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- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget. This action opens the New Widget window.
- When the Widget Builder window opens, provide the following:
- Name - Give the widget a Name.
- Description - Provide a short Description.
- Role - Select User or Admin.
- Click the Apply button.
- When the Add New Layer window appears, click New Layer.
- Do the following on the Dataset window:
- Select a dataset to use.
- Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the button to add more rows.
- Add filters, measures, and dimensions.
- Click the Save button.
- Click Apply. This will show a preview of the target card that you created.
- Next, go to Config.
Provide data for the following fields:- Line Chart Title - Provide a tite for the data being presented.
- Dimension - Select the data for the x-axis (horizontal).
- Set Goal - Provide a preferred set goal, if necessary.
- Goal Color - Select an appropriate color for the set goal.
- Measure - Select the data for the y-axis (vertical) of the bar chart.
- Dimension Group - Select a preferred dimension group from the dropdown list, if necessary.
- Trendline - Select a preferred trendline from the dropdown list, if necessary.
- Dimension Name - Provide the name for x-axis of the line chart.
- Measure Name - Provide the name for the y-axis (vertical).
- yAxis NameLocation - Select a preferred location for the Measure Name (Start, Center, End) from the dropdown list, if necessary.
- yAxis NameGap - Provide a preferred number of gaps for Measure Name, if necessary.
- xAxis Label Rotate - Provide a preferred orientation for Dimension Name, if necessary.
- 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 has been is set, click Apply on the widget rule window.
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