Managing a Widget

In the top right corner of each widget there is an edit button.

analytics-managing-widget

Clicking on this button opens up several options to apply to that specific widget. Depending on how the widget was configured, options may include:

  • Refresh Data: Clicking here is a manual refresh of the data from the database.

  • Edit Separators: Clicking on this option opens up a separate page where you can select one or more separators that you want to use on your widget, i.e. Left, Right, Top, Bottom or All.

  • Save Chart: (Only available if the Widget is a Chart). Clicking here allows you to save any widget to your desktop as an .svg file. This file can then be imported into documents for custom reporting.

  • Edit Widget: Clicking on this option opens up a separate page to edit the data and the analysis of the data that is represented on the widget (see below).

  • Clone Widget: Clicking on this option will copy and paste the widget as is. You then can modify it to meet the specific data analysis needed. This is much quicker than creating a brand new widget/dashboard.

  • Remove Widget: Clicking on this option will delete the widget from the dashboard.

  • Move Widget: Clicking on this option will bring up the tree of all of the folders and dashboards in the system. Simply choose the folder and click on the dashboard destination you desire.

Note

You can filter data in a widget before downloading. Use the Search control of the widget. The downloaded file would then only contain the filtered data.

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  • Download CSV: Clicking on this option will download the underlying data (chart or table) to .csv that you can save on your computer. The data will be pulled based on the time selected in the time-bar.

  • Download CSV-All data: Choosing “All Data” will download all of the table data in that widget (regardless of the time set in the time-bar) to a .csv file that you can save to your local computer.

    The “All data” option will take global filters into consideration.

  • Download Excel Workbook: (Only available if the Widget is a Table.) Clicking on this option will download the table data to an Excel file that you can save to your local computer.

  • Download Excel Workbook - All data: (Only available if the Widget is a Table.) Clicking on this option will download all the table data to an Excel file that you can save to your local computer.

    The “All data” option will take global filters into consideration.