Dashboard Management¶

After entering a specific dashboard page, you can manage the dashboard through the following operations.

Card Attribute Information¶

After entering a specific dashboard, view the illustration information at the metadata section at the top of the page. You can view and modify the dashboard's ID, name, description, tags, and visibility scope. You can also delete the dashboard here.

TOBY AI Intelligent Analysis¶

With TOBY AI Intelligent Analysis, you can quickly interpret multi-dimensional metric views in the dashboard and detect faults. Without needing an in-depth understanding of the data structure, ask questions directly, and the system automatically retrieves key information and provides intelligent suggestions.

Add Charts¶

After the dashboard is created, you can add charts. After selecting the chart, click "Finish Adding" at the top of the page.

Group¶

You can also categorize charts within the dashboard.

1. Click Group.
2. Enter the group name.
3. Select the group color as needed.
4. Confirm.

To modify this group, hover and click the settings button on the right.

Auto Refresh¶

Helps quickly obtain real-time dashboard data. Optional frequencies: 5s, 10s, 30s, 1m, 5m, 30m, 1h.

If auto-refresh is not needed, select Off (disable).

Settings¶

After the dashboard is created, click to perform a series of operations on the dashboard.

History Versions¶

The system displays the historical operation records of this dashboard from the past three months.

Clone Dashboard¶

1. Enter the name for the copied dashboard.
2. Select the visibility scope of the dashboard.
3. Confirm. The cloned dashboard can be viewed later in the dashboard list.

Save Snapshot¶

1. Enter the snapshot name.
2. Select the visibility scope.
3. Select the time range. The selected time range here will be automatically filled in when this snapshot is opened again later.
4. Confirm.

In addition to opening the save page via the button, you can also use the shortcut keys (Windows: Ctrl+K / Mac OS: Cmd+K) to quickly save a snapshot. After saving, you can view it at Shortcut > Snapshots.

For more information, refer to Snapshots.

Report Records¶

Click to enter the "Report Records" page. The system lists all reports in the current dashboard on the right and displays the data from the latest report record by default, allowing you to view archived static data and perform analysis.

You can perform the following operations:

• Filter by report name in the dropdown box.
• Click on the right side of a single report to Share or delete the current report.

Share Report¶

1. The system defaults to the time range of this report, which cannot be changed here.
2. Select the validity period after the report is shared: 1 day, 3 days, 7 days, or Permanent.
3. Select the sharing method:
   • Public Share: Users who obtain the share link can view the workspace data displayed by the snapshot.
   • Encrypted Share: Set a share code in the format of 4-8 digits and letters combination. Only users who obtain both the share link and the share code can view it.
4. Choose whether to show the top bar. If enabled, the sharing page top will display platform introduction instructions.
5. Choose whether to show a watermark. If enabled, a watermark with the sharer's name will be displayed in the format "Shared by: Name".
6. After completing the configuration, you can click "Preview Report" to check the effect.
7. Finally, create the share.

View Shared Reports¶

All reports for which sharing has been performed can be viewed in Management > Share Management > Shared Reports, including information such as the report name, sharing method, validity period, time range, and sharer.

On the current page, you can perform the following operations: - View shared reports. - View share links. - Cancel sharing.

Create Report¶

For configuration steps, refer to Create Report.

Full Screen Mode¶

Click the "Full Screen" button, and the system will collapse the left and top navigation bars to display the view in full screen. Press the ESC key to exit.

Save to Built-in View¶

1. The view name defaults to the current dashboard name and can be modified.
2. Select the binding relationship, e.g., label:*.
3. Confirm.

After saving, you can view the saved dashboard view "CPU Monitoring View" at Scenarios > Built-in Views > User Views.

Because the binding relationship label:* is set, the bound built-in view "CPU Monitoring View" can be viewed on the detail pages of hosts and containers that have the "Label Attribute" set in the infrastructure.

Export/Import Dashboard JSON¶

You can export the current dashboard as a JSON file or import a JSON file to overwrite the current dashboard. Once overwritten, it cannot be recovered.

Share Dashboard¶

You can choose to share the current dashboard, primarily supporting two sharing methods: - Share Externally - Share Internally

Shared dashboards are stored in Management > Share Management > Share Dashboard, where you can go to view them. Or directly click "View Shared Dashboard List" at the top of the sharing interface to view.

Share Externally¶

Use Cases¶

• Share data dashboards with external personnel, such as customers, partners, suppliers, etc.
• Public reports or data displays, e.g., embedding dashboards into public websites or social media.
• Temporary external collaboration, e.g., sharing data views with external consultants or temporary team members.
• Anonymous access scenarios, where the dashboard content can be viewed without logging into the internal system.
• ......

Configure Sharing¶

Before sharing the current dashboard externally, please confirm the dashboard is set to "Publicly Visible". Then three types of configuration must be completed:

1. Basic Configuration

• Time Range: The system defaults to the time of the current dashboard charts. This will be the time range of the dashboard that shared users can view after it is shared.
• Define the dashboard share name.
• Select the validity period, including: 1 day, 3 days, 7 days, Permanent.
• You can set the dashboard to be automatically deleted after the share expires.
• Select the sharing method:
  • Public Share
  • Encrypted Share: Define the share code. Shared users need to enter the share code to view the charts.
• More Options: Choose whether to show the top bar and watermark.

2. Data Masking

You can configure masking for the field value content within the dashboard. Enter the masking field and regular expression, click preview. Content matched by the regular expression will be displayed as * in the current dashboard.

• Enter the masking field (multiple selections supported).
• Regular Expression: Implement masking through regular expression syntax.

For more operations, refer to Field Display Permissions.

3. Access Restrictions

You can choose whether to enable an IP whitelist for access to the currently shared dashboard.

• Workspace IP Whitelist: Follows the workspace's IP whitelist configuration changes. Editing and modification are not supported under dashboard sharing.
• Custom Input: You can custom input an IP access whitelist. IPs not listed cannot view the dashboard.

For more details, refer to How to Configure IP Whitelist.

Share Internally¶

Use Cases¶

• Internal team collaboration, e.g., sharing data analysis results with members under the current workspace.
• Meeting or presentation scenarios, quickly generating an internally accessible link for attendees to view.
• Short-term internal project collaboration, e.g., temporary project teams needing to view the same data view.
• Avoid repetitive permission configuration by sharing directly via link, without needing to set permissions for each person individually.
• ......

Configure Sharing¶

1. Time Range: The system defaults to the time of the current dashboard charts. This will be the time range of the dashboard that shared users can view after it is shared.
   • You can choose whether to save it as a static time.
2. Directly copy the current link; you can shorten the link length as needed.

Log Analysis¶

When performing view analysis within the dashboard, click "Log Analysis" to instantly view and analyze related log data in a new side-slide page. To view in full screen, click "Log Analysis" again at the top of the side-slide page to jump to a full-screen log explorer in a new window.

In the side-slide page, the log explorer automatically uses the view variables of this dashboard as filter conditions, queries based on the time range set for the dashboard, and displays the log list data in standard mode.

Filter¶

Click the filter, and the system displays a search bar. You can custom input specific attributes and values to search. All charts within the dashboard will synchronously apply this filter condition.

Use Cases¶

Click on a data point in a chart to add tag name:tag value to the filter and execute the query. Supports consecutive clicks on multiple tags to view query trend changes.

Cross-Workspace Query¶

If the workspace has been granted access to other workspaces, you can switch workspaces in the dashboard to view corresponding chart information.

Pin¶

When accessing a workspace authorized to view data from other workspaces, you can choose to pin the authorized workspace, setting it as the default workspace for querying data.