You can visualise and monitor your data with customisable 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.
For a full explanation of how Mesa is structured, see Understanding Mesa architecture.
Important
This feature is in Early Access and is subject to change.
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 dashboards with selected data sources and widgets for 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
Mesa organises data through a chain of concepts: source types, source factories, sources, dashboards, and widgets. For a detailed explanation of each, see Understanding Mesa architecture.
The key concepts to understand before building a dashboard are as follows:
A source factory is a data source built on top of a source type that defines which parameters are fixed for your organisation and which can be adjusted per widget.
Sources are live instances of a source factory that specify the actual, up-to-date feed of rows that widgets subscribe to. A single source can be shared across multiple widgets on the same dashboard.
Widgets are the individual visualisations on your dashboard. Multiple widgets can share a source while each showing a different slice of it.
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 your required 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 type and formatting options
Order and resize the widgets to suit your needs:
Save the dashboard to make it available to permissioned users.