Step 1: Add a Dashboard (click here to see how) (if you don't have one)
Step 2: Add the Widget (Click here to learn "What is a Widget?")
Click the “+ Add New Widget” button on the top right of the page:
After adding the widget, you will be presented with the build tools for your graph/table.
Step 3: Navigate to “Select your template” found on the left hand side of the page, to the near right of “filters”:
(The template is based on the file you uploaded. The first part of the text is the name of the table given upon configuration. The text in parenthesis is the name of the Collection Process or the Filebox).
After selecting your chosen template, you will see all the relevant field elements that you will need to create your graph. They will load under the template name.
Drag the field elements from the template panel to the appropriate graphing section to the right.
There are 4 dynamic areas that can accept the field elements from the chosen template.
These are labeled as follows:
- Axis (Category) – this is your X-Axis
- Legend (Series) – this is your Y-Axis
- Values – here you can choose functions for your data, including:
Sum, Count, Count Unique, Unique Values, Average, Minimum, Maximum
- Filters – here you can filter your data based on selections of your choice. These are in addition to the fields that you already included above.
Step 4: Build the visual component by hovering the mouse over the field elements until it turns into a white crosshair . Left click on the field and drag it over to graphing box 1,2,3, or 4.
Repeat until you have all the fields you wish included in your graph or table.