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The following table describes the required permissions.
These procedures describe the basics of using dashboards and get you started on the way to customizing and creating your own dashboards.
To list dashboards
Go to Dashboards.
In the Dashboards panel, the Recently modified section lists recently modified dashboards.
Hover over a dashboard name and select for a menu of available commands for that dashboard. In this example, we would display the menu for a dashboard called my dashboard 3
.
The commands you see in the menu depend on your permissions for that dashboard. For example, you can't rename someone else's dashboard unless they have given you edit permissions for that dashboard. (But you can make a copy of a shared dashboard and then edit your copy.)
This icon after a dashboard name means someone shared that dashboard with you.
To display a table of all dashboards to which you have access—your own dashboards and all dashboards that people have shared with you—select All dashboards.
To close the Dashboards table and return to your initial view, select Dashboards in the upper-left corner of the Dashboards page.
To list all dashboards you own
To list all dashboards shared with you
To list all ready-made dashboards
Alternatively, you can select All dashboards and then change the filter at the top of the table from All dashboards to Ready-made.
To display a dashboard
Go to Dashboards.
In the Dashboards panel, select the name of the dashboard. In this example, we open my dashboard 2
.
If you see something on a dashboard that you want to zoom in on, you can maximize it and have a closer look, and then minimize it again when you're done.
When you maximize a tile, it is temporarily zoomed to the maximum size of the display so you can see the details of the selected tile.
To maximize a tile
To return to the normal dashboard view, select Minimize in the upper-right corner.
When you open a dashboard for the first time, the refresh rate is set to Off
(no automatic refresh).
To refresh the current dashboard manually, in the upper-right corner of the dashboard, select (in the pair).
To refresh the current dashboard automatically, in the upper-right corner of the dashboard, select (in the pair) and select a refresh rate.
Off
turns off automatic refreshIf you change the refresh rate, that rate is remembered the next time you open the dashboard.
A frequent refresh rate can keep you literally up to the minute, but a complex dashboard may take some time to recalculate each time it is refreshed. Choose a refresh rate that suits your needs and the complexity of the dashboard.
When you open a document (dashboard or notebook) for which you don't have write permission, you can still edit the document during your session. After you're finished, you have two options:
Example:
Go to Dashboards, list the ready-made dashboards, and select the Getting started dashboard.
It says Ready-made in the upper-left corner, next to the document name.
Select the Pie chart tile and then select Edit.
Change the visualization from Pie to Donut.
Now you are offered two buttons: Save as new and Discard changes.
Use the updated dashboard as needed. You have full edit access for this session.
When you're finished, select what to do with your changes:
To review or change settings that apply to an entire dashboard
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
The Settings panel is displayed.
Review or change settings as needed.
To set a default timeframe for a dashboard
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
Turn on Custom timeframe.
Select the default timeframe for the selected dashboard.
Changing this setting does not immediately update the timeframe of the current dashboard. The change is applied only to a new session with the dashboard (either for a different user, or for the same user returning to the dashboard for another session).
For details about the dashboard timeframes, see Select the timeframe.
To review or change the dashboard default segment
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
Turn on Default segment.
Select the default segment for the selected dashboard.
Changing this setting does not immediately update the segment of the current dashboard. The change is applied only to a new session with the dashboard (either for a different user, or for the same user returning to the dashboard for another session).
For details about dashboard segments, see Select segments.
To review or change dashboard variables
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
The Settings panel is displayed.
Select Variables.
For details about dashboard variables, see Add a variable to a dashboard.
The timeframe describes the when of the data on the dashboard.
When you open a dashboard for the first time, the standard global timeframe (Last 2 hours) is applied.
If you change the global timeframe setting for your dashboard, that timeframe is applied the next time you open the dashboard. However, there are exceptions as described below.
You can set a dashboard-specific default timeframe that is applied each subsequent time you open the dashboard.
You can set a tile-specific timeframe. This setting overrides the global timeframe.
When you open a dashboard via a link, if a timeframe is included in the link, the link timeframe is applied and the default dashboard timeframe is ignored.
To change the global timeframe
When you change the global timeframe:
To set a default timeframe for a dashboard
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
Turn on Custom timeframe.
Select the default timeframe for the selected dashboard.
Changing this setting does not immediately update the timeframe of the current dashboard. The change is applied only to a new session with the dashboard (either for a different user, or for the same user returning to the dashboard for another session).
To specify a custom timeframe in a dashboard tile
Edit the tile.
In the edit panel, turn on Custom timeframe.
Select the timeframe to apply to the selected tile.
This timeframe overrides the dashboard timeframe set in the upper-right corner of the dashboard. Using this method, a dashboard can have multiple tiles, where each tile has its own timeframe.
