How to Create a Target Card Widget

A target card widget takes snapshots of a selected measure at a frequency set by the user. This widget helps to visually communicate and monitor performance metrics and historical data against a pre-defined target. 

Use this article to create and configure the settings of a target card widget. 

What's on this page: 

Prerequisites 

Before you proceed, make sure that you are logged in to the MSPbots app as an administrator. 

Video guide 

Watch this video or follow the procedure below to create a target card widget. 

Creating a target card widget 

1. Navigate to Widgets and click the New Widget button. 
   
2. On the New Widgets window, select Target Card. This step opens the Widget Builder window.
   
3. When the Widget Builder window appears, go to Basic Setting and provide the following: 
   • Name - Give the widget a Name.
   • Description - Provide a short Description.
   • Role - Select the user that needs access to the widget.
     
4. Click Apply. 
5. Next, go to Dataset and click the + button. 
   
   
6. Select New Layer on the window that appears. This step opens the Dataset window.
   
7. Do the following on the Dataset window: 
   1. Select a dataset to use.
   2. Give the data source a name.
   3. 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.  
   4. Add filters, measures, and dimensions.
      
      Refer to What Conditions are Available for Creating Widgets? as a guide for this step.
      
      
8. Click Save. 
9. Click Apply to show a preview of the target card that you created. 
10. Next, go to Config and provide data for the following fields:
      
    1. Y Value - Select the data for the y-axis (vertical).
    2. X Value - Select the data for the x-axis (horizontal).
    3. User - Select the name of the KPI or metric owner from the dropdown list. Selecting a user activates the widget and starts taking snapshots of the target card. The snapshot will not be generated if this field is left blank. 
    4. Recurrence - Select the frequency for taking snapshots. Choose from the following options: 
       • Daily - Selecting to take a snapshot daily allows you to set a specific snapshot frequency as often as every five minutes. 
       • Weekly - Select a specific day of the week and enable the On specific time toggle to take a snapshot at a specific time for that day. 
       • Monthly - Select a specific day of the month and enable the On specific time toggle to take a snapshot at a specific time for that month. Because the last day varies each month, select last day if you wish to take a snapshot every last day of the month. 
       • Quarterly - For quarterly snapshots, select a month for the quarter and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.  
       • Yearly - For yearly snapshots, select a month and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month. 
         

         If the On specific time toggle is not enabled, the default snapshot recurrence is 00:00 (midnight). 

         
         
    5. Time Zone - Select the time zone to use for the widget.
    6. Benchmark - Type the target score for the metric in the widget.
    7. Date Range -Set the start and end dates for the widget's data.
    8. Last Days - Set the number of days to limit the graph dimension.
    9. Header Text - Type a label for the measure.
    10. Showing date interval
    11. Trend Line - Select your preferred trendline from the dropdown list, if necessary: 
        
        • • linear
          • exponential
          • polynomial
11. Click Apply to show a preview of the new target card.
12. If you want to change the text or background color when the fields and measures meet specific conditions, set a conditional formatting rule for your target card. Go to Conditional Formatting and add rules to define the conditions. Once a rule is set, click Apply on the widget rule window.
    
13. Lastly, click Apply then click Apply again on the widget to save and show a preview of the target card. 
    The preview will appear empty on the first day of widget creation because the widget does not have a record of snapshots yet. Once records are available, a line graph preview will appear. 
    

Related Topics 

• Page:
  Creating a Scorecard Dashboard
• Page:
  What Filter Conditions and Formats are Available for Creating Widgets
• Page:
  How to Create Slicers in Widgets
• Page:
  Creating a Column Chart Widget
• Page:
  Creating a Grid Widget