Adding Charts and Tables As Widgets

What are Charts?

Charts can be used to visualize real-time and/or historical data from one or multiple channels on a single widget. Below are the steps to create different types of charts:

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1. Creating Line Charts

A Line Chart is a graphical representation of data points connected by a line, typically used to track changes over time. It helps visualize trends, fluctuations, and patterns in real-time or historical data. Below are the steps to create Line Charts.

Step 1: Select Line Chart from the Add Widget Panel to Add a Line Chart widget.

• Click Add Data Source.
• Follow the prompts to select the correct data source.

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Step 2: Choose a Channel

• From the dropdown list, select the correct channel.
• Repeat through '+' as necessary to add multiple channels.

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Step 3: Configure the Line Chart and Channel Settings

• Configure the Line Charts with the following Settings based on your needs.

Setting	Description
Orientation	Displays the chart in horizontal as well as vertical orientation
View Mode	Allows users to customize legend display: - Hide the legend - Display Channel Only - Display Channel and Value - Display Channel, Asset, and Value
Line Interpolation	Defines how the line appears: - Linear – Uses known data points to calculate target points. - Smoothing – Uses approximate data points for a smoother line. - Step Before – Uses the nearest left-side data point. - Step After – Uses the nearest right-side data point.
Transparent Background	Toggle makes the Linear Chart transparent, allowing it to overlay other dashboard elements.
Display Title	Adds a title to the Line Chart. The title can be centered or left-aligned.
Include Info Icon	Displays any information as a hover over tooltip through "i" Icon that user wants to display on the widget
Add Link	Adds a link to a dashboard or URL: - Enter the dashboard name or URL. - Open in the same or a new window. - Set a display name (max 45 characters).
Combined Axis by Units	Combines multiple channels on one Y-axis and allows axis settings adjustments.
Configure Labels	Controls how channel labels appear on the chart. - Enable "Configure Labels": Toggle this on to activate label customization. -Truncated Character Count Limits the number of characters shown for each label. Example: Setting this to 1 will abbreviate labels to their first character (e.g., Pump_1 → P). - Parameters Allows dynamic label generation using tokens like {Asset Name}. This can pull in asset-specific identifiers to keep labels contextually relevant.

• Below is a layout of Line Chart Configuration Settings with all the options:

• Below is a layout of Channel Configuration Settings with all the options: 

• Configure the Line Charts with the following Settings based on your needs.

