How to Create a Heatmap Widget Using the New Widget Builder – MSPbots.ai

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 heatmap widget

The Heatmap widget helps monitor the following data for MSPs, PSAs, RMMs, and other business process platforms:

Ticket volume by category. Visualize the density of support tickets across different categories (e.g., technical issues, billing inquiries, software bugs) to identify the most common issue types.
Resource utilization. Show the distribution of work across different teams or individuals to identify potential bottlenecks or under-utilized resources.
Response and resolution times. Compare average response and resolution times across different categories, priorities, or periods, identifying improvement areas.
User activity and access. Visualize login attempts across different time frames or locations and track user activity levels across various applications or systems.
Alert and incident frequency. Track the frequency and distribution of alerts or incidents over time, helping to identify peak times or problematic areas. You can also visualize error rates to spot recurring issues.
Service and support metrics. Monitor the volume of support tickets received and resolved over time, and highlight the average resolution times for different support request types.

Required permissions

Only users with admin roles can access the New Widget Builder and edit the widget settings.

Creating the heatmap widget

Select the widget type and enable the New Widget Builder option.
1. Go to Widgets on the MSPbots app, click the New Widget button, and select the Heatmap widget type.
2. When the Widget Builder window opens, click the Try New Widget Builder to switch to the new builder.
  
  To switch back to the old Widget Builder, follow the steps for Switching back to the previous Widget Builder.
  
  To create a Heatmap widget using the previous Widget Builder, see How to Create a Heatmap Widget.
3. Select the Dataset and apply the required fields and filters.
  1. After enabling the New Widget Builder, click the +Dataset button.
  2. When the Select Dataset window appears, select an Integration from the Integration Group list.
  3. Select the appropriate source dataset from the Dataset List and click Add Selected.
    
    *The selected dataset is for illustration only.
  4. Next, select the appropriate fields from the Dataset section and drag them to Column under the Drill Through section. Review the Field name, Alias, and Format, then click Save.
    
    *The selected field for the drill-through is for illustration only.
  5. Add a filter to refine data by clicking +Click to Add under the Filter section.
    
    When the Filter window appears, choose the operator AND or OR, then select a filter from the first dropdown list and the corresponding options from the next two columns.
    
    *The selected field for the filter is for illustration only.
    
    You can click the add button to add more filters or the delete icon to remove rows.
  6. Next, go to the Measure section and add the fields to be calculated and the formula for calculating measures.
  7. Add and set up Dimension to group data. Drag and drop dataset fields to this section or click the +Drop Column Here or Click button to add the fields.
  8. Click Save when done.
4. Set the heatmap's configurations.
  1. Go to Options in the rightmost column.
  2. Set the chart value results for the x and y axis by filling in the following fields:
    - Dimension - Select an option from the dropdown menu to label the x-axis value on the chart.
    - Measure - Select an option from the dropdown menu to label the y-axis value on the chart.
    - Label - Select a label and give it a name. This is the specific value result shown in the chart.
    - Show Label - Select this checkbox to show the label results.
    - Min/Max Value - The value set here will be the basis for the Minimum and Maximum value for the results. This also determines the color for the results.
  3. The set the chart value using the following fields:
    - Orient - Set the Heatmap Legend to horizontal or vertical.
    - Grid Top - This is the percentage distance of the chart from the margin above it.
    - Top Distance - This sets the Heatmap Legend's location on the chart.
    - Bottom Distance - This is the percentage distance of the chart from the margin below it.
    - Is Total - Turn this switch ON to get the grand total of the rows and columns (x and y axis).
  4. Click Save.
5. Save the widget settings.
  1. Click Save on the upper right-hand corner of the screen.
  2. Fill in the fields in the Save window :
  3. 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 can you do from your widget's screen in the new Widget Builder?

Switching back to the old 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,
1. Click the Add icon and choose either Add Condition or Add Group.
  - Add Condition - Add a filter condition.
  - Add Group - Add a condition group.
2. Repeat steps 2 and 3.
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 .
Hover over Clone to and select from:
- Clone to "My Widgets"
- Clone to Existing Dashboard
- Clone to New Dashboard
Follow the steps below:
- If you select Clone to "My Widgets",
  1. Fill in the following fields:
    - Name
    - Role
    - Description
  2. Click Confirm to clone the widget as a new widget.
- If you select Clone to Existing Dashboard,
  1. Select a existing dashabord from the list.
  2. Click Clone.
  3. The page will redirect to the editing mode of the existing dashboard. For more information on how to edit the dashboard, see How to Create and Use Dashboards in MSPbots.
    You can also find the cloned widget in My Widgets category in Widgets.
- If you select Clone to New Dashboard,
  1. Select Dashboard or Report.
  2. For more information on how to edit the dashboard or report, refer to the below articles.
    - How to Create and Use Dashboards in MSPbots
    - How to Create and Use Reports in MSPbots
      You can also find the cloned widget in My Widgets category in Widgets.

