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How to Create a Slicer in Widgets

Updated

Slicers give users control over large datasets by applying filters that show or hide data. When a slicer on the MSPbots widgets is selected, filters are applied and users are presented with data relevant to their task or goal. This article shows the procedure for creating slicers that allow clients to easily and independently refine data. 

Prerequisites

Before you start, ensure that you are logged in to MSPbots with administrator permissions. Only an admin can create a new slicer. 

Video Guide 

Watch this video or follow the procedure below to create a slicer in widgets.

 

Step-by-step guide: How to create slicers 

  1. On the MSPbots app's menu, go to Settings > Slicer.

    Slicer settings
  2. Click the New Slicer button on the Slicer tab. This step opens the New Widget window. 

    new slicer button
  3. Next, select a slicer type from the New Widget window.

    For this example, we are selecting the Dropdown List slicer type. This action opens the Widget Builder window. If you want to create other slicer types, refer to Slicer Config Fields Definition to configure the Config fields. 
  4. When the Widget Builder window opens, provide the following: 
    • Name - Give the slicer a name. 
    • Description - Provide a short description. 
    • Role - Select the role/s that should have access to the slicer. Admin should be added by default. 
  5. Next, go to Data Source and click the + button to add a slicer. 

    widget builder datasource
  6. Select New Layer on the window that appears. This step opens the Dataset window.

    add_new_layer.jpg
  7. Do the following on the Dataset window:  
    1. Select a Dataset to use. The dataset should be in line with the dataset of the widget/s that will be linked to the slicer. 
    2. Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the + icon to add more rows. 
    3. Add values for the Filter, Measure, and/or Dimension, as well as for Order By, as needed. 

      dataset slicer
      Important: Don't forget to select the checkbox for Remove Duplicate Data. Users most commonly need to add values for Filter and Order By only. 
  8. Click the Save button.
  9. Next, go to Config and provide data for the following fields: 
    • Text - Input the Alias from a field selected in the Data Source. The values of the Text will be visible in the slicer options. 
    • Value: Input the Alias from the field selected in the Data Source. This value will be used to lookup and filter connected widgets.

      Text and Value usually refer to the same data field. However, there are optional cases where you need to use different values for each field.

      For example, in a widget, only the employee ID is available as a data field. You can create a slicer where Text = Employee Name and Value = Employee ID. This way, you can use the slicer to filter the widget while easily understanding the options that appear in the slicer.

    • QueryParams - The field used to connect the slicer to the widget. Any text or value can be input here. 

      Using "Company" as the value in the QueryParams field also has an additional function of sharing company-filtered data in the Schedule Report of Dashboards.

    • Placeholder - Input the text to show on the slicer field before a value is chosen. Example: Please select. 
    • Filter Label - Input the slicer's label. Example: Company.
    • Default Value - Select ALL or Only First.
      • Selecting ALL sets the default slicer value to all the available values thus, the widget/s linked to this will show all the data for the value.
      • On the other hand, selecting Only First sets the default slicer value to the first available value for the slicer. 
    • Multiple Mode - A checkmark on this checkbox allows the user to select multiple values in the slicer.
    • Strict mode:
      • If strict mode is enabled, nothing will be displayed if the slicer options are cleared.
      • If strict mode is not enabled, all data will be displayed if the slicer options are cleared.

      • By default, this option is not selected. 
  10. Click Apply. This will show a preview of the slicer that you have created. 



 

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