Setting	Description
Back Arrow	Returns to the main Data Source list from individual channel settings.
Display Name	Sets the custom name for the channel as shown on the chart legend and axis.
Precision	Defines the number of decimal places shown for the channel values.
UoM (Unit of Measure)	Lets you specify the engineering unit for the channel (e.g., ft, psi, RPM).
Enable Alarm	When toggled ON, allows integration of alarm states (e.g., red line when over threshold).  Show good state: Toggles visibility for the "normal" range (non-alert, non-fault). User/Admin Alarm: Select if the alarm is managed by the user or by an admin role. Alert Thresholds: Set Low and High values to define alert zones (yellow). Fault Thresholds: Set Low Low and High High values to define critical fault zones (red). Cooldown Period: Configure a delay to suppress repeated alarm notifications. Notifications: Choose to send alerts via Email or SMS when thresholds are triggered.
Stale Data Indicator	This helps users quickly identify when a data stream (channel) has not received updates within a specific time frame. This is useful for monitoring sensor connectivity, communication loss, or system inactivity. Enable Toggle: Activates stale data monitoring for the selected channel. Value: Sets the number of time units (e.g., 15). A channel is marked stale if no data is received for 15 minutes. Unit: Choose the time unit: Seconds, Minutes, or Hours.
Line Properties	Allows users to control how each data series appears on the chart. It offers flexible options for customizing line style, markers, and shaded areas—helping improve clarity, highlight trends, and differentiate between multiple channels. Line Properties Options Color Selector: Choose a custom color for the selected channel line, marker, and area. Line Toggle: Enables or disables the main line display for the channel. Line Type: Choose the style of the line: Solid, Dashed, or Dotted. Line Size: Set line thickness in pixels (e.g., 2px). Opacity Slider: Adjust transparency of the line from 0% (transparent) to 100% (solid). Marker Options Marker Toggle: Turns ON marker points for each data value. Shape: Choose marker shape (e.g., Circle, Square, Triangle, etc.) Marker Size: Set the size of the marker (e.g., 5px). Opacity Slider: Controls marker visibility/transparency. Area Fill Options Area Toggle: Fills the area beneath the line, creating a shaded background. Opacity Slider: Adjusts the fill strength (transparency) for the area below the curve. Use Cases Use solid lines with markers for high-frequency sensor data like RPM or pressure. Enable area fills for visualizing thresholds, tank levels, or trends over time. Adjust opacity to reduce clutter when overlaying multiple data series.
Color Mapping	The Color Mapping feature under Line Properties allows dynamic visual enhancement of line charts based on data values. This is especially useful for identifying ranges, thresholds, or transitions over time. Color Mapping Toggle: Enables value-based dynamic coloring of the chart line. Fill Gradient: Adds a gradient fill underneath the line based on value intensity or thresholds. Line Gradient: Applies a gradient along the line stroke itself, not just the area. Orientation: Sets gradient direction: Horizontal (across time) or Vertical (value-based). Stops: Define value stops and assign specific colors to them (e.g., 0 = gray, 100 = red). Use the + button to add more. Use Cases Highlight operating zones (e.g., safe, warning, danger) based on value. Show trends visually without relying on axis labels. Great for KPIs, tank levels, or sensor thresholds.
Axis Settings	The Axis Settings panel provides control over the visibility, positioning, direction, and scaling of Y-axes for individual data channels in the Line Chart widget. This helps align visual data with operator expectations or engineering standards. Display Axis: Toggles visibility of the Y-axis for the selected channel. Turn off to declutter the chart. Show Left / Right: Choose whether the Y-axis appears on the left or right side of the chart. Useful for separating overlapping data types. Invert Axis: Reverses the Y-axis direction. Ideal for applications like depth or tank level where values decrease as depth increases. Scaling (Min/Max): Set fixed minimum and maximum Y-axis values. Leave blank or remove values to enable auto-scaling.
Add Marker (Axis Reference Lines)	The Add Marker feature in the Axis Settings section allows users to define custom reference lines on the Y-axis of a Line Chart. These markers help highlight critical values, thresholds, or operational limits directly on the graph. Value: Y-axis value where the marker line should be drawn (e.g., 0, 100). Text: Optional label that appears near the marker line to describe its meaning. Fill Select whether to apply a fill color: • None – just a line • Above – fill area above the marker • Below – fill area below the marker. Trash Icon: Deletes the specific marker.

• Save you Widget configuration once completed by the Save button as shown below.

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Step 4: Line Chart More Vertical Settings (⋮)

• Hover over the Line Chart at the top right corner to highlight the 3 vertical dots.

• Click the three dots (⋮) icon in the top-right corner of any chart widget.

• A dropdown menu appears with the following options:

• View 👁

  • Opens the widget in a larger or dedicated view mode.
  • Useful for detailed inspection of data trends.

• Edit ✏️

  • Allows users to modify settings such as data sources, appearance, and interpolation methods.
  • Used for customizing the chart layout and properties.

• Duplicate 📄

  • Creates an exact copy of the widget on the dashboard.
  • Helps in quickly replicating charts with configurations without manual setup.

• Export 📤

  • Enables data export for analysis in external tools.

• • Click on the Export button as shown above:
  • Line Charts can be exported as CSV files.
  • Maximum time limit to export a CSV or PDF is currently set to 1 year.

• • Export for 1 year is currently limited to a single asset and 10 channels as of now to avoid performance issues.

• • In the Export CSV window, you will see the following options:

• • File Name
    • Default name is based on the widget name (e.g., "Line Chart").
    • You can rename it for better organization.
  • Time Range
    • Defines the period for which data will be exported.
    • Click on the Clock symbol to open up the Quick Range options:
    • Quick Range is set with the following options: from Last 5 mins to 1 year or a Custom range that will work for a max limit of 1 year as well.

• •  Time Data Resolution
    • Determines the data sampling rate.
    • The default resolution is 1 second, but it can be adjusted based on precision needs.
  • Unit Selection
    • Specifies the time unit (e.g., Seconds, Minutes, Hours).
    • Useful for controlling data granularity.

• Values
• Allows you to export calculated values for the channel such as Raw Data, Average, Min, Max and Range for convenience.

• Clicking on Export button starts the export whose status can be seen in the progress bar on top right of the screen.

• The status of the download is also displayed on the screen as the download progresses.

