Visualisation through widgets updated

A widget is a tool for the visual representation of data. It works as a Table view in the Reporting user interface. From there you are able to manage filters and merge rules. When creating a report, there are two possible options:

  1. The report can be created from scratch.

  2. The report can be created using pre-defined templates.

In the second case, the pre-defined set of widgets will already be ready and filled with data. If you created a report from scratch, after generating the report, you will see a window that looks like this.

../../../../_images/widgets_1.png

It is easy to see that this tab contains all the main elements of the interface, but no data is displayed. In order to display information, you need to add widgets to the tab. Here you can also do two things:

  1. Add a default widget set

  2. Add and customize widgets yourself

To add widgets by default, click the Add Default Widgets button at the middle of the screen. This will automatically create and post three widgets: PieChart, Chart, and Table on the report tab and fill them with your dataset items.

../../../../_images/widgets_2.png

Otherwise, click the Add Widgets button at the top right. This will open a new pop-up, with a kind of two-layered pyramid.

“Select the data that you want to visualize” tile with a table icon on the top (marked green) will allow you to visualize data.
Tiles at the bottom (marked blue) will allow you to add non-data-driven widgets: add text comment or image, load and show new PDF or CSV file, add embedded web-page to your report as an iFrame.
../../../../_images/widgets_3_1.png

Click the “Select the data that you want to visualize” tile to see the list of available data, showing table names, data sources and report types. It looks like this:

../../../../_images/widgets_3_2.png

Click “SOURCE” or “REPORT TYPE” buttons just above the list to open the dropdown menu and filter the list by Data Source or Report Type respectively:

../../../../_images/widgets_3_3a.png ../../../../_images/widgets_3_3b.png

Clicking on particular report type will open the list of widgets available especially for this report type.

../../../../_images/widgets_3_4.png

There are ten widgets in total:

All these widgets have their own specifics, filters, and customization. We will describe them each in detail in the following chapter.

After adding a widget you can edit it by pressing the gear icon at the top right corner of the widget element. These are the editing options:

  1. “Edit” item will open the same dialog window which was used for widget creation, allowing you to change widget type, data sets, and all possible options you were able to set up while creating a widget;

  2. “Resize” function will allow you to choose the widget size;

  3. “Up” and “Down” items will help you to move your widget on the dashboard to reorder them (e.g. if you created a chart after creating a table, but you need the table to be on the top of the screen)

  4. You can delete widget by pressing “Delete”

../../../../_images/widgets_4.png

Widgets like charts and summary also have a table icon near the gearbox which allows you to switch between showing the visualized data or initial data table.