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MSPbots Widgets help you to quickly view key important data and highlight action items at a glance. This article shows how you can start creating your own widget which you can further customize according to your business needs.

Do these steps to create a basic grid-type widget

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  1. On the MSPbots menu, navigate to Widgets.
  2. On the Widgets tab, click New Widget.
    Design New Widget
  3. Choose the Grid widget type on the New Widget window.
    widget types
  4. When the Widget Builder window opens, go to  Basic Setting. Provide the following and click Apply.
    • Name - Give the widget a Name.
    • Description - Provide a short Description.
    • Role - Select User or Admin.
      widget builder
  5. Go to Dataset . Click the + button and add a New Layer.
  6. 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) button to add more rows.  
    3. Add filters, measures, and dimensions. Refer to What Conditions are Available for Creating Widgets? as a guide for this step.
      edit widget dataset
  7. Click Save. This will show a preview of the simple grid table that you created.
  8. Click Apply.

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