Creating a Basic Widget

No matter what type of field or data dimension you want to analyze or what type of visualization you want to use, all widgets start with the same few steps, and have some common features. Follow the steps outlined below to create a widget.

Creating a basic widget

• To access the Widget Editor, open a workspace and click the plus sign at the bottom. It will expand to say +Add Widget.

  

   

• In the Widget Editor that appears, you'll first select a data stream from the list of connected streams and a textual field from that data.

  

A number of things happen when you select a field.

• The selected field appears above the widget workspace under Data Dimensions.

• A space for another Data Dimension appears next to it.

• Depending on the type of field you select, spaces may appear for Size and Color dimensions that you can add to the widget.

• The default visualization type for the data type of the selected field appears in the workspace and populates with data.

• The Visualization tab of the settings panel to the right updates to show only those visualization types that you can use with the selected field.

• An Options section appears below the Visualization section, showing any options that apply to the selected visualization type. Here, we've chosen ngrams and the visualization types possible are cloud and list.

  

• Click the selected field to open a dropdown menu. From here, you can edit any available options such as aggregation, formatting, grouping, and whether the field is numerical or textual. Here, we've chosen ngrams.

  

• When you have finished setting up the widget to your satisfaction, above the workspace to the left, click Save. 

  
  Editing or Removing Widget

  You can always go back and edit your widgets. To get started, hover over the top lefthand corner of the widget you'd like to modify. You'll have three icon choices: apply filters, edit, and the ellipsis menu.

  

  Click the pencil menu to open the widget editor.

  

  Under the ellipsis menu, you'll have the following options:

  • Copy ( you may want to duplicate the widget to make a modified version)

  • Notes (write additional details or context for the widget here)

  • Automation (set alerts for changes in your data)

  • Export (share outside of your Stratifyd workspace)

  • Remove (delete the widget when it is no longer useful)

There are many different types of widgets you can create, including:

Conditional Widgets, verbatim tiles, and topic wheel widgets. You can also create bins to more easily visualize large data sets.

Further questions?

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