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A target card widget takes snapshots of a selected measure at a frequency set by the user. This widget is useful helpful in tracking or monitoring historical data against a set target.

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  1. Navigate to Widgets and click the New Widget button. 
  2. On the New Widgets window, select Target Card. This step opens the Widget Builder window.
    target card
  3. When the Widget Builder window appears, go to Basic Setting and provide the following: 
    • Name - Give the widget a Name.
    • Description - Provide a short Description.
    • Role - Select Userand/or Admin


  4. Click Apply
  5. Next, go to Dataset and click the + button. 
    widget builder
  6. Select New Layer on the window that appears. This step opens the Dataset window.
    new layer
  7. 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 + icon to add more rows.  
    3. Add filters, measures, and dimensions.
      dataset
      Refer to What Conditions are Available for Creating Widgets? as a guide for this step.

  8. Click Save
  9. Click Apply. This will show a preview of the target card that you created.
  10. Next, go to Config and provide data for the following fields:  
    1. Fields - Select the measure that you would like the target card to show. 
    2. User - Select the KPI or metric owner name from the dropdown list. Selecting a user will activate the widget and will start taking a snapshot of the target card. If left blank, it will not record any snapshot.
    3. Refresh Cron - Select the frequency for the widget to take a snapshot of the target card.
    4. Benchmark - Set the target score of the widget.
    5. Last Days - Set the number of days to limit the graph dimension.
    6. Header Text - Set the measure label.
    7. Trendline - Select a preferred trendline on the dropdown list, if necessary.
      Config
  11. Click Apply. This will show a preview of the target card that you created.
  12. 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.
    Conditional Formatting
  13. Lastly, click Apply on the widget to show a preview of the target card.

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