Lab: Build Executive KPI Dashboard with Drill-Down
Objectives
- Design a multi-level dashboard with executive summary and operations drill-down
- Configure widget interactions (self-provider → external-provider) for click-to-detail navigation
- Build scoreboard widgets with traffic-light thresholds for NOC display
- Create heat map and Top-N widgets for rapid anomaly identification
- Export dashboard definitions for version control and cross-environment deployment
Prerequisites
VCF Operations collecting metrics for 7+ days, super metrics from Lab vcap-ops-01 available
Prior labs: vcap-ops-01
Required skills:
- VCF Operations dashboard UI
- Data visualization principles
- Executive communication
Lab Environment
VCF Operations cluster with vCenter adapter collecting from 2+ clusters and 20+ VMs.
Tasks
Task 1 Executive KPI Dashboard with Interactive Drill-Down
Build a production-grade dashboard that serves both executive (NOC-level summary) and operations (detail drill-down) audiences from a single view, using widget interactions to enable click-to-detail navigation without creating separate dashboards for each level.
Create the dashboard. VCF Operations → Dashboards → Create Dashboard. Name='Infrastructure Health & Operations'. Layout: 3 rows. Row 1 (executive): 4 columns for scoreboards. Row 2 (correlation): 2 columns — heat map + trend chart. Row 3 (detail): 2 columns — object list + alert list.
Row 1 — Executive Scoreboards. Add 4 Scoreboard widgets: (a) 'Total VMs' — metric: count of powered-on VMs. Thresholds: none (informational). (b) 'Active Alerts' — metric: active alert count. Thresholds: green <5, yellow 5-20, red >20. (c) 'Avg CPU Usage' — metric: avg cpu.usage across all clusters. Thresholds: green <60%, yellow 60-80%, red >80%. (d) 'Capacity Days Remaining' — metric: min Time Remaining across all clusters. Thresholds: green >90 days, yellow 30-90, red <30. These 4 widgets give an executive everything they need in a single glance.
Row 2 — Heat Map and Trend Chart. Add Heat Map widget: Group By=Cluster, Size=VM Count, Color=CPU Usage (green=low, red=high). This shows which clusters are hot and how many VMs they contain — cluster 'prod-01' being red with 200 VMs is a different priority than 'dev-test' being red with 10 VMs. Add Metric Chart widget: configure as External-Provider (will be driven by heat map selection). Default metric: cpu.usage for all clusters over 7 days.
Configure widget interaction: Heat Map → Metric Chart. Edit the Heat Map widget → Output Filter → configure to send selected object to the Metric Chart widget. Now clicking a cluster in the heat map updates the trend chart to show that cluster's CPU/Memory/Storage usage over time. This is the drill-down pattern — executive sees red cluster → clicks → sees the trend → identifies when it started spiking.
Row 3 — Object List and Alert List. Add Object List widget: configure as External-Provider (driven by heat map selection). Columns: Object Name, CPU Usage, Memory Usage, Disk Latency, Alert Count. Sort by CPU Usage descending. Add Alert List widget: configure as External-Provider. Filter: Active alerts only. Sort by criticality descending. Both widgets update when a cluster is selected in the heat map.
Add secondary interaction: Object List → Metric Chart. Configure the Object List to also send selected objects to the Metric Chart. Now the user can: (1) click a cluster in heat map → see all hosts in that cluster in the object list → (2) click a specific host → see detailed metrics for that host in the trend chart. This creates a 3-level drill-down path: Cluster → Host → Metrics.
Add alert integration. Configure the Alert List widget: Interaction → clicking an alert opens the alert detail page (built-in behavior). Add a Text widget with static content: 'Dashboard Guide: Click cluster in heatmap → See hosts below → Click host → See metrics on right → Click alert for details'. This helps users who are new to the dashboard navigate the interaction model.
Test the full drill-down flow. Starting position: all widgets show summary data. Action 1: Click the hottest cluster in the heat map → Object List updates to show hosts in that cluster, Metric Chart shows cluster-level trends, Alert List filters to that cluster's alerts. Action 2: Click the busiest host → Metric Chart updates to host-level CPU/Memory/Disk trends. Action 3: Click an alert → navigate to alert detail with root cause. This end-to-end flow should take < 10 seconds.
Export dashboard for version control. Dashboards → select 'Infrastructure Health & Operations' → Actions → Export Dashboard. Download the JSON definition. Store in Git alongside super metric definitions from Lab vcap-ops-01. To deploy to another VCF Operations instance: Dashboards → Import → select JSON file. All widgets, interactions, and configurations are preserved.
Create a scheduled screenshot for NOC display. Configure a browser kiosk to load the dashboard URL in full-screen mode with auto-refresh (VCF Operations dashboards support URL-based auto-login with token). For NOC wall displays, use the 'Present' mode that hides navigation chrome and maximizes widget area. Set auto-refresh interval to 60 seconds for near-real-time updates.
Validation Gate
Check: Dashboard operational with full drill-down interaction chain
Expected: Executive scoreboards showing correct KPIs with threshold coloring, heat map displaying cluster utilization, widget interactions enabling 3-level drill-down (cluster → host → metrics), alert integration providing root cause navigation
Common Errors
Final Validation
Executive dashboard operational with 3-level drill-down and alert integration
✓ Executive scoreboards → 4 KPI widgets with correct values and threshold coloring
✓ Heat map → Cluster utilization displayed with color coding and VM count sizing
✓ Widget interactions → Clicking cluster → updates host list + metric chart + alert list
✓ Drill-down flow → Cluster → Host → Metrics navigation works end-to-end in < 10 seconds
✓ Dashboard export → JSON definition exported and importable on another instance
Cleanup / Restore
• Delete dashboard if not needed for subsequent labs
• Dashboard definitions exported to Git remain available for re-import
Design Reflection (VCDX)
Dashboard design demonstrates operational maturity — a key VCDX differentiator. Show you understand: (1) audience-appropriate visualization (executives need traffic lights, not metric charts); (2) interaction-driven drill-down (single dashboard serves multiple audiences); (3) dashboard-as-code for consistency across environments.
Requirements
- Single dashboard serving executive and operations audiences
- < 10 second drill-down from summary to root cause
- Exportable for deployment across dev/staging/production
Constraints
- Maximum 12 widgets per dashboard for acceptable load time
- External-Provider widgets require compatible object types between provider and consumer
- Auto-refresh minimum 60 seconds to avoid API overload
Assumptions
- VCF Operations has 7+ days of metric data for meaningful trends
- Dashboard users have appropriate RBAC roles to view all displayed objects
- NOC display has network connectivity to VCF Operations FQDN
Risks
- Dashboard overload with too many widgets causes slow rendering — users abandon the tool
- Stale data on NOC display if auto-refresh fails — operations team misses alerts
- Widget interaction complexity confuses new users — include embedded guidance text
Self-Assessment Discussion Prompts
- How do you design dashboards for color-blind users?
- What is the maximum practical widget count before dashboard performance degrades?
- How do you handle RBAC when one dashboard serves multiple teams with different access levels?
- When would you choose separate dashboards over widget interactions?
Extensions
Add a Topology Map widget showing VM → Host → Datastore relationships
Create a weather map-style widget using heatmap gradients for all clusters in a datacenter
Build a capacity planning dashboard using Time Remaining and What-If widgets
Configure alerting on dashboard KPIs — email notification when 'Capacity Days Remaining' drops below 30
⚠ Known Pitfalls (from Community KB)
References
- VCF Operations User Guide — Dashboard Design: techdocs.broadcom.com
- VCF Operations Dashboard Widget Reference: techdocs.broadcom.com