How to Add a Slicer to the Dashboard Using the New Widget Builder

1. Make sure that dashboards with widgets are available.
2. Set up a slicer or identify a template slicer to use. 

Adding a slicer on the dashboard 

1. Navigate to Dashboards on the MSPbots app.
2. Search for the dashboard that needs updating.  
   
   
   
   
3. Click the dashboard to open. Let's use the dashboard below as an example. We will add a company slicer to filter the device count for each company.
   
   
    
4. Add a slicer. Start by clicking the Design button on the upper right section of the screen. 
   
   
   
   
5. Next, click Add Widget.
   
   
   
   
6. On the Add Widget window, click Slicer List then search for the slicer you want to use. You can search from either the My Slicers or Slicers Template tab.
   
   
   
   Refer to How to Create Slicers in Widgets for instructions on setting up slicers.
   
   

7. Select your chosen slicer and click Add.  
   
   
   
   The slicer is now added to your dashboard. 
   
   
   
   

   To make the slicer work successfully with the other widgets on the dashboard, you need to update all the widgets and add the slicer as one of its filters in the setup. Please be guided by the steps below.

    

8. To add the slicer to the widget using the New Widget Builder.
   1. Click the ellipsis ... icon on the widget and select Edit.
      
       
      
      
   2. Click the + Click to Add button.
      
      
       
   3. Click the AND button.
      Do not select the OR operator for slicers.
   4. Select the column name for the slicer. For example, company_name.
   5. Select IN as the query string. 
      
      
      
      
   6. (Optional) Fill in the value field of the filter.
   7. Click the    button and turn on the Slicer checkbox. 
      
      
      
      
   8. Click the blank box to config Slicer.
      
      
      
      

   9. Enter and select the slicer you added in the dashboard. For example, ConnectWise Automate Client Name.
      
      

      
      
      
      If the desired Slicer filter criteria are unavailable,
         1,   click Advance to customize advanced filtering conditions.
      
             
      
         2,   Enter the advanced conditions in the blank box.
      
               
      
      
   10. (Optional) Check 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.
       • Only the slicer will be effective.
         
         
         
         

   11. Click the Save button to save the changes. 
       
       
       
       

   12. Click Save.
       
       
       
       

   13. Finally, click Save in the Save window.
       
       
       
       

9. Repeat the step 8 for all the widgets on the dashboard to apply the slicer (e.g., company_name) and ensure it works on all widgets.