You can also specify a custom timeframe in a data tile's DQL query. If you use this method (with a timeframe specified in the query), the above UI setting is disabled and the timeframe specified in the query is used.
Example timeframe specification in DQL:
fetch [recordtype], from:now() - 2h| ....
For details on specifying a timeframe in DQL, see Specify timeframe in the DQL documentation.
To filter data, you can specify segments at two levels: dashboard and tile. Tile-level segment selections override dashboard-level segment selections.
Use segments when you want to reuse them across dashboards. For example, use segments for recurring filters such as for your Kubernetes clusters, namespaces, workloads, or pods. Segments automatically apply on top of the queries of your tiles/sections, so you don’t need to reference them within.
If you need more control over how a filter is applied, however, you might want to use variables.
equals
, contains
, startsWith
, and endsWith
).For a Dashboards-specific segments use case, see Analyze monitoring data with segments.
To select dashboard-level segments
Display the dashboard.
Open the segment selector at the top of the dashboard and, in Filter by segments, select a segment.
If the segment requires an additional value selection, select it now.
To add another segment, select Segment. Repeat this step for each segment you want to add.
Select Apply to apply the selection and filter data on the dashboard.
To select tile-level segments
Display the dashboard.
Select the tile and then select in the tile controls to edit the tile.
In the edit panel, turn on Custom segments.
In the Custom segments list, select a segment.
If the segment requires an additional value selection, select it now.
To add another segment, select Segment. Repeat this step for each segment you want to add for the selected tile.
Select Apply to apply the selection and filter data on the tile.
To review or change settings that apply to an entire dashboard
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
The Settings panel is displayed.
Review or change settings as needed.
To set a default timeframe for a dashboard
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
Turn on Custom timeframe.
Select the default timeframe for the selected dashboard.
Changing this setting does not immediately update the timeframe of the current dashboard. The change is applied only to a new session with the dashboard (either for a different user, or for the same user returning to the dashboard for another session).
For details about the dashboard timeframes, see Select the timeframe.
To review or change the dashboard default segment
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
Turn on Default segment.
Select the default segment for the selected dashboard.
Changing this setting does not immediately update the segment of the current dashboard. The change is applied only to a new session with the dashboard (either for a different user, or for the same user returning to the dashboard for another session).
For details about dashboard segments, see Select segments.
To review or change dashboard variables
Display the dashboard.
In the upper-right corner of the dashboard, select Settings.
The Settings panel is displayed.
Select Variables.
For details about dashboard variables, see Add a variable to a dashboard.
When you open a document from another user, you may see the following message:
This dashboard contains custom code. It is read-only until you review the code and select “Accept and run”.
When you run a code tile or section written by another person, Dynatrace executes the other person's JavaScript using your user account and your permissions. This is a powerful feature, but it needs to be used correctly and responsibly. The JavaScript code can access external APIs on your behalf (using your account and permissions).
To review code
Select Review all code.
The Review code page displays each code tile's code in a separate box.
Review the code and decide whether you want to run it.
If you want to run the code, you can approve it just this time or permanently.
To download (export) the result of the current dashboard tile or notebook section
Hover over the tile or section to display available commands.
On the command bar, select More actions > Download result > [format].
The result is downloaded to a local file in the selected format.
The selection of download formats available depends on the visualization.
Some visualizations offer no option for downloading the result.
To add your dashboard to the Dock for easy access, open the menu next to the dashboard name and select Add to Dock.
To rename a dashboard from the Dashboards panel
Go to Dashboards.
In the Dashboards app, the Recently modified section lists your most recently modified dashboards.
Hover over the name of the dashboard you want to rename and select > Rename. If the rename option isn't available, you don't have edit rights to that dashboard.
To duplicate a dashboard from the Dashboards panel
Go to Dashboards.
In the Dashboards app, the Recently modified section lists your most recently modified dashboards.
Hover over the name of the dashboard you want to duplicate and select > Make a copy.
To make a copy of the current dashboard
At the top of the dashboard, open the dashboard menu next to the dashboard name.
Select Duplicate from the menu.
A copy is created with the name Copy of + the name of the current dashboard. The copy is now listed in the Dashboards panel.
Dashboard versions are saved automatically.
To view and manage dashboard versions
Display your dashboard.
In the upper-right corner of your dashboard, select .
This displays a menu of the most recent versions of the current dashboard.
From any version entry in the Versions menu, you can select version-specific actions.
To list and manage all versions of the dashboard in a separate window, go to the bottom of the Versions menu and select Show all.
For details, see Manage document versions.
When you create a document (dashboard or notebook), you are the owner. To give ownership of the document to another Dynatrace user
Open the document menu and select Change owner.
