Widgets: Standard Widgets Library & Configuration

Bar Chart

Bar Chart displays categorical data with horizontal bars where the length of each bar represents the value.

Column Chart

Column Chart is similar to a bar chart but with vertical bars.

Configuration

Bar Chart and Column Chart include the same set of configurable properties, the only difference is how the data is displayed on the Widget. 

Pie Chart

Pie Chart is a circular chart divided into slices to represent the proportions of a whole.

Donut Chart

Donut Chart is a variation of the pie chart with a hole in the center. Used to display proportional data, with the central space showing additional information, e.g. total number of items in the chart.

Configuration

Pie Chart and Donut Chart include the same set of configurable properties, the only difference is how the data is displayed on the Widget and that the Donut Chart can show the total in the middle of the chart. 

• Title: provide the title that will be displayed on the Widget and as the Widget name in the Dashboard Configuration panel.
• Record Type (mandatory): select from the list of the available in the system Configuration Items.
• Filters: optionally, apply the necessary filters to consider only those records that fall under the filtering conditions. Only those records that meet all specified conditions will be shown in the results. You can choose from the list of filers that are available for the selected Dataset (see Advanced mode configuration).
• Grouping Column: Select by which column to group the data in the widget (e.g., Priority, Status).
• Show Legend: disabled by default. Select the checkbox to see the legend based on the selected Grouping Column;
• Show Total (Pie Chart only): disabled by default. Select the checkbox to see the total number of items retrieved to this widget in the middle of the chart;
  
• Advanced Mode: click on the toggle button to switch on the advanced properties configuration
  • Dataset (mandatory):  the Data Query for the selected Record Type. It is set automatically when the Record Type is set and if the Data Query for the set Record Type exists;
  • Data List: optional property that is used to drill down the data. It is set automatically if the Record Type is set and Dataset View exists. Choose the Dataset View that should be opened when you click on the Widget title and you'll see a Dataset View with the details on the data records;
  • Top: set a number to limit how many records with the highest values should be shown on the widget and retrieved to the legend (if enabled);
  • Aggregation Type: choose how the values will be aggregated across your Dataset. Possible values:
    1. Count (default)
    2. Sum 
    3. Max
    4. Min
    5. Average
       For all other aggregation types, except the default Count, choose the Column for Aggregation:
       
       Column for Aggregation suggests suitable columns with numeric data type from the selected Dataset (Data Query).

Percentage Card

The widget displays a percentage value in a widget layout:

Configuration: includes 2 sections, Comparison and Base. Base is taken as the 100% and the Comparison shows the percentage on the Widget relatively to the Base value. Configure the set of the following fields for both Comparison and Base sections:

• Title: provide the title that will be displayed on the Widget and as the Widget name in the Dashboard Configuration panel.
• Record Type (mandatory): select from the list of the available in the system Configuration Items.
• Filters: optionally, apply the necessary filters to consider only those records that fall under the filtering conditions. Only those records that meet all specified conditions will be shown in the results.  You can choose from the list of filers that are available for the selected Dataset (see Advanced mode configuration).
• Advanced Mode: click on the toggle button to switch on the advanced properties configuration
  • Dataset (mandatory):  the Data Query for the selected Record Type. It is set automatically when the Record Type is set and if the Data Query for the set Record Type exists.
  • Data List: optional property that is used to drill down the data. It is set automatically if the Record Type is set and Dataset View exists. Choose the Dataset View that should be opened when you click on the Widget title and you'll see a Dataset View with the details on the data records.
  • Aggregation Type: Choose how the values will be aggregated across your dataset. Possible values:
    • Count (default)
    • Sum 
    • Max
    • Min
    • Average
      For all other aggregation types, except the default Count, choose the Column for Aggregation:
      
      Column for Aggregation suggests suitable columns with numeric data type from the selected Dataset (Data Query).

Additionally, you can configure the Conditional Coloring for the Widget.

