Add widget dialog box for data table 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 organization.
  • 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 Data table 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 data table widgets.

For more information about data table widgets, see: About dashboards.
For the detailed procedure that describes adding a data table widget to a dashboard, see: Add a data table widget.

Widget properties dialog box. You can use this dialog box to specify the properties that are specific to data table widgets.
Element Description
Inquiry screen

Required.

The name of the inquiry window that provides data for the widget.
Inquiry parameters A button that you click to open the Inquiry parameters dialog box so you can specify the parameters for the inquiry selected in the Inquiry screen field
Shared filter to apply The shared filter that is applied to the data in the table widget.
You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Automatically adjust height

A check box that indicates (if selected) that height of the widget is adjusted automatically according to the number of records specified in the Records limit field.
(With this check box selected, you cannot adjust the widget height manually).

If this check box is cleared, you can adjust the widget height manually, and the number of displayed records is automatically limited by the widget height.

By default, this check box is cleared.
Record limit The number of records that is displayed on the table widget.
This field is available only if the Automatically adjust height check box is selected.

By default, the value of this field is 30.
Column settings

The button that you click to open the Column configuration dialog box.

Caption The name of the widget on the dashboard.
Finish (button) Saves your changes and closes the dialog box.
If you are configuring a new widget, it is created on the dashboard after you click this button.
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.

This section describes dialog boxes that you can open from the Widget properties dialog box.

Inquiry parameters. You can use this dialog box to specify the parameters of the inquiry selected in the Inquiry screen field.
Element Description
Parameter The name of the parameter of the inquiry selected in the Inquiry screen field.
Value

The value of the inquiry parameter.
Use default value

A check box that indicates (if selected) that a default value should be used for the inquiry parameter.
You can specify the default value in the Generic inquiry (SM208000) (SM208000) window.
Cancel (button) Cancels your changes and closes the dialog box.
OK (button) Saves your changes and closes the dialog box.