Add widget dialog box for chart widgets

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.

  1. 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.
  2. 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 window.
    You can use charts of various types, such as bar charts and line charts.
  • Data table:
    Data from an Visma Net 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.
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 Chart 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 chart widgets.

Select the inquiry window to provide source data for the widget, a shared filter to be applied to the data (optional), and the type of the chart; you then configure the chart widget.
For more information about chart widgets, see: .

For the detailed procedure that describes adding the needed type of chart widget to a dashboard, see one of the following topics:

Widget properties dialog box.

You can use this dialog box to specify the properties that are specific to chart 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.
Configure

A button that you click to open the Chart settings dialog box.

You need to open this dialog box when you want to specify properties that are specific to the chart type.
Caption The name of the widget on the dashboard.
Cancel (button) Cancels 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.
Finish (button) Saves 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.

Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element Description
Chart type Required. The type of chart widget you want to add. The following options are available:
  • Doughnut:
    A doughnut chart widget
  • Line:
    A line chart widget
  • Column:
    A column chart widget
  • Stacked column:
    A stacked column chart widget
  • Bar:
    A bar chart widget
  • Stacked bar:
    A stacked bar chart widget
  • Funnel:
    A funnel chart widget
Legend position

The location of the legend on the widget.

The field is displayed for only doughnut and funnel chart types. The following options are available:

  • None:
    The legend is not displayed on the widget.
  • Left:
    The legend is located to the left of the chart.
  • Right:
    The legend is located to the right of the chart.
  • Top:
    The legend is located above the chart.
  • Bottom:
    The legend is located below the chart.
  • Pop-up:
    The user can open the legend as a pop-up field by clicking the icon in the bottom left corner of the widget. This is the default value.

The Categories section of the dialog box includes the following elements.

Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element Description
Legend

Required.

The column from the source window whose values are used for categories.
The values of the selected column are displayed on the chart as follows, depending on the chart type:

  • Doughnut:
    The column values are displayed as individual sectors on the doughnut.
    The size of each sector is determined by the aggregated column value selected in the Value field.
    For example, a category might be a customer number, a financial period, or a cash account.
  • Line:
    The column values are displayed on the horizontal axis.
  • Column:
    The column values are displayed on the horizontal axis.
  • Stacked column:
    The column values are displayed on the horizontal axis.
  • Bar:
    The column values are displayed on the vertical axis.
  • Stacked bar:
    The column values are displayed on the vertical axis.
  • Funnel:
    The column values are displayed as individual slices in the funnel.
    The height of each slice is determined by an aggregated column value selected in the Value field.
    For example: A column might be a customer number.
Sort by The sort order for the legend data. The left field defines the sequence to be sorted as follows:
  • Legend:
    The legend data is sorted by the values in the column you selected in the Legend field.
  • Legend values:
    The legend data is sorted by value you selected in the Value field.

The right field defines the sort order. The way the values are sorted depends on the chart type as well as this selection.
The following options are available:

  • Ascending:
    • Doughnut:
      The smallest sector is displayed in the upper part of the doughnut, and larger sectors are displayed clockwise in ascending order.
    • Line, Column, and Stacked column:
      The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order.
      The function ignores null values.
    • Bar and Stacked bar:
      The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order.
      The function ignores null values.
    • Funnel:
      The lowest value (the first alphabetic value for text data) appears on the top of the funnel, and higher values are arranged downward in ascending order.
      The function ignores null values.
  • Descending:
    • Doughnut:
      The largest sector is displayed in the upper part of the doughnut, and smaller sectors are displayed clockwise in descending order.
    • Line, Column and Stacked column:
      The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis, and lower values are shown to the right in descending order.
      The function ignores null values.
    • Bar and Stacked bar:
      The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order.
      The function ignores null values.
    • Funnel:
      The highest value (the last alphabetic value for text data) appears on the top of the funnel, and lower values are arranged downward in descending order.
      The function ignores null values.

The default values in these boxes depend on the type of the field that you selected in the Legend field, as described below:
Maximum number of values shown

The maximum number of values to be individually shown on the chart.

The system always selects the values starting from the largest ones.
If you want the system to individually display all values, set the value of this field to 0.

The default value of this field is 10.
Show sum of other entries

A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type.

For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point.

By default, this check box is cleared.
Date rounding The part of the date field that is displayed on the chart widget.
You can use on the chart either the full date or a particular part of it (for example, a month or a year).

This property is available only for fields of the date type.

