Configure a customized dashboard using custom metrics

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When you submit an energy analysis to Insight, by default, you are presented with an overview dashboard,

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which includes a basic carbon analysis of your model.

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For a deeper understanding of this data, you can configure personalized dashboards specifically for your design.

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This allows you to go beyond the out-of-the-box metrics

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and expand your analyses based on your needs through the creation of a dashboard that displays custom metrics and factors.

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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.

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Before adding them to a dashboard, first, from the navigation bar,

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select Manage Metrics to open the Manage Metrics dialog.

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In general, custom metrics are dependent on different factors.

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Examining each formula allows you to identify and select the factors that you want to represent on your custom dashboard.

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In this example, the formulas for the metrics listed under My Metrics are examined,

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and five factors are selected to include on the dashboard.

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Once they are added to the dashboard, you can adjust the options for each of these factors individually,

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to view its impact on related metrics.

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Click Close.

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To create a custom dashboard, the first step is to create the dashboard layout.

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If needed, click Add (+) at the end of the dashboard tabs to create a new dashboard, and then click Edit Dashboard.

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At the top of the dashboard, enable the Card Library, and use it to add cards to complete the layout.

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One at a time, select the type of card, and then click Add.

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In this case, a few Dropdown and Bar Chart cards are added to connect to the factors and metrics.

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Click and drag the cards to position them in the desired layout to present to clients or project stakeholders.

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Be aware that if you click Done right now, any card that is not yet configured will be deleted.

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To configure the cards, in this case, for each of the Bar Chart cards, click Edit Card.

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Then, in the Edit Bar Chart Card dialog box, select a Data Source to connect to, and then click OK.

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Repeat this process to select factors for the Dropdown cards.

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To delete a card, as in this example to remove one of the Dropdown cards, click the three dots, and then select Delete.

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Once all of the cards are configured, click Done.

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Now that you have created a custom dashboard,

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you can start adjusting the different factors to understand their impacts on the metrics.

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Click one of the Dropdown cards, and then select a new option for that factor to see its impact on the affected metrics.

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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

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by choosing different options.

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The dashboard itself can be arranged at any time, and individual cards can be edited.

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In this case, “Renewable Energy” is added to the list of metrics on the Text card.

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When you are finished making changes, click Done to update the dashboard.

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Additionally, once a dashboard is created, you may need to makde changes in terms of options or metrics.

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You can always go back to the Manage Metrics or Manage Factors dialog and make the necessary change.

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In this case, an option is changed for PV-Array Coverage.

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Click Save and then Close, and back in the dashboard, the new option is added to the Dropdown list.

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Now that you understand how to create custom dashboards to display the impact of various factors on the desired metrics,

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you can begin to define custom factors and metrics to use on your dashboards.