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Widgets

A widgets slide shows various performance indicators, metrics and charts based on the dataset.


Here is a sample dataset that we can use to create multiple widgets. Having multiple groups allows us to do this.

ACCOUNTID Group Name Value
18745 Accounts Receivable Accounts Receivable 9195
18745 Accounts Payable Accounts Payable 8387
18745 Income Income 22068
18745 Expenses Expenses 4516
18745 Sales Funnel Awareness 3000
18745 Sales Funnel Discovery 1500
18745 Sales Funnel Evaluation 900
18745 Sales Funnel Engagement 400
18745 Sales Funnel Sales 100
18745 Income Income 20000
18745 Expenses Expenses 5000

Download Sample Data - Widgets

After selecting your dataset, configure Data Grouping for your widgets slide:

  1. First, choose a column that specifies the data group for the widgets. For the above dataset, we will select Group (there are 5 data groups now - Accounts Receivable, Accounts Payable, Income, Expenses and Sales Funnel).
  2. Next, choose a column that specifies the name for each item in the widget. For the above dataset, we will select Name. These names may appear as labels for the values in the widget.
  3. Then, choose a column that specifies the value for each item in the widget. For the above dataset, we will select Value.


Then, configure each widget.

  1. Select a widget type from the dropdown menu.
  2. Select a group identifier to base the widget on.

Optionally, you can customize your widget further. Choose a title, add formatting and color code your widget based on value.


Widgets of following types are supported:

Label

The Label widget is used to display text values in the slide.

Here is an example of the data used:

ACCOUNTID Group Name Value
18745 Status July Payment Status Paid

Select Status as the Group Identifier. Press the save button to preview the new widget:

Number

The Number widget is used to display numeric values in the slide.

Here is an example of the data used. If there are multiple values for the Group Identifier, the last value will be shown. There will be an indicator at the bottom of the widget showing the percent change in value. From change in the first to the last value, there is an 11% increase.

ACCOUNTID Group Name Value
18745 Expenses July Expenses 8573
18745 Expenses August Expenses 9516

Select Expenses as the Group Identifier. Press the save button to preview the new widget:

Date Time

The Date Time widget is used to display a date as a value in the slide.

Here is an example of the data used.

ACCOUNTID IssueType Status Value
18745 Highest Ticket Open Open 19/09/2022

Select Highest Ticket Open as the Group Identifier. Press the save button to preview the new widget:

Time Range

The Time Range widget is used to display a formatted length of time as a value in the slide.

Here is an example of the data used. The value is calculated as seconds.

ACCOUNTID IssueType Status Value
18745 Avg Resolution Time Resolved 2321

Select Avg Resolution Time as the Group Identifier. Press the save button to preview the new widget:

Status

The Status widget is used to display a status icon based on the value in the slide.

Here is an example of the data used. The value is calculated as seconds.

ACCOUNTID Group Name Value
18745 Number of Accounts July Accounts 4997

Select Number of Accounts as the Group Identifier. Press the save button to preview the new widget:

Since the value of 4997 falls within the middle color code range (2000-5000), the yellow warning icon is displayed. You can adjust this range under Widget Formatting.

If the value was higher or lower, the green checkmark or the red warning icon would be displayed.

Doughnut

The Doughnut widget is used to display multiple values together as a Doughnut or a hollow pie chart.

Here is an example of the data used.

ACCOUNTID Group Status Value
18745 Hardware Failure Resolved 483
18745 Hardware Failure Open 380
18745 Hardware Failure Not Resolved 280

Select Hardware Failure as the Group Identifier. Press the save button to preview the new widget:

Piebar

The Piebar widget is used to display different values as part of a total, similar to a pie chart. It shows even the smallest slivers of data.

Here is an example of the data used.

ACCOUNTID Group Status Value
18745 Expenses Breakdown Rent 4000
18745 Expenses Breakdown Motor Vehicle Expenses 5000
18745 Expenses Breakdown General Expenses 3100
18745 Expenses Breakdown Office Expenses 1700
18745 Expenses Breakdown Telephone and Internet 3000

Select Expenses Breakdown as the Group Identifier. Press the save button to preview the new widget:

Pie

The Pie widget is used to display multiple values together as a pie chart.

