Adding Widgets to a Dashboard

👤 This documentation is intended for Designers and Data Designers.

Note: Self Service Dashboards is an additional feature. Site administrators can contact their Account Manager for additional information.

This topic describes how to add widgets to dashboards through the Widget Wizard.

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<LI><a href="#WidgetWizard">Using the Widget Wizard</a></LI>
<LI><a href="#DataBrowser">Data Browser</a></LI>
<LI><a href="#WidgetDesigner">Widget Designer</a></LI>
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The Widget Wizard automatically guides users through a very simple process of creating a widget, while offering the best recommendations for displaying the data that is selected.

Almost always, simply accepting the wizard’s recommendations will help create a great widget. However, to have more control over the widget’s appearance and behavior, click the Advanced Configuration option in the bottom left of the wizard to access a rich variety of additional design options, as described in Widget Designer.

For a short overview of the process for adding a widget, see below:


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Using the Widget Wizard

To add the first widget to the dashboard, click the '+ Select Data' button:

Then, the Sisense Data Browser opens, and the fields (columns) from this dashboard’s Live data source can be selected.

To add additional widgets to the dashboard, then click the '+ Widget' button


Note: To select data from a different Live data source, click from on the right side of the New Widget window, and select a different Live data source.

A title can be added to the widget now or after creating the widget.

In the Data Browser, select a field to add to the widget. The field that is selected is automatically displayed in a suggested widget. When only a single numeric field is selected, it is displayed as an Indicator widget. A single descriptive field is displayed as a Pivot widget.
Single Numeric Field:


Single Descriptive Field:

Repeat the step above to add more fields to the widget.

The selected fields are listed across the top left of the wizard.

Click on each visualization button to display the selected fields in that visualization/chart. For example, the same widget as above could be displayed as a Pie chart:

Tip: Sisense provides its best recommendation for widget design. However, if more control of the visualization/chart is needed, click the Advanced Configuration option on the bottom left of the window to provide a rich variety of additional design options, as described in Widget Designer.

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Data Browser

In the Data Browser, select and add columns (sometimes called fields) from a Live data source to the widget.

An icon appears to the left of each field to indicate its data type:

Date

Alphanumeric string

Numeric

The list in the Data Browser is dynamically filtered to only show the fields that contain the text that is typed.

Simply clicking a field to add it to the widget generally provides great results, however there are more options in the Data Browser.

Hover over a field in the Data Browser and click More … to display additional aggregation (quick functions) and filtering options.

Click the 'fx' button to define formulas (free-form expressions) that define the field values and filters of a widget. A rich variety of functions are provided to use in the formula that is defined.

To learn more about these options, see Formula Editor.

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Widget Designer

The Widget Designer allows the user to fine-tune a widget’s appearance and behavior.

For a short video overview of this process, see below:

Opening the Widget Designer

To display the Widget Designer, on the dashboard, click the Pencil (Edit) button that appears in the top-right corner of a Widget.

Alternatively, while creating a new widget in the Widget Wizard, click the Advanced Configuration option that appears at the bottom-left of each window. The Widget Designer is then displayed showing the widget in the same state as in the Widget Wizard preview.

Navigating the Widget Designer

The Widget Designer enables the user to select the data to be included in a widget in addition to providing a variety of options for customizing the visualization used to show the data.

  1. Selecting the Widget Visualization: Enables the user to change the visualization of the widget.
  2. Adding Data to the Widget (Data Panel): Used for selecting the values that the users want to appear in the widget and those needed for grouping the data. The options differ depending on the visualization (chart type).
  3. Previewing the Widget: The center of the window displays the current design and content of the widget, which automatically changes each time the user select a different option in this window.
  4. Adding a title to the dashboard: Click Set a Title and type in a new title for the widget. The user can also add a widget title directly from the dashboard without entering the Widget Designer. Customizing the Dashboard Layout to learn more.
  5. Accessing More Options: Displays a menu of additional options for the widget.
  6. Filtering the Widget (Filter Panel): Lets the user manage the filters that affect this widget. Learn more in the Introduction to Filters.
  7. Designing the Widget (Design Panel): Provides a variety of options for fine-tuning the appearance of the Widget, including labels, legends, line types and more. Some of these options need to be turned on for the user to configure them. The options differ depending on the visualization (chart type).
  8. Update on every change: When selected, data changes are automatically and dynamically updated in the display. When this is not selected the user will have to click UPDATE to display the latest changes in the widget. Clearing this checkbox may be useful when you are working with very large datasets where query times might be slower.
    For a short video overview of this setting, see below:


Fine-tuning a Widget

To learn more about adding data and fine-tuning the design of a specific widget, click on a widget from the list below.

See also Selecting Colors in Widgets

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