Add Widget Dialog Box for Chart Widgets

You use the Add Widget dialog box to add a widget to a dashboard and to modify an existing widget. The settings that you need to specify depend on the widget type.

When you add a new widget by using this dialog box, you perform two steps. In the first step, you select the type of the widget that you want to add to the dashboard; the system brings up the version of the Add Widget dialog box that is specific to the widget type. In the second step, you specify the properties that are specific to the selected widget type. When you modify an existing widget, you perform only the second step. (In this case, the system immediately brings up the appropriate version of the dialog box.)

Add Widget Dialog Box: Step 1

When you want to add a new widget to a dashboard, you first need to select the option button representing the type of the widget in the Add Widget dialog box. The elements of this dialog box are described in the following table.


Element	Description
Widget Type	The type of widget to be added to the dashboard, which can be one of the following: Chart: A graphical representation of data from an MYOB Acumatica form. You can use charts of various types, such as bar charts and line charts. Data Table: A systematic display of data from an MYOB Acumatica form, with data arranged into rows and columns. Embedded Page: A document or an image that is stored on an external resource, such as cloud storage. Header: A title that can be added to the widget section. Key Performance Indicator (KPI): A statistical record that measures progress or achievement toward a set performance indicator by showing parameters that are important to the business processes of your organization and should be monitored daily. The following visualization types are available for the widget: Scorecard: Data is presented in the form of a card with a single parameter. Meter: Data is presented in the form of a gauge with normal, warning, and alarm levels. Link: A link to an MYOB Acumatica form, report, or dashboard. Pivot Table: A data table organized to filter, sort, count, total, or give the average of data from an MYOB Acumatica inquiry, displaying the summarized results in a separate table. Power BI Tile: A chart, scorecard, or other analytical information that is represented on a Power BI dashboard designed by your organization. Trend Card KPI: A statistical record showing parameters whose dynamic change is important to the business processes of your organization. Wiki Page: A reference topic, procedure, business plan, or other content that is frequently consulted by MYOB Acumatica users.
The dialog box has the following buttons.
Cancel	Cancels the changes and closes the dialog box.
Next	Goes to the next step of the Add Widget dialog box for the selected widget type.

Add Widget Dialog Box: Step 2

After you select the Chart widget type in the Add Widget dialog box, or when you click Edit () on the widget toolbar, the Widget Properties dialog box opens. In this dialog box, you need to specify the properties that are specific to chart widgets. You should select the inquiry form to provide source data for the widget, a shared filter to be applied to the data (optional), and the type of the chart; you then configure the chart widget. For more information about chart widgets, see Specific Widgets: Chart Widgets.

Table 1. Widget Properties Dialog BoxYou can use this dialog box to specify the properties that are specific to chart widgets.
Element	Description
Inquiry Screen	Required. The name of the inquiry form that provides data for the widget.
Inquiry Parameters	A button that you click to open the Inquiry Parameters dialog box so you can specify the parameters for the inquiry selected in the Inquiry Screen box. (For the description of this dialog box, see Other Dialog Boxes.)
Shared Filter to Apply	The shared filter that is applied to the data in the widget. You can apply a shared filter or leave the box blank to display all the data from the inquiry.
Filter Settings	A button that you click to open the Filter Settings dialog box. (For the description of this dialog box, see Other Dialog Boxes.) You use this dialog box to configure a filter for data displayed on the widget.
Configure	A button that you click to open the Chart Settings dialog box. (For the description of this dialog box, see Other Dialog Boxes.) You need to open this dialog box when you want to specify properties that are specific to the chart type.
Caption	The name of the widget on the dashboard.
The dialog box has the following buttons.
Cancel	Cancels your changes and closes the dialog box.
Previous	Returns to the previous step of the dialog box without saving your changes. The button appears only when you are adding a widget.
Finish	Saves your changes and closes the dialog box.

Other Dialog Boxes

This section describes dialog boxes that you can open from the Widget Properties dialog box.

