Add widget dialog box for chart widgets
You use the Add widget dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type.
When you add a new widget by using this dialog box, you perform two steps.
- Select the type of the widget that you want to add to the dashboard; the system brings up the version of the Add widget dialog box that is specific to the widget type.
- Specify the properties that are specific for the selected widget type.
When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.)
Add widget dialog box: Step 1
When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box. The elements of the dialog box are described in the table below.
| Element | Description |
|---|---|
| Widget type | The widget type to be added to the dashboard, which can be one of the following:
|
| Cancel (button) | Cancels the changes and closes the dialog box. |
| Next (button) | Goes to the next step of the Add widget dialog box for the selected widget type. |
Add widget dialog box: Step 2
After you select the Chart widget type in the Add widget dialog box, or when you click Edit in the widget toolbar, the Widget propertiesdialog box opens. In this dialog box, you need to specify the properties that are specific to chart widgets.
Select the inquiry window to provide source data for the widget, a shared filter to be applied to the data (optional), and the type of the chart; you then configure the chart widget. For more information about chart widgets, see:.
For the detailed procedure that describes adding the needed type of chart widget to a dashboard, see one of the following topics:
- Add a doughnut chart
- Add a line chart
- Add a column chart
- Add a stacked column chart
- Add a bar chart
- Add a stacked bar chart
- Add a funnel chart
Widget properties dialog box.
You can use this dialog box to specify the properties that are specific to chart widgets.
| Element | Description |
|---|---|
| Inquiry screen | Required. The name of the inquiry window that provides data for the widget. |
| Inquiry parameters | A button that you click to open the Inquiry parameters dialog box so you can specify the parameters for the inquiry selected in the Inquiry screen field. |
| Shared filter to apply | The shared filter that is applied to the data in the widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry. |
| Configure | A button that you click to open the Chart settings dialog box. You need to open this dialog box when you want to specify properties that are specific to the chart type. |
| Caption | The name of the widget on the dashboard. |
| Cancel (button) | Cancels your changes and closes the dialog box. |
| Previous (button) | Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget. |
| Finish (button) | Saves your changes and closes the dialog box. |
Other dialog boxes
This section describes dialog boxes that you can open from the Widget properties dialog box.
Inquiry parameters. You can use this dialog box to specify the parameters of the inquiry selected in the Inquiry screen field.
| Element | Description |
|---|---|
| Parameter | The name of the parameter of the inquiry selected in the Inquiry screen field. |
| Value | The value of the inquiry parameter. |
| Use default value | A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value in the Generic inquiry (SM208000) window. |
| Cancel (button) | Cancels your changes and closes the dialog box. |
| OK (button) | Saves your changes and closes the dialog box. |
Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.
| Element | Description |
|---|---|
| Chart type | Required. The type of chart widget you want to add. The following options are available:
|
| Legend position | The location of the legend on the widget. The field is displayed for only doughnut and funnel chart types. The following options are available:
|
The Categories section of the dialog box includes the following elements
Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.
| Element | Description |
|---|---|
| Legend | Required. The column from the source window whose values are used for categories. The values of the selected column are displayed on the chart as follows, depending on the chart type:
|
| Sort by | The sort order for the legend data. The left field defines the sequence to be sorted as follows:
The right field defines the sort order. The way the values are sorted depends on the chart type as well as this selection. The following options are available:
The default values in these boxes depend on the type of the field that you selected in the Legend field, as described below: |
| Maximum number of values shown | The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this field to 0. The default value of this field is 10. |
| Show sum of other entries | A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared. |
| Date rounding | The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values:
|
| Format | The format of the field value that is selected in the Legend field. This field is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the field is empty, which means that the field is not formatted. |
The Series section of the dialog box includes the elements listed below
This section is available for the following chart types:
- Line
- Column
- Stacked column
- Bar
- Stacked bar.
Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.
| Element | Description |
|---|---|
| Legend | The source column for the chart content. The values of the selected column are displayed on the chart as follows, depending on the chart type.
|
| Sort by | The sort order for the legend data. The left field defines the sequence to be sorted as follows:
The way the values are sorted depends on the chart type as well as this selection. The following options are available:
The default values in these fields depend on the type of the field that you selected in the Legend field, as described below: |
| Maximum number of values shown | The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this field to 0. The default value of this field is 10. |
| Show sum of other entries | A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared. |
| Date rounding | The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values:
|
| Format | The format of the field value that is selected in the Legend field. This field is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the field is empty, which means that the field is not formatted. |
| Colour | The custom colours of chart elements for the values defined in the Series section. The colours should be specified by using expressions. You can open the Expression editor dialog box by clicking the magnifier icon. |
The Values section of the dialog box includes the following elements
Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.
| Element | Description |
|---|---|
| Value | A column from the source window. The values of the selected column are displayed on the chart as follows, depending on the chart type:
|
| Aggregation function | The aggregate function used to perform a calculation on the column of data selected in the Value field and return a single value, such as the total of the values or the number of selected rows in the column. The following aggregate functions are available:
|
| Format | The format of the field value that is selected in the Value field. You can specify any of the standard formats defined for the format function in.Net. By default, the field is empty, which means that the field is not formatted. |
| OK (button) | Saves your changes to the widget properties, and closes the dialog box. |