Widget dialog boxes

Widget dialog boxes /visma-net-erp/getting-started/widget-dialog-boxes section 2026-02-19T17:09:06+01:00 # Widget dialog boxes Add widget dialog box for chart widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-chart-widgets page You use the Add widget dialog box to add a widget to a dashboard and to modify an existing widget. 2026-02-19T17:09:06+01:00 # 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. 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. 1. 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. 1. 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: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
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.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

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 properties**dialog 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](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-doughnut-chart/) + [Add a line chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-line-chart/) + [Add a column chart](/visma-net-erp/to-be-deleted/online-help/shared-files/dasboardswidgets/dw-add-column-char-task/) + [Add a stacked column chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-column-chart/) + [Add a bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-bar-chart/) + [Add a stacked bar chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-stacked-bar-chart/) + [Add a funnel chart](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/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: Doughnut A doughnut chart widget Line A line chart widget Column A column chart widget Stacked column A stacked column chart widget Bar A bar chart widget Stacked bar A stacked bar chart widget Funnel A funnel chart widget
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: None The legend is not displayed on the widget. Left The legend is located to the left of the chart. Right The legend is located to the right of the chart. Top The legend is located above the chart. Bottom The legend is located below the chart. Pop-up The user can open the legend as a pop-up field by clicking the icon in the bottom left corner of the widget. This is the default value.

Chart type

Required. The type of chart widget you want to add. The following options are available:

Doughnut: A doughnut chart widget
Line: A line chart widget
Column: A column chart widget
Stacked column: A stacked column chart widget
Bar: A bar chart widget
Stacked bar: A stacked bar chart widget
Funnel: A funnel chart widget

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:

None: The legend is not displayed on the widget.
Left: The legend is located to the left of the chart.
Right: The legend is located to the right of the chart.
Top: The legend is located above the chart.
Bottom: The legend is located below the chart.
Pop-up: The user can open the legend as a pop-up field by clicking the icon in the bottom left corner of the widget. This is the default value.

### 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: Doughnut The column values are displayed as individual sectors on the doughnut. The size of each sector is determined by the aggregated column value selected in the Value field. For example, a category might be a customer number, a financial period, or a cash account. Line The column values are displayed on the horizontal axis. Column The column values are displayed on the horizontal axis. Stacked column The column values are displayed on the horizontal axis. Bar The column values are displayed on the vertical axis. Stacked bar The column values are displayed on the vertical axis. Funnel The column values are displayed as individual slices in the funnel. The height of each slice is determined by an aggregated column value selected in the Value field. For example: A column might be a customer number.
Sort by	The sort order for the legend data. The left field defines the sequence to be sorted as follows: Legend The legend data is sorted by the values in the column you selected in the Legend field. Legend values The legend data is sorted by value you selected in the Value field. 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: Ascending: Doughnut: The smallest sector is displayed in the upper part of the doughnut, and larger sectors are displayed clockwise in ascending order. Line, Column, and Stacked column: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Bar and Stacked bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Funnel: The lowest value (the first alphabetic value for text data) appears on the top of the funnel, and higher values are arranged downward in ascending order. The function ignores null values. Descending: Doughnut: The largest sector is displayed in the upper part of the doughnut, and smaller sectors are displayed clockwise in descending order. Line, Column and Stacked column: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis, and lower values are shown to the right in descending order. The function ignores null values. Bar and Stacked bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Funnel: The highest value (the last alphabetic value for text data) appears on the top of the funnel, and lower values are arranged downward in descending order. The function ignores null values. 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: None: The full date is used in the chart. Minutes: Only minutes from the selected date field are used in the chart. Hours: Only hours from the selected date field are used in the chart. Days: Only days of month from the selected date field are used in the chart. Months: Only months from the selected date field are used in the chart. Quarters: Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years: Only years from the selected date field are used in the chart.
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. Line The column values are displayed as separate lines in the data area of the chart. Column The column values are displayed as separate columns for each category. Stacked column The column values are displayed as sections of the chart column for each category. Bar The column values are displayed as separate bars for each category. Stacked bar The column values are displayed as sections of a bar for each category.
Sort by	The sort order for the legend data. The left field defines the sequence to be sorted as follows: Legend The legend data is sorted by the values in the column you selected in the Legend field. Legend values The legend data is sorted by value you selected in the Value field. The way the values are sorted depends on the chart type as well as this selection. The following options are available: Ascending: Line, Stacked column, and Bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Column and Stacked bar: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Descending: Line, Stacked column, and Bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Column and Stacked bar: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis and lower values are shown to the right in descending order. The function ignores null values. 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: None The full date is used in the chart. Minutes Only minutes from the selected date field are used in the chart. Hours Only hours from the selected date field are used in the chart. Days Only days of month from the selected date field are used in the chart. Months Only months from the selected date field are used in the chart. Quarters Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years Only years from the selected date field are used in the chart.
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: Doughnut The aggregated column values determine the size of the chart sectors. For example, a value might be an invoiced sales amount. Line The column values are displayed on the vertical axis and are used as a source for the data area. Column The column values are displayed on the vertical axis and are used as a source for the data area. Stacked column The column values are displayed on the vertical axis and determine the height of each section on a chart column. Bar The column values are displayed on the horizontal axis and are used as a source for the data area. Stacked bar The column values are displayed on the horizontal axis and determine the length of each section on a bar. Funnel The column values determine the height of each slice. For example: A value might be an invoices sales amount.
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: Average Calculates the average value in the column. Count Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetic value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetic value.) This function ignores null values. Sum Calculates the sum of the items in the column. This is the default value.
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.

