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- Login to the MSPbots dashboard and navigate to Widgets.
- Click the New Widget button and select the Heatmap widget type.
- When the Widget Builder window opens, give the widget a Name.
- Next, add a Description.
- Then, select or edit the roles that will have access to the widget. The roles selected by default are Admin, User, and Dashboard Only.
- Click Apply.
- Proceed to configure the dataset by clicking the Datasource icon and then the + Add Dataset button.
- Select New Layer when the Add New Layer window opens. This action will bring up the Dataset window.
- On the Dataset window, select a Dataset to use. Example: ConnectWise Tickets Statistics - Cloud
- Add and configure the Columns and Filters 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.
- Add a function for the columns, if needed.
- Under Column Display, click the fx icon that corresponds to the column that requires a function.
- Select an option for Field Formula and click Save. For example, for the hours_actual column, add a field formula to round off hours to return real hour values without a decimal.
- Repeat Step 11 for every column that needs a function.
- Under Column Display, click the fx icon that corresponds to the column that requires a function.
- Next, add and set up Measure. Measures are aggregates like sum, max, avg, and count. Example: ticket count measure.
- Sample Measuire
- Add and set up Dimension to group data. Example: group by Actual Hours, Date, and Resolved by.
- Click Save to save the setup.
If you want to add an Order by option for your result:- Click + Order By and select an option.
- Choose to show the results in either ascending or descending manner by clicking the arrow shown in the following section of the window.
- Click Apply to save.
- Click + Order By and select an option.
- Next, set up the widget Configuration. Click the Config icon.
- Set the chart value results for the x-y axis using the following guide:
- A - Dimension - Select an option from the drop-down menu to label the x-axis value on the chart. Example: Select Date.
- B - Measure - Select an option from the drop-down menu to label the y-axis value on the chart. Example: Select Hours.
- C - Label - Select a label and give it a name. This is the specific value result shown in the chart. Example: Select Ticket count by Hours.
- D - Show Label - Tick this checkbox to show the label results.
- E - Min/Max Value - The value set here will be the basis for the Minimum and Maximum value for the results. This also determines the color of the results.
- Set up Chart view using the following guide:
- F - Orient - Set the Heatmap Legend to horizontal or vertical
- G -Grid Top - This is the percentage distance of the chart from the margin above it.
- H - Left Side Distance - This sets the Heatmap Legend's location on the chart. Choose right, center, or left.
- I- Bottom Side Distance - This is the percentage distance of the chart from the margin below it.
- J - Is Total - Turn this switch ON to calculate the grand total for the X and Y axis.
- Click Save to keep the configuration.
- Then, click Apply to apply all changes made to the widget.
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