Before you begin: Widgets are the graphs, tables, text boxes, and images shown in dashboards and reports. To display data, you need to create and configure widgets. You will assign a data source to each widget during the widget creation process. There are four types of widgets available on dashboards: Data, Media, Admin, and AI.
This article describes how to create and configure the different widgets. These instructions assume you have already created a report. If you need to create a dashboard, see How to Create a Dashboard. If you need to create widgets on a report, see How to Create Widgets on a Report. Use the table of contents below to quickly navigate to a particular section.
How to Create a Data Widget Using a Template
How to Create a Data Widget Using the Widget Creation Agent
Locate your Dashboard
1] Log in to TapClicks and, on the Reports menu, click Dashboards.
2] There are three ways to locate the dashboard:
- Search for it by entering the name into the search box in the upper left (results appear automatically).
- Or click Add Filters and enter a filter parameter into the filter field (results appear automatically).
- Or use the page controls in the upper right to navigate through your collection.
3] When you locate the dashboard you want to add widgets to, click it.
How to Create a Data Widget
A data widget is specifically designed to display a data source in TapClicks. There are ten graph formats you can choose from including pie charts, line charts, and more. When you create a data widget from scratch, you specify the metrics to be displayed and can also tailor its look and feel.
4] In the upper-right corner of the dashboard, click the Add Widget (plus sign) icon.
5] The New Widget menu appears on the right side of the page. From the available headers, ensure Data Widget is selected.
6] Click a widget type from the top of the New Widget menu. The widget type is the chart type used to display your data. You have the following choices:
- Big Number
- Data Grid
- Bar Chart
- Line Chart
- Combo Chart
- Bubble Chart
- Pie Chart
- Funnel Chart
- Gauge Chart
- Geo Chart
7] The New Widget creation menu will appear with the Data tab selected.
8] Enter a title for the widget in the Title field.
9] Click the Data Category field and then choose a data source or channel from the dropdown menu for your widget. If you are using channels or SmartConnectors, scroll down the list until you find them. This list is often organized with Instant On connectors at the top and then other data sources below. TapOrders and TapWorkflow views are found in the "Other Sources" section at the very bottom.
10] To use On Demand data, select the On Demand Data radio button.
11] Click in the Data View field and from the dropdown, choose the data view for your widget. The data view is different for each data category and is based on how information in that application is structured.
12] Click inside the Metrics field, and a list of metrics appears.
13] Select the metric(s) to display in your widget. The chosen metric(s) appear in the Metrics box. Should you need to remove a metric, click the x inside the metric icon or click Clear to delete all selected metrics.
| Note: At least one metric is required, so you will not see the deletion "x" when only one metric is present. To delete a lone metric, add another metric and then delete the one you want. |
Configure Metrics
14] Once you select the metric(s), configure them. Click Configure Settings below the Metrics box.
15] The metrics configuration utility appears.
16] To reorder metrics, hover over the sort icon until the cursor changes to a crosshair, then click, hold, and drag the metric to a new position before releasing.
17] When configuring metrics, you can set whether a percentage increase or decrease is considered good or bad. For example, if higher values mean better performance (like clicks or impressions), an increase will display as good, but if higher values indicate inefficiency (like cost per click), an increase will display as bad.
18] To customize a metric color, click the color circle next to it.
19] From the color palette that appears, pick a color or use Hex/RGB codes to input a specific color.
20] Choose dimensions by clicking inside the Dimensions (Group By) dropdown and selecting from the list. Dimensions are how the data are grouped in the widget. Click the x to remove a dimension.
21] In the Sorting section, choose the field you want to sort by using the dropdown menu.
22] Select whether the field should display in ascending or descending order.
23] Click Add sub-level sorting to apply additional sort rules, which lets you organize data by more than one field.
24] Enable the Use Sample Data option to preview your widget.
Style the Widget
25] To style your widget, click Styles from across the top of the column.
26] The Styles menu appears.
27] Choose the Look & Feel options and the widget options to style the widget your way. You will see the changes reflected in the widget immediately.
28] When you have finished creating your widget, click Save at the bottom of the column.
How to Create a Geo Widget
1] Follow the same steps as above to create a Data Widget.
2] When choosing a plot type select Geo Chart.
3] Choose a Data Category and View that supports Geo Data. Data Views that support Geo will have a special location pin icon to the left when selecting them. You can view a list of connectors that support geographic data here.
