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Creating a Card Number Widget

Updated

When to use the Card Number widget

When you want to present the data of a field more intuitively, we recommend using the Card Number Widget. For example, the number of tickets completed by employees per week, the daily transaction volume generated, and so on.

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Video guide  

How to Create a Card Number Widget

  1. Log in to MSPbots as an admin.
  2. Navigate to Widgets on the MSPbots app menu and click New Widget. 

    widgets.jpg
  3. Select the Card Number widget type on the New Widget window. 
  4. When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
  5. Click    to go to the Dataset tab. Click the + button.
  6. Select New Layer.
  7. In the Dataset window,
    1. Select the Dataset containing the information you want to use.
    2. Give the data source a name and enter it in the Show datasource name as field (optional). 
    3. For Columns Display,
      1. In the Column Name dropdown menu, select the field you want to show in the drill-through. Click the plus +  button to add more rows.  
      2. Give each row an Alias and select a Business Type for each. 
    4. For Filter,
      1. Click the plus + button and select Add Condition or Add Group.
      2. Add all the fields you want to filter.
      3. Set a condition or logic for each field using the next two dropdown menus. For a guide on each option, refer to What Filter Conditions and Formats are Available for Creating Widgets.
      4. Select a logical operator for the filter group (AND or OR). 
    5. For Measure,
      1. Click the plus + button to show the Measure window.
      2. Select a Summarize Type.
      3. Select a Field to use in the computation.
      4. Give an Alias for the measure.
      5. Select a Format Type.
      6. Click Add. 
    6. For Dimensions,
      1. Select a field to be used for grouping the data.
      2. Give an Alias for the measure.
      3. Select a Format Type.
      4. Click Add.
    7. Other optional settings are:
      1. Order By - Sorts the data based on the selected field. 
      2. Row Limit - Sets a limit on how many rows of data will be shown. 
    8. Click Save. 

  8. Next, go to the Config tab.
    1. Select the Measure to be shown in the card number.
    2. Set the Value Font Weight and Value Font Color.
    3. Add a Footer Title and set its Footer Title Color.

      card number-1.jpg
  9. Next, go to the Condition tab to set Conditional Formatting.
    1. Add a rule and assign a name. 

      conditional formatting
    2. Set the conditions for the rule.
    3. Select the text color to be applied once conditions are satisfied.

  10. Click Apply. A preview of the new card number widget will be shown.

    card number-2.jpg

Example: How to Create a Card Number that shows the total tickets updated in the last 7 days

The steps below apply to MSPbots users with a ConnectWise Manage integration.
  1. Navigate to Widgets on the MSPbots app menu and click New Widget. 

    widgets.jpg
  2. Select the Card Number widget type on the New Widget window. 
  3. When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
    • Name - Total Tickets Updated Last 7 Days
    • Description - Displays the total number of tickets updated within the last 7 days. 
    • More Info 
    • Role - Select Admin and User. 
    • Tag
  4. Click    to go to the Dataset tab. Click the + button.
  5. Select New Layer.
  6. Go to the Dataset window and do the following: 
    1. Select the Dataset: ConnectWise Manage Ticket Statistics - Cloud. 
    2. Give the data source a name and enter it in the Show datasource name as field (optional). 
    3. For Columns Display,
      1. Using the Column Name dropdown, select ticket_id. Type Ticket ID as Alias and select Number for Business Type.
      2. Add a new column and select resource_list for Column Name. Type Tech for Alias and select Text for Business Type.
      3. Add another column and select last_update for Column Name. Type Last Update for Alias and select Date Time for Business Type. 
    4. For Filter,
      1. Click the plus + button and choose Add Condition.
      2. Select the field last_update for the first drop-down then In for the second one.
      3. For the third dropdown, select Last > 7 > days. 
    5. For Measure,
      1. Click the plue + button to show the Measure window.
      2. Select Count for Summary Type.
      3. Select Ticket ID for Fields.
      4. Type Total Tickets as an Alias.
      5. Select Number for Format Type.
      6. Click Add. 
    6. Click Save. 

  7. Go to the Config tab. 
    1. Select Total Tickets for Measure.
    2. Add Tickets Updated as Footer Title. 
  8. Click Apply. A preview of the Total Tickets Updated Last 7 Days card number will be shown.

    card number-2.jpg

Using the Sound Feature

Card Widget widgets have a Sound Feature. For information about this feature and how to use it, read the article on How to Use the Sound Feature of Widgets. 

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