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Before you start, make sure that you are logged in to MSPbots with administrator permissions. Only Admin would be able to an admin can create a new slicer. 

Follow these steps when creating slicers 

  1. On the MSPbots app's menu, go to Settings> Slicer.
    Slicer settings
  2. Click the New Slicer button on the Slicer tab. This step opens the New Widget window.  new slicer button
  3. Next, select the Dropdown List slicer type on the New Slicer window. This action opens the Widget Builder window. 

  4. When the Widget Builder window opens, provide the following: 
    • Name - Give the slicer a name. 
    • Description - Provide a short description. 
    • Role - Select which the role/s that should be able have access to access the slicer. Either Choose either User or , Admin, orboth.



  5. Click the Apply button.
  6. Next, go to Dataset and click the + button. 
    widget builder datasource
  7. Select New Layer on the window that appears. This step opens the Dataset window.

    new layer
  8. Do the following on the Dataset window: 
    • Select a dataset to use. It The dataset should be in line with the dataset of the widget/s that would will be linked to the slicer.
    • Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the + icon to add more rows.
    • Add values for the Filter, Measure, and/or Dimension, as well as on for Order By, if they are whenever necessary for the needed data that you need.
      dataset slicerImage Modified
      Important: Make sure to tick the checkbox for Remove Duplicate Data. Also, most common is that you will only be needing Users most commonly need to add values on the Filter and Order By only

  9. Click the Save button then the Apply.
  10. Next, go to Config and provide data for the following fields: 
    • Text - Input the an Alias of for the column name you want to use
    • Value - Input the same Alias you have entered in the text field. 
    • QueryParams - Input the same Alias of in the column name from the text field. 
    • Watermarks - Input the words/phrase you want to text that will appear on the slicer before a value is chosen. E.g. Example: Select a Board. 
    • Filter Label - Input the slicer's label. E.g. Example: Board or Board Name.
    • Select - Choose whether to select ALL or Only First. This is in line with when you tick the Multiple Mode check box.
      When you select ALL, the default selected value of the slicer would be  Choose whether to select ALL or Only First.
      Selecting ALL sets the default slicer value to all the available values for it, thus, the widget/s linked to it would this will show all the data for those values. But when it is Only First, the default selected value would be the value. On the other hand, selecting Only First sets the default slicer value to the first available value of the slicer. 
      Config fields
  11. Click Apply. This will show a preview of the slicer that you have created.

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