Skip to main content

Edit a Manual Widget

Niamh McGlade avatar
Written by Niamh McGlade
Updated this week

After creating a manual Widget, you can update any of its set properties. Each time you add a new datapoint value to the same Widget, it logs as a piece of historical data within the Widget. This allows you to display a comparison over time on the final Widget on your dashboard.

Guide to Updating and Editing a Manual Widget in Hurree

Step 1: Updating Widget Configuration

To update the configuration of a manual Widget, follow these steps:

  • Hover Over the Widget
    On your dashboard, hover over the manual Widget you want to edit.

  • Open the Widget Menu
    Click the ellipsis (three dots) in the bottom right-hand corner of the Widget.

  • Select Edit Widget
    From the options, click Edit Widget.

Screenshot 2024-08-01 at 09.56.48.png
  • Edit Widget Settings
    You will be transported back to the Widget configuration screen. From here, you can update the following settings:

    • Widget Name: Change the name of your Widget.

    • Performance Indicator Targets: Adjust the targets for performance indicators as needed.

    • Performance Indicator State: Toggle the performance indicator on or off.

  • Customise the Widget Icon
    To visually represent the data source or category, choose an icon from our library of 1,640 options. This helps users quickly identify what the Widget relates to, even if it isn’t linked to a connector.

  • Save Changes
    Once you’ve made your desired changes, click Save Changes to return to your dashboard and view the updated Widget.

Group_1096.png

Step 2: Updating Widget Value

To update the value of a manual Widget, follow these steps:

  • Hover Over the Widget
    On your dashboard, hover over the manual Widget you wish to edit.

  • Open the Widget Menu
    Click the ellipsis (three dots) in the bottom right-hand corner of the Widget.

  • Select Edit/Add New Value
    From the options, click "Edit" and then "Add New Value."

Screenshot 2024-08-01 at 09.59.42.png
  • Update the Datapoint
    From the edit screen, you can change the following:

    • Datapoint Type: Modify the type of data being displayed.

    • Datapoint Value: Update the value you want to display.

    • Date: Adjust the date associated with the new data.

  • Save Changes
    Once you’ve made the desired changes, click Save Changes to return to your dashboard and see the updated Widget view.

Important Notes

  • Historical Data: Each time you add a new data point value, it will be logged as a piece of historical data within the Widget.

  • Data Comparison: The comparison percentage will update with each new value.

  • Widget Visibility: If you update a manual Widget with outdated data, it will be added to the historical data but will not be displayed on the Widget.

  • Deleting Historical Data: If you delete a historical value from a manual Widget, it will be lost and cannot be retrieved.

Did this answer your question?