Adding widgets to a dashboard

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 image1 Edit dashboard, then Add page.

  4. In the top right corner, click image3 + Add widget and choose an option:

    Build from scratch

    Opens an embedded widget editor where you can configure your data and add the result as a table or visualization widget. For more information, see Creating widgets and adding them to a dashboard.

    Pre-built from Library

    Add a widget from the Adverity Library or your workspace’s Custom Library. For more information, see Adding a pre-built widget.

    AI insights

    Add an AI Insights widget that generates written analysis from your dashboard data. For more information, see Using the AI Insights widget.

    Layout group (heading, text, image, placeholder)

    Add a structural widget to organize the dashboard layout. For more information about image widgets, see Adding images to a dashboard.

    Dimension switcher / Metric switcher

    Add a switcher widget that lets viewers toggle between dimensions or metrics. For more information, see Adding dimension and metric switchers.

    iFrame

    Embed an external website or YouTube video. For more information, see Adding websites and YouTube videos 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.

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 image5 + Add widget.

  4. Click image6 Pre-built from Library. This opens the pre-built 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 image7 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 image8 + Add widget.

  4. Click image9 Pre-built from Library. This opens the pre-built 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.

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