Customizing a widget

Crafting Your Ideal Widget Experience

Enhance Your Dashboard with Personalized Insights

Welcome to the ultimate guide on customizing widgets to elevate your dashboard experience. Follow these steps to master the art of crafting your perfect widget.

Step 1: Choose Your Widget

Begin your widget customization journey by selecting a widget from the comprehensive list. The default chart type is automatically assigned under the "ALL" filter. If you wish to change the chart type, simply click on the chart icon.

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Step 2: Configure Your Widget

Head to the "Configure" tab to fine-tune your widget settings:

Title: Personalize the widget's title for clarity and easy understanding.

Metrics: Switch data points to tailor the widget to your specific needs.

Group: Define how your results are grouped, especially useful for Donut charts.

View by: Select a secondary dimension for line, bar, and horizontal bar chart types.

Breakdown: Adjust the frequency of the time period.

Date Property: Modify the date property for fetching results (e.g., Created Date or Updated Date).

Date Range Override: Override the date range for the widget, using the global date range by default.

Order: Alter the order of results (ascending or descending).

Limit: Set a limit to simplify the displayed results.

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Explore advanced settings for additional personalization options, though these are optional for creating a widget.

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Step 3: Precision Conditions

Under the "Conditions" tab, apply filters using AND or OR conditions:

Click "ADD CONDITION" to add a filter and choose the condition from the dropdown.

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Set the operator and parameters for the filter. Add or delete conditions as needed.

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Note: If there's no data found for a specific filter, you won't be able to save the widget without either deleting that filter or changing it.

Step 4: Save Your Customized Widget

After making all the necessary changes, click the "Save" button. Witness your widget update on the dashboard, ready for resizing and repositioning. Don't forget to click "Save Changes" once satisfied with the widget's position and size.

Craft your ideal widget and transform your dashboard into a powerful tool for insights and analytics.

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