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MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
A target card widget allows the user to take snapshots of a selected measure; the frequency depends on the user's preference. This article shows how you can create a target card widget.
To create a target card type widget:
- Log in to MSPbots. Navigate to Widgets and click the New Widget button.
- On the New Widgets window, select Target Card. This step opens the Widget Builder window.
- 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 User and/or Admin.
- Click Apply.
- Next, go to Dataset and click the + button.
- Select New Layer on the window that appears. This step opens the Dataset window.
- 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 + icon to add more rows.
- Add filters, measures, and dimensions.
Refer to What Conditions are Available for Creating Widgets? as a guide for this step.
- Click Save.
- Click Apply. This will show a preview of the target card that you created.
- Next, go to Config and provide data for the following fields:
- Fields - Select the measure that you would like the target card to show.
- 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.
- Refresh Cron - Select the frequency for the widget to take a snapshot of the target card.
- Benchmark - Set the target score of the widget.
- Last Days - Set the number of days to limit the graph dimension.
- Header Text - Set the measure label.
- Trendline - Select a preferred trendline on the dropdown list, if necessary.
- Click Apply. This will show a preview of the target card that you created.
- 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 set, click Apply on the widget rule window.
- Lastly, click Apply on the widget to show a preview of the target card.
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