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Tutorial Step 6: Create, Edit, and Share a Dashboard

You can then edit your Dashboard so it displays the way you like, and then share that Dashboard with people in your organization. But first, a little background. There are two kinds of Dashboards: Live Dashboards, and Interactive Dashboards.

Live Dashboards constantly update as data comes in, providing a real-time view of your systems. They display data from the time they are created going forward. This means that the data Panels do not “backfill”, but only fill up as new data comes in. Any change to the time range of a data Panel will reset it.

Interactive Dashboards are useful for reporting and long-term trend analysis, and for any other situations in which live data isn’t as relevant as historical data. Interactive Dashboards populate completely every time you launch them, including “backfilling” data. This means there will be a delay before you see all the data. If you change a time range, the data Panels will re-run the search.

For more information see About Dashboards.

For this tutorial, let’s create an Interactive Dashboard.

  1. On the upper right of the Aggregates tab, click Create Panel.
    QS create panel.png
     
  2. The Create Panel dialog displays.
    1. For Title, name it Apache Status Codes.
    2. Select Interactive Dashboard.
    3. To create a new Interactive Dashboard, just type a name in the field. Or you can select an existing Interactive Dashboard from the menu, if you have one. For now, type Training Demo Dashboard.
    4. Select the Personal folder for the location in the Library where you will save this Dashboard.
    1. Click Add.
  3. The Dashboard page opens in a new browser tab.
  4. Here on the Dashboards page, there are some buttons in the top right, where you can edit the Dashboard, add panels, change settings, share, refresh, and more.
  5. Let’s add a Text Panel, which are great for adding context to your Dashboard before you share it. Click the + (Add Panels) button. The Create Panel dialog displays.
    1. For Panel Type, select Text.
    2. For Title, enter Understanding the Data.
    3. For Text, add some text. (Click Markdown Supported to see the Help topic for details.)
    1. Click Submit.
  6. The Text Panel is added to the Dashboard to the right of your column chart Panel.
  7. But it's not displayed correctly. We can fix this when the Edit toggle is on. (If the Edit toggle is off, you can’t make any changes.)
    1. Drag the corner of the Text Panel to make it larger so all the text is visible.
    2. Then move the Text Panel into a position to the left of the Data Panel. 
    1. Finally, move the Data Panel to the right and make it larger so the title is fully visible. Now the Panels are ordered and displayed correctly.
  8. What if you wanted to use a dark color theme instead of a light theme?
    1. Click the Settings icon and select Toggle Theme.
    1. The Dashboard is changed to the dark theme.
  9. Now that you have created your Dashboard, you can share it with anyone in your organization. Click the Sharing Settings icon.The Share Interactive Dashboard dialog displays.
    1. Click Anyone in your organization.
    2. Shareable Link is displayed, which you can send to people in your organization via email or other method.
    3. Click Done.
    4. The  Settings icon is now blue, to show that this Dashboard is shared.

Next, let’s save the search query we created to the Sumo Logic Library.