Creating and Editing Dashboards

CloudZero's Analytics puts the power of data in the hands of our customers - enabling them to self-serve cloud cost analytics. Editors and Admins can create and edit dashboards to share with the rest of their organization.

Introduction to the Dashboard Authoring Interface

Creating a Dashboard

Editors and Admins can create custom dashboards to analyze their data via the “Create Dashboard” button.

1. Enter the Dashboard name and select the Visibility. Upon clicking Create you will be taken into your new dashboard to add visualizations.

2. Click Add to add a tile to your dashboard. When adding a visualization you’ll be asked to first select the CloudZero Billing Data.

3. After selecting CloudZero Billing Data you can use all your billing data including Dimensions, Cost Types, Tags, Kubernetes, etc to build your visualization. Use the search field to quickly find the data you’re looking for, or scroll through the sections to explore.

4. Clicking on a piece of data will add it to the “In Use” section on the left and the “Data” section. When you’re ready, click “Run” to see the data and the visualization populate.

5. To pivot/group the data, hover over the data you would like to pivot on and select the arrow icon. Alternatively, if the data you want to pivot on is in the table in the Data section, you can click on the icon and select Pivot.

6. To add a filter, hover over the data you would like to filter on and select the filter icon. This will add the selected data to the Filter section on the right where you can determine how you want to filter. Note that the data you want to filter on does not need to be included in the Data section. For example, you can filter any visualization by date.

7. Enter the name of your visualization.

8. Save the visualization.

9. You can adjust the size and location of the visualization tile.

10. Save the dashboard.

Editing a Dashboard

Editors and Admins can edit & delete custom dashboards. Note that Viewers can view but not modify dashboards.

1. To update the name or the visibility of a dashboard that you own, find that dashboard in the Dashboards table on the Analytics page and select the pencil Edit button in the Actions column of the table.

2. To edit the content of a dashboard, first open that dashboard. Then, click the three dots at the top right of the page to open the menu. Select "Edit Dashboard". Then you can follow the instructions under Creating a Dashboard to change your dashboard.

3. To delete a dashboard, first open that dashboard. Then, click the three dots at the top right of the page to open the menu. Select "Move to trash". You will be prompted to confirm that deleting the dashboard is what you want to do. Select "Move to trash" to continue.

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If you delete a dashboard by mistake, you will need to contact your CloudZero representative to restore it.

Copying a Dashboard

Editors and Admins can copy a dashboard and then edit it. This is a great way to speed up creating a new dashboard if you want to build something similar to one of CloudZero's standard dashboards or a dashboard you or someone else in your organization already created.

1. Find the dashboard you wish to copy in the Dashboards table of the Analytics page. Then, click the Copy button in the Actions column of the table.

2. You will be taken to the new copy of the dashboard. Click the three dots at the top right of the page to open the menu, and then select "Edit dashboard" so you can make any adjustments to your new dashboard. Remember to rename your new dashboard.

Building a Simple Visualization