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Before adding a slicer to the dashboard
Refer to the following resources for information on setting up slicers: |
To add a slicer on the dashboard
- Navigate to Dashboardson the MSPbots app.
- Search for the dashboard that needs updating.
- Click the dashboard to open. Let's use the dashboard below as an example. We will add a company slicer to filter the device count for each company.
- Add a slicer. Start by clicking the Design button on the upper right section of the screen.
- Next, click Add Widget.
- On the Add Widget window, click Slicer List then search for the slicer you want to use. You can search from either the My Slicers or Slicers Template tab.
Refer to How to Create Slicers in Widgets for help with setting up slicers. Select your chosen slicer and click Add.
The slicer is now added to your dashboard.Note title Important To make the slicer work successfully with the other widgets on the dashboard, you need to update all the widgets and add the slicer as one of itsfilters in the setup. Please be guided by the steps below.
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To add the slicer to the widget:
- Click the ellipsis ... icon on the widget and select Edit.
- Click the Dataset icon, then click the ellipsis ... and select Edit.
- Go to the Filter section. Add a new condition by clicking > + Add Condition.
- Next, click the AND tab and do the following:
- Select the column name for the slicer. Example: customer_name
- Select IN as the query string.
- Tick the Slicer checkbox.
- Click the Slicer field and select the slicer for the corresponding integration.
Choose a Slicer setup. Example: Customer slicer
Note Do not select the OR operator for slicers.
- Click the ellipsis ... icon on the widget and select Edit.
Click the Save button to save the changes.
9. Finally, on the Widget Builder window, click Apply to enable the slicers setup on the widget.
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You have to repeat steps 10-15 8 to 9 for all the widgets on the dashboard to apply the slicer (e.g., company_name) and make sure it works on all widgets. |
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