Add widget dialog box for data table widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-data-table-widgets page 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. 2026-02-19T17:09:06+01:00 # Add widget dialog box for data table widgets 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. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. 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. In the first step, you 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. In the second step, you 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: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
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.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

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 **Data table** widget type in the **Add widget** dialog box, or when you click **Edit** in the widget toolbar, the**Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to data table widgets. For more information about data table widgets, see:. For the detailed procedure that describes adding a data table widget to a dashboard, see: [Add a data table widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-data-table-widget/). Widget properties dialog box. You use this dialog box to specify the properties that are specific to data table 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 where 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 table widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Automatically adjust height	A check box that indicates (if selected) that height of the widget is adjusted automatically according to the number of records specified in the Records limit field. (With this check box selected, you cannot adjust the widget height manually). If this check box is cleared, you can adjust the widget height manually, and the number of displayed records is automatically limited by the widget height. By default, this check box is cleared.
Record limit	The number of records that is displayed on the table widget. This field is available only if the Automatically adjust height check box is selected. By default, the value of this field is 30.
Column settings	The button that you click to open the Column configuration dialog box.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves your changes and closes the dialog box. If you are configuring a new widget, it is created on the dashboard after you click this button.
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.
Cancel (button)	Cancels your changes and closes the dialog box.

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.

Add widget dialog box for Power BI tile widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-power-bi-tile-widgets page 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. 2026-02-19T17:09:06+01:00 # Add widget dialog box for Power BI tile widgets 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. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. 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. In the first step, you 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. In the second step, you 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: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
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.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

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 **Power BI tile** widget type in the **Add widget**dialog box, or when you click Edit on the widget toolbar, the **Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to the Power BI tile widget. For more information about Power BI tile widgets, see:. For the detailed procedure that describes adding an embedded page widget to a dashboard, see: [Add a Power BI tile widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-power-bi-tile-widget/). Widget properties dialog box. You can use this dialog box to specify the properties that are specific to Power BI tile widgets.

