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Setup and administration

Manage custom dashboards in NetApp Workload Factory

Contributors netapp-sineadd netapp-rlithman

Manage your custom dashboards from the dashboard catalog. From there, you can view details, share dashboards, refresh data, or delete dashboards you no longer need.

About this task

You can view and manage custom dashboards from the dashboard catalog. Private dashboards are only visible to you, while public dashboards are visible to all users in your Workload Factory account. Each dashboard shows basic details such as the creator's name, the creation date, and a visibility label (Private or Public).

Custom dashboards are read-only. They cannot change your storage or workload settings.

Before you begin

You must have at least one custom dashboard in your Workload Factory account.

Access the dashboard catalog

Steps
  1. Log in using one of the console experiences.

  2. From the menu, select Workloads Overview and then Custom dashboards.

    The dashboard catalog shows all custom dashboards in your Workload Factory account.

  3. Review the dashboard list.

Change dashboard visibility

Make a dashboard public to share it with your team. Make it private to stop sharing it.

Steps
  1. In the Custom dashboards page, locate the dashboard you want to update.

  2. From the Actions drop-down menu The three-dot icon that opens the actions menu for that dashboard, select one of the following:

    • Share dashboard - Makes the dashboard visible to all users in your Workload Factory account

    • Change to private dashboard - Makes the dashboard visible only to you

Result

The dashboard updates immediately. The visibility label on the dashboard card shows the current status.

Refresh dashboard data

Check when your dashboard was last refreshed and request an on-demand scan when you need current data.

About this task

The Refresh data tooltip shows a Last Updated timestamp with the date and time when the dashboard was last refreshed. This timestamp refers to the collected data, not the last time the dashboard configuration was changed.

Selecting Refresh data starts a new scan. While a scan is running, the button is disabled and its tooltip indicates that a scan is in progress.

Workload Factory records an event in Tracker when you select either Refresh data or Load it now. Learn about monitoring operations with Tracker.

Steps
  1. From the dashboard catalog, open the dashboard you want to view.

  2. Hover over Refresh data to check the Last Updated date and time.

  3. To request updated metrics, select Refresh data.

    A banner indicates that a scan has started. Wait for the scan to complete.

  4. When new data is available, a banner displays this message: "New data is available. Load it now, or click Refresh data anytime to update the view."

  5. Select Load it now in the banner to load the available data into the dashboard. Alternatively, select Refresh data to update the view.

Result

The dashboard displays the updated metrics.

Edit dashboards

You can edit a dashboard to change what it shows, including the metrics, charts, and time ranges.

Note Only the dashboard creator can edit the dashboard. While you are editing, other users cannot see your changes until you save them.
Steps
  1. In the Custom dashboards page, locate the dashboard you want to edit.

  2. From the Actions menu for that dashboard, select Edit dashboard.

  3. In the AI dialog, describe the changes you want to make.

    This process is similar to creating a new dashboard. You can change the workloads, metrics, or time ranges the dashboard tracks.

  4. Review the changes and select Save.

Result

The dashboard updates with your changes. The last modified date also updates.

Delete a dashboard

Delete dashboards you no longer need. This action is permanent and cannot be undone.

Steps
  1. In the Custom dashboards page, locate the dashboard you want to remove.

  2. From the Actions drop-down menu for that dashboard, select Delete.

  3. Confirm the deletion.

Result

The dashboard is permanently removed from your Workload Factory account, and all users lose access to it.