Add widget dialog box for embedded page widgets - reference information

You use the Add widget dialog box to add a widget to a dashboard and to modify an existing widget.
The settings that you need to specify depend on the widget type.

When you add a new widget by using this dialog box, you perform two steps.
In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the Add widget dialog box that is specific to the widget type.

In the second step, you specify the properties that are specific for the selected widget type.
When you modify an existing widget, you perform only the second step.
(In this case, the system immediately brings up the appropriate version of the dialog box.)

When you want to add a new widget to a dashboard, you first need to select the type of the widget in the Add widget dialog box.
The elements of the dialog box are described in the table below.

Element Description
Widget type The widget type to be added to the dashboard, which can be one of the following:
  • Chart
    A graphical representation of data from an Visma.net ERP window.
    You can use charts of various types, such as bar charts and line charts.
  • Data table
    Data from an Visma.net ERP window arranged into rows and columns.
  • Embedded page
    A document or image that is stored on an external resource, such as cloud storage, and should be displayed on the dashboard.
  • Power BI tiles
    Charts, scorecards, and other analytical information that is represented on Power BI dashboards designed by your organisation.
  • Scorecard KPI
    A parameter that is important for the business processes of your organisation and that should be monitored on a daily basis.
  • Trend card KPI
    A parameter whose dynamic change is important to the business processes of your organisation.
  • Wiki page
    A reference article, procedure, business plan, or other text on an Visma.net ERP wiki page that is frequently referenced by users of the dashboard.
Cancel (button) Cancels the changes and closes the dialog box.
Next (button) Goes to the next step of the Add widget dialog box for the selected widget type.

After you select the Embedded page widget type in the Add widget dialog box, or when you click Edit in the widget toolbar, the Widget properties dialog box opens.

In this dialog box, you need to specify the properties that are specific to the embedded page widget.

For more information about embedded page widgets, see: About dashboards.

For the detailed procedure that describes adding an embedded page widget to a dashboard, see: Add an embedded page widget.

Widget properties dialog box. You can use this dialog box to specify the widget properties that are specific to embedded page widgets.
Element Description
Source Required. The URL of the web page to be displayed on the dashboard.
Caption The name of the widget on the dashboard.
Finish (button) Saves the changes and closes the dialog box.
Previous (button)

Returns to the previous step of the dialog box without saving your changes.
The button appears only when you are adding a widget.
Cancel (button) Cancels your changes and closes the dialog box.