Element	Description
Client ID	The client ID that your system administrator obtained while registering your instance of Visma Net on Microsoft Azure.
Client secret	The client secret that your system administrator obtained while registering your instance of Visma Net on Microsoft Azure.
Dashboard	The Power BI dashboard that provides a tile for the Visma Net dashboard. This field appears after the system connects to Power BI by using the client ID and client secret that you specified in the corresponding fields. In this field, you can select any available Power BI dashboard.
Tile	A Power BI tile that is displayed on the Visma Net dashboard. This field appears after the system connects to Power BI by using the client ID and client secret that you specified in the corresponding fields. In this field, you can select any available Power BI tile from the dashboard that you selected in the Dashboard field.
Sign In	A button that you click to cause the system to open the sign-in page to Power BI by using the client ID and the client secret that you specified in the corresponding fields. On this page, you need to enter your credentials to be able to load the list of Power BI dashboards and tiles in Visma Net. After entering your credentials, you will be redirected to Visma Net automatically. You need to click this button when you add a Power BI tile widget on the Visma Net dashboard.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves the 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.
Cancel (button)	Cancels your changes and closes the dialog box.

Add widget dialog box for scorecard KPI widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-scorecard-kpi-widgets page 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. 2026-02-19T17:09:06+01:00 # Add widget dialog box for scorecard KPI widgets 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. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. 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. In the first step, you 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. In the second step, you 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: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
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.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

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 **Scorecard KPI** widget type in the **Add widget dialog box**, or when you click **Edit** in the widget toolbar, the **Widget properties dialog box** opens. In this dialog box, you need to specify the properties that are specific to the scorecard KPI widget. For more information about scorecard KPI widgets, see:. For the detailed procedure that describes adding a scorecard KPI widget to a dashboard, see: [Add a scorecard KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-scorecard-kpi-widget/). Widget properties dialog box. You can use this dialog box to specify the widget properties that are specific to scorecard KPI 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 where 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.
Scorecard title	The name of the scorecard parameter that is displayed in the scorecard area.
Field to aggregate	Required. The field from the selected inquiry that is displayed on the widget.
Aggregate function	The function that is used to aggregate the values of the selected inquiry field. Possible values in this field are the following. Average Calculates the average value in the column. Count (default value) Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetical value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetical value.) This function ignores null values. Sum Calculates the sum of the items in the column.
Normal level	The normal threshold of an aggregated field value. If the aggregated field value is less than or equal to this threshold, the colour that is selected in the Normal colour field is used as the widget background colour. The default value of this field is 0.00.
Alarm level	The alarm threshold of an aggregated field value. If the aggregated field value is between the normal and the alarm level, the colour that is selected in the Warning colour field is used as the widget background colour. If the aggregated field value is equal to or greater than the alarm level, the colour that is selected in the Alarm colour field is used as the widget background colour. The default value of this field is 0.00.
Normal colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is less than or equal to the value specified in the Normal level field. The default value of this field is Visma green.
Warning colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to Aggregate field is between the values specified in the Normal level and Alarm level fields. The default value of this field is Visma yellow.
Alarm colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is equal to or greater than the value specified in the Alarm level field. The default value of this field is Visma red.
Automatically adjust font size	A check box that indicates (if selected) that the size of the font used in the widget is adjusted automatically, depending on the widget size. By default, this check box is selected.
Font size	The size of the font that is used in the widget. You can select the font size from the list. This field is available only if the Automatically adjust font size check box is cleared.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves 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.
Cancel (button)	Cancels your changes and closes the dialog box.

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.

Add widget dialog box for trend card KPI widgets /visma-net-erp/getting-started/widget-dialog-boxes/add-widget-dialog-box-for-trend-card-kpi-widgets page 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. 2026-02-19T17:09:06+01:00 # Add widget dialog box for trend card KPI widgets 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. This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes. 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. In the first step, you 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. In the second step, you 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: Chart A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts. Data table Data from an Visma Net window arranged into rows and columns. Embedded page A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard. Power BI tiles Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation. Scorecard KPI A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis. Trend card KPI A parameter whose dynamic change is important to the business processes of your organisation.
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.

