Edit a Widget

Once your widget is created, the next step is to edit it to find the information you are looking for. If you are not already in the widget, you can access by either clicking on its row in the widget list or on the View button that appears as you hover the list.

Widget ownership

  • To edit a widget if you are the widget owner:
    • Simply double click on the section that you want to edit.
  • To edit a widget if you are not the widget owner:
    • Not the owner - you need to duplicate the widget first by clicking on the three-dots (vertical ellipsis) menu, then you will be able to edit the duplicated version.

Borealis_Analytics_Widget_Tabs_and_Duplicate_5-35.png

Widget tabs

Data

Content

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.

Properties

The Properties tab allows you to view and modify information in the widget. Depending on the type of widget you selected, the options will be different. Those are detailed in other articles for every possible type of widgets. Please consult the related articles for more information:

Calculated values

Users can use this field to calculate arithmetic functions such as count, sum, minimum value, maximum value, average. 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.

Targets

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 your team/organisation.

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

Filters

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. 

Reports

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.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request