Visma.net ERP

Add widget dialog box for trend card KPI 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.)

Add widget dialog box: Step 1

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.

Add widget dialog box: Step 2

After you select the Trend card KPI widget type in the Add widget dialog box, or when you click Edit on the widget toolbar, the Widget properties dialog box opens.

In this dialog box, you need to specify the properties that are specific to the trend card KPI widget.

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

Widget properties dialog box. You can use this dialog box to specify the properties that are specific to trend card KPI 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 widget. You can apply a shared filter or leave the field blank to display all the data from the inquiry.
Trend card title	The name of the trend card that is displayed in the scorecard area.
Field to aggregate	Required. The field from the selected inquiry that is displayed in the widget.
Aggregate function	The function that is used to aggregate the values of the selected generic inquiry field. Possible values in this box are the following. Average Calculates the average value in the column. Count (default value) Determines the number of items in the column. Max Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetic value.) This function ignores null values. Min Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetic value.) This function ignores null values. Sum Calculates the sum of the items in the column.
Timeline field	The field of the date type from the selected inquiry, which is used for calculating trends.
Period	The time period upon which a comparison of the field selected in the Field to aggregate field is performed. The following values are available in the box: Yesterday The day that is before the current business date. Last week The calendar week that is immediately before the current business date. The day that starts a week depends on the Visma.net ERP locale. Last month The calendar month that is immediately before the current business date. Last quarter The calendar quarter that is immediately before the current business date. Last year The calendar year that is immediately before the current business date.
Rising trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field is rising in comparison to the time period selected in the Period field. The default value of this box is Visma blue.
Flat trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate field stays the same in comparison to the time period selected in the Period field. The default value of this box is Visma yellow.
Falling Trend colour	The colour of the widget background that is used when the aggregate value of the field selected in the Field to aggregate box is falling in comparison to the time period selected in the Period field. The default value of this box is Visma red.
Automatically adjust font size	A check box that indicates (if selected) that the size of the font used in the widget is adjusted automatically, depending on the widget size. By default, this check box is selected.
Font size	The size of the font that is used in the widget. You can select the font size from the list. This field is available only if the Automatically adjust font size check box is cleared.
Caption	The name of the widget on the dashboard.
Finish (button)	Saves your 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.

Other dialog boxes

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 on 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.