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Overview: Widget Editor

Kayleigh Gaddor
  • Updated

The Widget Editor allows you to create custom widgets with visualizations and labels. To learn more, watch the video tutorial below or scroll down for step-by-step instructions.

 

 

There are three ways to access access the Widget Editor in a workspace: 

  1. Click the plus sign at the bottom to add a new widget.

  2. Right-click anywhere on a workspace, and click "Insert a new widget."Screenshot 

  3. Click the pencil and paper icon in the top-right corner of an existing widget.

Screenshot

 

Widget Editor toolbar

Along the top right corner of the Widget Editor, the toolbar offers the following buttons:

Screenshot

  1. Undo - Allows you to undo any actions you have performed in the editor back to the last time you saved the widget.

  2. Redo - Allows you to redo any actions you have undone.

  3. Memo - Write notes about the widget. 

Along the top left corner of the Widget Editor, the toolbar offers the following buttons: 

 

Screenshot

  1. Save - Saves the widget and closes the editor, returning you to the dashboard.

  2. Discard - Closes the Widget Editor. If you close before saving, your widget will revert back to its original state (upon opening the Widget Editor).

 

Workspace toolbar

The workspace toolbar updates based on the element of the widget that is selected.

The copy and paste tools are always available, becoming enabled when appropriate.

 

Two tools are available when no element is selected.

Filter - Click the filter icon to create a filter for the widget. See Apply widget filters for more information.

 

Memo - Click the memo icon to add a memo to the widget.

 

Text toolbar

When you select the title text (or other text that you add on the Components tab below), the text toolbar appears.

 

In the text toolbar, you can set the following options.

  • Left align

  • Center align

  • Right align

  • Vertical align bottom (aligns text vertically on the left running from bottom to top)

  • Vertical align top (aligns text vertically on the left running from top to bottom)

  • Font face (select a font to use for the selected text component)

  • Font size (in points)

  • Text color

  • Bold

  • Italic

  • Delete (deletes the entire text component)

Widget toolbar

When you use the Components tab to select the widget itself, the widget toolbar appears with tools appropriate to the type of visualization selected.

 

In the widget toolbar, you can set the following options.

  • Background image (upload an image to use, delete the image path to remove it)

  • Size (select Contain to fit the image inside the widget, or Cover to center the image at full size)

  • Repeat (select Vertical to repeat in a column, Horizontal to repeat in a row, Tile to repeat in both directions, or No to display a single image)

Fields panel

In the fields panel to the left, there is a tree containing all of the fields in each data stream accessed by your dashboard. Use the Search box to quickly find a field. You can collapse a data source or type of field that you are not using for this widget to narrow your options when browsing for a field. Click a field to add it to the dimensions shelf.

 

Each data stream has several types of fields:

  • Model Fields - fields derived from any models applied to the data stream

  • Calculated Fields - the number of records, proportion of records, and any equations that you add

  • Original Fields - the structured data pulled from the data stream

To add calculated fields

  1. Click the vertical ellipsis next to the data stream to which you want to add it.

  2. Select Add New Equation.

Also, here is a video that shows you how to create calculated fields in two ways.

  • Create a new equation using available dimensions

  • Create groups within an existing field by creating a custom dimension

Dimensions shelf

The dimensions shelf, by default, has a space for one data dimension. Each time you add a field, it adds space for an additional dimension. Once a field is on the dimensions shelf, it has color indicating the type of data it represents.

  • Green signifies a temporal, or date field

  • Orange signifies a textual or categorical field (text, labels, etc.)

  • Blue signifies a numerical field

Click a field on the dimensions shelf to edit how the data is used in the visualization. Depending on the type of data, different settings are available.

 

Fundamental fields

The fundamental field type is the default for any field for which there are no values in the data stream. When you select any field from Original Fields, all fields with no values in the data stream are disabled so that you can avoid using them in a visualization.

 

Temporal fields

  • Group - Year, Quarter, Month, Week, Day, Hour, Minute, Day of Year, Day of Month, Day of Week

  • Format - values change depending on the selected Group

  • Type - Temporal or Textual

Textual fields

  • Aggregation - No Aggregation or Distinct Count

  • Group - All Values in List, Specify Indexes, or Full List

  • or Add Group - create a new group based on ungrouped values

Numerical fields

Note that numerical fields from the Original Fields of a data stream do not allow aggregation, grouping, bins, or formatting.

