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Pre-requisite:

  1.  Available dashboard or newly created dashboard with widgets. 
  2.  Already pre-setup a slicer to use or identified a template slicer to use. 

            Note:  To know more on how to setup different types of slicer, kindly visit the following wiki link:

                       a.  How to Create Slicers in Widgets

                       b.  How to create a Date Range Slicer

                   

How to add a slicer in the Dashboard?


1.  Open MSPbots app.

2.  Go to Dashboard

3.  Search your specific dashboard to update

     


4.   Click to Open.  For this sample, we'll add a company slicer to filter per company's device count.

       

5.  To add a slicer.  Click the Design button.

       

6.  Click Add Widget   

       

7.   Click Slicer Lists.  Then, search your specific Slicer (either at My Slicer or Slicer Template Tab).   

     


        Note:  To setup a slicer, kindly check the link above under the pre-requisite section.

8.    Select your Slicer.  Then, click Add

       

9.  The slicer is now added to your dashboard. 

       

Note:  In order for the slicer to work with all the other widgets in the dashboard.  You need  to update all the Widgets and add the slicer as one of its filter setup.


10.  To add the slicer into the widget, hover into the widget ellipsis (...) click and select edit. 

             

11.   Click Datasource icon.  Then, click (...) ellipsis and click edit.


       

12.  Hover into the Filter section.  Add new condition.  Click + Icon > + Add Condition.

         


13.  Click AND.  Then,

         a.  Select the column name for the slicer e.g. "customer_name".

         b.  Select IN as query string.  

         c.  Check slicer Checkbox.

         d. Click the Slicer field, then select the specific slicer under the specific integration.

         e.  Select the Slicer setup. e.g.  Customer slicer

       

          Note: Do not select the OR option for Slicers.


14.  Click Save button.  To save changes.

       


15.   In the Widget Builder, Click Apply to enable the Slicers setup in the widget.

         


16.  Depending on the number of widgets you have in the dashboard.  You have to repeat steps 10-15 for all the widgets in order for the slicer (e.g. company_name) to work dynamically on all Widgets.






         










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