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  1. On the MSPbots menu, navigate to Widgets.
  2. On the Widgets tab, click New Widget.
    New Widget
  3. When the New Widget window appears, select the Progress Tracker widget type.
    Progress tracker widget
  4. When the Widget Builder window opens, provide the following: 
    • Name - Give the widget a name. 
    • Description - Provide a short description. 
    • Role - Select User or Admin.
      widget builder
  5. Click the Apply button.
  6. Go to Dataset and click the + button. This will open the Add New Layer window.
    dataset data source
  7. Click New Layer on the Add New Layer window. This step opens the Dataset window.
  8. 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 (plus) icon to add more rows.
    3. Add filters , measures, and dimensionsmeasure. 
      dataset
  9. Click the Save button.
  10. Click Apply to show a preview of the target card progress tracker widget that you created.
  11. Next, go to Config and provide data for the following fields:
    • Measure1 - Select the measure that the progress tracker will show. 
    • Suffix - Select the data for the x-axis (horizontal)Input a corresponding label or footer title for the resulting data
    • Minimum - Set the minimum value of the tracker.
    • Maximum - Set the minimum value of the tracker. 
    • Step 1 - Select the desired color for Step 1. This is the minimum range for the progress tracker. 
    • Step 2 -Select the desired color for Step 2. This is the middle range for the progress tracker.
    • Step 3 - Select the desired color for Step 3. This is the maximum range for the progress tracker.
      widget builder
    If you want 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 to Conditional Formatting and add rules to define the conditions. Once a rule is set, click Apply on the widget rule window.
    Conditional FormattingImage Removed
  12. Lastly, click Apply on the widget to show a preview

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