Creating a Progress Tracker Widget

The MSPbots widgets like the Progress Tracker Widget help you to quickly view critical data and highlight action items at a glance. The Progress Tracker is helpful in monitoring processes or services in a workflow. This article shows the procedure for creating a progress tracker widget, which you can further customize according to your business needs.

To create a progress tracker widget:

1. On the MSPbots menu, navigate to Widgets.
2. On the Widgets tab, click New Widget.
   
3. When the New Widget window appears, select Choose the Progress Tracker widget type.
   
4. When the Widget Builder window opens, provide the following: 
   • Name - Give the widget a Name. 
   • Description - Provide a short Description. 
   • Role - Select User or Admin.
     
5. Click the Apply button.
6. Go to Dataset and click the + button. This will open the Add New Layer window.
   
7. Click New Layer on the Add New Layer window.
8. 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.
      
9. Click the Save button.
10. Click Apply to show a preview of the target card that you created.
11. Next, go to Config and provide data for the following fields:
    • Measure1 - Select the measure that the progress tracker will show. 
    • Suffix - Select the data for the x-axis (horizontal). 
    • Minimum - Set the minimum value of the tracker.
    • Maximum - Set the minimum value of the tracker. 
    • Step 1 - Select the desired color for Step 1. This is the minimum range for the progress tracker. 
    • Step 2 - Select the desired color for Step 2. This is the middle range for the progress tracker. 
      
      Step 3 - Select the desired color for Step 3. This is the maximum range for the progress tracker.
      
12. If you want the text or background color to change 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 is set, click Apply on the widget rule window.
    
13. Lastly, click Apply on the widget to show a preview.