph.
Use these toolbars to configure your selection.
Binding allows you to input the objects you want to view.
Interactivity gives you features, that enable interaction between various dashboard items.
The options tab allows you to edit the Common, Axis X, Axis Y, Legend, Coloring, and Color Scheme.
The Convert To tab allows you to change from one graphical representation to another. Note you may have to reconfigure the data binding if necessary. Delete
Use the Delete tab to remove the selected graphical representation from the display area.
Delete (Template Actions)
The Delete button is used to Delete the template from the Selection Panel. Simply select the red Delete button and the Dashboard Report and the Template on the selection page will be removed.
Note: This can only delete the
Public Template. The Private Templates cannot be Deleted unless you are logged in as the Admin or logged in as the creator of it.
Please ensure that this Dashboard report is not being utilized by anyone else before it is Deleted permanently.
Copy (Template Actions)
Use the Copy button to copy the template (Live Test). When the Monitor button is selected, it will show a duplicate template labeled as Copy of Live Test in the Template selection area.
It is best practice to make a copy to edit or augment. By doing this, you will be able to have a perfect reference to base your model off and it can be used to revert your copy back to the original state.
Subscribe (Template Actions)
Click on the blue “Subscribe button to use this feature to Subscribe to the Dashboard Report you have selected. The Subscription emails contain direct links to the report. Simply configure the report by adding a Name for the report, range of dates, the navigated object to subscribe to, Other option, and an Email address with Message.
This will work in conjunction to the conditional notifications feature. It will allow the users to be notified by email or text message, when certain conditions are met.
The Notifications can also be linked to a report via a subscription. When a notification is sent, it will invoke that subscription and send the attached dashboard or report to the recipient.
First, input a Name you would like to call the Report (there may be several subscriptions so, this would be ideal to identify between several similar subscriptions). Enter a Data Rage (Last N Hours/Days, Current Shift, Last Shift, Today, Yesterday, Weeks, Months, etc.). Navigate to the object you would like to view. Select the optional data such as Status, Shift, and Shift Crew. Input the Recipient(s), Email Subject, and Email Message.
Set the time and day you would like to have the Subscription sent to you by utilizing the excel based selection chart. Select a cell and the Hour will appear. Click on the minute and set it to your desire. Once everything is set, click the Save button.
Optional and Email Settings
In the image below, shows the editing selection boxes of each of the Optional and Email Settings.
Range – A predetermined range of time you would like to view.
Status – Good, Watch, Warning, Missing, or Fault.
Shift – The time that the shift takes place.
Shift Crew – One of the multiple crews in a single shift.
Classifications – The classification of the object.
Recipients – The person or Person’s email addresses that you would like to send it to.
Email Subject - The subject name of the email. Note there may be several related subscriptions, so this would be a way to distinguish between 2 or more similar subscriptions.
Email Message – Personal message about the subscription.
After every parameter is set to your desire, click the Save button to initiate the subscription, or Close to close the window.
Though Notification and Subscription are very similar in someways, there are many difference's in the use and functions of these features. Below is a table of caparisons between Dashboard/Report Subscriptions and Conditional Notifications.
enVision 3.6 - Comparison Chart
Time based Schedule
When condition based on measure and time window is satisfied.
Available measures are:
Dashboard/Report as attachment, E-mail body and
Direct Web Link
Simple text, or dashboard/report when linked to a subscription
Dashboard/Report PDF, XLS
Dashboard/Report PDF, XLS only if linked to a subscription
Single or multiple e-mail addresses
Single e-mail or phone no. for texts. Multiple e-mails only if attached to subscription
Limit on Number of Messages
Controlled by subscription schedule - no upper limit
Can be adjusted, but usually 25 per day per notification
Works at any level
Asset Level Only
Export (Template Actions)
This feature will allow you to export a Template to the download folder. Simply click on the Export button, and the XML file will download the file to Download folder on the computer. From there, it can be imported to another enVision program if needed.
Default (Template Actions)
The default option is used to determine which User Dashboard opens when the Dashboard is initially opened or activated.
User Dashboard Menu (User Dashboard 3.6)
Above the Dashboard Icons is an tab Dashboard Menu Tab . This tab consists of the save option and the following tabs: Data sources, titles, currency, parameters, and color scheme.