• Click on the down arrow next to the progress bar to download and save the file on your device's Download folder.

• Remove 🗑

  • Deletes the widget from the dashboard.
  • A confirmation may be required to prevent accidental deletion. 

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Step 5: Line Chart Channel Settings (⚙️)

• Locate the data source panel in the widget setup menu.
• Click the gear icon (⚙️) next to a specific channel (e.g., Auger 1 RPM).
• The channel settings menu will open, providing customization options.

• Display Name

  • Customize the name of the channel for better identification.
  • Example: Rename "Auger 1 RPM" to "Drill Speed RPM" if necessary.

• Precision & Units of Measurement (UOM)

  • Precision: Defines decimal accuracy (e.g., 0.00, 0.000).
  • UOM (Unit of Measurement): Select the appropriate unit (e.g., ft, RPM, °C).

• Enable Alarm 🔔 (Requires Permission)

  • Allows users to set alerts for abnormal values.
  • Example: Trigger an alarm if RPM exceeds 200.

  • Alert Settings (Warning Level)

    • Low: Minimum value that triggers a warning.
    • High: Maximum value that triggers a warning.
    • Example: If Low = 10 and High = 50, an alert is triggered when the value falls outside this range.

  • Fault Settings (Critical Level)

    • Low Low: Extreme low value indicating a critical fault.
    • High High: Extreme high value indicating a critical fault.
    • Example: If Low Low = 5 and High High = 60, a fault alert is triggered when the value crosses these limits.

  • Cooldown Period

    • Defines the waiting time before an alarm resets.
    • Example: A 2-hour cooldown prevents repeated alerts within that period.

• Stale Data Indicator Toggle⏳

  • Notifies users when data is outdated or unresponsive.
  • Useful for monitoring sensor connectivity and real-time updates.

• Line Properties & Color Mapping 

• Customize chart line thickness, color, and visibility.
  • Helps differentiate multiple channels in the same graph.

  • Line Properties 

    • The Line Properties section controls how data lines appear in the chart.

• • Customization Options:
    • Color Selection – Choose a custom color for the line.
    • Line Type – Options include Solid, Dashed, and Dotted lines.
    • Line Size – Adjust the thickness of the line (e.g., 2px, 5px).
    • Opacity – Modify the transparency of the line for better layering of multiple data points.
  • Additional Options:
    • Marker – Enables data point markers for better visibility.
    • Shape: Circle, Square, or Triangle.
    • Marker Size: Adjusts the size of each data point marker.
    • Area Fill – Adds a shaded region under the line to highlight variations.
    • Adjustable opacity to control transparency.
• Color Mapping 🌈
  • The Color Mapping feature allows users to dynamically change colors based on value ranges, improving trend identification.

• •  Customization Options:

    • Orientation – Choose between Horizontal or Vertical color gradients.

    • Fill Gradient / Line Gradient – Apply smooth color transitions along the data trend.

    • Threshold-Based Color Change – Define value thresholds where the color changes (e.g., RPM < 50 = Blue, RPM > 100 = Red).

• • • Edit or Remove a Data Source by using the following icons below inside the Channel settings.

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Step 6: Add a Calculated Channel to a Line Chart Widget

Prerequisite: Ensure you’ve already created your Calculated Channel under Settings > Calculation.

• Select “Add Calculated Channel”

  • In the Data Source tab, click the "Add Calculated Channel" button.

  • A panel labeled Calculated Channels appears.

  • Below is a screenshot showing the steps:

• Locate Your Calculated Channel

  • Use the Search bar or filters (Category, Sharing Filter) to locate your channel.

  • In this example, the available channel is Tripping Speed.

  • Below is a screenshot showing the steps:

• • Click on the “Tripping Speed” channel to add it to the widget.
  • Notice the red warning text: “Select Channel Settings to Configure” — this indicates the channel has not yet been fully configured.

• Click the gear icon (⚙️) above next to the channel name to open its configuration.

• Click Select Datasource.

  • A list of available data sources will appear (e.g., “Rig 1”, “Live Data”, or any custom source).

  • Select the appropriate source that contains the calculated channel data (rig_1_tripping_speed in this case).

• Once the correct data source is assigned:

  • The red error will disappear.

  • The widget will begin displaying live or replayed data for the selected channel as below:

• Add the Channel to the Widget

  • Click on Tripping Speed to add it to the chart.

  • Once selected, the chart area will populate with the channel’s data based on the selected time window.

