Add Widget Dialog Box for Trend Card KPI 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 Trend Card KPI 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 the trend card KPI widget. For more information about trend card KPI widgets, see Specific Widgets: KPI Widgets.

Table 1. Widget Properties Dialog BoxYou can use this dialog box to specify the properties that are specific to trend card KPI 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.
Field to Aggregate	Required. The field from the selected inquiry that is displayed in the widget.
Aggregate Function	The function that is used to aggregate the values of the selected generic inquiry field. Possible values in this box are the following. Average: Calculates the average value in the column. Count (default value): 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.
Timeline Field	The field of the date type from the selected inquiry, which is used for calculating trends.
Period	The time period upon which a comparison of the field selected in the Field to Aggregate box is performed. The following values are available in the box: Yesterday: The day that is before the current business date. Last Week: The calendar week that is immediately before the current business date. The day that starts a week depends on the MYOB Acumatica locale. Last Month: The calendar month that is immediately before the current business date. Last Quarter: The calendar quarter that is immediately before the current business date. Last Year: The calendar year that is immediately before the current business date.
Rising Trend Color	The color of the widget background that is used when the aggregate value of the field selected in the Field to Aggregate box is rising in comparison to the time period selected in the Period field. The default value of this box is Acumatica Blue.
Flat Trend Color	The color of the widget background that is used when the aggregate value of the field selected in the Field to Aggregate box stays the same in comparison to the time period selected in the Period field. The default value of this box is Acumatica Yellow.
Falling Trend Color	The color of the widget background that is used when the aggregate value of the field selected in the Field to Aggregate box is falling in comparison to the time period selected in the Period field. The default value of this box is Acumatica Red.
Caption	The name of the widget on the dashboard.
The dialog box has the following buttons.
Finish	Saves 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.
Cancel	Cancels 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.