Create Widget Layout

To create a widget layout:

  1. Click View Reports from the Reports drop-down menu.

  2. Click a dashboard from My Reports. The selected Dashboard displays in the right display pane.

  3. Click the Widget Options drop-down icon roundarrow-icon.png related to the widget (For Example: Chart Widget) in your dashboard view.

  4. Select Edit Widget from the drop-down list. The Edit Data Set(s) screen displays. Change the data set filter values or add new data set to your chart widget if required.

  5. Click Next to display the Edit Chart Design. Edit the chart design by changing chart type, dragging and dropping the necessary columns in X-Axis, Y-Axis or Series.

  6. Click Next to edit the chart properties, else click OK to view the changes. Changes made to the widget can be saved as widget layout by clicking Save Layout As from the Widget Options drop-down icon.

 

 

Note:  To create Widget Layouts, make sure that the Link Widgets option is unchecked.