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Create a new Widget

Written by Niamh McGlade

A Widget is a key component of every Dashboard. They are the ones that will contain your most meaningful KPIs and metrics.

How to create a Widget on your Dashboard

Step 1: Add a Widget

  • On your Dashboard, click the '+ Add Widget' button.

Screenshot 2023-11-14 at 14.13.16.png

Step 2: Select Widget type

  • Select the Visualization that works best for your data.

Step 3: Choose your Connector

  • Select the Connector from which you want to display data.

Step 4: Select Datapoint

  • After selecting your Widget type and Connector, you'll see a selection of compatible data points. Choose one of the available data points within the same category.

Step 5: Add a Widget description

  • On the Widget settings page, you can now add a description to your Widget.
    Use this to explain what the Widget displays or to add extra context for your team.

Step 6: Select Entity

  • Choose the Entity from which you'd like to collect the data.

Step 7: Configure your Widget

  • You'll be directed to the Widget configuration screen. Here, you can make specific adjustments to your Widget (note that these changes can only be made once on the Dashboard).

  • The available configuration options may vary depending on the visualization type or the selected Datapoint.

Step 8: Add additional Widgets

  • If you'd like, you can add more Widget simultaneously.

Step 9: finish setup

  • Once you're satisfied with your Widget setup, you can click finish.

  • Your new Widget(s) will now appear on your Dashboard.

Customize Widget theme colors

  • You can now customize the theme color of the following Widget types:

    • Pie Charts

    • Tables

    • Single and Multi-Datapoint Line Graphs

    • Single and Multi-Datapoint Bar Charts

  • This allows you to align your Dashboard visuals with your brand, make key metrics stand out, or personalize your layout for better readability.

  • To update the theme color, edit the Widget and look for the Theme Color option during configuration or in the edit view.

Note

  • Your data will be automatically updated four times daily.

For detailed explanations of Hurree's terminology, you can visit the Hurree Glossary.

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