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MSPbots Widgets The MSPbots widgets like the Progress Tracker Widget help you to quickly view key critical data and highlight action items at a glance. The Progress Tracker is helpful in monitoring processes or services in a workflow. This article shows how you can start creating your own widget the procedure for creating a progress tracker widget, which you can further customize according to your business needs.
Do these steps to To create a Progress Tracker progress tracker widget:
- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget.
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- When the New Widget window appears, select Choose the Progress Tracker widget type.
- When the Widget Builder window opens, provide the following:
- Name - Give the widget a Name.
- Description - Provide a short Description.
- Role - Select
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- User or Admin.
- User or Admin.
- Click the
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- Apply button.
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- Go to
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- Dataset and click
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- the + button
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- . This will open the Add New Layer window.
- Click New
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- Layer on the Add New Layer window
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- .
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- 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
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- icon to add more rows.
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- Add filters, measures, and dimensions.
- Add filters, measures, and dimensions.
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- Click the
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- Save button.
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- Click Apply
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- to show a preview of the target card that you created.
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- Next, go to Config and provide data for the following fields:
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- Measure1 - Select the measure that
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- the progress tracker
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- will show.
- Suffix - Select the data
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- for the x-axis (horizontal)
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- .
- Minimum - Set the minimum value of the tracker.
- Maximum - Set the minimum value of the tracker.
- Step 1 - Select the desired color for
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- Step 1
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- . This is the minimum range for the progress tracker
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- .
- Step 2 -Select the desired color for
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- Step 2
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- . This is the middle range for the progress tracker
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- .
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Step 3 - Select the desired color for
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- Step 3
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- . This is the maximum range for the progress tracker
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- .
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- If you want
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- the text or background color to change when the fields and measures meet specific conditions, set a conditional formatting rule for your target card. Go
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- to Conditional Formatting
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- and add rules to define the conditions. Once a rule
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- is set, click
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- Apply on the widget rule window.
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- Lastly, click
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- Apply on the widget to show a preview
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- .
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