This article is a guide for creating a Gantt Chart widget. Follow this procedure to create a table of tasks or projects with the start time, duration, end time, progress, and assigned resources.
How to create a Gantt chart widget
- Log in to MSPbots as an admin.
- Navigate to Widgets on the MSPbots app menu and click New Widget.
- Select the Gantt widget type in the New Widget window.
- Fill in the following fields for Basic Setting.
- 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. The roles selected by default are Admin, User, and Dashboard Only.
- Tag
- Click Apply when done.
- Click
to go to Dataset and click the + button.
- Click New Layer.
- In the Dataset window,
- Select the Dataset with the data you need.
- (Optional) Enter a datasource name in the Show datasource name as field.
- For Columns Display,
- Go to the Column Name dropdown and select a field for the drill-through.
- Give an Alias and select a Business Type for your selection.
- Click the + buttonto add more rows.
- Go to the Column Name dropdown and select a field for the drill-through.
- For Filter,
- Click the add button and select Add Condition or Add Group.
- Select the fields you want to filter.
- Set conditions for each field using the subsequent two dropdowns.
For a guide on each option on the list, refer to What Filter Conditions and Formats are Available for Creating Widgets. - Select the logical operator AND or OR for the filter group.
- Click the add button and select Add Condition or Add Group.
- For Measure,
- Click the + button corresponding to Measure.
- When the Measure window opens, select a Summary Type.
- Select a computation option from the Fields list.
- Type an Alias for the measure.
- Select a Format Type.
- Click Add.
- Click the + button corresponding to Measure.
- For Dimension,
- Click the + button sign corresponding to Dimension.
- Select a grouping option from the Fields dropdown.
- Give an Alias for the dimension.
- Select a Format Type.
- Click Add.
- Click the + button sign corresponding to Dimension.
- For DrillThrough Order By,
- Click the + icon.
- Select a parameter to sort drill-throughs automatically.
- (Optional) For Order By,
- Click the + icon.
- Select a parameter to sort the data.
-
Row Limit - Select an option to set a limit on how many rows of data will be shown. (Optional)
-
Remove duplicate data - Select this option if you have duplicate data to delete.
-
Materialized - Select an option according to your requirements.
- 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.
- Select the Dataset with the data you need.
- Click Apply.
- Next, click the Config icon.
- On the Column tab, choose the columns to display in the Gantt chart and select the data source field for each.
- Group - This will group the task name based on the field selected.
- Task Name
- Resources
- Start Date
- End Date
- Duration - Adds days as a unit by default. If the field selected is in hours, divide the field by 24 hours using the button in the dataset window. Refer to Step 6c below.
-
Progress
- On the Timeline tab, configure how the dates appear. By default, the dates are shown weekly for the Top tier and daily for the Bottom tier.
- Count - Determines the data that will be shown per unit. For example, if the unit used is day and the count is 2, the data shown will be for Mon - Wed - Fri - Sun, and so on.
- Unit - Select Hour, Day, Week, Month, or Year.
- Format - Choose among the available date formats in the drop-down field.
- On the Column tab, choose the columns to display in the Gantt chart and select the data source field for each.
- Click Apply. This will show a preview of the Gantt Chart widget. Below is an example.