 

Aggregation

  • No Aggregation

  • Average

  • Sum

  • Median

  • Minimum

  • Maximum

  • NPS

  • NPS5

  • Conv

  • CSAT 10

  • CSAT 25

  • DSAT 25

  • FCR

  • Deviation - Sample

  • Deviation - Population

  • Variance - Sample

  • Variance - Population

  • Ratio60

  • High Sat

  • Percentile

  • Distinct Count

  • Box Plot

Format

  • None

  • Float

  • Ceiling

  • Floor

  • Scientific

Group

  • All Values in List

  • Specify Indexes

  • Full List

  • Create Bins - create a new dimension name and add boundary values for groups

  • Type - Numerical or Textual

There is not a limit on the number of fields you can select as data dimensions. However, after selecting more than three, the only visualization style option is the list view.

 

To create a spreadsheet of the entire dataset, select every original field.

Depending on the type of visualization you select, the dimensions shelf may also include:

  • Size Dimension - drag a field here that you want to use to dictate the size of the visualization elements

  • Color Dimension - drag a field here that you want to use to dictate the colors of the visualization elements

You can control colors on the Color tab of the settings panel.

 

Workspace

In the workspace, you can visually design your widget, trying out various visualization styles and data options to see live data update automatically so that you see a preview as you work.

 

Sorting tools

Sorting tools allow you to specify the order in which your data appears.

  • Sort By (First selected field): Select any field that is used in your visualization to have your data sort on that field.

  • Sort Order (Ascending by default): Select whether to sort by ascending or descending values.

  • Show Top Data (On by default): Turn off to show all data; otherwise, only the top values appear in your visualization, as dictated by the sort-by field, sort order, and amount shown.

  • Amount Shown (200 by default): When Show Top Data is turned on, set the number of rows of data to show.

Settings panel

In the settings panel to the right, there are four tabs:

  • Visualization

  • Components

  • Color

  • Annotation

Visualization tab

The Visualization tab is where you select the type of visualization to use to display your data. Mouse over a visualization icon to see its name and what type of fields it requires.

See a full list of Visualization Options here.

Once you select a visualization type, options specific to that visualization appear in a collapsible Options section below the collapsible Visualizations section.

 

Components tab

The components tab is where you can set options on specific parts of the widget and add new components. There are three collapsible sections on this tab:

  • Components

  • Margin

  • Add a New Component

Components

This is where all components used in the widget appear. Select a component to show a toolbar specific to that component just above the widget.

 

For graphs, click the widget component's X or Y axis to reveal options specific to the axis, or click the eye icon to toggle visibility.

 

On the Y axis, you can set minimum and maximum values to control the size of your chart area, and select from the following format options.

  • Auto - automatically selects the best format for the data

  • Float - formats the data as a number with a decimal point

  • Integer - formats the data as a whole number without a decimal point

  • Percentage - formats the data as a ratio

  • Currency - formats the data as currency

Margin

This section allows you to set the size of margins in pixels to use for the selected component. It also displays the width and height of the component in pixels.

To change the width and height of a component within the widget

  1. In the Components section, select the component.

  2. Use the blue grab handles that appear around the edges of the component to drag it to the size that you want.

Adding a New Component

Aside from the visualization, you can add the following components to a widget.

  • Label - Add a single line of bold title text.

  • Paragraph - Add a multi-line description.

  • Expression Binding - Add predefined static data values.

  • Image - Upload an image or provide an image URL.

  • Video - Provide a URL for a YouTube video or other MP4 video.

  • Web Page - Provide a URL that an external domain can access to import a web page into the widget.

  • Raw HTML - Provide custom HTML code to display within the widget. (Any JavaScript is automatically excluded.)

Colors tab

When the selected visualization type has a color dimension, the Colors tab lets you set the following options.

Drag a field to the Color Dimension to set which data controls the color. Otherwise, the default field appears in the Color by setting.

  • Color by - Select the field that dictates the color of each data element.

  • Style - Select from the following types of color style:Gradient Color - default; click Color to select a pre-set color gradient, or customize the range in the fields belowRange Palette - select a color to use for each specified range of values, e.g. blue for 1.00 to 3.00, grey for 0 to 1.00, red for -3.00 to 0Palette - select a color for each data valueSingle Color - select a color to use for all data values

  • Color - Click to select a color or gradient.

Annotations tab

If your widget uses a Bar, Line, or Scatterplot visualization type, you can add annotations to the graph to mark off thresholds or ranges.

 

Further questions?

We're here to help! Don't hesitate to contact us for further assistance via chat or submit a ticket!

 

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