Working with widgets data sources

Defining data sources is not required for all widget types. Some widgets, such as bar and column charts are used to define multiple data sources to compare two sets of data in the same chart.

To access the Add/Edit Data Source window you can:

• Click Add Data Source or Add Contextual Data Source in the Widget Settings window.
  Note: The Add Contextual Data Source option is available only for widgets on a detail view widget panel.
• Click Edit corresponding to an existing data source in the Widget Settings window.

Specify this data source information:

• Name: A descriptive name for the data source.
• Color: You can click the color box to open a color selector, or type or paste an RGB value. To apply the same color to another widget, copy the RGB value from the source widget to the color settings of the target widget.
  Note: This option is available only for Bar, Bubble, Column, Gauge, and Line chart widgets and KPI widgets if the Show Circle option is selected.
• Use Current Group: If this check box is selected, the current group and filters provide context for the widget data source. The Entity and Group options are disabled.
  Note: This option is available only for widgets on a list view widget panel.
• Entity: The entity from which you want to retrieve the data. For example, Opportunities. You can retrieve the data in the charts and link widgets for all entities that have the List view page.
  Note: 

  • This option is not available for widgets on a list view widget panel when the Use Current Group option is selected.
  • For contextual data sources, the list of available entities is limited to related entities with at least one metric defined.
• Group: The group for which the data must be displayed. For example, All Opportunities. All groups that are accessible to a user can be used in charts and lists.
  Note: 

  • When the widget uses a contextual data source this option is not available.
  • This option is not available for widgets on a list view widget panel when the Use Current Group option is selected.
• Dimension: Dimensions are a type of filter, that determine the information to be displayed. For example, Account Manager. The user with the Administrator role can also define additional dimensions.
  Note: 

  • The dimensions are displayed based on the selected entity filters and the configuration settings.
  • Dimension is not available for KPI widgets.
• Metric: Metrics are the criteria based on which the data to be displayed in the widget is calculated. Metrics are specific to a dimension. Additional metrics specific to each entity are also available.
• Sort Order: The order in which data is arranged in the widget. Possible options: Dimension Ascending, Dimension Descending, Metric Ascending, and Metric Descending.
• Advanced: The additional options to retrieve the data:
  • SData Analytics Where Clause: Allows you to specify an SData analytics feed where clause for defining the query parameters using the correct syntax.

    Example: To filter out values earlier than or after, use the statement: name not like EarlierThan% and name not like LaterThan%

  • SData Entity Where Clause: The SData entity where clause is for defining the query parameters. You can use one of the Query Mode options:
    • Query Builder: The Query Builder interface used to add one or more rules.
      Note: For more information about the data source Query Builder, see Using the Data Source SData entity where clause Query Builder.
    • Raw Query: You can use Raw Query to type or view a where clause in the correct format. You can rest the pointer on the SData Entity Where Clause field to view a list of supported tokens. You can select the Click to copy option to copy the selected token to the SData Entity Where Clause field.
      Note: You can define Raw Query by creating the SData Entity Where Clause, see Creating an SData Where clause.