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Professional CAD/CAM tools built on Inventor and AutoCAD
Configure a customized dashboard using custom metrics and factors.
Transcript
00:03
When you submit an energy analysis to Insight, by default, you are presented with an overview dashboard,
00:10
which includes a basic carbon analysis of your model.
00:14
For a deeper understanding of this data, you can configure personalized dashboards specifically for your design.
00:21
This allows you to go beyond the out-of-the-box metrics
00:25
and expand your analyses based on your needs through the creation of a dashboard that displays custom metrics and factors.
00:33
In this example, custom metrics have already been defined to analyze the impacts of a PV-Array system on the roof of a building model.
00:42
Before adding them to a dashboard, first, from the navigation bar,
00:47
select Manage Metrics to open the Manage Metrics dialog.
00:52
In general, custom metrics are dependent on different factors.
00:56
Examining each formula allows you to identify and select the factors that you want to represent on your custom dashboard.
01:04
In this example, the formulas for the metrics listed under My Metrics are examined,
01:09
and five factors are selected to include on the dashboard.
01:13
Once they are added to the dashboard, you can adjust the options for each of these factors individually,
01:19
to view its impact on related metrics.
01:22
Click Close.
01:25
To create a custom dashboard, the first step is to create the dashboard layout.
01:31
If needed, click Add (+) at the end of the dashboard tabs to create a new dashboard, and then click Edit Dashboard.
01:37
At the top of the dashboard, enable the Card Library, and use it to add cards to complete the layout.
01:44
One at a time, select the type of card, and then click Add.
01:49
In this case, a few Dropdown and Bar Chart cards are added to connect to the factors and metrics.
01:55
Click and drag the cards to position them in the desired layout to present to clients or project stakeholders.
02:02
Be aware that if you click Done right now, any card that is not yet configured will be deleted.
02:08
To configure the cards, in this case, for each of the Bar Chart cards, click Edit Card.
02:14
Then, in the Edit Bar Chart Card dialog box, select a Data Source to connect to, and then click OK.
02:21
Repeat this process to select factors for the Dropdown cards.
02:32
To delete a card, as in this example to remove one of the Dropdown cards, click the three dots, and then select Delete.
02:41
Once all of the cards are configured, click Done.
02:45
Now that you have created a custom dashboard,
02:48
you can start adjusting the different factors to understand their impacts on the metrics.
02:53
Click one of the Dropdown cards, and then select a new option for that factor to see its impact on the affected metrics.
03:01
If you switch to a different dashboard, you can begin to identify the impacts of those factors on the metrics displayed on that dashboard as well
03:09
by choosing different options.
03:12
The dashboard itself can be arranged at any time, and individual cards can be edited.
03:18
In this case, “Renewable Energy” is added to the list of metrics on the Text card.
03:24
When you are finished making changes, click Done to update the dashboard.
03:29
Additionally, once a dashboard is created, you may need to makde changes in terms of options or metrics.
03:36
You can always go back to the Manage Metrics or Manage Factors dialog and make the necessary change.
03:43
In this case, an option is changed for PV-Array Coverage.
03:48
Click Save and then Close, and back in the dashboard, the new option is added to the Dropdown list.
03:54
Now that you understand how to create custom dashboards to display the impact of various factors on the desired metrics,
04:02
you can begin to define custom factors and metrics to use on your dashboards.
00:03
When you submit an energy analysis to Insight, by default, you are presented with an overview dashboard,
00:10
which includes a basic carbon analysis of your model.
00:14
For a deeper understanding of this data, you can configure personalized dashboards specifically for your design.
00:21
This allows you to go beyond the out-of-the-box metrics
00:25
and expand your analyses based on your needs through the creation of a dashboard that displays custom metrics and factors.
00:33
In this example, custom metrics have already been defined to analyze the impacts of a PV-Array system on the roof of a building model.
00:42
Before adding them to a dashboard, first, from the navigation bar,
00:47
select Manage Metrics to open the Manage Metrics dialog.
00:52
In general, custom metrics are dependent on different factors.
00:56
Examining each formula allows you to identify and select the factors that you want to represent on your custom dashboard.
01:04
In this example, the formulas for the metrics listed under My Metrics are examined,
01:09
and five factors are selected to include on the dashboard.
01:13
Once they are added to the dashboard, you can adjust the options for each of these factors individually,
01:19
to view its impact on related metrics.
01:22
Click Close.
01:25
To create a custom dashboard, the first step is to create the dashboard layout.
01:31
If needed, click Add (+) at the end of the dashboard tabs to create a new dashboard, and then click Edit Dashboard.
01:37
At the top of the dashboard, enable the Card Library, and use it to add cards to complete the layout.
01:44
One at a time, select the type of card, and then click Add.
01:49
In this case, a few Dropdown and Bar Chart cards are added to connect to the factors and metrics.
01:55
Click and drag the cards to position them in the desired layout to present to clients or project stakeholders.
02:02
Be aware that if you click Done right now, any card that is not yet configured will be deleted.
02:08
To configure the cards, in this case, for each of the Bar Chart cards, click Edit Card.
02:14
Then, in the Edit Bar Chart Card dialog box, select a Data Source to connect to, and then click OK.
02:21
Repeat this process to select factors for the Dropdown cards.
02:32
To delete a card, as in this example to remove one of the Dropdown cards, click the three dots, and then select Delete.
02:41
Once all of the cards are configured, click Done.
02:45
Now that you have created a custom dashboard,
02:48
you can start adjusting the different factors to understand their impacts on the metrics.
02:53
Click one of the Dropdown cards, and then select a new option for that factor to see its impact on the affected metrics.
03:01
If you switch to a different dashboard, you can begin to identify the impacts of those factors on the metrics displayed on that dashboard as well
03:09
by choosing different options.
03:12
The dashboard itself can be arranged at any time, and individual cards can be edited.
03:18
In this case, “Renewable Energy” is added to the list of metrics on the Text card.
03:24
When you are finished making changes, click Done to update the dashboard.
03:29
Additionally, once a dashboard is created, you may need to makde changes in terms of options or metrics.
03:36
You can always go back to the Manage Metrics or Manage Factors dialog and make the necessary change.
03:43
In this case, an option is changed for PV-Array Coverage.
03:48
Click Save and then Close, and back in the dashboard, the new option is added to the Dropdown list.
03:54
Now that you understand how to create custom dashboards to display the impact of various factors on the desired metrics,
04:02
you can begin to define custom factors and metrics to use on your dashboards.