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A target card widget allows the user to take snapshots of a selected measure; the frequency depends on the user's preference. This article shows how you can create a target card widget.
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To create a target card type widget:
- On the MSPbots menu, navigate Log in to MSPbots. Navigate to Widgets and click the New Widget button.
- On the New Widgets tab, click New Widget.Choose the Target Card widget type on the New Widget window.window, select Target Card. This step opens the Widget Builder window.
- When the Widget Builder window opensappears, go to Basic Setting. Provide and provide the following and click: Apply.
- Name - Give the widget a Name.
- Description - Provide a short Description.
- Role - Select User and/or Admin.
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- Click Apply.
- Next, go Go to Dataset. Click and click the + button and add a New Layer..
- Select New Layer on the window that appears. This step opens the Dataset window.
- Do the following on the Dataset window:
- Select a dataset to use.
- Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the +
button icon to add more rows.
- Add filters, measures, and dimensions.
Refer to What Conditions are Available for Creating Widgets? as a guide for this step.
- Click Save.
- Click Apply. This will show a preview of the target card that you created.
- Go Next, go to Config. and provide data for the following fields:
- Fields select - Select the measure that you would like the target card to show.
- User , select - Select the KPI or metric owner name on from the dropdown list. Once Selecting a user is selected, this will activate the widget and will start taking a snapshot of the target card. If left blank, it will not record any snapshot.
- Refresh Cron, select - Select the frequency on how often you would like for the widget to take a snapshot of the target card.
- Benchmark, set - Set the target score of the widget.
- Last Days, set - Set the number of days to limit the graph dimension.
- Header Text, set - Set the measure label.
- Trendline, select - Select a preferred trendline on the dropdown list, if necessary.
- Click Apply. This will show a preview of the target card that you created.
- If you need to want to change the text or background color when the fields and measures meet specific conditions, set a conditional formatting rule on for your target card, you may go . Go to Conditional Formatting and add rules to make thefields and measure's appearancechange if they meet certain define the conditions. Once a rule has been set, click Apply on the widget rule window.
- Lastly, click Apply on the widget to show a preview of the target card.
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