Select one of the following values:

  • None:
    The full date is used in the chart.
  • Minutes:
    Only minutes from the selected date field are used in the chart.
  • Hours:
    Only hours from the selected date field are used in the chart.
  • Days:
    Only days of month from the selected date field are used in the chart.
  • Months:
    Only months from the selected date field are used in the chart.
  • Quarters:
    Only quarters are used in the chart.
  • The system calculates the quarter based on the date in the selected date field.
  • Years:
    Only years from the selected date field are used in the chart.
Format

The format of the field value that is selected in the Legend field.

This field is displayed only for fields of numeric and date types.
You can select one of the predefined formats from the list.

By default, the field is empty, which means that the field is not formatted.

The Series section of the dialog box includes the elements listed below.

This section is available for the following chart types:

  • Line
  • Column
  • Stacked column
  • Bar
  • Stacked bar.

Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element Description
Legend The source column for the chart content.
The values of the selected column are displayed on the chart as follows, depending on the chart type.
  • Line:
    The column values are displayed as separate lines in the data area of the chart.
  • Column:
    The column values are displayed as separate columns for each category.
  • Stacked column:
    The column values are displayed as sections of the chart column for each category.
  • Bar:
    The column values are displayed as separate bars for each category.
  • Stacked bar:
    The column values are displayed as sections of a bar for each category.
Sort by The sort order for the legend data. The left field defines the sequence to be sorted as follows:
  • Legend:
    The legend data is sorted by the values in the column you selected in the Legend field.
  • Legend values:
    The legend data is sorted by value you selected in the Value field.

The way the values are sorted depends on the chart type as well as this selection.
The following options are available:

  • Ascending:
    • Line, Stacked column, and Bar:
      The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order.
      The function ignores null values.
    • Column and Stacked bar:
      The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order.
      The function ignores null values.
  • Descending:
    • Line, Stacked column, and Bar:
      The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order.
      The function ignores null values.
    • Column and Stacked bar:
      The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis and lower values are shown to the right in descending order.
      The function ignores null values.

The default values in these fields depend on the type of the field that you selected in the Legend field, as described below:
Maximum number of values shown

The maximum number of values to be individually shown on the chart.
The system always selects the values starting from the largest ones.
If you want the system to individually display all values, set the value of this field to 0.

The default value of this field is 10.
Show sum of other entries

A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum number of values shown field) are summed and shown on the chart as a single element, with the element type depending on the chart type.

For example: For a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point.

By default, this check box is cleared.
Date rounding

The part of the date field that is displayed on the chart widget.

You can use on the chart either the full date or a particular part of it (for example, a month or a year).

This property is available only for fields of the date type.

Select one of the following values:

  • None:
    The full date is used in the chart.
  • Minutes:
    Only minutes from the selected date field are used in the chart.
  • Hours:
    Only hours from the selected date field are used in the chart.
  • Days:
    Only days of month from the selected date field are used in the chart.
  • Months:
    Only months from the selected date field are used in the chart.
  • Quarters:
    Only quarters are used in the chart.
    The system calculates the quarter based on the date in the selected date field.
  • Years:
    Only years from the selected date field are used in the chart.
Format

The format of the field value that is selected in the Legend field.

This field is displayed only for fields of numeric and date types.

You can select one of the predefined formats from the list.

By default, the field is empty, which means that the field is not formatted.
Colour

The custom colours of chart elements for the values defined in the Series section.

The colours should be specified by using expressions.

You can open the Expression editor dialog box by clicking the magnifier icon.

The Values section of the dialog box includes the following elements.

Chart settings dialog box. You can use this dialog box to specify properties that are specific to the chart type.

Element Description
Value A column from the source window.
The values of the selected column are displayed on the chart as follows, depending on the chart type:
  • Doughnut:
    The aggregated column values determine the size of the chart sectors.
    For example, a value might be an invoiced sales amount.
  • Line:
    The column values are displayed on the vertical axis and are used as a source for the data area.
  • Column:
    The column values are displayed on the vertical axis and are used as a source for the data area.
  • Stacked column:
    The column values are displayed on the vertical axis and determine the height of each section on a chart column.
  • Bar:
    The column values are displayed on the horizontal axis and are used as a source for the data area.
  • Stacked bar:
    The column values are displayed on the horizontal axis and determine the length of each section on a bar.
  • Funnel:
    The column values determine the height of each slice.
    For example: A value might be an invoices sales amount.
Aggregation function

The aggregate function used to perform a calculation on the column of data selected in the Value field and return a single value, such as the total of the values or the number of selected rows in the column.

The following aggregate functions are available:

  • Average:
    Calculates the average value in the column.
  • Count:
    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.
    This is the default value.
Format

The format of the field value that is selected in the Value field.

You can specify any of the standard formats defined for the format function in .Net.

By default, the field is empty, which means that the field is not formatted.
OK (button) Saves your changes to the widget properties, and closes the dialog box.