Find and select a new owner, and then select Change owner.
When you change the document owner, you immediately lose access to the document.
After the transfer is complete, the new owner will receive email about the document ownership transfer.
To download (export) the currently displayed dashboard as JSON
At the top of the dashboard, open the menu to the right of the dashboard name.
Select Download from the menu.
The definition of the current dashboard is downloaded to a local JSON file.
To download (export) a dashboard from the Dashboards side panel
Go to Dashboards.
In Last opened by you, hover over the name of the dashboard you want to export and select Download from the menu. The dashboard is downloaded to a local JSON file that you can upload.
If your dashboard isn't listed in Last opened by you, select All dashboards to display a table of all dashboards that you can access (your dashboards or dashboards shared with you). From there, you can find the dashboard and select Download from the menu.
To upload (import) the JSON definition of a dashboard from the Dashboards side panel
To upload (import) the JSON definition of a dashboard from the Dashboards table
Go to Dashboards.
In the Dashboards panel on the left, select All dashboards.
A Dashboards table displays all dashboards by Name and Last modified date.
In the upper-left corner of the page, select Upload.
Find and open the dashboard JSON definition file.
An uploaded dashboard is:
Opened in Dynatrace.
If you see a message about running custom code when you upload a dashboard, see Run code warnings for more information.
Added to your Recently modified list.
Added to the Dashboards page with Last modified set to the upload date and time.
To delete any dashboard on the Dashboards page
Go to Dashboards.
In the Dashboards panel on the left, select All dashboards.
A table displays all dashboards by Name and Last modified date.
On the Dashboards page, select Move to trash for the dashboard you want to delete.
The fastest and easiest way to explore your data is with our new Explore tiles and sections. In a few seconds, you can find and analyze your logs, metrics, or business events. No DQL required!
To create a new dashboard
After you create an empty dashboard, you need to add tiles to it.
To Query Grail
In the upper-right of the dashboard, select Add > DQL.
A configuration side panel opens on the right to display two tabs:
On the Data tab, use the Dynatrace Query Language (DQL) to define your query.
Select Run to execute the query.
On the Visual tab, choose a visualization format for your results.
Under the Visualization selector, expand the options sections to adjust visualization settings as needed.
Close the side panel when you're done.
If you want to return to these settings, select your tile to display them.
For details, see Add data to a dashboard.
To add code to a dashboard
In the upper-right of the dashboard, select Add > Code.
An empty tile is added to the dashboard and an Options side panel opens on the right.
optional In Tile title, enter a title to display at the top of your tile.
In the numbered Code box, enter custom JavaScript to fetch external data from any available API. Use the Fetch API to fetch data from external APIs.
To make sure your requests aren't blocked, ask your administrator to allow your external data sources by adding them to the External requests.
External requests enable outbound network connections from your Dynatrace environment to external services. They allow you to control access to public endpoints from the AppEngine with app functions and functions in Dashboards, Notebooks, and Automations.
Go to Settings and select General > Environment management, External Requests.
Select New host pattern.
Add the domain names.
Select Add.
This way you can granularly control the web services your functions can connect to.
Don't include the address prefix. For example, if the address is https://some.service.org
, just add some.service.org
.
For details, see Add code to a dashboard.
To add a markdown tile to a dashboard
In the upper-right of the dashboard, open the Add menu and select Add markdown.
An Options side panel opens on the right.
In the Options side panel, enter your text.
Close the Options side panel when you're done.
For details, see Add Markdown to dashboard.
Use variables to filter your dashboards, to act as variable values in code tiles, and as placeholders in tile titles and Markdown tile text.
To add a variable to a dashboard
In the upper-right corner of the dashboard, select > Variables.
The Variable panel is displayed.
Define the variable.
dt_
Set Display settings.
When you're finished, select < Variable at the top to go to the Variables panel, or close the panel to display the dashboard.
Variables in dashboards can be defined to depend on other variables.
The value of a variable is recalculated if its definition refers to another variable and the other variable's value changes.
For example, if the value of variable A changes, the value of any variable whose definition refers to variable A is recalculated.
Loops are not allowed.
For example, if the value of variable A depends on the value of variable B, the value of variable B can't depend on the value of variable A.
For details, see Add a variable to a dashboard.
To get started based on a snippet
In the upper-right of the dashboard, select Add.
Scroll down to the Start with a snippet section and choose one of the snippets. In this example, we select the Fetch logs snippet, which is displayed in a preview panel.
After you select a snippet, the edit panel displays the snippet you added.
Edit the query or code (depending on the snippet type you selected) and the visualization settings as needed.
Select Run to see results.
Close the side panel when you're done.
For details, see Add a snippet to a dashboard.