Widget type

The widget type to be added to the dashboard, which can be one of the following:

Chart: A graphical representation of data from an Visma Net window. You can use charts of various types, such as bar charts and line charts.
Data table: Data from an Visma Net window arranged into rows and columns.
Embedded page: A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
Power BI tiles: Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
Scorecard KPI: A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
Trend card KPI: A parameter whose dynamic change is important to the business processes of your organisation.

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 **Trend card KPI** widget type in the **Add widget** dialog box, or when you click Edit on the widget toolbar, the **Widget properties** dialog box opens. In this dialog box, you need to specify the properties that are specific to the trend card KPI widget. For more information about trend card KPI widgets, see:. For the detailed procedure that describes adding a trend card KPI widget to a dashboard, see: [Add a trend card KPI widget](/visma-net-erp/help/customisation/manage-dashboard-pages/configure-dashboards/open-a-dashboard/add-a-trend-card-kpi-widget/). Widget properties dialog box. You can use this dialog box to specify the properties that are specific to trend card KPI 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.
Trend card title	The name of the trend card that is displayed in the scorecard area.
Field to aggregate	Required. The field from the selected inquiry that is displayed in the widget.
Aggregate function	The function that is used to aggregate the values of the selected generic inquiry field. Possible values in this box are the following. Average Calculates the average value in the column. Count (default value) Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetical value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetical value.) This function ignores null values. Sum Calculates the sum of the items in the column.
Timeline field	The field of the date type from the selected inquiry, which is used for calculating trends.
Period	The period upon which a comparison of the field selected in the Field to aggregate field is performed. The following values are available in the box: Yesterday The day that is before the current business date. Last week The calendar week that is immediately before the current business date. The day that starts a week depends on the Visma Net locale. Last month The calendar month that is immediately before the current business date. Last quarter The calendar quarter that is immediately before the current business date. Last year The calendar year that is immediately before the current business date.
Rising trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is rising in comparison to the period selected in the Period field. The default value of this box is Visma blue.
Flat trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field stays the same in comparison to the period selected in the Period field. The default value of this box is Visma yellow.
Falling Trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate box is falling in comparison to the period selected in the Period field. The default value of this box is Visma red.
Automatically adjust font size	A check box that indicates (if selected) that the size of the font used in the widget is adjusted automatically, depending on the widget size. By default, this check box is selected.
Font size	The size of the font that is used in the widget. You can select the font size from the list. This field is available only if the Automatically adjust font size check box is cleared.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves 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.
Cancel (button)	Cancels your changes and closes the dialog box.

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 on 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.

Reusable filter settings dialog box /visma-net-erp/getting-started/widget-dialog-boxes/reusable-filter-settings-dialog-box page You can use the Filters settings dialog box, which opens after you click the Filter settings button in the window toolbar, to create, delete, and manage your reusable filters for a particular window. 2026-02-19T17:09:06+01:00 # Reusable filter settings dialog box You can use the Filters settings dialog box, which opens after you click the Filter settings button in the window toolbar, to create, delete, and manage your reusable filters for a particular window. ## The Filter settings dialog box

Element	Description
Filter name field	An unlabelled field that contains a drop-down list of the names of the filters that can be applied to the currently selected window. You can select a filter name to see the details of the filter.
Default	A check box that indicates (if selected) that this is the default filter for the selected window.
Shared	A check box that indicates (if selected) that the filter will be shared with other users, no matter who created it. Shared filters can be edited only by using the Filters (CS209010) window.
Filter settings table	A table that contains the clauses that make up the filter, with each row defining one clause of the filter.
New (button)	Clears all filter settings currently displayed in the dialog box so that you can specify new filter settings. If the settings in the dialog box have not been saved before you click New, they will be lost.
Save (button)	Gives you the ability to enter a name for the new filter and save it, or saves the existing filter after you have modified it.
Save As (button)	Saves an existing filter under a new name.
Remove (button)	Deletes the filter from the system.
OK (button)	Applies the filter and closes the dialog box.
Cancel (button)	Closes the dialog box without filtering the data.

