Academy/VCAP — VCF Operations (3V0-22.25)/Lab: Build Executive KPI Dashboard with Drill-Down
This lab targets VCF 9.0

Lab: Build Executive KPI Dashboard with Drill-Down

VCF 9.0Advancedvcap-advanced⏱ 90 min

VCF Operations dashboards — widget interactions, self-provider/external-provider patterns, executive/operations/capacity planning designs

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

Dashboard design follows the 'pyramid' principle: top-level summary (scoreboards, health badges) → mid-level correlation (heat maps, trend charts) → detail drill-down (object lists, metric charts). Widget interactions eliminate the need for multiple dashboards and ensure context is preserved during investigation.

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.

Step 1
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.
Step 2

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.

Step 3

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.

Step 4
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.
Step 5

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.

Step 6
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.
Step 7
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.
Step 8
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.
Step 9
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.
Step 10

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

Widget shows 'No data available'
Fix: The widget's data source may not match the object type. Verify: Self-Provider widgets must specify the correct resource kind and metric. External-Provider widgets must have a valid provider widget configured and the provider must be outputting compatible object types.
Widget interaction not working — clicking heat map doesn't update other widgets
Fix: Check: (1) Provider widget output is configured correctly (edit widget → Interactions → Output); (2) Consumer widgets are set to External-Provider mode; (3) Object types match — a widget providing ClusterComputeResource can't feed a widget expecting VirtualMachine directly.
Scoreboard threshold colors not appearing
Fix: Threshold values must be numeric and in the same unit as the metric. If the metric returns a percentage (0-100), thresholds should be 60, 80, not 0.6, 0.8. Verify the metric unit in the widget configuration.
Dashboard loads slowly with many widgets
Fix: More than 12 widgets degrades load time. Consolidate: use Metric Chart with multiple metrics instead of separate chart widgets. Use Object List with 'Limit to top N' (default 100) to reduce data volume. Increase collection interval for less-critical widgets.

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

  1. How do you design dashboards for color-blind users?
  2. What is the maximum practical widget count before dashboard performance degrades?
  3. How do you handle RBAC when one dashboard serves multiple teams with different access levels?
  4. 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)

Creating separate dashboards for each audience instead of using interactions — leads to dashboard sprawl and maintenance burden
Using Self-Provider mode on all widgets — prevents drill-down interactions; use External-Provider for widgets that should respond to selections
Forgetting threshold coloring on scoreboards — green/yellow/red is the primary executive communication mechanism
Not testing dashboard at NOC display resolution — widgets may overlap or be unreadable on large screens

References

  • VCF Operations User Guide — Dashboard Design: techdocs.broadcom.com
  • VCF Operations Dashboard Widget Reference: techdocs.broadcom.com
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