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A target card widget takes snapshots of a selected measure at a frequency set by the user. This widget helps to visually communicate and monitor performance metrics and historical data against a pre-defined target.
Use this article to create and configure the settings of a target card widget.
What's on this page:
Prerequisites
Before you proceed, make sure that you are logged in to the MSPbots app as an administrator.
Video guide
Watch this video or follow the procedure below to create a target card widget.
Creating a target card widget
- Navigate to Widgets and click the New Widget button.
- On the New Widgets window, select Target Card. This step opens the Widget Builder window.
- When the Widget Builder window appears, go to Basic Setting and provide the following:
- Name - Give the widget a Name.
- Description - Provide a short Description.
- Role - Select the user that needs access to the widget.
- Click Apply.
- Next, go to Dataset and click the + button.
- Select New Layer on the window that appears. This step opens the Dataset window.
- Do the following on the Dataset window:
- Select a dataset to use.
- Give the data source a name.
- 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.
Refer to What Conditions are Available for Creating Widgets? as a guide for this step.
- Click Save.
- Click Apply to show a preview of the target card that you created.
- Next, go to Config and provide data for the following fields:
- Y Value - Select the data for the y-axis (vertical).
- X Value - Select the data for the x-axis (horizontal).
- User - Select the name of the KPI or metric owner from the dropdown list. Selecting a user activates the widget and starts taking snapshots of the target card. The snapshot will not be generated if this field is left blank.
- Recurrence - Select the frequency for taking snapshots. Choose from the following options:
- Daily - Selecting to take a snapshot daily allows you to set a specific snapshot frequency as often as every five minutes.
- Weekly - Select a specific day of the week and enable the On specific time toggle to take a snapshot at a specific time for that day.
- Monthly - Select a specific day of the month and enable the On specific time toggle to take a snapshot at a specific time for that month. Because the last day varies each month, select last day if you wish to take a snapshot every last day of the month.
- Quarterly - For quarterly snapshots, select a month for the quarter and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.
- Yearly - For yearly snapshots, select a month and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.
If the On specific time toggle is not enabled, the default snapshot recurrence is 00:00 (midnight).
- Time Zone - Select the time zone to use for the widget.
- Benchmark - Type the target score for the metric in the widget.
- Date Range -Set the start and end dates for the widget's data.
- Last Days - Set the number of days to limit the graph dimension.
- Header Text - Type a label for the measure.
- Showing date interval
- Trend Line - Select your preferred trendline from the dropdown list, if necessary:
- linear
- exponential
- polynomial
- Click Apply to show a preview of the new target card.
- 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 is set, click Apply on the widget rule window.
- Lastly, click Apply then click Apply again on the widget to save and show a preview of the target card.
The preview will appear empty on the first day of widget creation because the widget does not have a record of snapshots yet. Once records are available, a line graph preview will appear.
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