Edit a Widget

Once your widget is created, the next step is to edit it to find the information you are looking for.


1. Go to the widget you want to modify in the list and click on "View":



2. Select "Edit", to open the widget. Once you have made the adjustments, don't forget to "Save":




3. Once you have saved your widget, you will be able to access the following options, by selecting the 3 parallel bars on the right. This way you can; duplicate, change the owner and the type of widget:




Level of ownership of a widget

  • Widget owner: double click in the section to edit.
  • Non-owner of a widget: you must duplicate it to become the owner of the copy, in order to be able to modify it.

Widget tabs | Data


You cannot change the content option once your widget is selected. The content is the “form” that has been chosen initially when creating a widget, which is also the only part that you cannot edit.

To change the content, you need to create a new widget.

Widget type

Widget types can be edited freely. Make sure to choose a widget type that is meaningful to the type of data you want to present.



The "Properties" tab allows you to view and modify the widget's information. Depending on the type of widget selected, the options will vary. The available options are documented in the articles below, by widget type:

  • Calendar;
  • Graphic;
  • Indicator;
  • Map;
  • Scatterplot;
  • Table.

Calculated values

Users can use this tab to calculate arithmetic functions such as count, sum, minimum value, maximum value, average, etc. Select what to calculate in the drop-down list and choose which function to apply. Various functions are available, depending on the type of field selected (number, text, values from a selection list, etc.) To apply these calculated values in a widget, the calculated value must be selected in the Properties tab. These values will always appear at the beginning of the drop-down list.


Setting targets gives you a direct view of the difference between the “objectives” and the “reality”. Users can use this function to get a clear idea of the performance of a team, an organization or a strategy.

A target allows the implementation of KPIs and clear quantitative objectives.

Targets are only available for chart widgets. Targets require a chart type with an X and Y axis without stacked percentage.


Filters refine the widget’s dataset according to specific criteria. To add a filter, first select whether the value you want to filter will be included or excluded. Then, select the value to include or exclude. The last drop-down menu contains several contextual operations based on the field type chosen. 


Use the "Reports" tab to know in which reports your widget is used. This tab is especially useful when you need to edit a widget that may be used in various reports. Since changes will apply everything, you may want to verify the "Reports" tab. You can direct yourself to the report by clicking on the report name.

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