---
title: "How to add Dynamic Groups to a Dashboard | v8+"
canonical: "https://ai-docs.certero.com/space/CUP/128155661/How%20to%20add%20Dynamic%20Groups%20to%20a%20Dashboard%20%7C%20v8%2B"
format: markdown
---
Within Certero version 8 there is a feature that allows users to add Data Groups to dashboards.

This function will open up unlimited dashboards based on data that can be queried within the Certero Data grids .

- Creating a Dynamic Group
- Add Data Groups to Dashboards

## Creating a Dynamic Group

Dynamic groups are a very flexible way of mining the wealth of inventory data within Certero.

Use the example below to create a Dynamic Group in Certero to search, in this case, for machines that don't have a specific Windows hotfix applied. The Dynamic Group makes use of a simple feature to only return those computers that do not meet the specified criteria.

## Create the Dynamic Group

- Go to Data Groups > Dynamic Groups and click the New button.
- You will see on the Details tab you can give the Dynamic Group a ' Name' and 'Description'.
- Select the 'Data Type' that you are interested in, in this case Windows Clients as we're looking for Windows machines without a specific hotfix update.
- Next, select the Criteria tab and the Query Builder section will be shown.
- Ensure the Data Query tab is visible and you can see the ' Table', 'Field', Operator and 'Value' attributes.

|  |  |
| --- | --- |
| ### Attribute | ### Setting |
| Table | Windows Updates |
| Field | Hotfix ID - String |
| Operator | = |
| Value | Enter the name of the hotfix of interest, for example KB4012606 |

Ensure the Return records that do not match the criteria that is selected.

At this point, your screen will look something like the example below.

![image-20251104-091944.png](media://3adc16d5-280c-4d65-a277-c2b91f74209f)

- Click the “Preview” button if you wish to see some example computers the Dynamic Group will return.
- Click “Save” when done and your Dynamic Group is ready for use.

## Add Data Groups to Dashboards

You can now add any previously created Data Groups you have created directly to a dashboards chart. This allows you to chart multiple custom data groups in a visual manner.

1. Navigate to your chosen Certero Dashboard

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2. Click "Edit"

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3. Click + (Add new item).

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4. Click "Chart (New)"

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5. Click "Computer Systems"

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6. Click "Microsoft Windows"

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7. Click "OK", a default chart with data will be created.   
The next step is to edit this chart and change the data and visual elements.

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8. Click “Edit”.

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9. Click "Data Group Filter"

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10. Click your created Dynamic Group.  
*Note: You can only select a matching data type at this stage.*

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11. Click "OK"

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12. Drop down the Grouping Field and select what type of data you would like to display in the chart:

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14. Click "Aggregate"

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15. Select "Sum"

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16. Change your “Field” to your desired data type

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19. Click "OK"

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22. Click “Rename” to set a name for your chart.

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27. Type "Windows - No Patches in 90 days"

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28. Click "OK"

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29. Click "Save" to commit your changes.

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