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Slicers give users control over large datasets by applying filters that show or hide data. When a slicer on the MSPbots widgets is selected, filters are applied and users view only the data that is useful for their task or goal. This article shows the procedure for creating slicers that will allow clients to easily refine data for themselves. 

Watch this video or follow the procedure below to create a slicer in widgets.

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Required Permissions

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Before you start, make sure that you are logged in to MSPbots with administrator permissions. Only Admin would be able to an admin can create a new slicer. 

Follow these steps when creating slicers 

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1. On the MSPbots app's menu, go to Settings> Slicer.
   
2. Click the New Slicer button on the Slicer tab. This step opens the New Widget window. 
   
3. Next, select the type of slicer that you require. For this example, we are selecting the Dropdown List slicer type on the New Slicer window. This action opens the Widget Builder window. If you want to create other types of slicer, please refer to the Slicer Config Fields Definition to configure the Config fields.
   
   
4. When the Widget Builder window opens, provide the following: 
   • Name - Give the slicer a name. 
   • Description - Provide a short description. 
   • Role - Select which the role/s that should be able have access to access the slicer. Either User or Admin or both.
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   Click the Apply button.
   • Admin should be added by default. 
     
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5. Next, go to Dataset Data Source and click the + button to add a slicer. 
   
6. Select New Layer on the window that appears. This step opens the Dataset window.
   
   
7. Do the following on the Dataset window: 
   • Select a dataset Dataset to use. It The dataset should be in line with the dataset of the widget/s that would will be linked to the slicer.
   • Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the + icon to add more rows.
   • Add values for the Filter, Measure, and/or Dimension, as well as on for Order By, if they are necessary for the data that you needas needed.
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     Important: Make sure to tick the checkbox for Remove Duplicate Data. Also, most common is that you will only be needing Users most commonly need to add values on the for Filter and Order By only. 
     
     
8. Click the Save button then the Apply.
9. Next, go
to Config
10. to Config and provide data for the following fields: 
    • Text - Input the Alias from a field selected in the Data Source. The values of
the column name you want to use. 
11. Value - Input the same Alias you have entered in the text field. 
12. QueryParams - Input the same Alias of the column name from the text field. 
13. Watermarks - Input the words/phrase you want to appear on the slicer before value is chosen. E.g. Select a Board. 
14. • the Text will be visible in the slicer options.
    • Value: Input the Alias from the field selected in the Data Source. This value will be used to lookup and filter connected widgets.
      

      Tip

      Text and Value usually refer to the same data field. However, there are optional cases where you need to use different values for each field. For example, in a widget, only the employee ID is available as a data field. You can create a slicer where Text = Employee Name and Value = Employee ID. This way, you can use the slicer to filter the widget while easily understanding the options that appear in the slicer.

      
      
    • QueryParams - The field used to connect the slicer to the widget. Any text or value can be input here. 

      Tip
      Using "Company" as the value in the QueryParams field also has an additional function of sharing company-filtered data in the Schedule Report of Dashboards.

    • Placeholder - Input the text to show on the slicer field before a value is chosen. Example: Please select. 
    • Filter Label 
Filter Label
15. • - Input the slicer's label.
E.g. Board or Board Name.Select - Choose whether to select ALL or Only First. This is in line with when you tick the Multiple Mode check box.
When you select ALL, the default selected value of the slicer would be all the available values for it,
16. • Example: Company.
    • Default Value - Select ALL or Only First.
      • Selecting ALL sets the default slicer value to all the available values thus, the widget/s linked to
it would
17. • • this will show all the data for
those values. But when it is Only First, the default selected value would be
18. • • the value.
      • On the other hand, selecting Only First sets the default slicer value to the first available value
of
19. • • for the slicer. 
    • Multiple Mode - A checkmark on this checkbox allows the user to select multiple values in the slicer.
    • Strict mode:
      • If strict mode is enabled, nothing will be displayed if the slicer options are cleared.
      • If strict mode is not enabled, all data will be displayed if the slicer options are cleared.

      • By default, this option is not selected.

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20. 
    Image RemovedClick Click Apply. This will show a preview of the slicer that you have created.
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Related Topics

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