Widgets

A custom dashboard is a dashboard that is created by the user from widgets and various data sources to meet specific requirements. It is not supplied with the application. Widgets help users in CDM to understand your report content and status in an easier way.

Each widget has a title. The user can edit the properties of widgets based on the type of widget selected.

These widgets are available: Chart, Gauge, Grid, Image, and Web Browser.

You can view widgets in both fixed dashboards and custom dashboards, but you can add widgets only to custom dashboards.

Important: After editing a dashboard, if you do not save the dashboard, the changes you make will be lost when you close the dashboard. An asterisk in the dashboard tag indicates that the dashboard needs to be saved.

Add Widgets to a Custom Dashboard

You can add widgets to a custom dashboard and change the details of a dashboard.

1. Click the Home tab, then in the Navigation Pane, click Administration.
2. Double-click Dashboards. The Dashboards tab opens in the work area.
3. Select the dashboard that you want to add widgets to and click Home > Edit. The dashboard is displayed in a new tab in the work area and the Dashboard Manager tab displays on the ribbon.
4. In the Dashboard Manager tab, click the widget you need.
5. Click Home > Save.

You can format and configure the widget for data.

Format the Header and Borders of a Widget

After you add a widget to a custom dashboard, you can format the appearance of the widget. All widgets have the same formatting controls.

You can change the following formats for each widget header:

• Title
  The title of the widget.
• Height
  The head height.
• Line Height
  The offset from the vertical alignment of the text in the header.
• Font type, size, weight, and color
  The details of the font in the header.
• Background Color
  The color of the background of the header.
• Horizontal alignment
  Left, center, right, and stretch.
• Vertical alignment
  Top, center, bottom, and stretch.

You can change the following border and background settings for each widget:

• Height
  The total height of the widget.
• Width
  The total width of the widget.
• Top
  The vertical position of the widget in the dashboard.
• Left
  The horizontal position of the widget in the dashboard.
• Widget background
  The color of the background of the widget.
• Border Style
  The color, line thickness, and corner radius of the widget.
• Margin
  The width of margin in the order left, top, right, bottom.

To format the header and borders of a widget:

1. In the Dashboards tab in the work area, open a custom dashboard.
2. Select the widget you want to format. The Widget Tools area displays on the ribbon.
3. Click the Format tab in the Widget Tools area. You can now format the widget header, and the widget border properties.
4. After you have made all the changes, click Home > Save.

Display Data in a Grid Widget

You can add a grid widget to a custom dashboard. A grid widget shows textual information in a grid format.

To display data in a grid widget, you must create a query for a relational data source. The columns defined in the widget must be mapped to the query result. For example, if the query result contains headers as shown in the following table, the headers in the widget must be the same as in the original query.

Table 1: Example Query Result for a Grid Widget

To display data in the grid widget:

1. Click the grid widget that you created in a dashboard.
2. Select the data for the grid widget.
   1. Click the Grid tab in the Widget Tools area on the ribbon.
   2. Click Select Data.
   3. From the Query drop-down list, select the query.
   4. Click OK.
3. Define the columns for the grid widget.
   1. Click the Grid tab in the Widget Tools area on the ribbon.
   2. Click Manage Columns.
   3. In the Manage Grid Columns window, click Add.
   4. In the Header Text field, type the name to be displayed as the column header.
   5. In the Data Field field, type the name of the first column from the query result. In the example, this is ObjectName.
   6. Repeat these steps for each column in the grid.
   7. Click OK.
4. Click Home > Save.

Display Data in a Chart Widget

You can add a chart widget to a custom dashboard. A chart widget compares numerical values between reports that contain similar series of data.

To display a chart series, you must create a query for a relational data source. The query must have two values, the value for the X axis, and the value for the Y axis. The value for the Y axis must be a decimal value. The query result must contain columns that can be mapped for each series to be displayed. For example, if the query result contains data as shown in the following table, the column names in the query result must be used when defining the X data fields and Y data fields.

