Dashboard Panes in CloudCheckr CMx

CMx dashboards allow you to examine your cloud data from every angle and drill into that data which helps you answer questions like "how much money am I spending on a cloud service in a particular data center region?". CMx Dashboard Panes allow you to create user-friendly visual summaries for you and your users.

Additionally, you can create personalized dashboards for different cloud accounts and teams. To learn more go here: Create a Custom Dashboard

This topic will show you how to create and edit dashboard panes.


Prerequisites

You must ensure that your permission set includes the following permissions:

  • view cost summary reports
  • manage dashboards
    If you only want a user to view data, you will only need the view cost summary reports permission.

Procedures

Click a button to learn more about the actions you can perform on your Overview dashboard:

Any CloudCheckr CMx customer or cloud vendor—regardless of account type—can create a CloudCheckr CMx dashboard pane within the Overview Dashboard.

  1. Launch CloudCheckr CMx.
  2. Click + NEW button on the left side of the Home page:

    A New Pane sub-drawer opens.

  3. Complete the required fields, at a minimum, and any optional fields you feel are needed for your dashboard pane.

    Click Fields to view a description of each field:

    The type of pane you select will determine which data fields get displayed and which of those are required or optional.

    Field

    Purpose

    Title

    Type a name for the dashboard pane. CloudCheckr CMx will display it in the top-left corner.

    Pane Type

    From the Pane Type drop-down menu, select Cost. Currently, cost is the only available pane option.

    Applicable Providers

    Click the Applicable Providers and select one or all the following cloud providers: AWS, Azure, or Google.

    Chart Type

    From the Chart Type drop-down menu, select one of the following chart formats:

    • Area - Stacked (the area between the axis and each line represents a data sub-category; each area is displayed in a different color and is stacked on top of another area)
    • Donut (the size of each piece represents the proportion of a data category)
      If the value of a category is equal to or less than zero, CloudCheckr CMx will group those categories as Other in the chart and in the legend. (See screenshot:)
    • Line - Series (displays information as a series of data points connected by straight line segments)
    • Table (displays your data in rows and columns to allow you to easily compare data points)
      If you select Table, you won't be able to export the data to a .PNG format.
    • Vertical Bar - Stacked (each bar represents the value of a sub-category within a category; each sub-category is stacked on top of another bar vertically)
    • Vertical Bar - 100% Stacked (each bar represents a percentage of a sub-category within a category, so that the total of each sub-category equals 100)
    • Vertical Bar - Series (each bar represents the value of a selected category)

    X-Axis

    From the X-Axis drop-down menu, select a property to display on the x-axis of your graph.

    Y-Axis

    From the Y-Axis drop-down menu, select a cost type to display on the y-axis of your graph.

    Primary Column

    From the Primary Column drop-down menu, select the main data point on which to filter your table data. This data is represented in the first column of your table. (Table only)

    Data Columns

    From the Data Columns drop-down menu, select the seconday data point on which to filter your table data. This data is represented in the rows of your table. (Table only)

    Date Range

    From the Date Range drop-down menu, select one of the built-in date ranges or select a custom date range:

    Group By

    From the Group By drop-down menu, select aggregate to show total cost or select one of the following properties on which to further refine your data:

    • Account ID: the unique ID of a CloudCheckr CMx account
    • Service Category: a container for related services in CloudCheckr CMx
    • Service: a cloud-based product designed to help you optimize your deployment
    • Location: geographic region where you want to focus your cost analysis
    • Service Sub-Type: a sub-set of functions within a selected service

    Data Values

    From the Date Values drop-down menu, select Actual—raw values from your cloud provider or List—the amount that CloudCheckr bills the customer based on usage and contractual charges. (Table only)

    Category Limit

    This field is only selectable if you chose a Group By property. Click the up or down arrows to select a number.

    Category limit refers to the number of categories you want to be visible in the chart ordered by spend. CloudCheckr CMx will group all other categories by Other.

    Service Category

    From the Service Category drop-down menu, select a service category from the list or select uncategorized if you don't want to filter by one of listed service categories.

    Here is an example of what your completed pane will look like:

  4. Click SAVE.

    A new pane on the Home page and display a message indicating that it is building your new pane.

    When the system is done building the pane, you will see your new visualization!

You can modify any of your dashboard panes by following these steps:

  1. Click (pencil icon) in the pane you want to modify.

    The Edit Pane sub-drawer opens.

    For this example, let's edit the Daily Cost By Service pane we created in the first procedure:

  2. Make any changes to your pane options and click SAVE.
    You can also click DELETE to remove the pane from the Overview Dashboard. You cannot undo this action. You can also click CANCEL to leave the pane as you originally configured it and return to Overview Dashboard page.

Pane visualizations allow you to focus on specific data points in your graph to see more details.

  1. Hover over any data point in your graph.

    In this example, we pointed our cursor over the light blue section in the third stacked bar in this graph.

You can export your pane to a CSV file or PNG format—which is handy when you want to show data to your team, a customer, or even your CEO.

  1. Click (cloud icon) in the pane whose data you want to export.
  2. From the fly-out menu, choose Export data to CSV or Export pane to PNG:

By default, dashboard panes display your cost data in US dollars (USD). This behavior is great if you only use AWS as your cloud provider since AWS books its costs in USD.

But, if you have Azure accounts that use different currencies, your queries won't produce any data and your pane will appear empty.

To enable you to select the correct currency for your Azure cost data, we added a currency selector on the Home page for all Azure accounts:

To select a different currency, click the drop-down arrow and select a currency from the fly-out menu:

Click Currencies to see a complete list of the currencies provided in this selector:

Country

Currency

United States

US Dollar (USD)

Australia

Australian Dollar (AUD)

Brazil

Brazilian Real (BRL)

Canada

Canadian Dollar (CAD)

Switzerland

Swiss Franc (CHF)

Europe

Euro (EU)

Great Britain

British Pound (GPB)

India

Indian Rupee (INR)

Japan

Japanese Yen (JPY)

Norway

Norwegian Krone (NOK)

New Zealand

New Zealand Dollar (NZD)

Sweden

Swedish Krona (SEK)

After you make a selection, the system will re-query according to your request and display the data in your dashboard pane using your selected currency.

CloudCheckr will retain the new currency selection in your account until you make another selection. For example, if you selected the British pound (GBP) in Account A, switch to Account B, and switch back to Account A, the data in Account A will still be displayed in GBP.

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