Axonius Documentation
  1. Axonius Platform
  2. Dashboards
  3. Working with Charts

Chart Actions

Perform the following actions on Axonius dashboard charts:

ChartActions

The chart menu groups its items, with a line between two groups: Ask AI | Edit (or View Configuration), Rename, Move or Copy | Sort, Refresh | Copy Link, Image, Export Data to CSV | Pin (or Unpin), Protect from AI | Delete. The menu shows only the items that your role allows.

Permissions:

  • Only users with 'Edit Charts' permissions can access the chart menu, move a chart, or resize a chart.
  • Only users with 'Delete charts' permissions can delete a chart.

Display Chart Tools

Chart tools appear when hovering over a chart.

OnHoverChartItems

For more information on filtering Dashboard charts, see Filtering a Chart.

Edit

Use Edit to edit chart configuration. This action is applicable only to custom charts.

Rename

Use Rename to change the title of a chart on the dashboard, without opening the chart editor.

Permissions: You need the same permissions as for Edit: the Dashboards > Charts > Edit permission, or you own the private dashboard. You must also be able to edit the dashboard.

To rename a chart:

  1. Open the chart menu and click Rename. The chart title becomes a text field with the full title selected.
  2. Enter the new name.
  3. To save the name, press Enter or click outside the field. To cancel, press Esc.
  • The new name appears immediately and is saved. The chart data doesn't load again.
  • Axonius removes spaces at the start and the end of the name.
  • If the name is empty or the same as before, Axonius doesn't save it and the old name stays.
  • Axonius removes HTML tags from the name, the same as in the chart editor.
  • If the save fails, the old name comes back and the message "Failed to rename the chart. Please try again." appears.
  • Rename is also available for Text widgets.
  • Rename doesn't appear when you can't edit the chart (the menu shows View Configuration), when Show title is disabled for the chart, or for managed and dynamic charts.

Example: A chart has the name "Devices by OS". Open its chart menu, click Rename, enter "Devices by OS - EMEA", and press Enter. The new title appears immediately.

Move or Copy

Use Move or Copy to either copy or move a chart to a different Dashboard. Only custom charts can be moved or copied.
When selected, a Move or Copy dialog opens, which lets you select the Dashboard location to which the chart will be copied or moved.
To move a chart without copying it, deselect Create a copy.

To move or copy a chart:

  1. From the chart menu, select Move or Copy.
  2. Select the target dashboard.
  3. To move the chart, deselect Create a copy. Create a copy is selected by default.
  4. Click OK. To edit the copy in the Chart Wizard first, click the arrow of OK and select Copy and Edit. See Copy and Edit.
  • A copy in the same dashboard goes below the original chart. The charts below it move down.
  • A copy in another dashboard goes at the end of that dashboard.
image.png

Charts created with a Dashboard template can only be copied. Custom charts added to a Dashboard created from a template can be moved or copied.

If the source dashboard is available to All Data Scopes but the destination Dashboard is accessible only from the Current Data Scope, the chart queries must be updated to ADS first.

To move a chart from a Dashboard with All Data Scope permissions to a Dashboard with Current Data Scope permissions.

Copy and Edit

Use Copy and Edit to create a copy of a chart and change the copy in the Chart Wizard before you save it.

Permissions:

  • On a shared dashboard, you need the Dashboards > Charts > Add and Dashboards > Charts > Edit permissions, and access to all the data scopes of the dashboard. An Admin always has these permissions.
  • On a private dashboard, you must be the owner of the dashboard, and you need the Dashboards > Dashboards > Add and edit private dashboards permission.

To copy and edit a chart:

  1. From the chart menu, select Move or Copy.
  2. Select the target dashboard. The chart's own dashboard is selected first.
  3. Make sure that Create a copy is selected.
  4. Click the arrow of OK and select Copy and Edit. The Chart Wizard opens with a copy of the chart.
  5. Change the copy, for example the name or the query.
  6. Click Save. The copy is added to the target dashboard.
  • Copy and Edit appears only when Create a copy is selected.
  • The name of the copy is "COPY -
  • The copy keeps the chart type, the chart configuration, the description, and the Show title setting.
  • Axonius adds the copy to the target dashboard only when you save it in the Chart Wizard. A copy in the same dashboard goes below the original chart. A copy in another dashboard goes at the end of that dashboard.
  • If you click Cancel or leave the wizard, Axonius doesn't save a copy. The wizard asks you to confirm first with the message "Changes you made will not be saved." Click Leave to confirm.
  • If Axonius can't read the dashboard, the wizard doesn't open and the message "Failed to duplicate the chart. Please try again." appears.
  • The item doesn't appear on a dashboard that you can't edit, on the saved query calculations dashboard, or for charts that can't be moved.
  • On the Dashboards tab of an asset page, Copy and Edit into a dashboard of the Dashboards page opens the Chart Wizard of that dashboard. After you save, that dashboard opens with the new chart. Copy and Edit into a dashboard of the same asset type opens the Chart Wizard of the asset.

