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This type of widget can be:
Tabular
Pivot
Grouped
Tree
In the Visualization section of Widget Creation, select Type Table.
Upon selecting the report, the data columns will be added to the Columns tab. A preview on the right will display which selections you make immediately.
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Click the Column highlighted in blue to edit settings for that one column.
Click New Row Line to add an extra row (second row) for the header.
Click Add Column to add any additional columns that have not been selected already.
The Plus Widget menu allows adding another widget within this widget. Select the proper widget type from here.
Pagination can be controlled by the pagination size. The default is 100 records but can be modified.
Click the Delete Button next to the Column to remove a particular column.
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Column settings
Upon clicking into a column in a table, this set of options displays.
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Tab | Field | Description |
|---|---|---|
Column tab | - | Sets column specific settings. |
Header Text | Sets the header column name. If the column is to be Person, it should be labeled like Person or Employee | |
Column Align | Allows the column to be left justified, center aligned, or right justified. As learnt from the majority of our clients, and our product team, typically text columns like Matter/Client/Person etc will be left justified. | |
Sortable | If yes is selected this column can be sorted. If not, the column will be static. Use the Sort field next. | |
Sort Field | If Sortable is set to Yes, you can use the dropdown to pick the column sort field. | |
Formatting | Sets the column formatting. Samples are Text, Date, Date and Time, Number, Decimal, Currency. | |
Footer Value Aggregator | Sets how to calculate that total. Count, Average or a percentage are available options. | |
Footer Text | If set to yes, it allows a textual description of the column total to be added on the bottom. An example would be the Count of Audit Entries. | |
Text Template | Allows to set the template of how the total text appears. Like Total{0} pulls the Total of kpi 0 next to Total. | |
First Line/Second Line/Third Line | Configures the lines of the table as headers or as other types. | |
Collapsible Line | Allows to collapse the line or not. | |
Button Position | Sets where to put a button in the line (if applicable) | |
Hyperlink tab | - | Sets hyperlinking of the column to a specific place. |
Link To | Sets the type of link to be an external URL, or a dashboard. | |
Dashboard | If dashboard is selected, select the dashboard. It would be treated as a drill through type. | |
URL Parameters | For both types of links, this allows the system to generate URL parameters based on data pulled. For example if the table was for a client, you can select the field ClientId and have it pull the clientid dynamically. | |
URL | If External URL is selected, enter the URL here. |
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If the Tree node is selected, the following options are available upon clicking into a data field:
Parent Value Field: The data field column
Node field: This does the ‘tree branch’ where it groups by the parent and then lists out the children. For example, if you want clients grouped then matters to show, set this as MatterId.
Root value: If a numerical field, you can set a root value to display, on the node.
Leaf field: Adds the final grouping field. For example, if grouped by client, then matter, then the person set the leaf as ResponsiblePerson or PersonId.
Leaf value: Sets the numerical leaf grouping value.
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Column settings
Selecting the Columns tab, then clicking back into the Column allows these fields to be present:
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Clicking the Records tab allows setting which columns are in the list.
Set the name of the column as you choose (the parent will not have a name).
Click Add Field to add additional columns from the report.
Clicking the Add Widget dropdown allows adding another widget within the list directly (sub-widget).
Pagination of the list widget can be performed as well.
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Grouping and sorting of the list can be performed.
Grouping
Edit the Widget.
Click the Visualization tab then select Grouping.
Enter the field(s) you want to group by using the Add Field button. It is in order of adding the grouping to the list. For example, this grouping below adds a grouping on Department first, then by the Last Accessed Time.
When we have multiple grouping keys, sorting is first done by the first key and then the second one. To be able to see that behavior we should have data set where the second key creates a "subgroup" from the first one. Grouping by ClientName or CleintName/ClientId is the same and there is nothing to sort after records are sorted by ClientName.
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Sorting
Sorting can also be performed by editing the widget.
Click the Visualization tab then select Sorting.
Enter the field(s) you want to sort by using the Add Field button. It is in order of adding the sorting to the list. For example, this sorting below adds a sorting on Rank.
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After completing the edit, the Sorting can be shown by clicking the Sort button and then clicking the Ascending or Descending arrows on the particular sort field.
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Charts
Column Chart
A column chart will display the values as columns.
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Alert widgets are generally used to show a message in the widget when the values of an entry meet or do not meet certain criteria.
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Use the Template tab to adjust the label of the alert, the color, and the text to be displayed.
Use the Visibility tab to configure the conditions for the alert to be shown. Once the fields/values have been selected, you will be able to select the operator to use: Equal (=) or Not equal (!=). In the example above, the alert will only be shown when the Rank is not equal to Associate and Contract Lawyer.
Use the Tooltip tab to configure the tooltip message that will accompany the alert.
Badges
Badges are typically colorful informational Widgets that are used to display on a dashboard.
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Select Widget Type of Badge.
This panel displays:
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If you choose to add multiple badges, click Add Badge to add more than one.
Click the hyperlink of the Badge to drill into more settings.
Click the Delete icon to delete the badge.
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Within the Badge Settings, there are two tabs, Template, and Visibility.
The template tab allows the configuration of the Badge.
Option | Description |
|---|---|
Label | Sets the Badge label (What displays) |
Color Mod | Sets the color of the badge. Pick from the list. |
Text Template | The text to display on the badge. For example if the badge is for the client name, but you want to include more detail like Office or Chief, you could do this here. |
KPI | Adds one or more KPI’s to the badge. |
Add Template Field | Allows to add another KPI. |
The visibility tab allows the badge to be visible, and if multiple badges appear, for they are sorted or grouped correctly.
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Option | Description |
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Input | Allows to manually input a condition. E.g. WorkedAmount> $100,000 |
Field | Allows to select a field to set the condition. |
Operator | Operators for conditions and group include:
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Condition Group | A grouping of conditions (more than one). Highlighted in blue and can be added by the new group. |
Add Condition | Adds a new condition (grey box) |
Add Group | Adds a new condition group (blue box) |
When we have multiple grouping keys, sorting is first done by the first key and then the second one. To be able to see that behavior we should have a data set where the second key creates a "subgroup" from the first one. Grouping by ClientName or CleintName/ClientId is the same and there is nothing to sort after records are sorted by ClientName.
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Creating searches in widgets is possible, as long as the report you’ve created utilizes one of the Elastic search reports you’ve setup. See https://literadev.atlassian.net/wiki/spaces/CAM/pages/73793576/Schema+and+Data+Sources#Data-Sources-for-Reports .set.
The Zoom icon is changed to the Allow full-screen feature , and has a tooltip.