The widget settings can be accessed immediately when adding widget or by clicking on the "Modify" option located in the widget options menu, brought up by pressing the three dots icon in the top right corner of the widget.
Widget setup is done in the left pane of the window. On the right side we can see a preview of the selected widget setting. When changing the settings, the "Update preview" button is pressed to update the preview. At the bottom we also set the size of the widget using the grid, which allows 16 different sizes.
On the left-hand side are the following settings:
- Data source - this is the defnition of the source from which we will draw data for the widget. There are three options:
- Widget name - fill in as you wish, this name will be displayed at the top of the widget, so this is some quick identification,
- Widget type - depending on the display the user is interested in, they chooses from the following options:
- Bar chart,
- Row chart,
- Line chart,
- Donut chart,
- Pie chart,
- Burndown - chart known for agile project management,
- Number - the result will be one number,
- The number with trend - the result will be a number, but the trend will also be available, i.e. how this number has changed over time,
- List - the widget will contain a list of objects (tasks, projects, work reports) with specific settings.
- Conditions - pressing the "Edit criteria" button opens a dialog box identical to the view definition window (see articles on views for Tasks, Projects and Work Reports), where we set the conditions for the data we are interested in,
- Data - this is where you make your selections (the available options for each field depend on the selected data source and the Conditions settings):
- The value - which we are interested in, and which will be displayed on the Y-axis,
- X axis - determine what variable will be displayed on the X axis.
- Timeline - in this section we specify the time limitation of the data we want to display (the available options for each field depend on the selected data source and the Conditions settings),
- Widget options - it is additionally possible to set additional settings in the widget:
- Show the series - to view the next data set,
- Show a second value - to display another specific variable (for example, for comparison with the main variable).