Example: A chart "Windows Devices" shows the number of Windows devices. From the chart menu, select Move or Copy, click the arrow of OK, and select Copy and Edit. Change the name to "Linux Devices", change the query, and click Save. The dashboard now has both charts.

Export to CSV

Use Export to CSV to export the chart data to a CSV file or export as an image. The following charts can be exported to CSV:

To export chart data to CSV:

  1. Find the chart whose data you want to export.
  2. From the 3-dot more menu, click Export to CSV.
  3. The data is downloaded to your local device.

Image

Use Image to download a PNG file of a chart to your device, or to copy the image to your clipboard. You can then share the image or include it in a presentation.

To save a chart as an image:

  1. From the chart menu, select Image.
  2. Select Download to save a PNG file, or Copy to copy the image to your clipboard.
  • The image shows only the part of the chart that you see, at your scroll position. When the chart holds more than the image shows, the message "The image shows only the visible part of the chart." appears. For Copy, the message appears under "Chart image copied".
  • The image has a light background on a page that uses the dark theme.
  • A chart that fits on the screen doesn't change.
  • A browser that can't copy an image to the clipboard shows one item, Download Image, in place of Image.

See also Capturing a Screen Capture of a Chart.

Delete

Use Delete to delete a chart and remove it from the current Dashboard. Only custom charts can be deleted.
Any background calculations for this chart should stop running within 24 hours after you delete the chart.

Sort

Use Sort to change the order of the items of a chart on the dashboard, for all chart types where the order matters. The sort applies only to your current view. It doesn't change the saved chart.

To sort a chart on the dashboard:

  1. From the chart menu, point to Sort.
  2. Select By Name, By Value, By Percentage Change, By Quantity Change, or By Query Order.
  3. Select Ascending or Descending. By Query Order has no direction.
  4. To change the direction, hover over the chart and click the sort arrow in the chart header. The tooltip shows "Sort ascending" or "Sort descending".
  • By Name and By Value always appear.
  • By Percentage Change and By Quantity Change appear only when the chart has Compare results to a previous date enabled. See Comparing Today's Query Results to a Previous Date.
  • By Query Order appears only for the Query Comparison chart.
  • Sort also appears for the pie and donut views of the Pivot, Field Segmentation, and Query Comparison charts.
  • The sort arrow appears only when the current sort is an option of the menu that has a direction. A saved Custom or Segment value sort has no arrow.
  • To go back to the saved sort, select Refresh from the chart menu.
  • The sort doesn't work on a Matrix Data table.

To set the saved sort of a chart, see the Sort by setting in the chart's Chart Wizard.

ChartSorting

Refresh

Use Refresh to refresh the chart data. Refresh reruns the queries configured in the chart.

Pin

Click Pin to pin a chart to the dashboard. Once a chart is pinned it cannot be moved or resized. This can ensure a consistent order when making other changes in the Dashboard or for fixing important KPIs at the top of the dashboard.

To unpin a chart, click Unpin from the Actions menu.

Copy Link

Click Copy Link to copy a link to the dashboard to your clipboard. This allows you to share the dashboard with other users.

Note

Users who access the dashboard with this link will only see data according to the access granted by their assigned role permissions.

Display Historical Data

Axonius saves daily “snapshots” of all collected data. Use this historical data to view any query on the Devices page, on the Users page, or to access Dashboard insights relevant to a specific day in history.

To view Dashboard chart results for a specific date, click the Chart Filters button and then click the Select historical date field.

A date picker control opens, enabling you to select the desired date. By default, the latest date for which data was collected is displayed.

image.png

Notice that only dates with collected data are available.
To clear the historical view and set back to the latest date, click Clear Filters.

View Results

Click a bar, pie slice, matrix field, or other data point on a dashboard chart to view the list of assets it represents.
The following options are available when clicking on a chart segment or link:

  • Standard Click: Opens in a new tab and switches focus.
  • CTRL+Click: Opens in a new tab, focus stays on the dashboard.
  • SHIFT+Click: Opens in a new window.

The Asset page that opens also shows the corresponding query in the Query Wizard. When the dashboard uses a Saved Query, the query wizard expression will show the query name, and the AQL will show the query ID.

Reorder

Hover over the icon on the top of the chart, and use drag-and-drop to reorder the charts in the Dashboard.

  • When you drag a chart sideways, the other chart stays in its place until the drag reaches the swap point.
  • Charts swap only on the same row. A drag to another row doesn't swap charts.

Pie Chart Legend

Resize a chart to display pie chart legend.

  • The legend contains data labels for each of the pie chart slices.
  • Each data label displays the slice label, number or results and the percentage of the slice size out of the total.
  • Data labels are clickable. Clicking a data label will redirect you to the Devices or to the Users page displaying the corresponding list of assets.
OSType

Viewing Chart Slice or Section Data

Hover over parts of the chart to display a tooltip containing more details about the chart's values.


Updated 3 days ago

Did this page help you?