Before you begin: Widgets are the graphs, tables, text boxes, and images shown in Dashboards and Reports. In order to display data, you need to create and configure widgets. During the Widget creation process, you will assign it a Data Source to display. There are three different kinds of Widgets: Data, Media and Admin. This article describes how to create and configure Widgets.
How to Create a Data Widget
A Data Widget is specifically designed to display a Data Source in the TapClicks Dashboard. There are eight different kinds of graph formats you can choose from, including pie graphs, line charts, and more. When you create a Data Widget from scratch, you specify the metrics to be display, and can also tailor its look and feel. These instructions assume you have created a Dashboard and are viewing the Dashboard screen.
1] On the Dashboard screen, in the upper left, click the "+".
2] The Widget type menu appears.
3] Click Data Widget.
4] The New Widget column appears on the right side with the Data menu selected.
5] Click a Widget type from the menu across the top of the column. 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
- Pie Chart
- Funnel Chart
- Gauge Chart
6] Enter a title for the Widget in the Title textbox.
7] Using the Data Category dropdown, choose the Data Source or Channel for your Widget. If you are using Channels or Smart Connectors, scroll down this list until you find them. This list is often organized with Instant-On Connectors at the top, then other data sources below.
8] From the Data View 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.
9] Click in the Metrics box and a list of metrics appears.
10] Select the metrics to display in your Widget. The chosen metrics appear in the Metrics box. Should you need to remove a metric, click the "x" inside the metric icon.
| NOTE: All reporting is time-series data, so Date is a required metric. |
11] Choose Dimensions by clicking in the Dimensions box and selecting from the list. Dimensions are how the data are grouped in the Widget.
12] From the Time Grouping dropdown, choose the time unit for grouping your time (e.g., hour, day, week).
13] To style your Widget, click Styles from across the top of the column.
14] The Styles menu appears.
15] Choose the Look & Feel options and the Widget options to style the Widget your way. You'll see the changes reflected in the Widget immediately.
How to Create a Data Widget Using a Template
Data Widgets can be created based on a Template. A template is a pre-defined Widget based on common requirements. You can also change the look and feel of a Widget based on a Template.
1] From the New Widget column, click Templates across the top menu.
2] A list of available Templates appears.
3] To locate a specific Template by title, enter the title into the title search box at the top and hit Enter.
4] To filter the Template list, click in 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.
6] Scroll through the Template list and when you locate the Template you want to use, click it. The chosen Template will automatically appear center page.
7] You can change the look and feel of the Widget by using styles as detailed in steps 13 - 15 of creating a Data Widget without a template.
How to Create a Media Widget
A Media Widget is used to display something that isn't data or text, such as videos or images. You will be presented a WYSIWYG editor where you can add text, images, and other common configurations.
1] On the Dashboard screen, in the upper left, click the "+".
2] On the Widget type menu click Media Widget.
3] The Media Widget modal appears.
4] Enter a title for the Media Widget in the title textbox.
5] To link the Media Widget to a Data Source, turn on the Data Source button and select a Data Source from the Data Source dropdown.
Insert Image
6] To make the Widget display and image, click the image icon in the Media Widget menu.
7] The Insert Image modal appears.
8] Either enter the image URL in the Image URL textbox or click Choose Files and upload the image.
9] Click Insert Image.
10] Enter text describing the Media Widget in the textbox and format as appropriate.
11] Click Save.
Insert Video
12] To make the Widget display and video, click the video icon in the Media Widget menu (next to the image icon).
13] The Insert Video modal appears.
14] Either enter the video URL in the Video URL textbox.
15] Click Insert Video.
16] Enter text describing the Media Widget in the textbox and format as appropriate.
17] Click Save.
How to Create an Admin Widget
Admin Widgets are used for displaying administrative data on the TapClicks Dashboard. Administrative data include names, addresses, emails, roles, time zones and login timestamps.
1] On the Dashboard screen, in the upper left, click the "+".
2] On the Widget type menu click Admin Widget.
3] The Untitled Admin Widget appears in the center and New Widget column appears on the right.
4] Enter a title for the Widget in the Title textbox on the right column.
5] Click in the Metrics box and a list of metrics appear.
6] Choose one or more metrics for the Widget to display by clicking on them in the list.
7] When you're finished choosing the metrics, click on the settings icon to the right.
8] The metrics appear in an list which can be reordered.
9] To reorder the metrics list, hover your mouse over the metric you want to move, click and hold, and drag it to the desired location in the list.
10] In the Untitled Widget, click the link in the center to assign an account manager.
11] The account manager assignment window appears.
| NOTE: The information in these sections is in regards to the client assigned to the account manager. Enter only the information you feel is necessary. |
General Settings
12] In the Company name text box, enter the name of the client whose admin data the Widget will be displaying.
13] Choose a default data profile form the Default Data profile dropdown.
14] Choose an client group from the Client Group dropdown if available.
15] Set status to Active in the Status dropdown.
16] Choose an account manager from the Account Manger dropdown. Each Admin Widget must have an account manager assigned to it.
Additional Information
17] Enter additional client information in the Additional Information section as appropriate.
Primary Contact
18] Enter information in the Primary Contact section as appropriate for the client. Include first name, last name and phone number at a minimum.
Custom Branding
19] Click Select Logo to upload a light or dark background logo of the client to appear on the Widget.
Users Associated With Client
20] To add a user for the client, click the Add a new user link at the bottom of the page.
21] The New User page appears.
22] Fill in all the field in the General Settings section.
23] Enter and email address and assign a password for the user.
24] Optionally enter other information about the user in the Additional Information section.
25] Click Save Changes at the bottom of the screen.