Creating a Custom Cloud Dashboard
Cloud Cost Optimization users can create and modify (new) custom dashboards. These dashboard customization features enable you to tailor your view of billing data based on your use case.
Custom dashboards are scoped to the user within the organization. The dashboards a user creates or modifies only affect that user.
Note:The Flexera Default dashboard is a built-in dashboard that has special properties. (For more information, see The “Default” Dashboards.)
The following sections describe how to configure custom dashboards:
Working With a Custom Dashboard
Custom dashboards are made up of widgets. Each widget is configured independently, with all widgets using the dashboard-level time frame selection for showing the duration of data and data type for showing amortized and unamortized costs.
After dashboards are created, you can select which one you wish to view using the dashboard selector within any billing center by clicking the name of the dashboard you are currently viewing.
Creating a New Custom Dashboard
You can create a dashboard either from scratch or by copying the current dashboard.
To create a new custom dashboard:
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Go to Dashboards > Cloud. |
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Click New Dashboard and then click one of the following options: |
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Blank dashboard—To create a custom dashboard from scratch. |
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Duplicate this Dashboard—To copy the current custom dashboard. |
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On the Dashboard Settings slideout, enter the name of your custom dashboard and description in the Dashboard Name and Description fields, respectively. |
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To set the visibility of your dashboards, select one of the following options: |
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Private—This dashboard is only visible to you. |
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Public—This dashboard is visible to all the users in your organization. |
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Public Default—This dashboard is visible to all the users in the organization. Users will see this dashboard when they view the dashboard for the first time. There is a default dashboard for the Dashboards page (Flexera Default) and another default dashboard for the billing centers. |
Note:The Visibility option controls how the users in your organization will see the dashboard.
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To include your custom dashboards in Dashboards, Billing Centers, or both, select the checkboxes next to the following options: |
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Dashboards—To include the dashboard at the organization level. |
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Billing Centers—To include the dashboard at the billing center level. |
Note:Any dashboards included in Billing Centers will have all widget-level Billing Center filters removed.
Note:You can modify the custom dashboard settings at any time by clicking Edit in the upper-right corner of the dashboard and then by clicking Settings.
Deleting a Custom Dashboard
You can delete a custom dashboard.
To delete a custom dashboard:
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Go to Dashboards > Cloud. |
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Click the name of the dashboard to view a list of all the available dashboards and then click the dashboard that you want to delete. |
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Click Edit in the upper-right corner of the custom dashboard and then click Delete. The Delete Dashboard dialog box appears, asking you to confirm if you want to delete the dashboard. |
Caution:If a custom dashboard is deleted, it cannot be recovered.