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This article shows the following steps on how to create a card number widget:


How to Create a Gantt Chart Widget

  1. Navigate to Widgets on the MSPbots app menu.
    menu widgets
  2. Under My Widgets, click New Widget.
    new widget
  3. Select the Gantt widget type on the New Widget window.
  4. When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
    • Name - Give the widget a name.
    • Description - Give the widget a short description.
    • Role - Select the roles you want to give access to.
  5. Next, go to the Dataset tab. Click the (plus) button and select New Layer




  6. On the Dataset window,
    1. Select the Dataset containing the information you want to use.
    2. Give the data source a name and enter it in the Show datasource name as field (optional).
    3. For Columns Display
      1. On the Column Name drop-down, select the field you want to show in the drill through. Click the (plus) button to add more rows.  
      2. Give each row an Alias and select a Business Type for each.
    4. For Filter
      1. Click the (plus) button and choose Add Condition or Add Group.
      2. Add all the fields you want to filter.
      3. Set a condition or logic for each field using the next two drop-downs. For a guide on each option, refer to: What Conditions are Available for Creating Widgets?
      4. Select a logical operator for the filter group (AND or OR).
    5. For Measure,
      1. Click the (plus) button to show the Measure window.
      2. Select a Summary Type.
      3. Select a Field to use in the computation.
      4. Give an Alias for the measure.
      5. Select a Format Type.
      6. Click Add.
    6. For Dimensions,
      1. Select a field to be used for grouping the data.
      2. Give an Alias for the measure.
      3. Select a Format Type.
      4. Click Add.
    7. Other optional settings are:
      1. Order By - Sorts the data based on the selected field. 
      2. Row Limit - Sets a limit on how many rows of data will be shown.
    8. Click Save. 

  7. Next, go to the Config tab.
    1. Select the Measure to be shown in the card number.
    2. Set the Value Font Weight and Color.
    3. Add a Footer Title and set its Font Color (optional). 
  8. Additionally, go to the Condition tab to set Conditional Formatting.
    1. Add a rule and assign a name.
      conditional formatting
    2. Set the conditions for the rule.

    3. Select the text color to be applied once conditions are satisfied.

  9. Click Apply. This will show a preview of the created card number widget.


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