Create and Edit Dashboards

The Tracer Ensemble Dashboard feature allows you to display current metrics and data for select areas and equipment. Dashboards consolidate and arrange data onto an easy-to-read screen.

From this page you can Add_Widgets, Delete_Widget, Edit_Widgets, Resize and Rearrange_Widgets.

 

Dashboard Toolbar

The dashboard toolbar runs along the top of the screen and contains the following tools to edit and format the dashboard:

 

Add Widgets to Dashboards

To add widgets to the dashboard:

  1. Click Add Widget.
  2. Enter a Widget Title. This displays at the top of the widget.
  3. Select the Widget Type. (Widgets are described below.)

 

Widget Type

Description

Line Chart

Use a Line Chart to show data trends, such as space temperature and humidity during a specific time period.

  1. Select a Chart Period.

  2. Enter an X Axis Label (optional).

  3. Click Next.

  4. Click Select Data.

  5. Select the data source using the drop-down menus.

  6. To select additional data sources, click Apply and Select Another. Repeat Step 5 for each data point.

  7. When finished, click Apply and Close.

  8. Click Finish.

Bar Chart

Use a Bar Chart to compare and contrast groups of data, such as average energy usage for a particular space at different times throughout the day.

  1. Select a Chart Period.

  2. Enter an X Axis Label (optional).

  3. Click Next.

  4. Click Select Data.

  5. Select the data source using the drop-down menus.

  6. To select additional data sources, click Apply and Select Another.

  7. When finished, click Apply and Close.

  8. Click Finish.

Histogram Chart

Use a Histogram Chart to show a distribution of data points.

  1. Select either:

  • Chart Period and choose a chart period from the drop-down list

  • Chart the current value of multiple points

  1. Enter an X Axis Label (optional).

  2. Click Next.

  3. Click Select Data.

  4. Select the data source using the drop-down menus.

  5. To select additional data sources, click Apply and Select Another.

  6. When finished, click Apply and Close.

  7. Click Finish.

 

Circle Gauge

Use a Circle Gauge to indicate a data point value in relation to a minimum and maximum limit.

  1. Click Select Data.

  2. Select the data source using the drop-down menus.

  3. Enter a Min and Max value for the gauge.

  4. Optionally, display a low and/or high warning range.

  5. Click Finish.

Fill Gauge

Use a Fill Gauge to indicate a data point value in relation to a minimum and maximum limit.

  1. Click Select Data.

  2. Select the data source using the drop-down menus.

  3. Click Edit Options to set the fill gauge options.

  4. Enter a Min and Max value for the gauge.

  5. Optionally, display a low and/or high warning range.

  6. Click Apply.

  7. Click Add Another Gauge to add additional fill gauges to this widget (maximum of three gauges). Repeat steps 1-6.

  8. Click Finish.

Status Lights

Use the Status Lights widget to visually indicate the status of a data source.

  1. Click Select Data.
  2. Select the data source using the drop-down menus.
  3. To add additional data points, click Apply and Select Another. Repeat Step 2 for each data point.
  4. When finished, click Apply and Close.
  5. Click Next.
  6. Select colors to correspond with the status of the point.
  7. Click Finish.

Point Values

Use the Point Value widget to add up to six point values on the dashboard.

  1. Click Select Data.

  2. Select the data source using the drop-down menus.

  3. To add additional data points, click Apply and Select Another. Repeat Step 2 for each data point.

  4. When finished, click Apply and Close.

  5. Click Finish.

 

Values Table

Use a Values Table to convey multiple data points in table form, such as airflow, occupancy, and space temperature for a specific space.

  1. Click Select Data.

  2. Select a Building Name and a Family Type using the drop-down menus.

  3. On the left side of the table, select Equipment/Objects. These selections populate the Properties on the right side of the table.

  4. Select Properties to display on the widget.

  5. Click Apply.

  6. Click Finish.

 

Alarm Log

Use the Alarm Log to display alarms from selected categories and with certain acknowledgement statuses.

  1. Select a Time Period from the drop-down list.  

  2. Click Select Alarm Sources.

  3. Click Select Buildings.

  4. Select one or more buildings and click Apply.

  5. Select one or more family types and click Finish.

  6. Select the Alarm Categories and Acknowledgement Status.

  7. Click Finish.

 

Image

Use Image to display an image on the dashboard.

  1. Click Browse to select an image.

  2. Click Upload.

  3. Click Finish.

Static Text

Use Static Text to display text on the dashboard.

  1. Enter text to display on the dashboard.
  2. Click Finish.

Custom HTML

Use Custom HTML to display internet content, such a local weather, on your dashboard.

 

Copy and paste HTML code into the text box and click Finish.

 

Select Data Source

Once you have selected a data source using the drop-down menu, you have three additional options:

 

Edit Widgets

To edit a widget:

  1. Click the edit icon in the upper right corner of the widget.
  2. Update the widget information or data sources.
  3. Click Apply.

 

Delete Widget

To delete a widget:

  1. Click the delete icon in the upper right corner of the widget.

 

Resize/Rearrange Widgets

To resize a widget, grab and drag the handle on the right margin of the widget.

To rearrange the widget, grab the header and drag it to the desired location.

 

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