Dashboard Widgets

Widgets are visual representations of individual items of health and performance metric data extracted from data sources and business assets that you have configured on the system to which you are connected.

Widgets and widget groups are added to a dashboard layout which can be customized to provide a unique, at-a-glance, real-time view of your business.

TIP: You must create a widget group first, and then add the widgets to it. You cannot group widgets after they are already created. So, it is best to plan your dashboard before you begin.

The following widget types are available in Insite

  • Area Chart. The Chart widget displays data from the selected datasource and business metric combination in the form of an area chart.
  • Bar Chart (horizontal) The Chart widget displays data from the selected datasource and business metric combination in the form of a horizontal bar chart.
  • Bar Chart (vertical) The Chart widget displays data from the selected datasource and business metric combination in the form of a vertical bar chart.
  • Line Graph The Chart widget displays data from the selected datasource and business metric combination in the form of a line graph.
  • Status. The Status widget displays a colored, graphical representation of the current status of the selected datasource asset.
  • List. The List widget displays a list of data for the selected datasource asset.
  • Key Indicator. The Key Indicator widget is used to display summarized data of an important business asset.
  • Title. The Title widget is used to display your company’s branding to be able to share the contents on a big screen, to the higher business levels and in reports or presentations.

You can add as many widgets as you need to your dashboard. For many of the widgets, you can even add more than one of each kind. But, be aware that number of widgets on the page does affect the response time. Also, you can only add widgets to dashboards that you have created. Shared dashboards created by another user are view-only.

To add widgets:

  1. In the Navigation Panel, clicktapThe dashboards icon. Dashboards. If the menu is hidden, hover over the Navigation Panel to expand it.

  2. ClickTap the dashboard name.

  3. Toggle Edit mode On.

  4. Put focus on an empty dashboard panel and ClickTap Add widget.

  5. The Widget Preview window will display. In the resulting panel, Add a new Data Source by selecting a connection and product OR choose an existing Data Source OR create the widget with no Data Source. See Product Connections for more information.

  6. Choose the Asset you would like included in the widget.

  7. If desired, edit the Widget Name.

  8. Select a Widget type.

    NOTE: The Widget types available will vary depending on your choice of Asset.

  9. Toggle Color Theme to "custom" to set a color for this individual widget instead of using what was set for the dashboard. Then, select a color.

    NOTE: This will override the color theme set for the dashboard. For more information, see Working with Dashboards.

  10. Select the metrics to be displayed in the widget (if applicable).

  11. Edit Widget Settings as desired.

    NOTE: The Widget Settings available will vary depending on your choice Data Source, Asset, and Widget type. See Settings Tabs for more information.

  12. Ensure that the widget meets your expectations in the Widget Preview window. ClickTap Save.

    NOTE: If you want to add more than one widget of a particular type, for example, if you want to add two job history widgets, repeat the above steps for each one.

  13. Customize the widgets you added. With Edit mode On, ClickTap Edit Widget on any widget to edit its settings.

 

Related Topics