Table 2: Example Query Result for a Chart Widget

To display data in the chart widget:

1. Click the chart widget that you created in a dashboard.
2. Select the data for the chart widget.
   1. Click the Chart tab in the Widget Tools area on the ribbon.
   2. Click Select Data.
   3. From the Query drop-down list, select the query.
   4. Click OK.
3. Define the first data series.
   1. Click the Chart tab in the Widget Tools area on the ribbon.
   2. Click Manage Series.
   3. In the Manage Series window, click Add.
   4. In the Name field, type the name for the first series, for example 10 K.
   5. In the X Data Field field, type the name of the first column from the query result. In the example, this is WorkflowState.
   6. In the Y Data Field field, type the name of the second column from the query result. In the example, this is Report1ObjectsNo.
   7. Click OK.
4. Define the second data series.
   1. Click the Chart tab in the Widget Tools area on the ribbon.
   2. Click Manage Series.
   3. In the Manage Series window, click Add.
   4. In the Name field, type the name for the second series, for example 10 K.
   5. In the X Data Field field, type the name of the first column from the query result. In the example, this is WorkflowState.
   6. In the Y Data Field field, type the name of the second column from the query result. In the example, this is Report2ObjectsNo.
   7. Click OK.
5. Define the orientation and position of the legend.
   1. Click the Chart tab in the Widget Tools area on the ribbon.
   2. In the Legend section of the Chart tab, you can set the orientation, horizontal position, and vertical position of the legend.
6. Define the X and Y axes.
   1. Click the Chart tab in the Widget Tools area on the ribbon.
   2. In the X Axis and Y Axis sections of the Chart tab, type the name of the X axis and Y axis.
   3. If you want to temporarily remove the name for an axis, clear Show for that axis.
   4. To reverse the order for an axis, click Reverse for that axis.
   5. To stagger the values for an axis in two lines, click Staggered for that axis.
   6. To set a maximum or minimum value for the Y axis, select the appropriate checkbox in the Y Axis section, and set a value.
7. Click Home > Save.

   Important: If you do not save the dashboard, the changes you make to the widget will be lost when you close the dashboard. An asterisk in the dashboard tag indicates that the dashboard needs to be saved.

Display Data in a Gauge Widget

You can add a gauge widget to a custom dashboard. A gauge widget shows one numerical value in a gauge format, and it can have either a linear or a dial format.

To display data in a gauge widget, you must create a query for a relational data source. The gauge widget displays one decimal value from the query result. Therefore, only the first row of a column is displayed. The query result must contain the column that can be mapped for the value to be displayed.

Table 3: Example Query Result for a Gauge Widget

To display data in the gauge widget:

1. Click the gauge widget that you created in a dashboard.
2. Select the data for the grid widget.
   1. Click the Gauge tab in the Widget Tools area on the ribbon.
   2. Click Select Data.
   3. From the Query drop-down list, select the query.
   4. Click OK.
3. Define the data column.
   1. Click the Gauge tab in the Widget Tools area on the ribbon.
   2. In the Data Field field, type the name of the column from the query result that contains the value to be displayed, for example ExcelReportObjects.
4. Click Home > Save.

Display a Graphic in an Image Widget

You can add an image widget to a custom dashboard. A graphic can be linked to an image widget.

1. Click the image widget that you created in a dashboard.
2. Click the Image tab in the Widget Tools area on the ribbon, then click Select Data.
3. Browse to where the image is located, and click Open.
4. Click Home > Save.

Display a Website in a Widget

You can add a web browser to a custom dashboard. A web browser is included in the widget tools where you can connect to a particular website or use a web browser.

1. Click the web browser widget that you created in a dashboard.
2. Click the Web Browser tab in the Widget Tools area on the ribbon, then type or paste the web address in the Web Address field.
3. Click Home > Save.