Metric Card

Highlights a key number or metric within a widget layout. Used for KPIs, such as the total number of incidents within some period, the number of placed orders, etc.:

Configuration:

• Record Type (mandatory): select from the list of the available in the system Configuration Items.
• Filters: optionally, apply the necessary filters to take into account only those records that fall under the filtering conditions. Only those records that meet all specified conditions will be shown in the results. You can choose from the list of filers that are available for the selected Dataset (see Advanced mode configuration). 
• Advanced Mode: click on the toggle button to switch on the advanced properties configuration
  • Dataset (mandatory):  the Data Query for the selected Record Type. It is set automatically when the Record Type is set and if the Data Query for the set Record Type exists.
  • Data List: optional property that is used to drill down the data. It is set automatically if the Record Type is set and Dataset View exists. Choose the Dataset View that should be opened when you click on the Widget title and you'll see a Dataset View with the details on the data records.
  • Aggregation Type: Choose how the values will be aggregated across your dataset. Possible values:
    • Count (default)
    • Sum 
    • Max
    • Min
    • Average
      For all other aggregation types, except the default Count, choose the Column for Aggregation:
      
      Column for Aggregation suggests suitable columns with numeric data type from the selected Dataset (Data Query).

Additionally, you can configure the Conditional Coloring for the Widget.

Conditional Coloring

This property allows highlighting certain values or making them more prominent. 

The added rule changes the displayed value color based on a specified condition. To add a rule,

• Scroll to the bottom of the Widget configuration
• Click + Add Rule
• Specify the Conditional Coloring rule:
  • Color: Choose a color or enter a color code in HEX format
  • Operator: Choose from the suggested operators and set against which value the rule will be checked and applied. Operators:
    • < (default) less than
    • > more than
    • <= less than or equals
    • >= more than or equals
    • <> not equal to
    • = equals to

You can manage the Conditional Coloring by adding as many rules as necessary or deleting them anytime.

Combo Chart

Combo Chart is a chart that combines two or more chart types (e.g., column and line charts) to show different data sets on the same axis. Useful for comparing multiple data trends over the same period.

Stacked Bar Chart

Stacked Bar Chart is a bar chart where each bar is divided into segments representing different sub-categories, stacked on top of each other. Shows the composition of different groups within a total.

Stacked Column Chart

Stacked Column Chart is similar to a Stacked Bar Chart but with vertical columns. Useful to show the contribution of parts to the whole over multiple periods.

Configuration 

Stacked Bar Chart and Stacked Column Chart include the same set of configurable properties, the only difference is how the data is displayed on the Widget. 

• Record Type: (mandatory): select from the list of the available in the system Configuration Items.
• Filters: optionally, apply the necessary filters to consider only those records that fall under the filtering conditions. Only those records that meet all specified conditions will be shown in the results. You can choose from the list of filers that are available for the selected Dataset (see Advanced mode configuration). 
• Grouping Column: select by which column to group the data in the widget (e.g., Submitted on, Created date, etc.).
• Series Column: defines which data should be represented in the chart, each segment of a bar/column represents each of the series
• Configure Timeline: if the defined in the data source data can be organized in chronological sequence,  select the checkbox to enable the timeline configuration and set Step and Rolling Period 
  • Step: choose from the suggested options (1 hour / 1 day / 1 month / 1 year)
  • Rolling Period: choose from the suggested options (Last 7 days / Last 2 weeks / Last 4 weeks / Last 12 weeks / Last year)
• Show Legend: disabled by default. Select the checkbox to see the legend for the shown on the chart items, otherwise, it will be visible only if you hover over the chart data segments
  
  Stacked Bar Chart configuration example.
• Advanced Mode: click on the toggle button to switch on the advanced properties configuration
  • Dataset (mandatory):  the Data Query for the selected Record Type. It is set automatically when the Record Type is set and if the Data Query for the set Record Type exists.
  • Data List: optional property that is used to drill down the data. It is set automatically if the Record Type is set and Dataset View exists. Choose the Dataset View that should be opened when you click on the Widget title and you'll see a Dataset View with the details on the data records.
  • Top: set a number to limit how many records with the highest values should be shown on the widget and retrieved to the legend (if enabled);
  • Aggregation Type: Choose how the values will be aggregated across your dataset. Possible values:
    • Count (default)
    • Sum 
    • Max
    • Min
    • Average
      For all other aggregation types, except the default Count, choose the Column for Aggregation:
      
      Column for Aggregation suggests suitable columns with numeric data type from the selected Dataset (Data Query).
  • Configure Axis Title: select the checkbox to enable the configuration and set Titles for X and Y Axis:
    1. X-Axis Title: set the title for the horizontally displayed values
    2. Y-Axis Title: set the title for the vertically displayed values

Percentage by Category

• Percentage by Category: displays the percentage of a total for different categories. Useful when comparing proportions across multiple groups.
  

