Widget Configuration

Configuration section in the Customization panel consist of three sections as Basic Configuration, Drill Downs, Fixed Filters, and Linked Reports.

Basic

Configure your widgets within the Infoboard designer to display insights by linking to predefined Datasources. Assign the required measure values along dimensional axes and group them for effective categorization.

Basic Configuration is the fundamental starting point for configuring widgets within the designer. Here, you will find essential settings that enable you to fine-tune your widgets to match your specific needs.

To configure widgets on the Designer canvas, follow these steps

1. Select the desired widget and drag them to the designer canvas.
2. Click on the Configuration option in the Customization panel and select the Basic configuration option.
3. Define the available fields to configure the widget. The common fields used for configuring widgets include
   • Datasources Select the appropriate Datasource for the widget.
   • Value Specify the value or measure to be displayed in the widget.
   • Axis Configure the axis settings for the widget (e.g., X-axis, Y-axis).
   • Group Define grouping options for the widget to categorize data.
   • Date If applicable, set the date or time range for the widget.
   • Other specific fields Depending on the widget type, there may be additional fields specific to that widget (e.g., Size, Dimension, Rows, and Columns).
4. Click on Save to save the widget configuration.

Note

Remember that the fields mentioned above are not exhaustive, and the configuration options may vary depending on the specific widget type you are working with.

Caution

You cannot configure any component widgets.

Drill Down

Drill Down Filters allow you to refine your data analysis by adding additional levels of detail to your visualizations. Follow these steps to set up Drill Down Filters

1. Select the desired widget to which you want to add the drill down. 
2. Click on the Setup option in the Configuration panel.
3. Select the Drill Down option.You can find it under the Basic Configuration tab.
4. Click on the Add Drill Level button to add a new drill down level.
5. Choose different measures and dimensions to analyze data at each level.
6. Click Save, to save the added drill down.

Note

• Please note that the drill down feature is widget specific.
• Note that the Datasource itself cannot be changed for the drill down levels.
• You can have up to 2 drill down levels for your analysis.

Tip

The configuration for each drill down level is similar to the Datasource configuration.

Fixed Filters

Fixed Filters in Infoveave allow you to enhance the filtering capabilities of your widgets by adding dimension filters and measure filters. These filters enable you to refine the displayed data based on specific conditions and values. Here is how you can configure them

1. Select the desired widget to which you want to add the fixed filters.
2. Select the Setup option in the Configuration panel.
3. Locate the Fixed Filters section, and click on + Add Filter, which allows you to add dimension filters and measure filters to the widget.
4. To configure a dimension filter
   • Select the desired dimension from the available options.
   • Choose the condition that best suits your filtering requirement (e.g., “are”, “are not”, “in”, “not in”).
   • Enter the dimension value that you want to filter by.
5. To configure a measure filter
   • Select the desired measure from the available options.
   • Choose the condition that defines how the measure should be compared (e.g., “greater than”, “less than”, “greater than or equal to”, “less than or equal to”, “equals to”).
   • If the value condition is selected
     • Enter the specific value that the measure should be compared against.
   • If the measure condition is selected
     • Select the other measure from the available options that the current measure will be compared with.
6. If you need to add multiple measure filters, you can repeat the above steps to configure additional measure filters. The AND/OR condition option will appear, allowing you to choose whether all the filters should match (AND) or at least one filter should match (OR).
7. To apply Fixed dates to the widget, select the Fixed Dates checkbox option. It will give you the calendar allowing you to set the widget to a particular date range.
8. Save the changes to the widget configuration.

Linked Reports

Get your template or query report linked to your Infoboard on the widget of your choice. It helps you to access the report with ease directly from the dashboard.

1. Select the desired widget to which you want to link the report.
2. Click on the Setup option in the Configuration panel.
3. Select the Linked Report option.You can find it under the Basic Configuration tab.
4. Select the required report form the list of available report.
5. Click on Save to save the added drill down.

Note

You must have the report configured under Studio Reports, for them to appear under Linked Reports.