Top Tips
- To access the widget options on an existing widget, click on the 3 dots and then ‘Options’. See How to amend widget options for more information.
- It is possible to add custom filters to the library widgets. For a reminder of how to add filters see How to add filters to a widget.
The widget library provides access to our ready-made, pre-configured widgets that require minimal setup and can be used right away.
You can currently choose from a selection of pre-configured widgets focused on cards, costs, savings, ‘favourites’, group permissions, performance indicators, resource allocations, and trends. Although the library widgets are pre-configured, you can still adjust the options to personalise how your data is displayed. This article covers the various options available on those widgets which can be amended.
Widget Options
Boards (Bar and Chart)
- Amend the data used for the horizontal axis on the bar charts i.e. switch between displaying card status and card priority.
- Amend the data used for the series on pie charts i.e. switch between displaying card status and card priority.
- Amend the type of chart used i.e. switch between bar, line, doughnut etc.
- Amend the ‘date unit’ from years, months, weeks, or days.
- Show or hide the chart legend.
Costs and Savings
- Amend the data used for the axis on the bar charts i.e. switch between displaying cost/saving category and status.
- Amend the number format displayed i.e. add in a ‘£’ symbol and switch to 2 decimal places.
- Amend the type of chart used i.e. switch between bar, column, or line.
- Amend the data displayed in the chart i.e. show all costs/savings or just planned, forecast or actual figures.
- Amend the display (series) to show a combination of bar and line together i.e. show planned and forecast as bars with actuals plotted as a line.
- Choose to ‘stack’ the data displayed in the bar chart.
- Show or hide the chart legend.
Performance Indicators
- Choose whether to just see the graph or include the table details too.
Trends
3D Graph
- Amend the control (top level lookup) used by the widget i.e. Select Overall Project Status, Overall Risk Status, Stage etc.
- Amend the date range i.e. view data in the graph between a specific start and end date.
- Amend the interval unit from day, week, month or year.
Line
- Amend the control (top level lookup) used by the widget i.e. Select Overall Project Status, Overall Risk Status, Stage etc.
- Amend the date range i.e. view data in the graph between a specific start and end date.
- Amend the interval unit from day, week, month or year.
- Amend the series colour i.e. display lines coloured according to the RAG status or the site's default colour palette.
- Amend the colour opacity of the background i.e. make the background colours more or less bright.
- Hide or amend the position of the chart legend.
Table
- Amend the control (top level lookup) used by the widget i.e. Select Overall Project Status, Overall Risk Status, Stage etc.
- Amend the date range i.e. view data in the graph between a specific start and end date.
- Amend the interval unit from day, week, month or year.
- Choose to display a background colour and also whether to include the text i.e. display a red coloured cell and corresponding text.
Thumbnail
- Amend the control (top level lookup) used by the widget i.e. Select Overall Project Status, Overall Risk Status, Stage etc.
- Amend the date range i.e. view data in the graph between a specific start and end date.
- Amend the interval unit from day, week, month or year.
- Amend the type of chart used i.e. switch between bar and line.
- Amend the series colour i.e. display lines coloured according to the RAG status or the site's default colour palette.
- Amend the colour opacity of the background i.e. make the background colours more or less bright.
- Choose to wrap the thumbnail tiles or have them scrolling from left to right.
Advice
- Trend widgets are intended to give a visual summary rather than detailed data, so drill-down functionality isn’t available. You can, however, hover over them to see more information.
- Trend widgets and change history:
- The trend is based on the last recorded change for each field. If the date interval is set to “month”, the widget will display the most recent/last change made within that month. To see more detailed trends, select “day” or “week.”
- If a field or movement through a stage remains unchanged over a certain period - for example, if a project stays in the same stage for two months - the widget will display the last recorded change for those months i.e. repeating the same stage name.
- A blank cell (white space) in a table widget indicates that no data is available for that period.