Area Chart

Area Chart is a line chart where the area under the line is filled with color to represent volume. Ideal for showing cumulative trends over time:

Line Chart

Line Chart uses points connected by lines to show trends over time:

Area & Line Charts Configuration

Area Chart and Line Chart include the same set of configurable properties, the only difference is how the data is displayed on the Widget.

• Record Type: (mandatory): select from the list of the available in the system Configuration Items.
• Filters: optionally, apply the necessary filters to consider only those records that fall under the filtering conditions. Only those records that meet all specified conditions will be shown in the results. You can choose from the list of filers that are available for the selected Dataset (see Advanced mode configuration). 
• Grouping Column: select by which column to group the data in the widget (e.g., Submitted on, Created date, etc.).
• Series Column: defines which data should be represented in the chart, each line/area represents each of the series
• Configure Timeline: if the defined in the data source data can be organized in chronological sequence,  select the checkbox to enable the timeline configuration and set Step and Rolling Period 
  • Step: choose from the suggested options (1 hour / 1 day / 1 month / 1 year)
  • Rolling Period: choose from the suggested options (Last 7 days / Last 2 weeks / Last 4 weeks / Last 12 weeks / Last year)
• Show Legend: disabled by default. Select the checkbox to see the legend for the shown on the chart items, otherwise, it will be visible only if you hover over the chart data items.
• Advanced Mode: click on the toggle button to switch on the advanced properties configuration
  • Dataset (mandatory):  the Data Query for the selected Record Type. It is set automatically when the Record Type is set and if the Data Query for the set Record Type exists.
  • Data List: optional property that is used to drill down the data. It is set automatically if the Record Type is set and Dataset View exists. Choose the Dataset View that should be opened when you click on the Widget title and you'll see a Dataset View with the details on the data records.
  • Top: set a number to limit how many records with the highest values should be shown on the widget and retrieved to the legend (if enabled);
  • Aggregation Type: Choose how the values will be aggregated across your dataset. Possible values:
    • Count (default)
    • Sum 
    • Max
    • Min
    • Average
      For all other aggregation types, except the default Count, choose the Column for Aggregation:
      
      Column for Aggregation suggests suitable columns with numeric data type from the selected Dataset (Data Query).
  • Configure Axis Title: select the checkbox to enable the configuration and set Titles for X and Y Axis:
    1. X-Axis Title: set the title for the horizontally displayed values
    2. Y-Axis Title: set the title for the vertically displayed values
       
       Area Chart: Axis Title configuration example

Embedded Web Page

The widget shows a live webpage integrated into a dashboard widget:

Configuration: 

• Title: provide a title that will be shown on the widget
• Widget type: choose Embedded Web Page
• External URL: enter the complete URL address to the page you want to display starting with https://. 

The embedded page is interactive, you can scroll through it or, for instance, if it's a link to the video you can play it directly from the widget.

Quick Link Panel

A panel where you can configure links for quick access to other navigation items, actions of the current application, or access to specified external links.

Configuration:

• Title: provide a title that will be shown on the widget
• Widget type: choose Quick Link Panel
• Configure suggested options:
  • Label: textual element or a name of the added quick link
  • Icon: visual element used for the quick link. Choose an icon from the suggested library 
  • Type: 
    • Go to Navigation Item: specify the Navigation Item suggested from the list and optionally apply Filter to choose from which Data Query the data should be displayed.
    • Open Dialog: specify the Entity Type from the suggested list to open the necessary Dialog Layout.
    • Run Action: choose the Action that this quick link should run.
    • Show Dataset: Select the Dataset View available in the system and optionally apply a Filter to select which Data Query the data should be displayed from.
    • Open External URL: specify the URL that should be opened.
  • Remove This Link: deletes the link from the widget.
• Add New Link: add and configure as many Quick Links as necessary

Rich Text

Text with formatting options such as bold, italic, links, and images.

Configuration: 

• Title: provide a title that will be shown on the widget
• Widget type: choose Rich Text
• Text: edit content in the Text area. Adjust the font size, color, create lists, tables, add media, links, change the content alignment, inline style (bold, italic, underline, strikethrough, superscript, subscript, code), add headings or blocks.

Announcements

Shows a carousel with all available in the system announcements:

Configuration: 

• Title: provide a title that will be shown on the widget
• Widget type: choose Announcements type. All the Announcements from the system will be shown in this widget.