Here is an example of the data used.

ACCOUNTID Group Status Value
18745 Accounts Payable Days 1 ~ 30 Days 1200
18745 Accounts Payable Days 31 ~ 60 Days 4000
18745 Accounts Payable Days 61 ~ 90 Days 1000
18745 Accounts Payable Days Over 90 Days 163

Select Accounts Payable Days as the Group Identifier. Press the save button to preview the new widget:

Progress

The Progress widget is used to display the progress made towards a goal, between a starting value and ending value.

Here is an example of the data used. The first value will be the minimum, the second value will be the value tracked, and the third value will be the maximum. Only the first three values from the dataset will be used if there are more than three.

ACCOUNTID Group Status Value
18745 Total Resolved Tickets Start of Quarter 2229
18745 Total Resolved Tickets Current 2400
18745 Total Resolved Tickets Goal 3000

Note: If there are less than three values, then 10% less or more will be calculated from the value tracked.

Select Total Resolved Tickets as the Group Identifier. Press the save button to preview the new widget:

Percent

The Percent widget is used to display a percentage based on the values in the slide.

Here is an example of the data used. If more than one value is present, the last value will be used. Also, the percent change from the first to the last value will be displayed at the bottom of the widget.

ACCOUNTID Group Name Value
18745 Improvement from Last Month July .43
18745 Improvement from Last Month August .4

Select Improvement from Last Month as the Group Identifier. Press the save button to preview the new widget:

Bars

The Bars widget is used to compare multiple values in the slide.

Here is an example of the data used. Cash Spent is 22% greater than Cash Received, so the percentage difference is displayed at the bottom.

ACCOUNTID Group Name Value
18745 Cash Summary Cash Received 1627
18745 Cash Summary Cash Spent 1980

Select Cash Summary as the Group Identifier. Press the save button to preview the new widget:

Funnel and Towers of Hanoi

The Funnel widget, or Towers of Hanoi widget, is used to display values across process stages.

Here is an example of the data used. The data must be arranged in descending value.

ACCOUNTID Group Name Value
18745 Sales Funnel Awareness 3000
18745 Sales Funnel Discovery 1500
18745 Sales Funnel Evaluation 900
18745 Sales Funnel Engagement 400
18745 Sales Funnel Sales 100
18745 Sales Funnel Loyalty 70

Select Sales Funnel as the Group Identifier. Press the save button to preview the new widget:

Sparkline

The Sparkline widget is used to display a change in values over time as a spark line.

Here is an example of the data used. The percent change from the first to the last value will be displayed at the bottom.

ACCOUNTID Group Name Value
18745 Misc. Expenses June 4000
18745 Misc. Expenses July 3200
18745 Misc. Expenses August 4500
18745 Misc. Expenses September 1000
18745 Misc. Expenses October 1800

Select Misc. Expenses as the Group Identifier. Press the save button to preview the new widget:

Sparkarea

The Sparkarea widget, like the sparkline widget, is used to display a change in values over time as a spark area.

Here is an example of the data used. The percent change from the first to the last value will be displayed at the bottom.

ACCOUNTID Group Name Value
18745 Misc. Expenses June 4000
18745 Misc. Expenses July 3200
18745 Misc. Expenses August 4500
18745 Misc. Expenses September 1000
18745 Misc. Expenses October 1800

Select Misc. Expenses as the Group Identifier. Press the save button to preview the new widget:

Sparkbar

The Sparkbar widget, like the sparkline widget, is used to display a change in values over time as a spark bar.

It is also is used to compare multiple values in the slide. The bars are displayed vertically.

Here is an example of the data used.

ACCOUNTID Group Name Value
18745 Invoices by Status Active 34
18745 Invoices by Status Void 9
18745 Invoices by Status Paid 21
18745 Invoices by Status Not Paid 12

Select Invoices by Status as the Group Identifier. Press the save button to preview the new widget:

Days of Month

The Days of Month widget, is used to display a calendar heatmap. (Coming Soon)

Hours of Day

The Hours of Day widget, is used to display a circular bar chart with hours represented by a bar. (Coming Soon)

Days of week

The Days of week widget, is used to display a circular bar chart with days represented by a bar. (Coming Soon)