Each dashboard is composed of smaller sections or widgets. The widgets on the customized dashboards can be managed individually to capture multiple aspects of the site in a single view. Similar to the Overview page the Dashboard supports an automatic refresh that can be enabled in the upper right hand corner.

Default Dashboards

Each site has three dashboards by default; Current Site Performance, Trending Site Performance, Site Performance vs. Virtual Weather. The default dashboards are subject to change, but are a great way to gain quick insight into a site.

  • The Current Site Performance dashboard provides insight into the current performance of the site by showing information about the current generation, open alerts, and comparing to modeled values, if configured.
  • The Trending Site Performance dashboard provides data for site over longer periods of time. If configured, this dashboard will show performance relative to energy expectations and/or the PV model.
  • Site Performance vs. Virtual Weather shows performance in context with our available virtual weather fields, including Virtual Irradiance and snow depth. If configured, this dashboard will show performance vs. expectations with adjustments for weather powered by VI, available as 'GEER' in our platform.

Fleet and Group default dashboards now incorporate our Fleet/Group Summary widget, indicating Number of Sites, DC Capacity, and Lifetime Generation.

Custom Dashboards

In addition to the default dashboards, users can create custom dashboards.

Adding a new dashboard

To begin:

  1. Click on the ADD DASHBOARD button in the upper right of the page

2. Give the dashboard a unique name and click Add Dashboard.

Adding/Editing a Widget

To add a new widget click the ADD Widget icon on a custom dashboard. To edit an existing widget click the gear icon in the upper right corner. To delete a widget click the trash icon in the upper right corner.

When adding or editing a widget there are five base types. Alert widgets display open alerts for selected sites and components. Chart widgets allow the user to embed charts into the dashboard and operate very similarly to the charting tool page.  Number widgets allow the user to display the latest data value from any one component on the site. Text widgets allow the user to customize the space using text, images, and links. Table widgets display multiple data series as a table.
Quickly select the widget type in the upper right hand corner to begin editing

Alerts Widget

The alerts widget displays open alerts for a given site or component.

  1. Choose the Alert display style. The “Table” option will display each individual open alert. The “Summary” style will display a count of open alerts by alert type. Use the “Show Preview” option to toggle between the styles.
  2. Select a site or component from the Search Browse-Pane
  3. Click ADD WIDGET.

Chart Widget

The chart widget functions very similarly to the Charting tool page, and allows users to visualize multiple data series as a line or bar graph. Users can now link directly yinto the Charting too page for further analysis. The charting widget editor appears as a pop-up with its own search-browse pane. 

  1. Use the search-browse pane on the pop-up window to select sites or components, similar to the charting tool.
  2. Once a site or component is selected, the available data fields will populate to the right of the Search Browse pane.
  3. Select the desired fields and Click ADD. Check the notes above the ADD button to ensure the selection does not exceed the data series limit.

Use the Show Preview check box to view the chart before finalizing.

4. Adjust the Time range and Granularity

5. Click ADD WIDGET

Number Widget

The number widget allows users to see a numerical value for any single data point. The Number widget editor has a search-browse pane that allows the user to easily select the desired point. The display will show the component, data point value, and timestamp of the value.

  1. Use the Search-Browse Pane on the pop-up window to select sites or components, similar to the charting tool.
  2. Once a site or component is selected, the available data fields will populate to the right of the Search Browse pane.
  3. Select the desired field and Click ADD.
  4. Choose whether to enable the optional Gauge. Once enabled, the user can define the max value as well as two midpoints, based on percentage. If the metric is below the higher defined percentage the gauge will display as yellow and below the lower defined percentage it will display as red.

Use the Show Preview check box to visualize the selected point before finalizing the widget.

Text Widget

The text widget allows the user to write down notes in markdown syntax. The text widget is useful for including project notes, linking to camera feeds or uploading relevant images.

Upon opening the text Widget Editor for the first time there will be an example of the markdown syntax.

  1. Use the markdown box on the left to edit the content of the text widget. If using for the first time, make sure to delete the example markdown before finishing.
  2. Click ADD WIDGET.

Table Widget

The Table Widget displays multiple data series as a table.

  1. Use the Search-Browse Pane on the pop-up window to select sites or components, similar to the charting tool.
  2. Once a site or component is selected, the available data fields will populate to the right of the Search Browse pane.
  3. Select the desired fields and Click ADD. Check the notes above the ADD button to ensure the selection does not exceed the data series limit.

Use the Show Preview check box to view the chart before finalizing.

4. Adjust the Time range and Granularity

5. Click ADD WIDGET

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