Key Task: Customize a Dashboard to Analyze Business Activities (Advanced)

Use Analyze Business Activities (Advanced) to customize the dashboard to display any data you need to investigate your own theories on any managed application's activity performance. Add your own columns, design your own fields with custom calculations, and apply them to any of the monitored attributes which you want to examine.

Tip

For advanced analysis of data for all applications, including discovered applications with no defined activities, use the Analyze Applications (Advanced) dashboard.

If the data you need for your investigation is not available in the non-advanced Analyze dashboard, use the Advanced version to design your own layout, by customizing and displaying only the data which you need.

The Analyze Business Activities (Advanced) dashboard

There are endless ways you can use the data from this dashboard to check almost anything you want to investigate.

For example, you can compare the response times of opening mails between Microsoft Outlook in different versions of Microsoft Office, to check whether Samsung computers in your Tokyo office are quicker with the newer version.

Procedure

  1. Step 1 Open a browser and sign in to Aternity.
  2. Step 2 Select Main Menu > Analyze > Business Activities (Advanced).
    Accessing the Analyze Business Activities (Advanced) dashboard
  3. Step 3 Customize the dashboard by adding columns, rows, and your own fields with custom calculations.
    Note

    If you saved this dashboard for later viewing, it opens the main sheet (only) in view mode. To further customize (if you have permission), select Edit.

    For example, you can easily turn the bar chart into a trend graph by dragging Hour of Day from the sidebar to the Columns section, and selecting Show Me to view a trend graph.

    Edit the look and data of the dashboard to view the trend across time

    As another example, you can create your own custom data item called Is a lab Laptop which returns True only if the device's hostname starts with the characters LAB_, as in LAB_Lenovo1. After you create this data type, you can create a filter to limit this dashboard's view to laptops for the lab only.

    Creating a data item for filtering

    For more information on the full editing capabilities of this dashboard, see http://www.tableau.com/learn/training. View the following training sections:

    • Visual Analytics

    • Calculations

    • Tableau Server

    • How To

    Tip

    If you receive a communication error 504, ensure that your dashboard does not list too many rows (like all your device names or usernames). You can narrow the scope of the data displayed by selecting Show Filter for that attribute and selecting the values to display. To further improve dashboard performance, select Aggregation Type > Hourly or Daily, and do not include Tableau's level of detail expressions.

  4. Step 4 You can create a custom group for an attribute in any of the advanced Analyze dashboards, from data in Excel (like a CSV file).

    For example, you can create two custom groups to compare their measurements.

    Use CSV data to create a custom group
    1. a Copy the values you want for the group from a CSV file in Excel.

      For example, if you have a CSV file of device names from the device inventory API, choose the names you want as a group and copy them to the clipboard.

    2. b Display the attribute of your group in the dashboard by dragging it from the left pane to the top bar.

      For example, to display rows of hostnames in this dashboard, drag Client Device Name from the left pane to the Rows bar at the top.

      Drag the attribute to the top bar and show its filter
    3. c To display a filter of this value in the right pane of the dashboard, hover over the attribute, open its drop-down menu, and select Show Filter.
      Choose Show filter from the drop-down menu
    4. d To display only the values from your CSV file, change the filter in the right-hand bar by opening its drop-down menu and selecting Multiple values (custom list).

      This displays only several specific values in the dashboard.

      In this example, to display only the specific hostnames from your CSV file, in the right hand bar, select Client Device Name > Multiple values (custom list).

      Display only specific values in the dashboard
    5. e To display only the items from your CSV file, paste them into the filter field.
      Paste your data into the filter field
    6. f Create a group by selecting the group members, then in the pop-up select the group icon .
      Select items and create a group

      It creates a custom group as a new object in the left sidebar. You can now use it as part of your analysis like any other object.

    7. g To create a second custom group for comparison with your first group, select Clear List to clear the first group's data from the filter, and repeat the process.

      Paste a second set in the filter field to display them, select them in the dashboard, then group them.

      Clear the data from the filter
    8. h Clear the filter and now paste both lists into the filter so you can see all values from both groups in the dashboard.

      This displays all members of the groups in their respective groups so you can compare them side by side.

      View a comparison of two custom groups
  5. Step 5 You can limit the display of this dashboard using the menus at the right of the window.
    Field Description
    Timeframe

    You can change the start time of the data displayed in this dashboard in the Timeframe menu in the top right corner of the dashboard.

    You can access data in this dashboard (retention) going back up to three months with PII (learn more), or 12 months anonymized. You can set this in the Aggregation Type.

    This dashboard's data refreshes every hour.

    Aggregation Type

    Select the level of granularity or detail displayed in the dashboard. You can view longer retention times when you choose more summarized data:

    • Raw (1 week) displays the data as reported from devices without any summarizing (aggregation).

    • Hourly (1 month) displays data as a set of summarized hourly averages.

    • Daily (3 months) displays data as a set of summarized daily averages, which includes personal information (PII).

    • Daily Anonymized (12 months) displays daily summaries of the data going back 12 months, but the data does not include any personal information (PII).

  6. Step 6 You can create multiple sheets (widgets) in the advanced custom dashboards.
    Instead of having many custom dashboards with a single section each, you can now create a single dashboard with all sections you need. This allows more information to be provided within one dashboard displaying much more holistic view, as well as much stronger analytics by cross filtering between the sheets.
    Create multiple sheets in the same dashboard.
    For more information on how to open multiple dashboard sheets in Tableau, see the Tableau tutorial.
    Timeframe drop-down menu in the top right corner of the screen serves all widgets. Use it to set the required timeframe for each widget if necessary.
    Set timeframe in the top right corner of the screen

    Once you have created several widgets and then a dashboard that uses these widgets, save a new dashboard. Make sure to click Save while focusing on the dashboard (in the bottom of the screen there is a list of all open tabs). Note that if, by mistake, the focus is on a widget, the saved view will display this widget instead of dashboard. Click Edit to make changes.

    Focus on a new dashbord to save it