To analyze data using Davis analyzers
Explore a timeseries.
In your document (dashboard or notebook)
Select to add a new section or tile, and then select Metrics to explore metrics.
In Select metric, select Infrastructure > CPU > CPU usage %.
Set Split by to host.name
.
Set Limit to the maximum number of series to analyze. Davis analyzer currently supports analysis up to 1000 series.
You should get something like this:
Run the query.
In the options panel on the right, scroll down and expand Davis AI.
On the Davis AI panel, set Analyzers to the analyzer you want to use, and then configure the analyzer.
For details, see Anomaly detection configuration.
For details, see Anomaly detection configuration.
For details, see Anomaly detection configuration.
2
, the last two data points are ignored and a forecast for these points is returned as well.For details, see Davis® forecast analysis.
You can use the default values or turn on Show advanced properties to fine-tune these settings.
By default, the analyzer is not enabled. To enable it, turn on the switch at the top of the edit panel (switch from Davis analyzer is not active to Davis analyzer is active).
To view the results, select the Davis AI analysis visualization and expand the Davis AI analysis chart section to review or change the visualization-specific settings:
The Davis AI analysis visualization has two sections: chart and visualization. You can use the Visible sections setting to display either or both of them.
To detect when CPU usage percent exceeds 70 percent, in your document (dashboard or notebook)
Select to add a new section or tile, and then select Metrics to explore metrics.
In Select metric, select Infrastructure > CPU > CPU usage %.
Set Split by to host.name
.
Set Limit to the maximum number of series to analyze. Davis analyzer currently supports analysis up to 1000 series.
Select Run.
In the edit panel, expand Davis AI.
In the Analyzers list, select Static threshold anomaly detection.
Set Threshold to 70
(enter a value) and Alert condition to Alert if metric is above (default).
Activate the analyzer: at the top of the edit panel, switch from Davis analyzer is not active to Davis analyzer is active.
To view the results, select the Davis AI analysis visualization. Expand the Davis AI analysis chart section to see visualization-specifc settings.
In the Davis AI analysis chart section, set Visible sections to All.
Review the results.
In this example, we selected the hosts that exceeded the threshold.
CPU usage %
) for each selected host.If a dashboard has one or more variables, they are listed by name along the upper-left of the dashboard, under the dashboard name. When you change variable values, the dashboard contents are recalculated and displayed according to the new values.
To change the value of a variable
In the upper-left of the dashboard, locate the variable name in the upper-left of the dashboards.
Use the menu or edit box under the variable name to change the value.
Use Open with to copy a dashboard tile to another document (such as a different notebook or dashboard).
For example, an easy way to start a new document (dashboard or notebook) is to use Open with to copy reusable sections from existing documents (dashboards or notebooks) to a new document and then edit the copied sections as part of the new document.
To copy a dashboard tile to a notebook (as a notebook section)
In the dashboard, select the tile that you want to copy to a notebook.
Select > Open with.
In the Open with… window, select the Notebooks option.
A Select destination box is displayed.
In Select destination, you can create a new notebook or select an existing notebook.
Select Add.
The Dashboards application opens with the selected section copied into a new or existing dashboard (depending on what you chose in Select destination).
For details, see Open with.
To edit a tile
Select the tile to display the tile-specific commands.
Select Edit.
An Options panel opens on the right to display the tile or section configuration.
Select and drag the expander control left or right as needed to resize the Options panel for a better look at the code.
To resize a tile
You can move one tile at a time or select and move multiple tiles simultaneously.
To move one tile at a time
To move multiple tiles simultaneously
You can copy and paste tiles to the same dashboard or another dashboard.
To copy and paste one tile
Select the tile to display the tile-specific commands.
On the tile command bar, select Copy to clipboard.
The selected tile is copied to your clipboard.
Paste the tile (Ctrl-V).
To copy and paste multiple tiles simultaneously
Click one tile to select it.
Ctrl-click additional tiles that you want to copy and paste.
On the tile command bar, select Copy to clipboard.
The selected tiles are copied to your clipboard.
Paste the tiles (Ctrl-V) to the same dashboard or switch to another dashboard and paste them there.
You can duplicate one tile at a time or duplicate multiple tiles simultaneously.
To duplicate one tile
Select the tile to display the tile-specific commands.
Select Duplicate.
A copy of the tile is created on the current dashboard.
To duplicate multiple tiles simultaneously
Click one tile to select it.
Ctrl-click additional tiles that you want to duplicate.
On the tile command bar, select Duplicate.
The selected tiles are duplicated on the current dashboard.
You can delete one tile at a time or select and delete multiple tiles simultaneously.
To delete one tile
To delete multiple tiles simultaneously