Quick Dashboard Creation¶

Dashboards centralize functionally related visual reports on the same interface, building data insight scenarios through multi-dimensional data analysis. You can create them in the following three ways:

Creation Method	Use Cases	Core Capabilities
Create from Template	Use preset monitoring views to quickly see results	Built-in preset templates for hosts, K8s, APM, etc.
Custom Creation	Fully design layout and queries independently	Drag and drop 30+ chart types, configure variable linking
Import Creation	Reuse existing configurations or team-shared templates	Supports JSON/ZIP format, batch migration

Create from Template¶

With built-in templates, you can build professional monitoring views in 5 minutes, without configuring from scratch.

Step 1: Select a Scenario Template¶

Click "Create" in the upper left corner.
Select a template in System Views.

Step 2: Define Main Configuration Items¶

The dashboard name defaults to the name of the currently selected view, which can be changed as needed.
Define the Identifier ID for this dashboard.
Enter a description for this dashboard as needed.
Select Tags for easier subsequent group management.
Select the Visibility Range for this dashboard.
Confirm, and the creation is successful.

Identifier ID¶

This ID is defined as identifier, used to determine the uniqueness of a dashboard or view.

It can be used to configure Chart Links for unique and deterministic positioning.

: Define the identifier ID of the dashboard as abc. In the final exported JSON file, the parameter is: "identifier": "abc"

: When configuring a chart link, the link to the dashboard with identifier ID abc is:

/scene/dashboard/dashboardDetail?identifier=abc

This also applies to views:

// type field optional values: inner (user view), sys (system view). Default is inner if not specified:
/scene/builtinview/detail?identifier=abc&type=sys // System view
/scene/builtinview/detail?identifier=abc&type=inner // User view
/scene/builtinview/detail?identifier=abc // User view

Visibility Range¶

The visibility range of a dashboard includes:

Public: Accessible to all members in the workspace.
Only visible to self: Only the creator can view it.
Custom: Restrict visibility to specific members.

Note

A non-public dashboard shared via a link is not visible to non-creators.
This toggle only controls the visibility of the current dashboard and does not affect other rules.

Custom Data Insight¶

When preset templates cannot meet your needs, you can build a fully customized visualization solution through the following steps.

Go to Dashboards > Create > Create Blank Dashboard.
Configure basic information (name, identifier ID, description, tags, visibility range).
Confirm, and the creation is successful.

AI Auto-Create Dashboard¶

Through Toby AI TruePilot, you can describe your analysis needs in natural language, and AI will generate a dashboard draft. After confirmation, it is quickly created.

Click to view more details.

Step 1: Describe Requirements¶

Go to Scenarios > Dashboards > Create.
Select AI Auto-Create Dashboard.
In the input box, describe the metrics or scenarios you want to analyze, or click the quick examples above to use them directly.

Quick examples include:

Analyze the change in API error rate over the last 7 days and show the TOP5 services.
Generate a fault analysis dashboard for the payment-service in the last 24 hours.
Help me create a dashboard for endpoint duration trends and slow service rankings.

Step 2: Confirm the Draft¶

After AI generates the dashboard draft, you can view and edit the dashboard name, description, custom tags, and visibility range. If you need to adjust charts, continue describing modification requirements in the input box at the bottom (e.g., "Change the line chart to a bar chart", "Add a CPU load chart").

Once confirmed, click Confirm to Generate Dashboard.

Step 3: Preview and Save¶

After entering the preview page, the system will dynamically generate charts. Once all charts are generated, click Save Dashboard to complete the creation.

If you exit midway, when you click "Create" again, you can choose to continue the previous draft or start a new creation.

Import Dashboard¶

In addition to the above two methods, if you need to reuse existing configurations, migrate across workspaces, or obtain ready-made templates from internal teams, you can quickly create a dashboard through import.

Click Create > Import Dashboard, and the system will pop up an import window, supporting the following two dashboard types:

Type	Description
Official Dashboard	Selected by default, supports importing dashboard JSON files in TrueWatch standard format.
Grafana Dashboard	When selected, compatibility tips are displayed. Supports importing JSON files exported from Grafana. ❗️ Some advanced features of Grafana dashboards differ from this platform. After import, related content may not display correctly or may require manual reconfiguration.

Steps to Import Official Dashboard¶

Go to the Official Dashboard import tab.
Upload a .json or .zip file.
- .json: Single dashboard configuration, used to import a specific dashboard.
- .zip: Batch package of multiple dashboards, used for team template distribution, complete environment migration.
Configure basic information (name, identifier ID, description, tags, visibility range).
Confirm, and the creation is successful.

Special Handling for ZIP Batch Import¶

The system detects whether the identifier ID is duplicated:

If not duplicated, the import succeeds.
If duplicated, you need to choose Skip, Overwrite, or Cancel.

During batch import, if the user does not have edit permission for dashboards with conflicting original identifier IDs, the system will forcibly apply the "Skip" strategy, and this situation will not be prompted in the processing interface.

After successful import, you can go to Dashboards > Import Items to view the batch import results.

Steps to Import Grafana Dashboard¶

Go to the Grafana Dashboard import tab.
Upload a .json format file.
Confirm, and the creation is successful.