## The Filter settings table For a filter, the **Filter settings** table contains clauses that make up the filter, with each row defining one clause of the filter. A filter may contain just one clause, or it may contain multiple simple clauses that you combine into one logical expression by using brackets and logical operators. The columns of the table are described below.

Column	Description
Active	A check box that you select for filter clauses that you want to be active. (This check box is not, however, available for ad hoc filters on reports.) As you enter a clause, it becomes active, with the Active check box automatically selected. To quickly modify the filter, you can clear the Active check boxes for some of the clauses to exclude them from the filter.
Brackets	A set of opening brackets that can be used to group clauses. You can use brackets to make a filter that spans multiple rows.
Property	Required. The property to be used for filtering, which you select from a list that includes the properties associated with the particular table or report the filter will be applied to.
Condition	Required. The logical operation to be applied to the value of the selected property. The available conditions depend on the selected property. Select the condition from the list, which may include the following options: Equals Displays the records for which the value of the specified property is equal to the value in the Value field. Does not equal Displays the records for which the value of the specified property is not equal to the value in the Value field. Is greater than Displays the records for which the value of the specified property is greater than the value in the Value field. Is greater than or equal to Displays the records for which the value of the specified property is greater than or equal to the value in the Value field. Is less than Displays the records for which the value of the specified property is less than the value in the Value field. Is less than or equal to Displays the records for which the value of the specified property is less than or equal to the value in the Value field. Is between Displays the records for which the value of the specified property is between the values in the Value and Value2 fields. Contains Displays the records for which the value of the specified property (if it is a string) contains the value in the Value field. Does not contain Displays the records for which the value of the specified property (if it is a string) does not contain the value in the Value field. Ends with Displays the records for which the value of the specified property ends with the same character or string as the value in the Value field. Starts with Displays the records for which the value of the specified property contains at the beginning the value in the Value field. Is null Displays the records for which the value of the specified property is null. Is not null Displays the records for which the value of the specified property is not null. Is in (for properties of the User type): Displays the records for which the value of the specified property (a user) is included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. Is not in (for properties of the User type): Displays the records for which the value of the specified property (a user) is not included in the work group selected in the Value field. You can select this option for the `@MyGroups` and `@MyWorktree` clauses. The following conditions are obsolete and have been preserved for compatibility with previous versions of Visma Net. It is recommended to use date-relative clauses instead of these conditions (for details, see: About creating temporary or reusable filters): Today (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date. Overdue (for values of the date type): Displays the records for which the value of the specified property is overdue in comparison to the current business date. Today+overdue (for values of the date type): Displays the records for which the value of the specified property is equal to the current business date or overdue in comparison to the current business date. (This is a combination of the Today and Overdue conditions). Tomorrow (for values of the date type): Displays the records for which the value of the specified property is equal to the day after the current business date. This week (for values of the date type): Displays the records for which the value of the specified property is within the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. Next week (for values of the date type): Displays the records for which the value of the specified property is within the week after the current week. The start and end of the week are determined according to the default system locale or the locale you selected when you signed in to Visma Net. The system locales are specified and configured in the System locales (SM200550) window. This month (for values of the date type): Displays the records for which the value of the specified property is within the current month. (The current month contains the current business date.) Next month (for values of the date type): Displays the records for which the value of the specified property is within the month after the current month. (The current month contains the current business date.)
Value	The value for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property.
Value2	The second value for the logical condition, if the selected logical condition requires a second value (as, for example, the Is between condition does). The value you enter must conform with the data type of the selected property.
Brackets	A set of closing brackets to group clauses. You use brackets for filters with multiple clauses.
Operator	The logical operator ( And or Or ) to be used between clauses or groups of clauses. You select this operator to join the current clause with the next one. Use the And operator to find the records that meet the criteria in both the selected clause and the next clause. Use the Or operator to find the records that meet the criteria in either the selected clause or the next clause. ou can apply these operators to single clauses or groups of clauses.