How to Create a Progress Tracker Widget

MSPbots Widgets help you to quickly view key data and highlight action items at a glance. This article shows how you can start creating your own widget which you can further customize according to your business needs.

Do these steps to create a Progress Tracker widget:

1. On the MSPbots menu, navigate to Widgets.
2. On the Widgets tab, click New Widget.

3. Choose the Progress Tracker widget type on the New Widget window.

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.
• Click the Apply button. 

5. Go to Dataset and click  button. 

6. Click New Layer on the Add New Layer window that appears. 

7. 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.

8. Click the Save button. 

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: 

• Measure1 - Select the measure that you would like the progress tracker to show. 
• Suffix - Select the data that will be in the x (horizontal) axis of the bar chart. 
• Minimum - Set the minimum value of the tracker
• Maximum - Set the minimum value of the tracker
• Step 1 - Select the desired color for the Step 1 (Minimum range for the progress tracker).
• Step 2 - Select the desired color for the Step 2 (Middle range for the progress tracker).                                         
• Step 3 - Select the desired color for the Step 3 (Maximum range for the progress tracker). 

11. 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.

12. Lastly, click Apply on the widget to show a preview of the widget.