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- Navigate to Widgets on the MSPbots app menu.
- Under My Widgets, click New Widget.
- Select the Card Number widget type on the New Widget window.
- When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
- Name - Give the widget a name.
- Description - Give the widget a short description.
- Role - Select the roles you want to give access to.
- Next, go to the Dataset tab. Click the button and select New Layer.
- On the Dataset window,
- Select the Dataset containing the information you want to use.
- Give the data source a name and enter it in the Show datasource name as field (optional).
- For Columns Display
- On the Column Name drop-down, select the field you want to show in the drill through. Click the button to add more rows.
- Give each row an Alias and select a Business Type for each.
- For Filter
- Click the button and choose Add Condition or Add Group.
- Add all the fields you want to filter.
- Set a condition or logic for each field using the next two drop-downs. For a guide on each option, refer to: What Conditions are Available for Creating Widgets?
- Select a logical operator for the filter group (AND or OR).
- For Measure,
- Click the button to show the Measure window.
- Select a Summarize Type.
- Select a Field to use in the computation.
- Give an Alias for the measure.
- Select a Format Type.
- Click Add.
- For Dimensions,
- Select a field to be used for grouping the data.
- Give an Alias for the measure.
- Select a Format Type.
- Click Add.
- Other optional settings are:
- Order By - Sorts the data based on the selected field.
- Row Limit - Sets a limit on how many rows of data will be shown.
- Click Save.
- Next, go to the Config tab.
- Select the Measure to be shown in the card number.
- Set the Value Font Weight and Color.
- Add a Footer Title and set its Font Color (optional).
- Additionally, go to the Condition tab to set Conditional Formatting.
- Add a rule and assign a name.
- Set the conditions for the rule.
- Select the text color to be applied once conditions are satisfied.
- Add a rule and assign a name.
- Click Apply. This will show a preview of the created card number widget.
Example: How to Create a Card Number that shows the total tickets updated in the last 7 days
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The steps below apply to MSPbots users with a ConnectWise Manage integration. |
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