Use workspaces to model your teams and components, and the dependencies between them, to enable greater collaboration and knowledge sharing. A workspace may represent an application, a service, a component, a team… it's completely up to you. Each workspace has its own dashboards, data sources, monitors and scopes.

The first step is to select which data stream you want to use. You will see a list of all available data streams for your indexed data sources. If you need to index a new data source, select the + icon next to Data Source filter.

You can search for data streams at the top, or filter data streams by Data Source, Data Stream Type or Object Scope.

For each data stream in the list of available data streams you will see:

• Name of the data stream

• Data source

• Data stream type (Scoped or Global)

• Object scope

• Whether the data stream is configurable – configurable data streams are represented by a cog icon. User-configured data streams are represented by a user icon.

Select the data stream that you want to use and then click Next.

Help with configuring data streams specific to your data source can be found in each specific data source article:

List of documentation for data source plugins available

The Objects tab of the tile editor allows you to scope the data stream to show particular objects. This will only need to be completed if you selected a Scoped data stream in the previous step. A selection of objects is also called a scope.

Your scope can be saved for use in other tiles in this workspace using the Save as button. Saved scopes will appear, and can be edited, from Scopes on the left-hand menu.

You will see a list of all available objects for the selected data stream.

You can search for objects at the top, or filter objects by Data Source or Type. To narrow results down further, additional filters can be used by selecting Add Filter.

For each object in the list of available objects you will see:

• Name of the object

• Data source

• Type

There are two types of scopes:

• Fixed scopes contain specific objects that you have manually picked. The objects in a fixed scope never change, except when you manually edit the scope.

• Dynamic scopes contain objects that match criteria defined by you. When objects that match those criteria get added to or removed from SquaredUp the number of objects in the scope can change. Tiles that use a dynamic scope will check which objects match the criteria every time they refresh.

When you are editing a tile, a panel shows the objects selected (as they may be spread across several pages of selectable objects). If you close this panel you can reopen it by clicking the x objects selected message by the Next button.

Once you have finished selecting objects, click Next.

The Query tab of the tile editor will only need to be completed if you selected a Configurable data stream. Complete each field to configure the data stream how you wish.

Query fields will vary depending on which configurable data stream you selected.

Click Next.

Select a timeframe for the tile. By default, the timeframe is set to the dashboard timeframe.

Filtering

Data can be filtered according to whether data in a column meets or does not meet specified text or numerical value conditions. Depending on the data you are filtering, available options include: Equals, Not equals, Contains, Doesn't contain, Less than, Greater than, Before now, After now, Is empty, Is not empty.

Dates can be filtered by Before now or After now (e.g. to show overdue orders). Text matching is case sensitive.

You are able to add multiple filter conditions. Available options are:

• AND – all conditions must be satisfied (e.g. Status-Equals-ClosedAND Type-Equals-Question).

• OR – any condition can be satisfied (e.g. Status-Equals-PendingOR Status-Equals-Closed).

Grouping

You can group and aggregate data by column.

For example, for AWS cost data you might Group bylabel, choose Aggregation typeTotal with Aggregation columnAmount, to show a table or bar chart of cost per label.

Which columns are available depends on the data stream you chose.

Configuring grouping will enable different visualizations to be displayed, such as bar chart and donut. For example, grouping tickets by channel will allow you to show a donut of how many tickets were logged by email vs web form.

Bucket by

If you group by a time column, and further grouping is possible, then the Bucket by dropdown will appear, which allows you to control how the time data is grouped, for example by hour, day, month etc.

Aggregation type and column

Using this dropdown you can choose how to summarize your data, for example as a count, average or total.

For example, for a Bar Chart of ticket data you might Group by Date created, choose Bucket byDay with Aggregation type Count, to show a line graph of tickets per day. Or for a Bar Chart of Azure Resource Group cost you might Group byTimestamp, Bucket byDay, Aggregation typeTotal and Aggregate columnCost.

Sorting

Data can be sorted by column in ascending or descending order. This sets the default sort order, but users can click on a column heading to sort data in a table on the fly.

Ticking Top and typing a number will show the top n rows of data.

Select the visualization for your tile. Which visualizations are offered to you depends on the data available, for example Line Graph will only be offered if there is time series data.

Table settings

Configuration:

Filtering, grouping and sorting of the data can be configured in the Shaping section.

Reset - reverts to the default settings.

Scalar settings

Data Mapping:

Configuration:

Reset - reverts to the default settings.

Line Graph settings

Data Mapping:

Configuration:

Bar Chart settings

Data Mapping:

Configuration:

Blocks settings

Data Mapping:

Configuration:

Reset - reverts to the default settings.

Donut

Data Mapping:

Stacked Bar settings

This short one minute video shows how to configure the stacked bar visualization:

Data Mapping:

Configuration:

Gauge settings

The Gauge visualization shows a single value, often a percentage, in relation to minimum and maximum values. Monitoring can be added so the gauge color changes based on your configured parameters.

This short one minute video shows how to configure the gauge visualization:

Data Mapping:

Configuration: