Difference between revisions of "Widgets"

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__NOTOC__[[Main Page|Home]] > [[Administration]] > [[Reporting]] > Widgets
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/advanced-analytics/widgets/ Hornbill Document Library].
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==Introduction==
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[[file:hornbill-document-library.png|Widgets|link=https://docs.hornbill.com/esp-config/advanced-analytics/widgets/]]
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__NOTOC__
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{| style="width:100%"
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|[[Main Page|Home]] > [[Administration]] > [[Advanced Analytics]] > Widgets
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|style="text-align:right;"|[[:Category:Service Manager Administration|Index]]
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== Introduction ==
 
Widgets are provided to create plug in data that can be used to build Dashboards. Some widget types make use of existing measures and provide the ability to display them in a more appealing format. Certain widget types allow you to return and display data based on configuration carried out within the widget.
 
Widgets are provided to create plug in data that can be used to build Dashboards. Some widget types make use of existing measures and provide the ability to display them in a more appealing format. Certain widget types allow you to return and display data based on configuration carried out within the widget.
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== Related Articles ==
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:* [[Application_Entity_Viewer|Application Entity Viewer]]
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:* [[Reports]]
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|}
  
 
====Creating a new Widget====
 
====Creating a new Widget====
  
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Select the '''+ Create New Widget''' button, give the new Widget a name, and choose which type of Widget you wish to create.  Configuration options and an example video for each of the Widget types is given below.
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Select the '''+ Create New Widget''' button, give the new Widget a name, and choose which type of Widget you wish to create.  Configuration options and an '''example video''' for each of the Widget types is given below.
  
 
==Widget Types==
 
==Widget Types==
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* '''Measured Group By''' - This type allows a single measures data to be displayed and grouped by '''Saved Data Columns'''.
 
* '''Measured Group By''' - This type allows a single measures data to be displayed and grouped by '''Saved Data Columns'''.
 
* '''Measure Samples Group By''' - This type allows a single measures sampled data to be grouped and displayed by '''Saved Data Columns''' and by definable sample periods (manual or predefined date settings).
 
* '''Measure Samples Group By''' - This type allows a single measures sampled data to be grouped and displayed by '''Saved Data Columns''' and by definable sample periods (manual or predefined date settings).
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* '''Sql Group By''' - This type allows you to specify a database table, which columns to group on, and count on and define filter conditions for the data.
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* '''Sql Group By''' - This type allows you to specify a database table, which column to group on, which to count on as well as define filter conditions for the data, and the sample history duration.
  
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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====Measured Sample====
 
====Measured Sample====
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<div class="mw-collapsible-content">{{#ev:youtube|TyH55xdnvuU|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|dDcG4r-XRZw|400|right}}
 
'''Data Source Details'''
 
'''Data Source Details'''
 
:* '''Data Type''' - Choose '''Measured Sample'''
 
:* '''Data Type''' - Choose '''Measured Sample'''
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::* Change the Series Display name, Colour and Measure to use from the available fields if required.
 
::* Change the Series Display name, Colour and Measure to use from the available fields if required.
 
:* '''Add new series''' - Add additional Series to the chart by selecting this optionand again choosing a Display name for the series and a Measure to use.
 
:* '''Add new series''' - Add additional Series to the chart by selecting this optionand again choosing a Display name for the series and a Measure to use.
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Chart Settings'''
 
'''Chart Settings'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Axis Options'''
 
'''Axis Options'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Grid Options'''
 
'''Grid Options'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Legend Options'''
 
'''Legend Options'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Target Lines'''
 
'''Target Lines'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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====Measured Group By====
 
====Measured Group By====
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<div class="mw-collapsible-content">{{#ev:youtube|LVvlfzte2AA|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|Oz9Zb50Gcoc|400|right}}
 
'''Data Source Details'''
 
'''Data Source Details'''
 
:* '''Date Type''': Choose '''Measure Group By'''
 
:* '''Date Type''': Choose '''Measure Group By'''
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:* '''Show''': Decide if the group by data will be presented by the Top or Bottom value column first on the chart
 
:* '''Show''': Decide if the group by data will be presented by the Top or Bottom value column first on the chart
 
:* '''Number of Records''': If large number of results are returned, you may choose to only display the Top x group by values.
 
