Configuring an aggregate widget
Aggregate widgets are one of the types of Dynamic Widget available.
This widget type can fulfil a range purposes. For example, you can show the particular number of records (e.g. quotes, sales orders) that match a given set of filters e.g.
number of cases raised today
number of sales orders currently open
number of quotes won last week
Alternatively, you can pull numerical values (e.g. profit, case ratings) from a report and display these as a sum or average, or pull out the maximum or minimum value e.g.
average case rating for cases closed last month
total expected profit from all new opportunities this week
Check the previous section for instructions on adding a new dynamic widget.
Configuring the widget
Once you've added a new dynamic widget of aggregate type, you can click on the cog icon to customise it.
By default, all of these settings will apply only to your current dashboard, although they will persist while it remains on the dashboard. They will not be permanently saved against the widget, though we will discuss later how specific configurations can be saved and provided to other users.
For an aggregate widget, the settings are as follows:
Title
You can override the previously-defined title here.
Timespan Type
You can change from the default month value to day, week, quarter, or year.
Initial Offset
You can choose to view a past or future period instead of defaulting to the current one.
Initial Span
This enables timespans of multiple days, weeks etc. instead of just one.
Aggregate
Your selection will depend on what you need the widget to do. It determines the operation that will be performed on the values that you pull from the report data. The options are average, min, max, count, and sum.
Aggregate Column
This determines the source report column that will be used by the widget. For example, if you wanted to calculate and present the average case rating for closed cases for a period, you would choose the "Stars" field.
If you are using the COUNT aggregate operator, it does not matter which field you select, and you can leave this as the default value, as the widget will simply count the number of lines instead of evaluating the contents.
Aggregate Display Text
This field lets you add a label underneath the presented figure. This helps provide context and readability for users.
Text Colour / Background Colour
These fields let you open a colour picker to choose a colour scheme for the widget.
Filters
By default, all lines in the report will be included in the widget's results. In some cases, this will be sufficient.
However, by adding filters you can unlock the potential of dynamic widgets by including only information that matches certain conditions, e.g. suppliers, customers, statuses.