4] You can now configure metrics and style your new widget the same as above.
5] When you have finished, click Save at the bottom of the column.
How to Create a Data Widget Using a Template
Data widgets can be created based on a template. Widget templates are predefined, but you can still change the look and feel of a widget based on a template.
1] The New Widget menu appears on the right side of the page. From the available headers, select Templates.
2] A list of available templates appears.
3] To locate a specific template by title, either scroll through the list or type the title into the search box at the top and hit Enter.
4] To filter the template list, click the filter box, and a list of available filters appears.
5] Scroll through the filter list and when you locate the desired filter parameter, click it to filter the list by that parameter.
6] When you locate the template you want to use, click it. The chosen template becomes a widget and automatically appears center page.
7] You can change the look and feel of the widget by using styles as detailed in the steps above.
How to Create a Media Widget
A media widget is used to display something that is not data or text, such as videos or images. You will be presented with a WYSIWYG editor where you can add text, images, and other common configurations.
1] On the dashboard screen, click the Add Widget (plus sign) icon.
2] The New Widget menu appears on the right side of the page. From the available headers, select Other Widgets.
3] From the available options, select Media Widget.
4] The empty Media Widget appears on your dashboard. Click inside the header or body fields to begin editing.
Style the Widget
5] Use the text editor to format content.
6] In the right panel, use the Widget Style options to adjust the media widget's appearance.
7] To link the media widget to a data source, slide the Link media widget to a data source? slider to the right.
8] Click inside the Select a data source field and from the dropdown menu, choose a data source for the media widget.
9] To link the media widget as a header, slide the Use this widget as a header slider to the right.
Insert Image
10] To insert an image, click the Picture icon in the text editor.
11] The Insert Image modal appears.
12] Enter the image URL in the Image URL field or click Browse and upload the image.
13] Click Insert Image.
Insert Video
14] To insert a video, click the Video icon in the text editor.
15] The Insert Video modal appears.
16] Enter the video URL in the Video URL field.
17] Click Insert Video.
How to Create an Admin Widget
Admin Widgets display administrative data on the TapClicks dashboard, including names, addresses, emails, roles, time zones, and login timestamps.
1] On the dashboard screen, click the Add Widget (plus sign) icon.
2] The New Widget menu appears on the right side of the page. From the available headers, select Other Widgets.
3] From the available options, select Admin Widget.
4] The untitled admin widget appears in the center and the New Widget column appears on the right.
5] Enter a title for the widget in the Title field at the top of the widget.
6] In the right panel, click inside the Metrics field to open a list of available metrics.
7] Choose one or more metrics for the widget to display by clicking them. Click the delete (x) icon to remove them or use the Clear button to delete all selected metrics.
Configure Metrics
8] When you are finished choosing the metrics, click Configure Metrics below to configure them.
9] The metrics appear in a list that can be reordered.
10] To reorder metrics, hover over the sort icon until the cursor changes to a crosshair, then click, hold, and drag the metric to a new position before releasing.
11] Click Save at the bottom of the column.
How to Create an AI Widget
The AI Widget allows you to interact directly with an AI language model from within your TapClicks dashboard. You can enter prompts, ask questions, and generate responses without leaving your dashboard, making it easy to bring AI-driven insights and content creation into your reporting workflow.
1] On the dashboard screen, click the Add Widget (plus sign) icon.
2] The New Widget menu appears on the right side of the page. From the available headers, select Other Widgets.
3] From the available options, select AI Widget.
4] The new AI widget will appear at the bottom of your dashboard. Simply enter prompts into the field to interact with the language model.
How to Create a Data Widget Using the Widget Creation Agent
1] In the upper-right corner of the dashboard, click the Add Widget (plus sign) icon.
2] The New Widget menu appears on the right side of the page. From the available headers, ensure Data Widget is selected.
3] Click Ask AI.
4] The Ask AI modal opens. In the prompt box, enter a description of the widget you want to create.
5] When the prompt is ready, click Next at the bottom of the modal.
6] The agent will suggest a widget type based on your prompt and display a brief explanation of its reasoning. Optionally, select a different widget type using the chart icons. Click Generate Widget to complete setup.
7] The widget is created and added to the end of the dashboard. You can edit, move, and configure it like any other data widget.