Configuring a report or a dashboard

Configuration involves selecting nodes, picking colors selecting the date range and other options.

Prerequisites: You are connected to the station and the report or dashboard to configure exists.

Expand the Nav tree to locate the points to include in the report, then expand the report or dashboard folder in the station, and double-click the report or dashboard name.
Drag a component (folder, device, point folder, etc.) or an individual point to analyze from the Nav tree to the Node pane.
To group nodes in the Node pane, drop the node you are dragging onto the node parent group. To configure a parallel group for analysis, drop the node you are dragging outside the structure in the Node pane.
NOTE: The Aggregation and Spectrum reports support only one group.

The screen capture is an example of the Node pane with three groups.
To change the color associated with the group, click the color swatch to the left of the group name and select the color in the Color Picker.
To rename a group, right-click it, click Rename, enter a new name and click OK.
Click the Tag Chooser and define the data type.
Click the calendar chooser and select the day or date range.
The Time Range window selects a general time period or allows you to define a specific time and date to start and end data collection.
Click to toggle the desired days of week.
When the background of the day of week button is black, the day will be included in the displayed data.
For reports that support displaying a baseline trend, select the check box under the Baseline heading.
When this check box is deselected no baseline is displayed and the text beside the check box displays No baseline. When this check box is selected a baseline may be displayed and the text beside the check box displays the configured baseline time range.
To edit the baseline details, click the binocular icon ().
To enable either or both routines for reports that support normalization, select the check box for Floor Area or Degree Day.
Click Run Report.
The report updates to display data in the chart and table.
The screen capture is an example of a Relative Contribution Report.
Do one of the following:
- To expand the view to see the chart only, click the expand icon () in the upper right corner of the chart area.
- To expand the view to see the table only, click the expand icon () in the upper right corner of the table area.
To return to the overall view, click the contract icon ().
To apply the changes you make, click the Update Report button.
To configure additional properties, click the Advanced button.
The additional properties vary depending on the report. See the Reference for a description of each property.
Typically, when a dashboard-able widget is placed under a dashboard pane, the widget adds a save button to allow end users to decide whether to persist any configuration changes they have made. When any of the analytic reports is placed under a dashboard pane the framework adds a reset button in the Report Editor section to the right of the advanced button. Instead of adding a save button to the Report Editor section, the report saves any configuration changes (nodes, time range, days of week, etc.) automatically. Clicking the reset button prompts the end user with a window indicating, “This will remove your dashboard data from the widget. Are you sure you want to proceed?” If they click the Yes button, the framework resets the report back to its default, unconfigured state.

Configuring a report or a dashboard

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