Table 2. Inquiry ParametersYou can use this dialog box to specify the parameters of the inquiry selected in the **Inquiry Screen** box.
Element	Description
Parameter	The name of the parameter of the inquiry selected in the Inquiry Screen box.
Value	The value of the inquiry parameter.
Use Default Value	A check box that indicates (if selected) that a default value should be used for the inquiry parameter. You can specify the default value on the Generic Inquiry (SM208000) form.
The dialog box has the following buttons.
Cancel	Cancels your changes and closes the dialog box.
OK	Saves your changes and closes the dialog box.

Table 3. Filter Settings Dialog BoxYou can use this dialog box to configure filters for widget data. If any parameters are specified in the properties of the dashboard, you can select them for filtering widget data.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Element	Description
Active	A check box that indicates (if selected) that the row is an active filter.
Brackets	The opening bracket or brackets for composing a logical expression with multiple filtering conditions.
Data Field	The field whose value the filter should be applied to.
Condition	One of the following logical conditions, which will be applied to the value of the field specified as the Data Field and the values in the Value 1 and Value 2 fields if applicable: Equals: Returns TRUE if the value of the Data Field field is equal to the value specified as Value 1. Does Not Equal: Returns TRUE if the field value is not equal to the Value 1 value. Is Greater Than: Returns TRUE if the field value is greater than the Value 1 value. Is Greater Than or Equal To: Returns TRUE if the field value is greater than or equal to the Value 1 value. Is Less Than: Returns TRUE if the field value is less than the Value 1 value. Is Less Than or Equal To: Returns TRUE if the field value is less than or equal to the Value 1 value. Is Between: Returns TRUE if the field value is between the Value 1 and Value 2 values. (For this option, you must specify both Value 1 and Value 2.) Contains: Returns TRUE if the field value (string) contains the Value 1 value. Does Not Contain: Returns TRUE if the field value (string) does not contain the Value 1 value. Starts With: Returns TRUE if the field value contains at the beginning the Value 1 value. Ends With: Returns TRUE if the field value ends with the Value 1 value. Is Empty: Returns TRUE if the field value is empty (null). Is Not Empty: Returns TRUE if the field value is not empty (not null). Note: If you try to filter the inquiry results by using a string that contains an underscore, the result will also contain the values with the same string with any symbol instead of the underscore. For example, if you try to filter the inquiry by a customer name that contains the Customer_Name string, the system will return all the customers whose name contains any of the following strings: Customer_Name, Customer-Name, and Customer Name. The reason that all of these strings will be returned is that the underscore is used as a wildcard character.
Use Parameter	A check box that indicates (if selected) that a dashboard parameter is used in the filtering condition. When this check box is selected, only active dashboard parameters are displayed in the Value 1 and Value 2 columns.
Value 1	The value you enter for the logical condition used to filter the data, if the selected condition requires a value. The value you enter must conform with the data type of the selected property. You can enter or select a fixed value, one of the predefined parameters, or one of the dashboard parameters. The predefined parameters are listed in Managing Advanced Filters.
Value 2	The second value for the logical condition, if the selected logical condition requires a second value. (For example, the Is Between logical condition requires a second value.) The value you enter must conform with the data type of the selected property. You can enter or select a fixed value, one of the predefined parameters, or one of the dashboard parameters. The predefined parameters are listed in Managing Advanced Filters.
Brackets	A group of closing brackets to group logical conditions.
Operator	The logical operator to be used between groups of logical conditions.

