Crafting Your Ideal Widget: A Comprehensive Guide

Elevate your dashboard by learning how to create a custom widget that perfectly fits your needs.

Step 1: Choosing Your Widget

Start by selecting a widget from the available list. The default chart type is pre-selected when you use the "ALL" filter. If you'd like to opt for a different chart type, just click on the chart icon to make your choice. 

Step 2: Configuring Your Widget

Navigate to the "Configure" tab to adjust the settings to suit your needs:

• Title: Personalize the title to make the widget easily recognizable.

• Metrics: Modify the data points to ensure the widget displays relevant information.

• Group: Set up grouping for your results, which is particularly useful for Donut charts.

• View by: Select a secondary dimension for line, bar, or horizontal bar charts.

• Breakdown: Change how often the data is updated or displayed over time.

• Date Property: Choose the date property that best suits your data (e.g., Created Date, Updated Date).

• Date Range Override: If needed, override the global date range with a custom range for this widget.

• Order: Decide whether the results should be shown in ascending or descending order.

• Limit: Set a cap on the number of results displayed to keep your widget concise.

You can also explore advanced settings for more detailed customization, though these are optional. 

Step 3: Setting Conditions for Precision

In the "Conditions" tab, apply specific filters using AND or OR logic:

• Add Condition: Click "ADD CONDITION" to introduce a filter, then choose the appropriate condition from the dropdown menu. 

• Operator Parameter: Define the operator and set the parameters for your filter. You can add or remove conditions as needed. 

Note: If a filter results in no data being found, you must either remove that filter or adjust it before saving the widget.

Step 4: Finalize and Save

Once you've made all your adjustments, hit the "Save" button. Your customized widget will appear on the dashboard, where you can resize and move it as needed. Be sure to click "Save Changes" after you've positioned the widget to your liking.