Adding pre-built widgets to a dashboard

This guide explains how to add pre-built widgets to a dashboard.

Introduction

A widget is a table or a chart which represents your data. You add the widgets that you create to a dashboard. A dashboard is a collection of one or more widgets displayed on a page.

A dashboard gives you the most up-to-date information about your marketing campaigns. You can share, embed, and export the dashboard, and you can collaborate on a dashboard with others.

Quickly add a pre-built widget to a dashboard in the Present element. Either choose a pre-built widget from a library or fill in the questionnaire to find the best pre-built widget to add to your dashboard.

Limitations

Adding pre-built widgets to a dashboard comes with the following limitations:

  • Large data sets and date ranges may take some time to preview when configuring the pre-built widget.

  • Filters can only be added to pre-built widgets after they have been added to a dashboard.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Make sure that your Data Extract contains the following fields:

    • costs

    • impressions

Procedure

Adding a pre-built widget to a dashboard

To add a pre-built widget to a dashboard, follow these steps:

  1. Click the Present element and select the Workspace you work with in Explore & Present.

  1. Click the dashboard to which you want to add the pre-built widgets.

  2. In the top right corner of the page, click Add widgets and quickfilters.

  3. Click Widget from Library.

  4. Click on the type of widget to add to the dashboard. This guide uses Impressions and Costs: Monthly as an example.

  5. Click Continue.

  1. In Adjust Visualization Preset, configure the following fields:

    Date Range

    Specify the date range for the data to display in the widget. For this example, select Last x months and enter 12 to display data for the last 12 months.

    Dimensions

    Choose the dimensions to display in the widget. Ensure Monthly is selected.

    Metrics

    Choose the metrics to display in the widget. Ensure Impressions and Costs are selected.

  2. In the right side of the page, preview the widget before it is added to the dashboard

  3. In the bottom right corner of the page, click Add To Dashboard.

As a result, the pre-built widget is added to the dashboard.

Letting Adverity help you choose the pre-built widget

If you are unsure what kind of widget to add to a dashboard, fill in a questionnaire to let Adverity help you choose what widget to add. To fill in the questionnaire, follow these steps:

  1. Click the Present element and select the Workspace you work with in Explore & Present.

  1. Click the dashboard to which you want to add the pre-built widgets.

  2. In the top right corner of the page, click Add widgets and quickfilters.

  3. Click Widget from Library.

  4. At the bottom of the page, click Help me choose.

  5. Answer the questions in the questionnaire. The right side of the page displays a list of widgets that best suit the answers provided in the questionnaire.

  6. Click on the type of widget you want to add to the dashboard.

  7. Click Continue.

  1. In Adjust Visualization Preset, configure the following fields:

    Date Range

    Specify the date range for the data to display in the widget. For this example, select Last x months and enter 12 to display data for the last 12 months.

    Dimensions

    Choose the dimensions to display in the widget. Ensure Monthly is selected.

    Metrics

    Choose the metrics to display in the widget. Ensure Impressions and Costs are selected.

  2. In the right side of the page, preview the widget before it is added to the dashboard

  3. In the bottom right corner of the page, click Add To Dashboard.

As a result, Adverity has helped you decide which pre-built widget to add to your dashboard.