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.

Deleting the widget

Click More Options , and then select Delete.
Click Confirm.

Other configuration options

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?
  1. Search for the dataset you are setting up in Datasets and edit it.
  2. Click Layer to see how many layers there are.

2. Query

new widget builder33.jpg

For Measure - Configure the fields to be calculated and the formula for calculating measures.
1. Drag the required fields from the Dataset column to the Measure area, or click the button to add a measure.
2. Configure the following fields:
  1. Fields - Select a computation option from the Fields dropdown.
  2. Alias - Type an Alias for the measure.
  3. Select one from Formula, Format, or Custom SQL to set.
    - Formula
      - Summarize Type - Select a Summary Type.
        
        sum
        
        count
        
        avg
        
        max
        
        min
        
        string_agg
    - Format
      1. Format Type - Select a Format Type.
        
        Text
        
        Number
        
        Date
        
        Date Time
        
        Yes/No
        
        User
        
        Hyperlinks
      2. Display Type
      3. Symbol - When the Display Type is Prefix, set the Symbol. The symbol displayed before the value. For example, if you enter $, it will be displayed as $888.
      4. Decimals - Enter the number of decimal places. 0 represents an integer, such as 1; 1 represents one decimal place, such as 1.1; 2 represents two decimal places, such as 50.21%.
    - Custom SQL
      - Enter your SQL in the Calculate Measure.
      - Save promptly after entering the SQL. If you switch to Formula or Format without saving, the SQL will be automatically cleared.
  4. Remove duplicate data - If you want to remove duplicate data when calculating data, please check this option.
3. Click Save.
For Dimension - Configure the fields and format you want to be displayed as a group.
1. 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.
2. Configure the following fields:
  1. Fields - Select a grouping option from the Fields dropdown.
  2. Alias -Give an Alias for the dimension.
  3. Format
    - Format Type - Select a Format Type.
      - Text
      - Number
      - Date
      - Date Time
      - Yes/No
      - User
      - Hyperlinks
    - Display Type
  4. Custom SQL
    - Calculate Measure
3. Click Save.
For Filter - Add conditions for filtering fields.
1. Click the + Click to Add button.
2. Select the field you want to filter.
3. 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?
4. Select the logical operator AND or OR for the filter group.
5. If you want to add multiple conditions or groups, click either + Condition or + Group to add.
6. Click to set advanced settings.
  - Case SenSitive - Configure whether to be case-sensitive when filtering the fields.
  - Slicer - Configure whether to set Slicer.
    1. If you want to add a slicer, turn on the Slicer switch.
    2. Select a slicer from the dropdown list.
      - Ignore Filter - When the Ignore Filter option is checked, the value field will be grayed out. Only the column field and query string need to be filled in. And only the slicer will be effective.
7. Filter Inspector - Click Filter Inspector to check the filter settings by viewing the Filter Expression and Filter SQL.
8. Click Save.
For Order By - Sort the data of a specific layer in a certain dataset based on the selected fields and sorting rules.
1. Click + Click to Add.
2. Configure the following fields:
  - Field - Select a parameter to sort the data.
  - Order By
    - Ascending
    - Descending
3. Click Save.
Row Limit - Select an option to limit the data rows for a specific layer in a certain dataset.
Remove duplicate data - If you want to remove duplicate data, select this option.
Materialized - Select an option from the Materialized dropdown menu to materialize data based on the actual conditions.

3. Drill Through

Column - Configure which fields are included in the widget.
1. 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.
2. Configure the following fields:
  - Field
  - Alias
  - Format
    - Format Type
      - Text
      - Number
      - Date
      - Date Time
      - Yes/No
      - User
      - Hyperlinks
    - Display Type
  - Custom SQL
3. Click Save.
Order By - Sort the data from drilling through a specific dataset based on the selected fields and sorting rules.
1. 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.
2. Fill in the following fields:
  - Field
  - Order By
    - Ascending
    - Descending
3. 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.
Click Continue.

5. Dataset

Search fields - Use keywords to search for the fields you need.
Order By - Sort all data from the added datasets based on the selected fields and sorting rules.
1. Fill in the Field and Order By rules.
2. Click Save.
Row Limit - Select an option to limit the rows of data for all added datasets.
Replace the dataset with another one you want.
1. Hover over the name of the dataset.
2. Click the ellipsis button, then select Select.
3. 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.
Rename, Clone, or Delete the dataset
1. Hover over the name of the dataset.
2. Click the ellipsis button, then select Rename/Clone/Delete.
  - When you hover over the dataset, it displays the original name of the dataset.
  - If you have renamed the dataset, hovering over it displays both the original name and the name you renamed it to.

* If you want to add a Calculate Layer, refer to Adding a Calculate Layer to a Widget.
* 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.

Associate Datasets16.jpg