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A target card widget takes snapshots of a selected measure at a frequency set by the user. This widget is helpful in tracking or monitoring helps to visually communicate and monitor performance metrics and historical data against a set pre-defined target. 

This article shows how you can create Image Added
Use this article to create and configure the settings of a target card widget. 

What's on this page: 

Prerequisites 

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Before you proceed, make sure that you are logged in to the MSPbots app as an administrator. 

Video guide 

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Watch this video or follow the procedure below to create a target card widget.

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Creating a target card

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widget 

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1. Navigate to Widgets and click the New Widget button. 
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2. On the New Widgets window, select Target Card. This step opens the Widget Builder window.
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3. When the Widget Builder window appears, go to Basic Setting and provide the following: 
   • Name - Give the widget a Name.
   • Description - Provide a short Description.
   • Role - Select the user that needs access to the widget.
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4. Click Apply. 
5. Next, go to Dataset and click the + button. 
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6. Select New Layer on the window that appears. This step opens the Dataset window.
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7. Do the following on the Dataset window: 
   1. Select a dataset to use.
   2. Give the datasource data source a name.
   3. Add columns by selecting an option from the the Column Name dropdown  dropdown list and assigning an Alias and an Alias and Business Type for  for each. Click the + icon  icon to add more rows.  
   4. Add filters, measures, and dimensions.
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      Refer to to What Conditions are Available for Creating Widgets? as  as a guide for this step.
      
      
8. Click Save. 
9. Click Apply. This will  to show a preview of the target card that you created. 
10. Next, go to Config and provide data for the following fields:
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    1. Fields Y Value- Select the measure that you would like the target card to show. data for the y-axis (vertical).
    2. X Value - Select the data for the x-axis (horizontal).
    3. User - Select the name of User - Select the KPI or metric owner name from the dropdown list. Selecting a user will activate activates the widget and will start starts taking snapshots of the target card. If left blank, it will not record any snapshot.
    4. Refresh Cron - Select the frequency for the widget to take a snapshot of the target card.
    5. The snapshot will not be generated if this field is left blank. 
    6. Recurrence - Select the frequency for taking snapshots. Choose from the following options: 
       • Daily - Selecting to take a snapshot daily allows you to set a specific snapshot frequency as often as every five minutes. 
       • Weekly - Select a specific day of the week and enable the On specific time toggle to take a snapshot at a specific time for that day. 
       • Monthly - Select a specific day of the month and enable the On specific time toggle to take a snapshot at a specific time for that month. Because the last day varies each month, select last day if you wish to take a snapshot every last day of the month. 
       • Quarterly - For quarterly snapshots, select a month for the quarter and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.  
       • Yearly - For yearly snapshots, select a month and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month. 
         

         Note
         If the On specific time toggle is not enabled, the default snapshot recurrence is 00:00 (midnight).

         
         
    7. Time Zone - Select the time zone to use for the widget.
    8. Benchmark - Type the target score for the metric in the widget.
    9. Date Range -Set the start and end dates for the widget's dataBenchmark - Set the target score of the widget.
    10. Last Days - Set the number of days to limit the graph dimension.
    11. Header Text  - Set Type a label for the measure label.
    12. Showing date interval
    13. Trend Line Trendline - Select a your preferred trendline on from the dropdown list, if necessary.
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        • • linear
          • exponential
          • polynomial
11. Click Apply. This will  to show a preview of the new target card that you created.
12. If you want to change the text or background color 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.
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13. Lastly, click Apply then click Apply again on the widget to save and show a preview preview of the target card. 
    The preview will appear empty on the first day of widget creation because the widget does not have a record of snapshots yet. Once records are available, a line graph preview will appear. 
    

Related Topics 

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