Widget Settings

You can use the Widget Settings window to define the widget properties and the data that must be displayed in the widget.

Note: Your security access determines the functions that are available. You can contact your administrator for modifying the access.

To access this window you can:

  1. Access the Dashboard or a widget panel.
  2. Select the required layout to add or modify the required widget.
    Note: You can only add or modify widgets to a layout that you have created.
  3. Select Add Widget option on the menu and select the type of widget in the Add Widget window displayed.
    Note: 
    • You can also click the Settings icon on an existing widget to edit the widget.
    • For Group List widgets these settings are located on the General Options.
  4. Specify this information:
    Width
    The horizontal space the widget must occupy on the dashboard. You can use the slider to set this value between 1 and 12. If the width is set to a smaller value, more widgets are displayed in the same line. For example, if you set the width for the widget to 6, two widgets are displayed in the same line. If you set the width to 4, three widgets are displayed in the same line.
    Height
    The vertical space the widget must occupy on the dashboard, expressed in Pixels. You can specify a higher or lower value to increase or decrease the height.
    Title
    The title to be displayed in the widget title bar. By default, the title is set to the name of the widget type you select. However, you can modify the title.
    Subtitle
    The text that provides the additional information about the widget. By default, the subtitle is blank.
    Show Border
    If this option is enabled, a border is displayed around the widget.
    Limit
    The maximum number of items to be displayed in the widget. By default, the limit is set to 10.
    Note: This field is not displayed for KPIs, Line charts or Journey Kanban Widgets.
    Goal
    A numeric value that represents or determines the goal that is set. The goal is defined for these three widgets:
    • Bar: Specifying a goal adds a vertical dotted line indicator that represents a numeric goal on the bar chart. For example, a sales revenue goal.
      Note: Specifying a goal affects the scale of the X-axis.
    • Line: Specifying a goal adds a vertical dotted line indicator that represents a numeric goal on the line chart. For example, a sales revenue goal.
      Note: Specifying a goal affects the scale of the X-axis
    • Gauge: Specifying a goal determines the highest value on the gauge chart. For example, a sales revenue goal. By default, this value is set to 0. However, for the gauge chart to display the data correctly you must specify a value that is higher than Minimum.
    X-Axis
    The text that provides additional information about the data for the horizontal line (X-axis) of the chart. For example, Total Sales in millions of dollars. By default, this field is blank.
    Note: This field is displayed only for Bar, Column, Bubble, and Line widgets.
    Y-Axis
    The text that provides additional information about the data for the vertical line (Y-axis) of the chart. For example, By Account Manager. By default, this field is blank.
    Note: This field is displayed only for Bar, Column, Bubble, and Line widgets.
    Minimum
    The lowest or starting value on the chart that is determined based on the Goal setting. By default, this value is set to 0. However, you can specify a value that is lower than the Goal value.
    Note: This field is displayed only for the Gauge type of widget.
    Always Show Values
    If this option is set to ON, the data values are displayed in the widget. Else, the data values are displayed only when you rest the pointer over a bar, column or point.
    Note: This field is displayed only for Bar, Column, Bubble, and Line widgets.
    Show Trend
    If this option is enabled, a green arrow is displayed to indicate a positive trend and a red arrow is displayed to indicate a negative trend, in a Comparison KPI widget. This option is useful to compare the same metric in different time periods. For example, the same metric for last quarter and this quarter.
    Note: This option is only displayed for Comparison widgets.
    Show Percent
    If this option is enabled, the difference between two values being compared is displayed as a percentage. This option is useful to compare the same metric in different time periods. For example, the same metric for last quarter and this quarter.
    Note: This option is only displayed for Comparison widgets.
    Show Circle
    If this option is enabled, the KPI values are displayed within a colored circle.
  5. Click Add to add a data source. See Working with widgets data sources.
  6. Click Save.