• Review the Data Range

  • Use the time slider under the chart to adjust the visible period (e.g., from 13:30 to 15:00 on May 5, 2025).

  • You can also refine the timeframe via the “Last 2 hours” dropdown on the top right.

• Notes

  • You can now switch to the Settings tab to customize the line style, colors, axis behavior, and labels.

  • Add more channels (live or calculated) by repeating the steps under Data Source.

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2. Creating Bar Charts

• A Bar Chart is a graphical representation of data using rectangular bars to compare different values across categories or time periods. Bar charts help visualize trends, distributions, and comparisons efficiently.

Step 1: Select Bar Chart from the Add Widget Panel to Add a Data Source

• Click Add Data Source.
• Follow the prompts to select the correct data source.

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Step 2: Choose a Channel

• From the dropdown list, select the correct channel.
• Repeat through '+' as necessary to add multiple channels.

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Step 3: Configure the Channel

• The configuration determines the number of assets and channels displayed on the bar chart:
  • Single Asset – One asset, multiple channels.
  • Multi-Asset – Single Channel – Multiple assets, one channel.
  • Multi-Asset – Grouped Channels – Multiple assets, multiple channels grouped.
  • Open Configuration – Multiple assets and multiple channels.
• Below is a layout of the options to choose from for configuring a bar chart.

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Step 4: Configure the Bar Chart Settings

Setting	Description
Chart Type	Options include: - Bar Chart - Stacked Bar Chart - Column Bar Chart - Column Stacked Bar Chart
Time Grouping	Sets the time period for data points (Daily, Weekly, Monthly).
Enable Calculations	Applies calculations to data for each bar: - Sum, Average, Max, or Min
Transparent Background	Makes the Bar Chart background transparent.
Shade Grouping	Visually separates grouped data on the chart.
Show Value	Displays value labels on each bar.
Display Title	Adds a title to the chart (max 50 characters). Title can be centered or left-aligned.
Show Target Value	Adds a target value line for reference.
Add Link	Adds a link to a dashboard or URL: - Enter the dashboard name or URL. - Open in the same or a new window. - Set a display name (max 45 characters).

• Below is a layout of Bar Chart Configuration Settings with all the options:
• Configure the settings the same way as mentioned in Line Charts above.

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Step 5: Bar Chart More Vertical Settings (⋮)

• Repeat as mentioned in Line Charts above.

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Step 6: Bar Chart Channel Settings (⚙️)

• Repeat as mentioned in Line Charts above.

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3. Creating a Table

Step 1: Add Table

• Click on Table to add a table to a Dashboard.

• Tables can be used to display multiple channel values from one asset in a tabular format.

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Step 2: Select a Data Source

• Click Add Data Source.
• Follow the prompts to select the correct data source.

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Step 3: Choose an Asset and Channel

• From the dropdown list, select the correct asset and channel.
• Repeat as necessary to add multiple channels.

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Step 4: Configure the Table Widget Settings

Feature	Description
Transparent Background	Enables a see-through background to blend the table into the dashboard style.
Display Title	Toggles the visibility of the widget’s title.
Title	Text box to enter the widget’s title (max 50 characters).
Title Alignment	Lets you align the title (left, center, right).
Text Size / Style	Adjusts the font size (in pixels) and style (e.g., regular, bold).
Include Info Icon	Displays an info icon ⓘ with optional text for additional context.
Info Text	Add custom info users can read when hovering over the icon.
Show Timestamp Column	Displays a timestamp column with each row. Useful for time series data.
Freeze First Column	Keeps the first column (e.g., Timestamp) fixed while scrolling horizontally.
Show Export Button	Adds an “Export” button below the table to download the data.

• Exporting Data

  • Click the Export button at the bottom of the table.

  • The full dataset (up to 2,866 rows, as shown in this example) will be exported in a CSV format.

  • An exported csv is shown below.

• Navigation Tips

  • Use pagination arrows at the bottom right of the table to scroll through data pages.

• • Use "Sync On" in the dashboard toolbar to match this widget's time range with others on the dashboard.

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Step 5: Table More Vertical Settings (⋮)

• • Repeat as mentioned in Line Charts above.

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Step 6: Table Channel Settings (⚙️)

• • Locate the data source panel in the widget setup menu.
  • Click the gear icon (⚙️) next to a specific channel (e.g., Auger 1 RPM).