Table 4. Chart Settings Dialog BoxYou can use this dialog box to specify properties that are specific to the chart type.
Element	Description
Chart Type	Required. The type of chart widget you want to add. The following options are available: Doughnut: A doughnut chart widget Line: A line chart widget Column: A column chart widget Stacked Column: A stacked column chart widget Bar: A bar chart widget Stacked Bar: A stacked bar chart widget Funnel: A funnel chart widget For more information, see Specific Widgets: Chart Widgets.
Legend Position	The location of the legend on the widget. The box is displayed for only doughnut and funnel chart types. The following options are available: None: The legend is not displayed on the widget. Left: The legend is located to the left of the chart. Right: The legend is located to the right of the chart. Top: The legend is located above the chart. Bottom: The legend is located below the chart. Popup: The user can open the legend as a pop-up box by clicking the icon in the bottom left corner of the widget. This is the default value.
The Categories section of the dialog box includes the following elements.
Legend	Required. The column from the source form whose values are used for categories. The values of the selected column are displayed on the chart as follows, depending on the chart type: Doughnut: The column values are displayed as individual sectors on the doughnut. The size of each sector is determined by the aggregated column value selected in the Value box. For example, a category might be a customer ID, a financial period, or a cash account. Line: The column values are displayed on the horizontal axis. Column: The column values are displayed on the horizontal axis. Stacked Column: The column values are displayed on the horizontal axis. Bar: The column values are displayed on the vertical axis. Stacked Bar: The column values are displayed on the vertical axis. Funnel: The column values are displayed as individual slices in the funnel. The height of each slice is determined by an aggregated column value selected in the Value box. For example, a column might be a customer ID.
Sort By	The value by which the legend data is sorted and the sort order. The left box defines the sequence to be sorted as follows: Legend: The legend data is sorted by the values in the column you selected in the Legend box. Legend Values: The legend data is sorted by the value you selected in the Value box. Field: The legend data is sorted by labels in the column you selected in the Field to Sort By box, which appears when you select this option. Field Value: The legend data is sorted by the value of the field you selected in the Field to Sort By box, which appears when you select this option. The right box defines the sort order. The way the values are sorted depends on the chart type as well as this selection. The following options are available: Ascending: Doughnut: The smallest sector is displayed in the upper part of the doughnut, and larger sectors are displayed clockwise in ascending order. Line, Column, and Stacked Column: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Bar and Stacked Bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Funnel: The lowest value (the first alphabetic value for text data) appears on the top of the funnel, and higher values are arranged downward in ascending order. The function ignores null values. Descending: Doughnut: The largest sector is displayed in the upper part of the doughnut, and smaller sectors are displayed clockwise in descending order. Line, Column and Stacked Column: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis, and lower values are shown to the right in descending order. The function ignores null values. Bar and Stacked Bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Funnel: The highest value (the last alphabetic value for text data) appears on the top of the funnel, and lower values are arranged downward in descending order. The function ignores null values. The default values in these boxes depend on the type of the field that you selected in the Legend box, as described below:
Field to Sort By	A box, which is used to select the field other than the field selected in the Legend box to define the sorting. By default, this box is not available in the dialog box and appears when Field or Field Value is selected in the left Sort By box.
Maximum Number of Values Shown	The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this box to 0. The default value of this box is 10.
Show Sum of Other Entries	A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum Number of Values Shown box) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example, for a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared.
Date Rounding	The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values: None: The full date is used in the chart. Minutes: Only minutes from the selected date field are used in the chart. Hours: Only hours from the selected date field are used in the chart. Days: Only days of month from the selected date field are used in the chart. Months: Only months from the selected date field are used in the chart. Quarters: Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years: Only years from the selected date field are used in the chart.
Format	The format of the field value that is selected in the Legend box. This box is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the box is empty, which means that the field is not formatted.
The Series section of the dialog box includes the elements listed below. This section is available for the following chart types: Line, Column, Stacked Column, Bar, and Stacked Bar.
Legend	The source column for the chart content. The values of the selected column are displayed on the chart as follows, depending on the chart type. Line: The column values are displayed as separate lines in the data area of the chart. Column: The column values are displayed as separate columns for each category. Stacked Column: The column values are displayed as sections of the chart column for each category. Bar: The column values are displayed as separate bars for each category. Stacked Bar: The column values are displayed as sections of a bar for each category.
