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  1. On the MSPbots app's menu, go to Settings> Slicer.
    Slicer settings
  2. Click the New Slicer button on the Slicer tab. This step opens the New Widget window. 
    new slicer button
  3. Next, select the type of slicer that you require. For this example, we are selecting the Dropdown List slicer type on the New Slicer window. This action opens the Widget Builder window. 

  4. When the Widget Builder window opens, provide the following: 
    • Name - Give the slicer a name. 
    • Description - Provide a short description. 
    • Role - Select the role/s that should have access to the slicer. Choose either User, Admin, orboth. Admin should be added by default. 



  5. Click the Apply button.
  6. Next, go to Dataset Data Source and click the + button to add a slicer
    widget builder datasource
  7. Select New Layer on the window that appears. This step opens the Dataset window.

    new layer
  8. Do the following on the Dataset window: 
    • Select a Dataset to use. The dataset should be in line with the dataset of the widget/s that will be linked to the slicer.
    • 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.
    • Add values for the Filter, Measure, and/or Dimension, as well as for Order By, as needed.
      dataset slicer
      Important: Make sure to tick the checkbox for Remove Duplicate Data. Users most commonly need to add values for Filter and Order By only. 

  9. Click the Save button then Apply.
  10. Next, go to Config and provide data for the following fields: 
    • Text - Input an the Alias for the column slicer name. 
    • Value - Input the same Alias entered in for the text fieldslicer value
    • QueryParams - Input the same Alias in the text field. alias for the column used as a lookup. If the lookup column has the same value as the slicer value, then you can use the alias for the slicer value.
      For example: If the slicer value is board name, then the slicer lookup is board id
    • Watermarks - Input the text that will appear to show on the slicer field before a value is chosen. Example: Select a Board. 
    • Filter Label - Input the slicer's label. Example: Board or Board Name.
    • Select - Select ALL or Only First. This field is related to the Multiple Mode check box. Selecting ALL sets the default slicer value to all the available values thus, the widget/s linked to this will show all the data for the value. On the other hand, selecting Only First sets the default slicer value to the first available value for the slicer. 
    • Multiple Mode - A checkmark on this checkbox allows the user to select multiple values in the slicer.
      Config fields
  11. Click Apply. This will show a preview of the slicer that you have created.

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