Add a trend card KPI widget

You can add to a dashboard a trend card KPI (Key Performance Indicator) widget based on any inquiry window of Visma Net.
For details on trend card KPI widgets, see: .

  1. Open the Add widget dialog box as follows:
    1. Open the dashboard where you want to add a widget.
    2. On the dashboard title bar, click Design to switch to design mode.
    3. In one of the place holders in the widgets area, click Add a new widget to open the Add widget dialog box.
  2. In the list of widgets, click Trend card KPI, and then click Next to open the Widget properties dialog box.
  3. In the Inquiry screen field, select the inquiry window to provide the source data for the widget.
  4. Optional: Click Inquiry parameters to change the default parameters for the selected inquiry.
  5. Optional: In the Shared filter to apply field, select the shared filter that should be used to filter the data shown in the widget.
  6. Optional: In the Trend card title field, type the name of the trend card parameter to be displayed in the trend card area.
  7. In the Field to aggregate field, select the field from the selected inquiry window to be used for calculating the values that will be displayed on the widget.
  8. In the Aggregate function field, select the function to aggregate the values of the selected inquiry field on the widget.
  9. Specify the highlighting settings for the widget as follows:
    1. In the Time-line field field, select the field of the date type from the selected inquiry window to be used for counting trends.
    2. In the Period field, select the time period with which the comparison of the selected field is performed.
    3. In the Rising trend colour field, select the colour values.
    4. In the Rising trend colour field, select the colour of the widget background to be used when the aggregate value of the field selected in the Field to aggregate field rises in comparison to the period selected in the Period field.
    5. In the Flat trend colour field, select the colour of the widget background to be used when the aggregate value of the field selected in the Field to aggregate field stays the same in comparison to the period selected in the Period field.
    6. In the Falling trend colour field, select the colour of the widget background to be used when the aggregate value of the field selected in the Field to aggregate field decreases in comparison to the period selected in the Period field.
  10. If you want to manually specify the font size to be used on the widget, make sure that the Automatically adjust font size check box is cleared, and in the Font size field, specify the font size.
    Otherwise, the font size will be adjusted automatically by the system.
  11. Optional: In the Caption field, type the name of the widget to be displayed on the dashboard.
  12. Click Finish to add the trend card KPI widget to the dashboard.