- Data Sources
- Create Data Source
- Filter Editor
- Creating a Calculated Field
- Add Calculated Field
The same option is used to save your work. Once it is saved it cannot be reverted. Ensure that your work is ready to be saved, before you select it.
Data Sources (UDM)
When you select the data sources tab, it opens a data sources window to the right. It has two columns, the USED DATA SOURCES, and the Dashboard items related to the Data Sources. The use data sources in this example consist of Cycles, cycle shifts, Hotspots, States, and Notes.
Depending on which data source you selected, the list will repopulate to the right. This is a list of common enVision object names and functions that are associated with each data source, such as area name, asset name, Baseline, cycle count, etc.
To add an additional data source, click on the Add link on the top of the Used Data Sources column. This action will reveal the ADD DATA SOURCE Window. In this window, it will display the Data Sources available as well as an option to create one by use of the Create Data Source link on the top right hand side of the choices.
Create Data Source (UDM)
Clicking on this link will open another window, a Dashboard Data Source Wizard window. There will be two options available, make a choice of either, Local SqlServer or a Default Connection. Select to proceed to the next window to: Cre ate a Query or Select a Stored Procedure.
Filter Editor (UDM)
When applying filtering to a specific dashboard item, per the current parameter value, use the Filter Editor.
In the Filter Editor, you can compare a field value with the following objects. Click on the Filter Link above the 2nd table in the Data Sources window. The Filter Editor will open. In this window, will be an and area with a And icon in it. Hover over the And icon and a green + sign will appear. From there, you can either click on the And, or click on the + sign.
Clicking on the And will reveal a choice of several items. And, Or, Not And, and Not Or. Selecting one of these will display it in place in the window. This is the start of your filter.
Now click on the + sign. Clicking on the + sign will open a drop down window that will offer 2 choices. Add group or Add condition.
Add group will add another And sign below and right of the top Filter. The icon will have a red X on the left, and a green + sign on the right. Clicking the red X will delete the added group.
Clicking on the Add Condition option will reveal a set of configurable strings. By default, it will be as follows: areaName Equals Enter a value 6.
Click on the areaName, and a dropdown table will reveal. It will contain all the possible parameters available for your selection. Choose the proper parameter and it will appear in place of the previous areaName.
Click on the Equals label, and it will reveal a drop-down table to choose the operators you would like to use. Click on your choice and it will appear in place of your previous operator.
In the Enter a Value, clicking on the box will open an editing box for you to input a value based upon your previous selections. Click on the drop-down tab, and it will offer you two options to choose from, Value and Property. Choosing Value will open an editing box just the same as if you clicked on the box as previously explained. Choosing the Property option will open a table so parameters similar to the areaName parameter as the previous one.
Creating a Calculated Field (UDM)
The User Dashboard provides the capability to create calculated fields that allow you to apply complex expressions to data fields that are accessed from the dashboard's data source. You can use these fields in data visualizations as regular data source fields.
Add Calculated Field
Clicking on the title tab will open the title window. From here, there are several edit boxes to configure the Title.
The first edit box is the TEXT. Enter the name of the template.
There's a checkbox which allows you to make it visible or not.
Below the text portion is alignment. From there you select where do you want it left Justified or centered. Also, there is a check box labeled include Master Filter.
Below the Alignment set, is the image box. Click on this and it will open a window which will allow you to select an image to display on your template next to the Title.
The Preview window will display what the Dashboard Title will appear.
The Parameter tab displays the parameters used in the dashboard. It will allow you to Add, Remove, or Edit the parameters of the current dashboard.
Click on the Add Parameter link, and a Parameters window will open.
This window contains a Parameter List, which list all the current parameters and has an Add link to add additional parameters.
Selecting the parameter on the Parameter List and to the left of the list, is the Name edit box, Description, 4 check boxes (visible, Allow Null, Allow Multis, and Select All Values), Type, Default Value, and Look-Up String.
This Name box is used to name the parameter.
Use this edit box to describe the Parameter. Below the edit box are checkoff boxes to add to the Description. They are Visible, Allow Null, Allow Multis, and Select All Values.
They Type category allows you to choose from several options. You can choose by String, Date, Number (16, 32, 64 bit integers, floating points double-precision floating -point, and decimal), Boolean, and Guid. Default Value
Input a default value.
The lookup settings give you a choice of settings. No Look-Up, Static List, and Dynamic List.