:* '''Number of Records''': If large number of results are returned, you may choose to only display the Top x group by values.
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<br>
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<br>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Chart Settings'''
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<div class="mw-collapsible-content">
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:* '''Chart Type''' - Choose the display type for the Chart
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::* If Bar is chosen
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:::* '''Bar Direction''' - If Bar type is chosen the Bar direction can be set
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:::* Data Label, Background and Border options can be configured as required.
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::* If Pie is chosen
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:::* Data Label, Background and '''legend''' options can be configured as required.
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Axis Options - Bar Chart Only'''
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<div class="mw-collapsible-content">
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Define if Axis titles are required to appear on the chart.
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Grid Options - Bar Chart Only'''
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<div class="mw-collapsible-content">
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Define if the grid is visible and the color to use
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Target Lines - Bar Chart Only'''
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<div class="mw-collapsible-content">
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If required one or multiple target lines can be added to the Chart, and be shown in the Legend.
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:* '''Add Target''' - Choose this option to add a target, give the Target a name, thickness of the target line, display colour and value for the Target
 +
::* Add additional targets if required, or remove targets if no longer needed.
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</div>
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</div>
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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====Measure Sample Group By====
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<div class="mw-collapsible-content">{{#ev:youtube|-eGM_d77Z7A|400|right}}
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'''Data Source Details'''
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:* '''Data Type''' - Choose '''Measure Sample Group By'''
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:* '''Sampling Type''' - This will control the values by which you can view the sample data.  Choosing '''Use manual sample setting''' will allow you to manually specify the number of samples to display on the data chart.  If the Samplying Type is set to '''Use predefined data setting''' the '''Samples to use''' field will change to '''Sample Periods''' and a list of predefined sample periods will be available to select from
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:* '''Use Measure''' - Choose the measure you want to provide the data for the data chart, and by which the sample data can then be grouped.
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:* '''Group By''' - Choose which column of data you want the data to be grouped by. *Only columns predefined in the '''Saved Data Columns''' of the chosen measure will be displayed in this list.  If no values are displayed this will indicate no '''Saved Data Columns''' were added when configuring the measure.
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:* '''Show''' - Choose to display the first or last sample data of the sample period first on the chart
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<br>
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<br>
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<br>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Chart Settings'''
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<div class="mw-collapsible-content">
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:* '''Chart Type''' - Choose the display type for the Chart
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::* '''Stack Multi-Series''' - If Bar Type is chosen above, the option to stack the Bars will be presented
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::* '''Bar Direction''' - If Bar type is chosen the Bar direction can be set
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Data Label, Background and Border options can be configured as required.
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Axis Options'''
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<div class="mw-collapsible-content">
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Define if Axis titles are required to appear on the chart.
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Grid Options'''
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<div class="mw-collapsible-content">
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Define if the grid is visible and the color to use
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Legend Options'''
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<div class="mw-collapsible-content">
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Define if the Legend is to displayed and the position for the legend
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
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'''Target Lines'''
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<div class="mw-collapsible-content">
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If required one or multiple target lines can be added to the Chart, and be shown in the Legend.
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:* '''Add Target''' - Choose this option to add a target, give the Target a name, thickness of the target line, display colour and value for the Target
 +
::* Add additional targets if required, or remove targets if no longer needed.
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</div>
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</div>
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</div>
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</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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====Sql Group By====
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<div class="mw-collapsible-content">{{#ev:youtube|iV5NLChvnnc|400|right}}
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'''Data Source Details'''
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:* '''Data Type''' - Choose '''Sql Group By'''
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:* '''Show''' - Choose to order the data by the top or bottom value.
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:* '''Number of Records''' - If a large number of values are returned, you can choose to display the top or bottom x values.
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:* '''From Table''' - Choose the table from which you wish to populate the data for your chart.  For Example '''h_itsm_requests''' for the primary requests table.
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:* '''Group On''' - Choose the column from the defined table which you wish to group the data by.
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:* '''Count On''' - Choose the column from the defined table which you wish to count the data records by.  For the primary request table ('''h_itsm_requests''') this maybe the unique reference number ('''h_pk_reference''').
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:* '''Filter''' -  Define any conditions to filter the returned data by.  For example by type, category, status.
 
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<br>
 
<br>
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Axis Options - Bar Chart Only'''
 
'''Axis Options - Bar Chart Only'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Grid Options - Bar Chart Only'''
 
'''Grid Options - Bar Chart Only'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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</div>
 
</div>
 
</div>
 
</div>
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1000px">
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<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:800px">
 
'''Target Lines - Bar Chart Only'''
 
'''Target Lines - Bar Chart Only'''
 
<div class="mw-collapsible-content">
 
<div class="mw-collapsible-content">
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====Scorecard====
 
====Scorecard====
 
A Scorecard widget can be used to display one or more Measures which have previously been defined.  
 
