Objectives

In this exercise you will learn how to:

  • Understand hierarchy levels in Maximo Monitor
  • Create dashboards at Organization
  • Select resources from the hierarchy

Overview

Parent-level aggregation works across all hierarchy levels in Maximo Monitor. While the previous exercises focused on Asset-level dashboards, you can create dashboards at any hierarchy level:

Hierarchy Structure:

Organization (Top Level)
  └── Site
      └── System
          └── Location / Asset
              └── Device (Bottom Level)

Key Concept

Devices are always assigned to Location or Asset. When creating dashboards at higher levels in hierarchy, inorder to get data, you must ensure that device assugned to location or asset which are present in the hierarchy.

Understanding Hierarchy Levels

Supported Hierarchy Levels for Parent-Level Aggregation:

  1. Organization - Top-level entity representing your entire organization
  2. Site - Physical sites within your organization
  3. System - Logical groupings of assets or locations
  4. Location - Physical locations where devices are installed
  5. Asset - Equipment or machinery with assigned devices

Creating Dashboard at Organization Level

Organization-level dashboards provide a comprehensive view of data from your entire organizational hierarchy. This is ideal for executive dashboards and enterprise-wide monitoring.

Create Organization dashboard

  1. Goto dashboard tab and select Add dashboard to configure new dashboard and click on Add Hierarchy Data Item. Here we can data items from all hierarchy levels.

    Navigate to Org Dashboard

  2. We can use filter option to select data items from specific hierarchy level.

    Select Resource

  3. We can use filter option to select data items from specific hierarchy level.

    Select Dataitem

  4. View selected child resource metrics in card. Likewise we can create similar dashboards using other cards as discussed in previous sectionss.

    View Dashboard

Success

You have successfully created an Organization-level dashboard that aggregates data from devices across your entire organizational hierarchy!

Important Considerations

Resource Selection

When selecting resources at higher hierarchy levels, you can mix different resource types (Location, Asset, Site) in the same dashboard to get a comprehensive view.

Data Aggregation

Use aggregation functions (sum, average, min, max) to meaningfully combine data from multiple devices across the hierarchy.

🎉 Congratualtions! You have now completed the core exercises for parent-level aggregation.