Background information
The new Widget Builder integrates all widget configuration options on a single page.
- By centralizing the management of all configuration options, users no longer need to switch between various pages, saving time and effort, enhancing user experience, improving work efficiency, and simplifying the operation process.
- This integrated design is easy to use and makes the configuration process more intuitive and efficient.
When to use the Progress Tracker widget
The Progress Tracker widget helps you quickly view critical data and highlight action items at a glance. You can use the Progress Tracker widget when you want to monitor processes or services in a workflow.
Required permissions
Only users with admin roles can access the New Widget Builder and edit the widget settings.
1. Access New Widget Builder
1.1 Create a new Progress Tracker widget using the New Widget Builder
- Navigate to Widgets on the MSPbots app menu and click New Widget.
- Choose the Progress Tracker widget type on the New Widget window.
1.2 Configure an existing widget using the New Widget Builder
- Navigate to Widgets on the MSPbots app menu.
- Search and click the widget to open it.
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2. Add datasets
- In the Dataset tab, Click the + Dataset button.
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Select a dataset with the data you need, then click Add Selected.
This action shows the fields in the dataset.
What else can you do in the Dataset section?
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Search fields - Use keywords to search for the fields you need.
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Order By - Sort all data from the added datasets based on the selected fields and sorting rules.
- Fill in the Field and Order By rules.
- Click Save.
- Fill in the Field and Order By rules.
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Row Limit - Select an option to limit the rows of data for all added datasets.
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Replace the dataset with another one you want.
- Hover over the name of the dataset.
- Click the ellipsis button, then select Select.
- Click your desired dataset and click Add Selected.Replace the dataset with one that matches the structure of the original dataset. For example, a dataset that only differs in field data values is essential to avoid error reports and widget malfunctions.
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Rename, Clone, or Delete the dataset
- Hover over the name of the dataset.
- Click the ellipsis button, then select Rename/Clone/Delete.
* When you add a dataset with fields next to the triangle icon, it indicates that the field is associated with other datasets.
* The fields in the associated datasets can be dragged or added to the widget configuration area for settings.
* If you configure fields from the associated dataset in Query, Drill Through, or Options, the Widget Builder mode will stay in the New Widget Builder mode and cannot switch back to the original mode. You can switch back to the original mode only after you clear the fields from the associated dataset.
3. Set filters for the dataset
1. Data Scope
- When the dataset you are configuring has only one layer, this option is not editable. Skip this option and proceed to the next step.
- When the dataset you are configuring has multiple layers, select a layer you want to configure.
- How to check the number of layers in the dataset you are configuring?
- Search for the dataset you are setting up in Datasets and edit it.
- Click Layer to see how many layers there are.
- Search for the dataset you are setting up in Datasets and edit it.
- How to check the number of layers in the dataset you are configuring?
2. Query
- For Measure - Configure the fields to be calculated and the formula for calculating measures.
- Drag the required fields from the Dataset column to the Measure area, or click the + Drop Column Here or Click button to add a measure.
- Configure the following fields:
- Fields - Select a computation option from the Fields dropdown.
- Alias - Type an Alias for the measure.
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Formula
- Summarize Type - When the Measure window opens, select a Summary Type.
- sum
- count
- avg
- max
- min
- string_agg
- Summarize Type - When the Measure window opens, select a Summary Type.
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Format
- Format Type - Select a Format Type.
- Text
- Number
- Date
- Date Time
- Yes/No
- User
- Hyperlinks
- Display Type
- Decimals
- Format Type - Select a Format Type.
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Custom SQL
- Calculate Measure
- Remove duplicate data - If you want to remove duplicate data when calculating data, please check this option.
- Click Save.
- For Dimension - Configure the fields and format you want to be displayed as a group.
- Drag the required fields from the Dataset column to the Dimension area, or click the + Drop Column Here or Click button to add a dimension.
- Configure the following fields:
- Fields - Select a grouping option from the Fields dropdown.
- Alias -Give an Alias for the dimension.
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Format
- Format Type - Select a Format Type.
- Text
- Number
- Date
- Date Time
- Yes/No
- User
- Hyperlinks
- Display Type
- Format Type - Select a Format Type.
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Custom SQL
- Calculate Measure
- Click Save.
- For Filter - Add conditions for filtering fields.
- Click the + Click to Add button.
- Select the field you want to filter.
- Set conditions for each field using the subsequent two dropdowns.
For a guide on each option on the list, refer to the article What Conditions are Available for Creating Widgets? - Select the logical operator AND or OR for the filter group.
- If you want to add multiple conditions or groups, click either + Condition or + Group to add.
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Filter Inspector - Click Filter Inspector to check the filter settings by viewing the Filter Expression and Filter SQL.
- Click Save.
