Using an InsightView dashboard - HxGN SDx - Update 63 - Help

HxGN SDx Help

Language
English
Product
HxGN SDx
Search by Category
Help
SmartPlant Foundation / SDx Version
10

An InsightView dashboard displays real-time data from various sources (including third-party data sources) in a single page within the Web Client. The data can be related to a selected object, allowing you to easily visualize plant information relevant to that object. There are three types of InsightView dashboard:

  • Dashboards

    These display data related to a selected object, allowing you to easily visualize plant information relevant to that object. For example, a dashboard can be opened from a tag's Actions menu and can display information related to that tag.

  • Home Screens

    These can be used as a user's default home page instead of the feature sets, providing users with easy access to their tasks and a role-based view of their assets and critical information.

  • Context Panels

    These display data related to a selected object in a split screen view. For example, when you select an object in a Results page, a context panel can open alongside the results and display its properties and other widget data.

An InsightView dashboard contains several smaller windows (known as widgets), each of which can display data from a different data source. For example, a dashboard could be configured to show tag, asset, and model information, and recent change requests (from HxGN SDx), and active work permits (from an external permit to work system such as j5) each in a separate widget.

Your administrator will create various dashboards as required by your organization. The Context Panel dashboards are automatically enabled for all users. If you require a specific dashboard, please contact your system administrator.

Learn more about an InsightView dashboard

The following is an example of an InsightView dashboard where the dashboard is shown in a pop-up window. It contains three types of widget. All available widget types are explained below.

A dashboard can also be configured to open as a page rather than as a pop-up window.

InsightView_labels

What types of widget are available?

Widget type

Description

IFrame (1)    

An iframe widget displays another web page.

Form (2)    

A form widget displays returned data in a form. In the example above, the form widget shows details of the selected tag.

Grid (3)    

A grid widget displays returned data in columns similar to the Results page. In the above example, the grid widget shows work orders related to the tag.

Chart

A chart widget displays returned data in a chart. A chart can be configured so that clicking on a section of the chart displays the related data in a grid in a second page.

Count

A count widget displays a count of the number of results returned, with the details in a grid in a second page.

Spotlight

A spotlight widget displays one item of returned data scaled to fit in the widget.

To Do List

A To Do List widget displays a summary of your To Do List. You can switch between displaying tasks by configuration or object type, at the bottom of the widget. For more information, see Using a To Do List widget.

3D Quick Access

A 3D quick access widget displays a list of the filters that you can access. Click > View and Markup next to a filter to open the related 3D model.

This widget is available only for 3D Project As-Built databases.

  • In a grid widget, you can browse through the pages of results in the same way as in a results page. In a small widget, click on , to access the paging controls.

  • In grid and count widgets, the Actions menu is available for returned objects if the widget is displayed in a full page dashboard (rather than a pop-up window), and if configured by your administrator.

  • In a form widget, you can change the display to show the data in a list or in a tile. You can also sort and filter the data displayed.