• • The channel settings menu will open, providing customization options.
  • Below is a layout of Channel Configuration Settings with all the options with description in the table:

Field	Description
Display Name	Customize how the channel name appears in the table (e.g., “Auger 1 RPM”).
Precision	Set how many decimal places to display (e.g., 0.000).
UoM (Unit of Measure)	Define the unit (e.g., ft, rpm, %). Appears next to the data value in the widget.
Filter Input	Define value filters using comma-separated logic. Examples: 1,2 → Show only values 1 or 2 >10 → Show only values greater than 10 <5 → Show values less than 5 | 📌 Note: Filters apply to the entire widget and affect data rendering.
Value Mappings	Use value mappings to convert raw numeric data into human-readable labels. Value: The numeric data point (e.g., 80) Text: Then label it should display instead (e.g., Low, High) ➡ Click the + icon to add more mappings. 🗑️ Use the trash icon to delete a mapping. 📌 Useful for showing conditions or alarms like “Normal”, “Warning”, “Critical”. Example Use Case If RPM readings are: 80 → display as Low 90 → display as High You can configure these using the Value Mappings to simplify chart interpretation for operators.

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4. Adding an Advanced Table

The Advanced Table allows users to display data from multiple assets and channels in one table.

Step 1: Set Up Rows

• • Open the Rows tab in the widget.
  • Click Edit Data Source.
  • Select a data source.
  • Choose to display an Asset or Event. Each type is explained below.
  • Select the asset or event from the search field as shown below:

• • • Choosing Asset:
      • Click on the Asset Parent Path magnifying glass to select a channel as below.

• • Selecting an Asset Root will display it as below:

• • • Check the options on what you want to display and click Update:

• • The Channel is displayed on the table as below:

• • Open the Columns tab in the widget.
  • Click on Add Column to add more columns to the advanced table as below:

• • Choosing Events:
    • Click on the Asset Parent Path magnifying glass to select a channel as below.

• • Select Type to display either Alarms or Controls that we configured using Settings and Control Administration or "All" (both Alarms and Controls) as shown below:

• • Click on Update as below:

• • The table will be updated with values for both Alarms and Controls as below if we select "All"

The Advanced Table above displays active and historical alarms, controls and faults for selected data sources and channels. Here's how to interpret it:

• • Type: Icon indicating the alarm type:

    • 🟠 Fault

    • 🟡 Alert

    • 🟣 PLC Fault

    • 🟦 Value Updates

    • Timestamp: When the alarm was triggered.

    • Datasource: The source generating the alarm (e.g., NOV Demo Blender).

    • Channel: Sensor or parameter channel where the alarm occurred.

    • Description: Detailed info, including threshold exceeded, entry value, and duration.

Use filters and the search bar to quickly locate specific alarms. Page navigation is available at the bottom.

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Step 2: Configure Advanced Table Settings

Setting	Description
Refresh Rate	Sets how frequently the table data is refreshed.
Value	Specifies the numerical value for the refresh interval. Example: 15.
Unit	Specifies the time unit for the refresh rate (e.g., seconds, minutes). Example: 15 seconds.
Data Display Method	Determines how table data is displayed: - Pagination – Data is divided into pages, allowing users to navigate through them using page numbers or next/previous buttons. - Infinite Scroll – Data continuously loads as the user scrolls down, without needing to manually switch pages. Suitable for large datasets where continuous browsing is preferred.
Row Links	Adds clickable links to each row: - Link to another dashboard or an external URL. - Option to open the link in the same window or a new tab. - Assign Template to Rows by applying a template format to each row to maintain a consistent layout and data structure.
Transparent Background	Makes the table background transparent, allowing other elements or images on the dashboard to be visible behind it.
Display Title	Adds a title to the table (max 50 characters).
Freeze First Column	Locks the first column in place when scrolling horizontally to keep it visible.
Include Info Icon	Adds a tooltip for displaying widget information.

• • Below is a layout of Advanced Table Configuration Settings with all the options:

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 Step 3: Configure Advanced Table More Vertical Settings (⋮)

• Hover over the top-right of your widget.

• Click the ⋮ (three dots) icon to open the context menu.

