How to create a Widget

Create multiple widgets in the Dashboard with different variants or formats such as bar, graph, pie, doughnut, and tabular.

To create a widget:
  1. Expand the Round Plans module and click Dashboard on the left-side pane.
  2. In the Dashboard screen, click Create Widget on top-right.
    Figure 1. Create Widget


  3. In the Widget Configuration window,
    1. Select the report from the Report list.
      Note: To select the report, the report should be created earlier. For more information, see How to create a Report.
    2. Enter the report name in the Widget Label field.
    3. Select the variants like Column Chart, Bar Chart, Horizontal Stacked Chart, Multiline Chart, Vertical Stacked Chart, Area Chart, Pie Chart, Donut Chart, or Tabular from the Variants section.
    4. Select the X axis and Y axis values or Sliced By or Value values.
      Note: The above values appear based on the selected variant.
    5. Enter the title of the widget in the Title field.
    6. Select the Show Values check box to display the values for the transactions.
    7. Select the Show Legends check box to display the legend.
      Note: If you want to show the particular transaction from the report in the widget (for example, transactions done by operators), perform the below steps:
      1. Click the Filter icon on the right side.
      2. In the Filter pop up, select the column value in the Add Filter field (for e.g., Role).
      3. Click the column value (for e.g., Role).
      4. In the Filter by pop up, select the filter value (for e.g., Operator)
      5. Click Save.
      6. Click Apply.
      7. Now the widget displays the values for the selected transaction.
      8. Click the Reset button to clear the filter and display all the values.
    8. Click Save.
    Widget is created successfully.
    In the Dashboard screen, you can,
    • Filter reports based on Last Day, Last Week, Last Month, Last 3 Months, Last 6 Months, or Custom.
    • Filter reports based on Plant or Shift.
    • Click the Undo or Redo icons to undo or redo the actions that you have performed.
    • Click the Mail icon to share the dashboard via Email.
    • Click the PDF icon to download the dashboard along with the widget reports in the PDF format.
    • Click the Restore icon to restore the data in the widget.
    • Click the Save as Image icon to save the widget as image.
    • Click the More icon and select Edit to edit the widget
    • Click the More icon and select Copy to copy the widget.
    • Click the More icon and select Delete to delete the widget.
    • Resize the widgets.
    • Drag around the widgets into a suitable place.
    • Click the widget to see and download the detailed report.
    • Select the value in the widget to hide it from the widget (works only for Pie and Doughnut variants).