How to Create a Table Widget

When to use the Table widget

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• When you need to compare data across multiple dimensions and analyze the relationships between different variables.
• When you want to display structured data in a row-and-column format, allowing readers to find and understand the information easily.

For example, when you need to show the changes in monthly sales data for the sales department across multiple dimensions, you can use a table widget to present it. With the table widget, 

• You can see the sales figures for each month and each product, allowing for analysis of sales performance and trends.
• By summarizing the monthly sales data for sales personnel in a crosstab, you can quickly identify top performers or those who need improvement.
• You can also adjust the settings for rows and columns as needed, providing flexibility to showcase different analytical perspectives and observe the impact of various factors on sales.

 

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How to create a Table widget 

1. Sign in to MSPbots as an admin and navigate to Widgets on the MSPbots app menu.
   
   
    
2. Click New Widget. 
   
   
    
3. Choose the Table widget type in the New Widget window. 
   
   
    
4. When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply:
   • Name - Give the widget a name.
   • Description - Give the widget a short description.
   • More Info
   • Role - Select the roles that will have access to the widget.
   • Tag 
     
     
      
5. Click the icon to go to the Dataset tab. And click the    button. 
   
   
   
    
6. Select New Layer.
   
   
   
    
7. In the Dataset window,
   1. Select the Dataset with the data you need. 
      
      
       
   2. (Optional) Enter a data source name in the Show datasource name as field.
   3. For Columns Display,
      1. Go to the Column Name dropdown list and select a field for the drill-through. 
         
         
          
      2. Give an Alias and select a Business Type for your selection.
      3. Click the    button to add more rows.
   4. For Filter,
      1. Click the plus + icon and choose either Add Condition or Add Group. 
         
         
         
         
          
      2. Select the fields you want to filter.
      3. Set conditions for each field using the subsequent dropdown lists.
         For a guide on each option on the list, refer to What Filter Conditions and Formats are Available for Creating Widgets.
          
      4. Select the logical operator AND or OR for the filter group. 
         
         
          
   5. For Measure,
      1. Click the plus + button corresponding to Measure. 
         
         
          
      2. When the Measure window opens, select a Summary Type.
      3. Select a computation option from the Fields list.
      4. Type an Alias for the measure.
      5. Select a Format Type.
      6. Click Add.
         
         
          
   6. For Dimension,
      1. Click the plus + button corresponding to the Dimension. 
         
         
          
      2. Select a grouping option from the Fields dropdown list.
      3. Give an Alias for the dimension.
      4. Select a Format Type.
      5. Click Add. 
         
         
          
   7. For DrillThrough Order By,
      1. Click the plus + icon.
      2. Select a parameter to sort drill-throughs automatically. 
         
         
          
   8. For Order By (Optional)
      1. Click the plus + icon.
      2. Select a parameter to sort the data. 
          
         
          
   9. Row Limit - Select an option to set a limit on how many rows of data will be shown. (Optional) 
      
      
       
   10. Remove duplicate data - Select this option if you have duplicate data to delete. 
       
       
        

   11. Click Save to keep the Dataset configuration. 

       The optional settings Order By and Row Limit are also available in the Widget Builder window. The settings configured in this area are applied to the grid widget. If the configurations were done in the Dataset window, the settings are applied to the drill-down. 
       
       
        
8. Go to the Config tab and configure the following settings:
   
   
   
    
   • Row Dimension - Select a field to define the top row of the table widget. For example, ticket ID, status, creator, priority, and creation or completion dates.
   • Column Dimension - Select a field to define the leftmost column of the table widget. For example, ticket type, assignee, and service category.
   • Measure - Select a field to define the numerical values of the data in the table widget, which need to be associated with the row dimension and column dimension. For example, ticket count, average handling time, ticket resolution rate, and customer satisfaction score.
     
     
      
   • Show Paging - If ON, the paging settings will be displayed at the bottom of the table.
     
     
      
   • Show Column Total - If ON, the total values for each column will be displayed at the bottom of the table.
      
     
      
9. Click Apply.
10. Lastly, add conditional formatting under the Condition tab. 
    
    
     
    1. Click the +Add a rule link.
    2. Enter a name for the new widget rule. 
       
       
        
    3. Set the conditions for the rule.

    4. Select the format to be applied once conditions are satisfied. You can apply color to a cell or row and click Apply.
       
       
        

       If you set multiple conditional formatting rules for the same field, the order in which these rules take effect is from top to bottom. You can drag the rules to reorder them.
       
       
        
11. Click Apply to save and show a preview of the Table widget you created.