A Scorecard widget can be used to display one or more Measures which have previously been defined.  
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<div class="mw-collapsible-content"> {{#ev:youtube|gYn8VgYbgGM|400|right}}
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<div class="mw-collapsible-content"> {{#ev:youtube|hOo25gzp-vY|400|right}}
  
 
'''Data Measure / Data Formatter'''
 
'''Data Measure / Data Formatter'''
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</div>
 
</div>
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1100px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1100px">
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====Target Counter====
 
====Target Counter====
 
This type of widget is used to display how a single measure is performing against it's target.
 
This type of widget is used to display how a single measure is performing against it's target.
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<div class="mw-collapsible-content">{{#ev:youtube|B_qsurEg5VE|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|jRINnOpKgMA|400|right}}
  
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====Counter Data Measure====
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'''Counter Data Measure'''
  
 
* Choose the Measure which the widget will use from the drop down list
 
* Choose the Measure which the widget will use from the drop down list
 
* Change the Measure to be used by selecting another Measure from the drop down list
 
* Change the Measure to be used by selecting another Measure from the drop down list
  
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====Display Data====
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'''Display Data'''
  
 
By Default the latest sample (value) for the Measure will be displayed.  It is possible to compliment this value with other measure attributes as explained below:
 
By Default the latest sample (value) for the Measure will be displayed.  It is possible to compliment this value with other measure attributes as explained below:
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* '''Show Previous Sample''': Select this option is you wish to display the previous sample value alongside the current sample value.
 
* '''Show Previous Sample''': Select this option is you wish to display the previous sample value alongside the current sample value.
 
* '''Show difference value''': Select this option if you wish to display a value which represents the between the current and the previous sample values.
 
* '''Show difference value''': Select this option if you wish to display a value which represents the between the current and the previous sample values.
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* '''Show Sparkline''': Select this option if you wish to  graphically display the available historical sample values for the Measure.  The number of samples values displayed will reflect the number of sample of historical sample values you have configured to retain in the measure configuration.
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* '''Show Sparkline''': Select this option if you wish to  graphically display the available historical sample values for the Measure.  The number of samples values displayed will reflect the number of sample of historical sample values you have configured to retain in the measure configuration.
  
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====Display Icon====
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'''Display Icon'''
  
 
* Optional include an icon alongside the Counter values by selecting an appropriate icon from the icon picker
 
* Optional include an icon alongside the Counter values by selecting an appropriate icon from the icon picker
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</div>
 
</div>
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1100px">
 
<div class="mw-collapsible mw-collapsed" data-collapsetext="Show Less" data-expandtext="Read More" style="width:1100px">
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====List of Data====
 
====List of Data====
 
Allows you to populate a widget with a list of data based on a user defined table query.
 
Allows you to populate a widget with a list of data based on a user defined table query.
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<div class="mw-collapsible-content">{{#ev:youtube|X1Ra3h37mFs|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|IcYA8udihs4|400|right}}
  
 
There are two options for defining the content which will appear on your datalist and these can be chosen from the '''Widget settings'''.
 
There are two options for defining the content which will appear on your datalist and these can be chosen from the '''Widget settings'''.
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====List of Counters====
 
====List of Counters====
 
This widget allows you to display one or a list of metrics that are based on an aggregate value such as count, average, max, and min.
 
This widget allows you to display one or a list of metrics that are based on an aggregate value such as count, average, max, and min.
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<div class="mw-collapsible-content">{{#ev:youtube|3z-k_EO-I9U|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|rfwOpQ9YNXk|400|right}}
  
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====Widget settings====
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'''Widget settings'''
  
 
Add a new counter by selecting on the '''Add''' button  
 
Add a new counter by selecting on the '''Add''' button  
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====Custom====
 
====Custom====
 
The custom widget type allows you to specify a URL and display the content as an image, in an iframe or div.
 
The custom widget type allows you to specify a URL and display the content as an image, in an iframe or div.
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<div class="mw-collapsible-content">{{#ev:youtube|kxQNupQmpNw|400|right}}
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<div class="mw-collapsible-content">{{#ev:youtube|PfOMn199s9s|400|right}}
  
 
You may wish to compliment the Hornbill data which can displayed in Widgets, with that of content from external sources. The Custom widget option allows you to either add an image via a specific URL, or display the content from an external source via a URL.  
 
You may wish to compliment the Hornbill data which can displayed in Widgets, with that of content from external sources. The Custom widget option allows you to either add an image via a specific URL, or display the content from an external source via a URL.  
  
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====Custom Widget Configuration====
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'''Custom Widget Configuration'''
  
 
'''URL''': Define the external content or image you wish to display.
 
'''URL''': Define the external content or image you wish to display.
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As with other widgets it maybe necessary to preview and fine tune the appearance of the Custom widget before making this available to be used in a Dashboard.
 
