Key Task: Customize a Dashboard to Analyze Custom Data (Advanced)

Use Analyze Custom Data (Advanced) dashboard to see trends of your custom performance metrics. 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.

For example, analyze Reliability Grade (stability index) during the timeframe, and correlate it with other attributes, like Device Model or OS Name.

Aternity can detect any performance metric you request in one of the following ways:
Aternity can collect your custom metrics in one of three ways

Add to Aternity performance metrics you want to collect and then view them in the Custom Data (Advanced) dashboard. You can collect and analyze any performance parameter which Aternity does not normally detect.

To add your performance metrics to Aternity, create a monitoring XML file (for example, WMI) and send it to Aternity SaaS Administration for uploading it into Aternity.


It is recommended to analyze a single metric at any given time, on a dashboard or using REST API. Values of different metrics can differ (seconds, percents, true/false values). To display all together on a dashboard or in Excel tables will not provide a proper trend and will complicate the analysis.

Analyze your custom measurements in the advanced dashboard

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.


To see the raw data behind this dashboard, access our REST APIs in Excel or PowerBI (learn more). View this specific dashboard's data with the CUSTOM_DATA_RAW, CUSTOM_DATA_HOURLY, CUSTOM_DATA_DAILY, or CUSTOM_DATA_DAILY_ANONYMIZED. To read about dimensions and measures definitions, use the REST API documentation.


  1. Step 1 Open a browser and sign in to Aternity.
  2. Step 2 Select Main Menu > Analyze > Custom Data (Advanced).
    Open Custom Data Advanced dashboard
  3. Step 3 Select what custom metrics you want to analyze and click Go to continue.
    Once SaaS administrator adds your requested metrics to Aternity, you get the name of the monitor, the entity created in Aternity to collect your custom data.
    Select what monitor to analyze
  4. Step 4 (Optional) Rename generic measures and related contextuals to give them meaningful names.

    Each monitor can simultaneously display up to 12 metrics and 16 contextuals. It generates performance data based on any user-selected criteria, and displays performance results in the Custom Data dashboard.

    For example, for the Reliability Grade monitor, rename measurement 01 to Reliability Grade.

    1. a Click the information icon to see the names of measures.
      See names of generic measurements
    2. b Select measurement 01 and right-click it.
    3. c Select Create > Calculated Field.
      Rename the generic measurement
    4. d Paste the name from the information dialog box and save the changes.
    5. e Repeat these steps for all available measures and related contextuals.
  5. Step 5 Customize dashboard to see the trend of the selected metric.
  6. Step 6 Customize the dashboard by adding columns, rows, and your own fields with custom calculations.

    For more information on the full editing capabilities of this dashboard, see View the following training sections:

    • Visual Analytics

    • Calculations

    • Tableau Server

    • How To

    For design guidelines and tips for building good and scalable dashboards, see Best Practices for Designing Advanced Aternity Dashboards. The article includes tips on field names, performance considerations, calculation creation, it explains how to avoid high CPU utilization, and more.

  7. Step 7 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
  8. Step 8 You can limit the display of this dashboard using the menus at the right of the window.
    Field Description

    You can change the start time of the data displayed in the dashboard in the Timeframe menu in the top right corner of the screen. This menu impacts all tabs available in this view.

    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. Learn more.

    Aternity keeps anonymized summaries (no PII) for 400 days, so that you can utilize data from the last 12 months and compare performance on an annualized basis. In order to see the previous 12 full months (one year) and yearly/monthly trends, you need the data for the 12 months plus the current month. It allows comparing year over year on a monthly basis during the first three days of a new month. It allows comparing year over year on a daily basis for over a month.

    This dashboard's data refreshes every hour.

    Aggregation Type

    In the advanced dashboards, 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).


    In other dashboards, the raw or aggregated data automatically shown according to the selected timeframe.

  9. Step 9 It is possible to create multiple sheets (widgets) in the advanced custom dashboards.
    Instead of having many custom dashboards with a single section each, you can 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.

    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 dashboard to save it
  10. Step 10 It is possible to create multiple tabs within a single dashboard where each tab presents a separate dashboard.

    Tell your story visually by using a sequence of tabs. For example: (a) a list of devices on which antivirus scan was successfully completed, (b) a list of devices on which it failed, (c) a list of viruses found across organization, (d) a trend of all scanning operations, etc.

    1. a Open an advanced dashboard.
    2. b Using the buttons in the bottom, create as many sheets as you want to display on the first dashboard.
      Add a worksheet or dashboard
    3. c Create the first dashboard and rename it.
      Add a new dashboard within an advanced one to create a multi-tabs dashboard
    4. d Using the buttons in the bottom, create as many sheets as you want to display on the second dashboard.
    5. e Create the second dashboard and rename it.
    6. f Repeat steps d & e as many times as you need.
    7. g Highlight a new dashboard to save it.
      Focus on a new dashboard to save it

      Once created and saved, Aternity will display it for you as a dashboard with multiple tabs next time you access it.

      Move from tab to tab within advanced dashboard to tell your story

      For more information on how to open multiple dashboard sheets in Tableau, see the Tableau tutorial.

  11. Step 11 (Optional) Export the dashboard data to Excel, Image or PDF file.
    1. a Select Download.
      For simple dashboards, at the bottom right of the screen. For advanced dashboards, on the top tool bar.
      Download a dashboard

      In Analyze dashboards, make sure you scroll down the dashboard until the end of the data. Otherwise, you might not see the Download button.

    2. b Select the required option depending on where you exporting the dashboard.
      • To download as Excel file, select Crosstab

      • To download as an image file, select Image

      • To download as PDF file, select PDF

      • To download as PowerPoint file, select PowerPoint


        Make sure you have data on a sheet. If the sheet is empty, the Crosstab menu is unavailable.

    3. c For PDF and PowerPoint only, define additional settings.
    4. d Select Download to start the process or Cancel to cancel.

      Open the file from your Downloads folder or from any other predefined destination for file downloads.