You can visualise and monitor your data with customizable widgets and near-realtime updates using Mesa dashboards. Mesa abstracts away the underlying complexity of LUSID, providing role-appropriate interfaces for data administration, dashboard creation, and portfolio monitoring.
Mesa dashboards provide a streamlined way to work with your LUSID data depending on your role and needs:
User type | What you can do |
|---|---|
Data administrators Administrator Operations team | Work with both LUSID and Mesa to maintain datasets and control which source data is available for use in Mesa dashboards. |
Dashboard builders Analyst Compliance officer Performance and analytics team Portfolio manager Risk manager Trader | Build custom read-only dashboards with selected data sources and widgets for your colleagues or clients to consume. |
Dashboard viewers Director Partner | Monitor live data across one or more dashboards and gain insights without needing to understand the underlying platform. |
Understanding Mesa dashboards
Source types and sources
A source type, or dataset, defines the API endpoint from which data can be retrieved in Mesa. For example, the GetValuation API can be a source type.
Sources specify which properties, fields, and identifiers from a given source type are available for use in dashboards. The combination of source types and sources gives you granular control over data exposure and widget configuration.
Workspaces and access control
Mesa dashboards are stored within workspaces. You can control viewing, editing, and administrative rights for Mesa via LUSID’s role-based access permissions for workspaces. See how to create a policy to control access to workspaces.
Creating and using a dashboard
To create a dashboard:
Make source types available in Mesa
Select the required sources for your dashboard
Add widgets to the dashboard and configure each widget by specifying:
Data selection from available sources
Filter criteria to refine displayed data
Visualisation parameters, including chart type and formatting options
Order and resize the widgets to suit your needs.
Save the dashboard to make it available to permissioned users.