• Context Menu Options Explained

  Option	Icon	Description
  View	👁️	Minimizes the setup panel and shows the widget in full display mode. Useful for review and presentation.
  Edit	✏️	Opens the widget settings panel to change data source, styling, filters, etc.
  Duplicate	🧬	Creates a copy of the widget with the same configuration. Ideal for creating variations quickly.
  Export	⬇️	The Export CSV feature allows users to download time series data displayed in a table widget. This is helpful for reporting, offline analysis, or sharing with teams. Below is a step-by-step breakdown of the export process. Enter a name for the exported CSV file in the File Name field. This name will be used as the filename (e.g., Table.csv). Time Range Selection Click the Time Range dropdown to select the data range you want to export. A list of Quick Ranges will appear. Maximum time range allowed currently is 1 year for a single asset and 10 channels only to avoid performance issues. Available Presets Include: Last 5 minutes Last 30 minutes Last 1 hour Last 2 hours (default) Last 8 hours Last 12 hours Last 1 day Last 4 days Last 7 days Last 15 days Last 1 month Last 6 months Last 1 year Custom Range – choose specific start and end date/time
  Export Data	📤	Downloads the table data (e.g., alerts, timestamps, values) as a CSV file. Great for reporting or offline analysis.
  Remove	🗑️	Deletes the widget from the dashboard. You’ll be asked to confirm this action.

    

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Step 6: Table Channel Settings (⚙️)

• Click on the icon as below to access the Channel Settings in advanced table.

• The Channel Settings available are shown below:

• Channel Settings Explained as below:

Setting	Description
Display Name	Set the display label for the column header. This is useful for renaming technical channel names into user-friendly labels.
Precision	Control the number of decimal places shown (e.g., 0, 0.00, 0.000). This is useful for rounding values to a readable format.
UoM (Unit of Measure)	Add or override the unit of measure (e.g., %, ft, psi). This will appear in the column header unless overridden elsewhere.
Show Unit in Header	Toggle this to show or hide the UoM in the table header. If unchecked, only the display name will be shown.
Add Gauge	Gauge Type Choose Status (discrete color-coded state) or other types like progress bars. Hide Value If enabled, hides the numeric or raw text value and only shows the gauge indicator.
Override Value/ Color Mapping	Let's you assign text labels and color codes to specific values for this column only. Value: The raw data point (e.g., 0, 1, 100) Text: The display label (e.g., "Normal", "Warning", "Fault") Color Box: Select a specific color for each mapped value (click square to open color picker) ➕ Use the + icon to add more mappings. 🗑️ Click the trash icon to delete a mapping. Example: Value: 0 → Text: OK → Green Value: 1 → Text: Fault → Red
Add Quick Filter	Adds a dropdown or search box at the top of the table column for live filtering by value. Filter Modes: Return all values within selected time range (default) Shows all values that match during the visible time window. ⚠️ Not recommended for time-series or high-frequency data. Enter Value Allows users to type specific values to filter the table instantly. Ideal for viewing logs, fault codes, or categories on demand.

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4. Adding XY Plots

An XY Plot (or Scatter Plot) is a data visualization tool that displays relationships between two numerical variables on a Cartesian coordinate system. This helps identify patterns, correlations, and anomalies in data.

Step 1: Add XY Plots as below:

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Step 2: Configuring an XY Plot

1. 1. Select Data Series

      • Click “Add Series” to define a new data set.

• • • Expand on Series 1 to add X & Y Axis Data.

1. 1. Set the X-Axis Data Source

      • Choose a data source (e.g., NOV Demo Blender).

• • • Select a specific variable or channel(e.g., Auger 1 RPM).

• 1. • Choose between Value (raw data) or Index (data sequence position).

  2. Set the Y-Axis Data Source

     • Select another data variable (e.g., Auger 2 RPM).
     • Choose data property between Value or Index to determine how data is plotted.

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Step 3: Adjusting Plot Properties

• • Point Shape & Size
    • Choose from different shapes (Circle, Square, Triangle).
    • Adjust the size of points to improve visibility.
  • Line Connection
    • Enable Draw Line to connect data points.
    • Customize line type (solid, dashed) and thickness.
  • Color Customization
    • Select a custom color to differentiate multiple data series.

• • Apply different plot vertical settings like charts to view, edit, duplicate, export or remove the plot.

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Step 4: Line Chart Widget Settings

• The Line Chart Widget in Max Insight offers powerful customization for your X and Y axes, letting you control scaling, formatting, and display preferences. This guide walks you through the Settings tab options available in the widget setup panel.

