Adding widgets to a dashboard

This guide explains how to add widgets to a dashboard in Present and rename widgets on a dashboard.

Introduction

A widget is an individual element on a dashboard. Use Explore to create table and chart (visualization) widgets based on your data. You can also add image, video, and text widgets to your dashboard.

In Explore, you create and edit widgets in a view. Only views that are added to a dashboard as a widget are saved.

Adding widgets to a dashboard in Present

When you create a dashboard or a dashboard page, it is empty until you populate it with widgets.

To add a widget to a dashboard, follow these steps:

1. Go to the Present page.

2. Click the dashboard to open it.

3. Using the Page arrows at the top of your dashboard, go to the dashboard page where you want to add a widget.

   An empty dashboard only has one page. To add a new page to your dashboard, in the top right corner, click Edit dashboard, then Add page.

4. In the top right corner, choose how to add a widget:

   • Click Create visualization/ Custom from Explore to create a widget in Explore and add it to this dashboard page.

     For more information, see Creating widgets and adding them to a dashboard.

   • Click + Add widget to add an iFrame, layout or switcher widget to this dashboard page.

     For more information about image widgets, see Adding images to a dashboard.

As a result, you have added a widget to your dashboard.

Renaming widgets

To rename a widget, follow these steps:

1. Go to the Present page.

2. Click the dashboard to open it.

3. Find the widget that you want to rename.

4. In the top left corner of the widget, click the title of the widget, and enter the new name.

Adding a pre-built visualization widget to a dashboard

A pre-built widget is a widget that has already been created and configured, either by Adverity or by another user in your Adverity instance. When adding a pre-built widget to a dashboard, you can choose a pre-built widget from the library or fill in the questionnaire to help Adverity find the best pre-built widget to meet your needs.

Pre-built widgets in the Custom Library have been created by other users in your Adverity instance. When adding widgets from the Custom Library, you can change the date range as well as the dimensions and metrics used in the visualization. For more information on the Custom Library, see Using the Custom Library of widgets.

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.

Adding a pre-built widget

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

1. Go to the Present page.

2. Click the dashboard to which you want to add the pre-built widget.

3. In the top right corner of the page, click Create visualization.

4. Click Pre-built from Library. This opens the pre-build widget wizard.

5. At the top of the page, you can switch between the Adverity Library and Custom Library. Choose one of the following options:

   • In the Adverity Library, click a pre-built widget to add it to the dashboard. To learn more about a widget type, click Details in the top right corner.

   • In the Custom Library, click a pre-built widget to add it to the dashboard. You can search the Custom Library using the fields at the top of the page.

6. Click Continue.

7. Configure the following fields:

   Date Range

   Specify the date range for the data to display in the widget.

   Dimensions

   Choose the dimensions to display in the widget.

   Metrics

   Choose the metrics to display in the widget.

   A preview of the widget is shown on the right-hand side of the page.

8. Click Add to dashboard.

As a result, the pre-built widget you selected from the library is added to your dashboard.

Letting Adverity help you find the right pre-built widget

If you are not sure what kind of widget is best to display your data, fill in a questionnaire to let Adverity help you find the right pre-built widget for your needs. To fill in the questionnaire, follow these steps:

1. Go to the Present page.

2. Click the dashboard to which you want to add the pre-built widget.

3. In the top right corner of the page, click Create visualization.

4. Click Pre-built from Library. This opens the pre-build widget wizard.

5. In the Adverity Library tab, scroll down. Below the list of visualizations, click Help me choose.

6. Answer the questions in the questionnaire. The preview to the right shows widgets that suit the answers you give.

7. Click the widget you want to add to the dashboard.

8. Click Continue.

9. Configure the following fields:

   Date Range

   Specify the date range for the data to display in the widget.

   Dimensions

   Choose the dimensions to display in the widget.

   Metrics

   Choose the metrics to display in the widget.

   A preview of the widget is shown on the right-hand side of the page.

10. Click Add to dashboard.

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