How to create a perspective

In this walkthrough we are going to create a new perspective. For more information about perspective settings see What is a perspective?

When creating a perspective you should take care to create your new perspective in the correct location. Search or browse to the resource for which you want a new perspective, then click on the + button on the perspective ribbon, as described below.

Walkthrough: Creating a Cost Treemap perspective for a subscription

In this walkthrough we are going to create a perspective to show a Cost Treemap for a subscription.

1. In SquaredUp browse to a subscription. For example, Overview > Subscriptions and click on one of the subscriptions shown. As the menu structure is completely customisable this may be different in your environment, so you may prefer to use the search at the top right.

2. On the perspective ribbon click the plus button to add a new perspective.

   

   The plus button on the navigation bar allows you to create a dashboard or a folder. To create a perspective you want the plus button on the perspective ribbon.

3. When you create a new perspective the perspective settings are opened straight away. Give your new perspective a title.

   

4. To make this perspective show for all subscriptions, leave the target set to all all subscriptions.

   If you select this subscription only then this new perspective will only be shown for the subscription you are viewing now.

   The Suppress this perspective (hide by default) option can be used to hide a perspective from a subset of resources. We won't use this for this walkthrough, but for more information see Suppress this perspective

5. Close the perspective settings by clicking the cross at the top of the section.

6. The new tile section is open by default. Click the Cost Management tile icon.

   

7. Click on the Treemap tile.

   

8. In the scope section click on child resources. This means that the tile will show the cost details of all the resources in the subscription being viewed.

   

9. In the color section click on type. When you hover on a virtual machine for example, the other virtual machines will be highlighted.
10. Click done. You can of course make any further changes you wish to the Cost Treemap tile or add further tiles.

11. If you want to make this the default perspective shown when users browse to a VM you can drag your new perspective to the far left hand side of the perspectives bar.
    
    

12. To make this new perspective available to other users you would click the publish button at the top of the screen.
    
    

13. Browse to a different subscription and check that your new perspective is shown where you want it to be.

Walkthrough: Creating a Matrix perspective for a resource

In this walkthrough we are going to create a perspective to show details for a VM.

1. In SquaredUp browse to a VM you wish to create a perspective for. For example, Resources > Computer > Virtual Machines and click on one of the VMs at the bottom of the page. As the menu structure is completely customisable this may be different in your environment, so you may prefer to use the search at the top right.

2. On the perspective ribbon click the plus button to add a new perspective.

   

   The plus button on the navigation bar allows you to create a dashboard or a folder. To create a perspective you want the plus button on the perspective ribbon.

3. When you create a new perspective the perspective settings are opened straight away. Give your new perspective a title.
   
   

4. Now we are going to set the target for the new perspective.

   If you select this resource only then this new perspective will only be shown for the resource you are viewing now. If you select all resources then every resource you view in SquaredUp will show this perspective. If you choose resources of type then all resources of the type you specify will show this perspective. To make this perspective show for all VMs, choose resources of type, enter virtual and select Virtual machines from the drop down list.

   

   The Suppress this perspective (hide by default) option can be used to hide a perspective from a subset of resources. We won't use this for this walkthrough, but for more information see Suppress this perspective

5. Close the perspective settings by clicking the cross at the top of the section.

6. The new tile section is open by default. Click the Matrix tile icon.
   
   

7. In the scope section click on this resource. This means that the tile will show details of whichever VM you happen to be viewing with this perspective.
   
   

8. Click done. You can of course make any further changes you wish to the Matrix tile or add further tiles.

9. If you want to make this the default perspective shown when users browse to a VM you can drag your new perspective to the far left hand side of the perspectives bar.

   

10. To make this new perspective available to other users you would click the publish button at the top of the screen.

    

11. Browse to a different virtual machine and check that your new perspective is shown where you want it to be: Resources > Computer > Virtual Machines and click on one of the VMs at the bottom of the page.