- For Order By - Sort the data of a specific layer in a certain dataset based on the selected fields and sorting rules.
- Click + Click to Add.
- Configure the following fields:
- Field - Select a parameter to sort the data.
- Order By
- Ascending
- Descending
- Click Save.
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Row Limit - Select an option to limit the data rows for a specific layer in a certain dataset.
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Remove duplicate data - If you want to remove duplicate data, select this option.
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Materialized - Select an option from the Materialized dropdown menu to materialize data based on the actual conditions.
3. Drill Through
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Column - Configure which fields are included in the widget.
- Drag the required fields from the Dataset column to the Column area, or click the + Drop Column Here or Click button to add a condition.
- Configure the following fields:
- Field
- Alias
- Format
- Format Type
- Text
- Number
- Date
- Date Time
- Yes/No
- User
- Hyperlinks
- Display Type
- Format Type
- Custom SQL
- Click Save.
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Order By - Sort the data from drilling through a specific dataset based on the selected fields and sorting rules.
- Drag the required fields from the Dataset column to the Order By area, or click the + Drop Column Here or Click button to add a field.
- Fill in the following fields:
- Field
- Order By
- Ascending
- Descending
- Click Save.
4. Clear Query
When you want to clear all fields in Query and Drill Through at once, you can click the Clear Query button to avoid deleting them individually.
- Click Clear Query at the bottom of the page.
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Click Continue.
4. Set the Options for the widget
4.1 Chart Type
Switch widget types by clicking the icon of your desired widget type.
The available types for switching in New Widget Builder mode are:
- Card Number
- Grid
- Column Chart
- Line Chart
- Heatmap
- Pie Chart
- Progress Tracker
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Pivot Table
4.2 Design
Set the following fields:
- Measure - Select the measure value that the progress tracker will show.
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Suffix - Input a corresponding label or footer title for the resulting measure data.
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xAxis Font Size - Set the size of the value of Measure and the display of Suffix.
- Min - Set the minimum value of the tracker's measure.
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Max - Set the minimum value of the tracker's measure.
- Configure Threshold - Click + Add button to set the expected color based on the range of the measure value for the progress tracker. For example, greater than 0 is green, less than or equal to 1000 is blue.
5. Conditional Formatting
If you want to change the text or background color when the fields meet specific conditions, or display as an icon, set a conditional formatting rule for your widget.
- Click the + Click to Add New Rule button.
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Configure the following fields:
- Name
- Field
- Value
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Color Cell - Select the format to be applied once conditions are satisfied. You can apply color to a cell or row.
- Background Color
- Text Color
- Icon
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Color Entire Row
- Background Color
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Text Color
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Click Save.
6. Save your settings
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Click Save to open the Save popup.
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Fill in the following fields:
- Name
- Description
- More Info
- Tag
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Role
- Click Save.
New widgets are at the bottom of dashboards, scorecards, and reports. When you save a new widget, the screen will automatically scroll to show where the new widget is.
You can edit the dashboard design by modifying the widget's placement in the dashboard.
What other actions are available from the widget's screen in the new Widget Builder?
Switching to the original Widget Builder
If you want to switch back to the original Widget Builder page, click to open the Unsaved Changes pop-up window.
- If you do not want to save the settings in the New Widget Builder, click Leave without Saving.
- If you want to save the settings in the New Widget Builder, click Save Changes.
Creating a bot from the widget
- Click More Options , and then select Create Bot.
- For more details on creating a bot, see How to Create a Bot from a Widget in New Widget Builder mode.
Creating a filter for the widget
The filter is for secondary filtering of the data filtered in the Dataset.
- Click More Options , and then select Filter.
- Select a field you want to filter.
- Set a condition for the field using the subsequent two dropdowns. For descriptions of each option, refer to What Conditions are Available for Creating Widgets?
- If you want to add multiple filter conditions,
- Click the Add icon and choose either Add Condition or Add Group.
- Add Condition - Add a filter condition.
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Add Group - Add a condition group.
- Repeat steps 2 and 3.
- Click the Add icon and choose either Add Condition or Add Group.
- Select the logical operator AND or OR for the conditions or filter groups.
- AND - Conditions within a group or groups are connected by an AND relationship, which requires that all conditions or groups must be fulfilled.
- OR - Conditions within a group or groups are connected by an OR relationship, which means that only one of the conditions or groups needs to be fulfilled.
- Click ok to keep your settings.
Cloning the widget
- Click More Options , and then select Clone.
- Fill in the following fields:
- Name
- Role
- Description
- Click Confirm.
Deleting the widget
- Click More Options , and then select Delete.
- Click Confirm.
Sharing the widget
- Click button to copy the url of the widget.
- When Copy Success appears, the copy is successful.
You can share it with others to view the widget.