As with other widgets it maybe necessary to preview and fine tune the appearance of the Custom widget before making this available to be used in a Dashboard.
  
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====General Look and Feel====
+
'''General Look and Feel'''
  
 
Using the '''paintbrush''' icon you can configure how the widget will appear when displayed on a Dashboard.
 
Using the '''paintbrush''' icon you can configure how the widget will appear when displayed on a Dashboard.
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* '''Container Coloring''': Here the main body of the widget can be configured, the text colour if applicable, background, effect and background effect colors can be chosen.
 
* '''Container Coloring''': Here the main body of the widget can be configured, the text colour if applicable, background, effect and background effect colors can be chosen.
  
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====Preview====
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'''Preview'''
  
 
It is important to understand how the Custom or other widgets are going to display before adding them to a Dashboard.  Using the Preview Width and Height settings above the Widget content will allow you to preview different sizes and layouts which may influence the dimensions you need to allocate when adding the widget to a Dashboard.
 
It is important to understand how the Custom or other widgets are going to display before adding them to a Dashboard.  Using the Preview Width and Height settings above the Widget content will allow you to preview different sizes and layouts which may influence the dimensions you need to allocate when adding the widget to a Dashboard.
 
</div>
 
</div>
 
</div>
 
</div>
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 +
==Pre-Defined Date Settings==
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 +
When creating widgets within Hornbil Advanced Analytics, some widget types provide the ability to set the sampling type and the sampling period. The sample period when using predefined date settings consist of multiple options to provide you the flexibility to set the widget to report on a specific period in time. Some of these options relate to the beginning of a week (this week or last week), and because the week start day can be different for organisations based in different countries Hornbill have also provided a setting to enable this to be set per Hornbill instance within the System -> Settings -> Advanced section from your Hornbill admin portal. Search for '''system.regionalSettings.weekStartDay''' to set it for your instance. By default this setting is set to Sunday as the start of the week. There are also settings for the beginning of the calendar year - '''reporting.calendarYearStart''' which by default is set to 01/01, and a setting for the beginning of the financial year - '''reporting.financialYearStart''' which by default is set to 01/04.
 +
 +
The pre-defined date settings are explained here:
 +
 +
*'''Start Of This Week''' - 00:00:00 hours on the last Sunday before today
 +
*'''Start Of This Month''' - 00:00:00 hours on the first day of the current month
 +
*'''Start Of Financial Year''' - 00:00:00 hours on the first day of the current financial year
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*'''Start Of This Year''' - 00:00:00 hours on the first day of the current year
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*'''Start Of Calendar Quarter''' - 00:00:00 hours on the first day of the current quarter. A quarter can start in January, April, July or October
 +
*'''Start Of Financial Quarter''' - 00:00:00 hours on the first day of the current financial quarter. A quarter can start in January, April, July or October
 +
*'''Start Of Last Week''' - 00:00:00 hours on last week's Sunday
 +
*'''Start Of Last Month''' - 00:00:00 hours on the first day of the last month
 +
*'''Start Of Last Financial Year''' - 00:00:00 hours on the first day of the last financial year
 +
*'''Start Of Last Year''' - 00:00:00 hours on the first day of the last year
 +
*'''Start Of Last Calendar Quarter''' - 00:00:00 hours on the first day of the last quarter
 +
*'''Start Of Financial Quarter''' - 00:00:00 hours on the first day of the last financial quarter
 +
*'''Last Calendar Years Samples''' - 00:00:00 hours on the first day of the last year to 23:59:59 hours on the last day of last year
 +
*'''Last Financial Years Samples''' - 00:00:00 hours on the first day of the last financial year to 23:59:59 hours on the last day of last financial year
 +
*'''Last Calendar Quarter Samples''' - 00:00:00 hours on the first day of the last quarter to 23:59:59 hours on the last day of the last quarter. A quarter can end in March, June, September or December
 +
*'''Last Financial Quarter Samples''' - 00:00:00 hours on the first day of the last financial quarter to 23:59:59 hours on the last day of the last financial quarter. A quarter can end in March, June, September or December
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*'''Last Months Samples''' - 00:00:00 hours on the first day of last month to 23:59:59 hours on the last day of last month
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*'''Last Weeks Samples''' - 00:00:00 hours on last week's Sunday to 23:59:59 hours on last week's Saturday
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[[Category:Administration]][[Category:Videos]][[Category:HDOC]]
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[[Category:HDOC]]

Latest revision as of 18:12, 10 April 2024

This document can now be found at its new location in the Hornbill Document Library.

Widgets

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