Sort By	The value by which the legend data is sorted and the sort order. The left box defines the sequence to be sorted as follows: Legend: The legend data is sorted by the values in the column you selected in the Legend box. Legend Values: The legend data is sorted by the value you selected in the Value box. Field: The legend data is sorted by the labels in the column you selected in the Field to Sort By box, which appears when you select this option. Field Value: The legend data is sorted by value you selected in the Field to Sort By box, which appears when you select this option. The way the values are sorted depends on the chart type as well as this selection. The following options are available: Ascending: Line, Stacked Column, and Bar: The lowest value (the first alphabetic value for text data) appears in the upper part of the vertical axis, and higher values are arranged downward along the vertical axis in ascending order. The function ignores null values. Column and Stacked Bar: The lowest value (the first alphabetic value for text data) appears in the left part of the horizontal axis, and higher values are shown to the right in ascending order. The function ignores null values. Descending: Line, Stacked Column, and Bar: The highest value (the last alphabetic value for text data) appears in the upper part of the vertical axis, and lower values are arranged downward along the vertical axis in descending order. The function ignores null values. Column and Stacked Bar: The highest value (the last alphabetic value for text data) appears in the left part of the horizontal axis and lower values are shown to the right in descending order. The function ignores null values. The default values in these boxes depend on the type of the field that you selected in the Legend box, as described below:
Field to Sort By	A box, which is used to select the field other than the field selected in the Legend box to define the sorting. By default, this box is not available in the dialog box and appears when Field or Field Value is selected in the left Sort By box.
Maximum Number of Values Shown	The maximum number of values to be individually shown on the chart. The system always selects the values starting from the largest ones. If you want the system to individually display all values, set the value of this box to 0. The default value of this box is 10.
Show Sum of Other Entries	A check box that indicates (if selected) that the values that are not among the largest values (whose number is specified in the Maximum Number of Values Shown box) are summed and shown on the chart as a single element, with the element type depending on the chart type. For example, for a doughnut chart, the element is a separate sector, and for a line chart, it is a separate point. By default, this check box is cleared.
Date Rounding	The part of the date field that is displayed on the chart widget. You can use on the chart either the full date or a particular part of it (for example, a month or a year). This property is available only for fields of the date type. Select one of the following values: None: The full date is used in the chart. Minutes: Only minutes from the selected date field are used in the chart. Hours: Only hours from the selected date field are used in the chart. Days: Only days of month from the selected date field are used in the chart. Months: Only months from the selected date field are used in the chart. Quarters: Only quarters are used in the chart. The system calculates the quarter based on the date in the selected date field. Years: Only years from the selected date field are used in the chart.
Format	The format of the field value that is selected in the Legend box. This box is displayed only for fields of numeric and date types. You can select one of the predefined formats from the list. By default, the box is empty, which means that the field is not formatted.
Color	The custom colors of chart elements for the values defined in the Series section. The colors should be specified by using expressions. You can open the Expression Editor dialog box by clicking the magnifier icon. For details, see Specific Widgets: Chart Widgets.
The Values section of the dialog box includes the following elements.
Value	A column from the source form. The values of the selected column are displayed on the chart as follows, depending on the chart type: Doughnut: The aggregated column values determine the size of the chart sectors. For example, a value might be an invoiced sales amount. Line: The column values are displayed on the vertical axis and are used as a source for the data area. Column: The column values are displayed on the vertical axis and are used as a source for the data area. Stacked Column: The column values are displayed on the vertical axis and determine the height of each section on a chart column. Bar: The column values are displayed on the horizontal axis and are used as a source for the data area. Stacked Bar: The column values are displayed on the horizontal axis and determine the length of each section on a bar. Funnel: The column values determine the height of each slice. For example, a value might be an invoices sales amount.
Aggregation Function	The aggregate function used to perform a calculation on the column of data selected in the Value box and return a single value, such as the total of the values or the number of selected rows in the column. The following aggregate functions are available: Average: Calculates the average value in the column. Count: Determines the number of items in the column. Max: Determines the item with the highest value in the column. (For text data, the highest value is the last alphabetic value.) This function ignores null values. Min: Determines the item with the lowest value in the column. (For text data, the lowest value is the first alphabetic value.) This function ignores null values. Sum: Calculates the sum of the items in the column. This is the default value.
Format	The format of the field value that is selected in the Value box. You can specify any of the standard formats defined for the format function in .Net. By default, the box is empty, which means that the field is not formatted.
The dialog box has the following buttons.
OK	Saves your changes to the widget properties, and closes the dialog box.