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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.
Steps to create a target card type widget:
- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget.
- Choose the Target Card widget type on the New Widget window.
- When the Widget Builder window opens, go to Basic Setting. Provide the following and click Apply.
- Name - Give the widget a Name.
- Description - Provide a short Description.
- Role - Select User or Admin.
- Go to Dataset. Click the + button and add a New Layer.
- 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 button 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.
- Go to Config.
- Fields select the measure you would like the target card to show.
- User, select the KPI or metric owner name on the dropdown list. Once a user is selected, this 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 on how often you would like 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 need to set a conditional formatting rule on your target card, you may go to Conditional Formatting and add rules to make the fields and measure's appearance change if they meet certain 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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