• How to Access

  1. Select the Line Chart Widget on your dashboard.

  2. Open the Widget Setup panel on the right-hand side.

  3. Click on the Settings tab (top-right corner of the setup panel).

• Navigator Settings

Field

Description

Navigator Type

Choose how the user interacts with time data (if applicable). Options may include time slider, scroll, or fixed views depending on the chart’s data structure. The Navigator Type drop-down offers three modes: Range Displays a zoomable mini-chart below the main chart. Allows users to adjust the visible window of time or data range using handles. Slider Provides a simplified bar slider at the bottom of the chart for adjusting the time or data range. More compact than the range navigator and suitable for dashboards with limited space. Hide Disables the navigator feature entirely. The user will not be able to scroll or zoom through data ranges via the navigator interface.

 

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• X Axis Settings

Field	Description
Type	Set to Numeric, Time, or Category depending on your data.
Label	Customize the axis label that appears beneath the chart (e.g., "Depth", "Time", "Distance").
Precision	Control how many decimal places are shown (e.g., 0.00).
UoM	Define a unit of measure (e.g., ft, s, %) to display beside the label.

 

• Scaling Options

  • Min / Max: Enter fixed values to override automatic scaling.

  • Invert Axis: Flip the direction of the axis (e.g., from top-to-bottom).

  • Add Marker: Enable visual markers at key axis intervals.

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• Y Axis Settings

Identical to the X-axis setup, the Y-axis allows the same controls:

Field	Description
Type	Numeric, Time, or Category
Label	Name for the vertical axis
Precision / UoM	Number formatting and unit label
Scaling	Auto or custom min/max values
Invert Axis	Reverse vertical direction
Add Marker	Shows reference markers or thresholds.Toggle this option ON to add a horizontal marker to the Y Axis. Value: Input the value at which to place the marker. Text: Optional label for the marker. Fill: Choose a shading style to visually emphasize the marker area.

 

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• Display Customization

Option	Description
Transparent Background	Removes widget background color to blend into the dashboard.
Display Title	Toggle this option ON to show the plot title. Title: Customize the chart title (default: XY Plot). Text Alignment: Options include Left, Center, Right. Text Style: Set font size and style.
Include Info Icon	Adds an ⓘ icon for user guidance, with optional descriptive text. Toggle this option ON to display an information icon. Info Text: Enter text that will appear when users hover over the icon.

 

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✅ Example Use Case:

If you're plotting RPM over time:

• Set X Axis: Type = Time, Label = “Timestamp”

• Set Y Axis: Type = Numeric, Label = “RPM”, UoM = rev/min

• Enable Add Marker to show a reference line at operational thresholds

• Additional Notes

  • Time Range Selection: At the bottom of the XY plot, users can adjust the displayed time range.

  • Series Configuration: Use the + Series button to add data series for plotting.

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Step 5: Configure Advanced Table More Vertical Settings (⋮)

• Hover over the top-right of your widget.

• Click the ⋮ (three dots) icon to open the context menu.

• Context Menu Options Explained

  Option	Icon	Description
  View	👁️	Minimizes the setup panel and shows the widget in full display mode. Useful for review and presentation.
  Edit	✏️	Opens the widget settings panel to change data source, styling, filters, etc.
  Duplicate	🧬	Creates a copy of the widget with the same configuration. Ideal for creating variations quickly.
  Export	⬇️	The Export CSV feature allows users to download time series data displayed in a table widget. This is helpful for reporting, offline analysis, or sharing with teams. Below is a step-by-step breakdown of the export process. Enter a name for the exported CSV file in the File Name field. This name will be used as the filename (e.g., Table.csv). Time Range Selection Click the Time Range dropdown to select the data range you want to export. A list of Quick Ranges will appear. Maximum time range allowed currently is 1 year for a single asset and 10 channels only to avoid performance issues. Available Presets Include: Last 5 minutes Last 30 minutes Last 1 hour Last 2 hours (default) Last 8 hours Last 12 hours Last 1 day Last 4 days Last 7 days Last 15 days Last 1 month Last 6 months Last 1 year Custom Range – choose specific start and end date/time
  Export Data	📤	Downloads the table data (e.g., alerts, timestamps, values) as a CSV file. Great for reporting or offline analysis.
  Remove	🗑️	Deletes the widget from the dashboard. You’ll be asked to confirm this action.

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5. Saving a Dashboard

• • Click the Save button located at the top-right corner of the dashboard after creating or modifying a dashboard, to retain the configuration and settings for future use.

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