Page History

What is a Heatmap widget? The Heatmap widget The heatmap widget in the MSPbots dashboards is a graphical representation of data where values are depicted by color and uses a 3-color gradient (Red-Yellow-Green) scale to display the data intensity to show color. It uses three colors (red, yellow, and green) to show the hot and cold spots area.This hot and cold spot helps determines or understand certain trend and behavior in your data that may aid you on your critical of the data.  These spots help determine or understand trends and behavior that are critical to analysis, business questions, and goals.

Image Removed

1.  Login to MSPbots.ai site 

2.  Hover to Widget menu.

3.  Click + New Widget button

4.  Select Heatmap widget

          Image Removed

5.  Add a Name and Description

              Image Removed

...

This is an example of a heatmap widget:

Image Added

...

To make a heatmap widget for your dashboard: 

1. Login to the MSPbots dashboard and navigate to Widgets.
2. Click the New Widget button and select the Heatmap widget type. Image Added
3. When the Widget Builder window opens, give the widget a Name. 
   Image Added
4. Next, add a Description. 
5. Then, select or edit the roles that will have access to the widget. The default selection is Admin, User, and Dashboard Only. 

7.  Click Apply.

8.  Click Proceed to configure the dataset by clicking the Datasource icon. Then, clickClick + Add Dataset button and select New Layer.

9.  Select a Dataset to use.  e.g For example: ConnectWise Tickets Statistics - Cloud

10.  Add the Columns and Filters .  E.g. columns for that will satisfy your business requirements.For example, select hours_actual, date_resolved, ticket_number, and resolved_by for columns for, and filter by date_resolved in the last 14 days).

11.  Add a function for certain the columns (, if needed).  At the column display, hover into the column you want to add a function. Then, click fx icon.. Under Column Display, click the fx icon that corresponds to the column that needs a function. 

Select an option for Field Formula and click Save. 

       For example, for the hours_actual column, add a        E.g. At column hours_actual add field formula to round off hours (this is to return real hour values w/out without a decimal).  Click, Save to save function for that column.

Repeat this step for every column that needs a function.

12.  Add and Setup set up Measure (. Measures are aggregates like sum. max, avg, and count).  e.g., Ticket For example, ticket count measure.

13.  Add and Setup set up Dimension (. Dimensions is are used for Grouping By grouping by data).  e.g.For example, group by for Actual Hours, Date, and Resolved by.

14.  Click Save to save the setup.

15.  You can also add an Order by option for your result.  Click + Order By and select an option. 

          To set Choose to show the results in either ascending or descending results click manner by clicking the Image Removed arrow in the following section of the window.

Image Added 

15.  Click Apply button to save.

16.  To setup Next, set up the widget Configuration.  Click the Config icon.

17.    Set the Chart chart value results (for the x-y axis):

         A. Dimension - Click the drop selection for the name and give it a name.  This is Select an option from the drop-down menu to label the x-axis value on the chart.  E.g. DateFor example, select Date. 

         B.  Measure - Click the drop selection for measure and give it a name.  This is Select an option from the drop-down menu to label the y-axis value on the chart. E.g. HoursFor example, select Hours.

         C.  Label - Select the specific Label a label and give it a name.  This is the specific value result show shown in the chart. E.g.   For example, Ticket count by Hours.

         D.  Show Label checkbox - check Tick this box to show the label results.

         E.   Min/Max Value -   Set this one up based on the Minimum and Maximum value for the results. This the basis on the color results from Red-Yellow-Green.

18.  Set up Chart view:

        F.  Orient - Setup Set up the Heatmap Legend to Horizontal  or vertical 

        G.  Grid Top - Percentage This is the percentage distance between the chart space above.

        H.  Left Side Distance -  This is the Heatmap Legend location in the chart (Rightright, Centercenter, Leftor left).

         I.  Bottom Side Distance - Percentage This is the percentage distance between the chart space below.

         J   Is  Is Total (toggle switch) -  If ON, it will calculate the Grand Total between the X and Y axis.

19. Click the Save buttonto save configthe configuration.

20.  Then, Click click Apply to apply all changes made to the widget.