Using Analytics Dashboards
CloudShare provides analytics dashboards that help you gain insight into your resource usage, your expenditure breakdown, and your ROI. They are also a handy way to check your remaining resources at a glance.
The Filters panel on the right of the dashboard provides data filtering options that affect the data displayed in the widgets. You can change these filters to focus on more specific data.
Note
Dashboards and widgets that are provided pre-designed by CloudShare are all filtered by any filters you see on the dashboard. If some of your dashboards and widgets were designed by your own team (this requires special user permissions), you may find that some were designed to be filter-independent and therefore do not respond to filters.
You can do the following actions to filter the data displayed in the dashboard:
Each filter enables you to choose the subset of data you want to display in a specific data category. For example, if you are viewing the Remaining PO Balance dashboard, the Resource Type filter lets you select which types of resources to include in the data you are viewing on the dashboard.
You can click 
for each filter to toggle between two ways of displaying the filter selection:
-
Checkbox mode:
-
Highlight mode:
To change a filter selection in checkbox mode:
Simply select and deselect data subsets as desired.
To change the filter selection in highlight mode:
Hover over the filter title bar until a pencil icon (
) appears and click it to display the filter definition window. You can then select and deselect the data selections you want to include in the view.
You can easily toggle filters on and off using the toggle switch. Use this option to compare states (with and without the filter), or to temporarily disable a filter.
You can save the current state of your filters and their settings at any time. The current state includes the existing filters, their configuration, and the order in which they appear in the filters panel.
After making changes to any of the above settings, you will be able to restore your filters to their previously saved state.
To save your current set of filters:
-
In the Filters menu, click Set as my default filters.
To restore a saved filters set:
-
Click the restore icon next to the Filters menu.
You can drill down in most widgets to get a deeper breakdown of an item.
In the following example, the bar chart on the left shows a breakdown of environment runtime and GB-hour usage per environment. On the right side, the chart shows a breakdown or drill down of one environment's runtime and GB-hour usage of a specific environment, the "Complete env for demo" environment, broken down by individual user.
To drill down into an item:
Right-click on the item in the widget into which you want to drill down.
-
To manually select the drill hierarchy path, select Drill Into, and then select the field into which to drill down. If you have already drilled into this chart, then you will have shortcuts to previously selected fields. You can also select Choose Another to select a different field.
or
Select a predefined drill hierarchy (if available).
To drill up to a higher level, click on a breadcrumb. To drill all the way up, click on the X icon.
When a chart widget contains more data than can comfortably be displayed in one view, a zoom bar may be displayed under the widget. The zoom bar enables you to scroll right and left and to zoom in/out of different parts of the widget.
The dark gray vertical bars to the left and right of the scroll bar represent what is shown in the widget:
To zoom into an area of the chart:
Drag the bars closer together and position them immediately to the right and left of the area to be displayed.
To zoom out:
Drag the bars further apart.
The x-axis on the chart can be resized to reveal long or hidden labels. Drag the x-axis up or down to reveal more or less of the labels.
When you need to take copies of your dashboards with you for meetings or sharing with others, you can generate a PDF report of your dashboard.
To create a PDF report:
-
From your dashboard menu, click the PDF icon (
).The PDF Report Settings page is displayed.
Customize how your dashboard is displayed in the PDF. For more information, see Customize PDF Settings.
-
Click
. The dashboard is downloaded locally as a PDF file.
If you need to share dashboards with other users, or create a hardcopy for yourself, you can send an email report to your users or export your dashboard to PDF. Dashboards in email reports or PDFs though look different compared to online dashboard as they serve different purposes. Through the PDF Report Settings, you can customize and create formatted email reports and PDFs according to your requirements. The PDF Report Settings allow you to define both the content and design of your report quickly and easily.
From the PDF Report Settings page, you can toggle between two modes, Edit mode, for customizing your PDF, and View mode, for seeing how the dashboard will be displayed in the PDF.
In Edit mode, all the settings you can apply to your report are displayed in the left menu. In Edit mode, you can set the size of your widgets by selecting and dragging the borders of each widget. These borders are displayed when Edit mode is toggled on.
In Edit mode, you can define your dashboard’s orientation, its layout, and what is displayed in the header and footer on your report.
After you have customized your report, you can save the settings and use them when sharing reports, or download the report as a PDF.
To customize a PDF report:
In your dashboard’s menu, click
. The PDF Report Settings page is displayed.-
Edit the dashboard by selecting any of the following options:
Setting
Description
Paper Size
The size of the email report in the PDF.
Orientation
The orientation of the dashboard in the PDF, landscape or portrait. Landscape orientations display the dashboard horizontally while portrait orientations display the dashboard vertically.
Header
The design and content of your report’s header. The header is displayed on the top of each page or your PDF report.
From the Header list, you can define how your header is to be displayed: Compact, Medium, Large, or No Header.
After you have set the design, you can determine what information is included in the header.
Title: Select to display the dashboard name at the top of the PDF.
Data As Of: Select to display the ElastiCube name and last build time at the top of the PDF.
Dataset Name: Select to display the name of the ElastiCube that contains the dashboard’s data.
Dashboard Filters: Select to display dashboard filter selections.
Footer
The content displayed in the footer section of each page of your report. You can display the following information:
Page Number: Select to display the page number on each page of the report.
Click Save to save your settings when sharing reports or
to download your report.
To download the dashboard as an image:
At the top right of the dashboard, click the
button and select Download > Download Image. The Download Image dialog appears.-
Select the settings you want:
Setting
Description
Size (width)
Select the image width you want from the dropdown.
Data
Select which data items you want to include in the image:
Show Dashboard Title
Show Dashboard Filters
Show Data Set Info
Click Download. An image of the entire dashboard is downloaded.
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