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MSPbots Widgets The MSPbots widgets like the Progress Tracker Widget help you to quickly view key critical data and highlight action items at a glance. The Progress Tracker is helpful in monitoring processes or services in a workflow. This article shows how you can start creating your own widget the procedure for creating a progress tracker widget, which you can further customize according to your business needs.

Do these steps to To create a Progress Tracker progress tracker widget:

  1. On the MSPbots menu, navigate to Widgets.
  2. On the Widgets tab, click New Widget.

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  2. When the New Widget window appears, select Choose the Progress Tracker widget type.
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  1. When the Widget Builder window opens, provide the following: 
    • Name - Give the widget a Name. 
    • Description - Provide a short Description. 
    • Role - Select 

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    • User or Admin.
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  1. Click the 

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  1. Apply button.

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  1. Go to 

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  1. Dataset and click

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  1. the + button

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  1. . This will open the Add New Layer window.
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  2. Click New

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  1. Layer on the Add New Layer window

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  1. Do the following on the Dataset window: 
    1. Select a dataset to use. 
    2. Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the

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    1. (plus) icon to add more rows.

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    1. Add filters, measures, and dimensions.
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  1. Click the 

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  1. Save button.

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  1. Click Apply

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  1. to show a preview of the target card that you created.

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  1. Next, go to Config and provide data for the following fields:

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    • Measure1 - Select the measure that

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    • the progress tracker

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    • will show. 
    • Suffix - Select the data

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    • for the x-axis (horizontal)

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    • Minimum - Set the minimum value of the tracker.
    • Maximum - Set the minimum value of the tracker
    • Step 1 - Select the desired color for

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    • Step 1

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    • . This is the minimum range for the progress tracker

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    • . 
    • Step 2 -Select the desired color for

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    • Step 2

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    • . This is the middle range for the progress tracker

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    • .

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    • Step 3 - Select the desired color for

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    • Step 3

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    • . This is the maximum range for the progress tracker

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    • .

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  1. If you want

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  1. the text or background color to change when the fields and measures meet specific conditions, set a conditional formatting rule for your target card. Go

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  1. to Conditional Formatting

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  1.  and add rules to define the conditions. Once a rule

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  1. is set, click 

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  1. Apply on the widget rule window.
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  1. Lastly, click 

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  1. Apply on the widget to show a preview

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