Assign data columns to grids

To display data in the Grid widget, you must assign the relevant data source columns to the grid columns required.

You can assign any number of data source columns as grid columns.

Prerequisite

You have assigned a data source to the widget.

Procedure

  1. Click a widget on the dashboard. The relevant properties dialog is displayed.

  2. Click the Assign data Assign data icon to edit the data source assignment.

    The Assign data (2/2) dialog is displayed.

  3. Assign one or more Data columns to the Grid columns using drag and drop.

  4. Optionally, assign one or more columns to the More columns (invisible) element using drag and drop. The columns are not displayed in the widget. They are used for filtering widgets only. See Define filters for widgets for details.

The data source columns are assigned to the widget elements.

You can further configure the widget as follows:

Set properties of widget elements

You can edit the settings for each widget element, for example, column name or format.

Various settings are available depending on the data type of the assigned data source column. See the Options list below for details.

Procedure

  1. Click one of the assigned Grid columns to specify the settings.

    1. Click the Text tab and specify the settings.

    2. Click the Thresholds tab and specify the KPI thresholds. See Configure thresholds for details.

  2. Click a source column assigned to the More columns (invisible) box and specify the settings.

  3. Click OK to save your settings and to close the dialog.

The grid is displayed with real data of the assigned data source.

Options list

Option

Description

Axis title

Title of the X- or Y-axis. Enable the title field and enter an Axis title. By default, the Automatic option is selected and the axis title consists of the concatenated names of the assigned columns.

Axis format

Output format of X- or Y-axis. The selected format overwrites the formats of the assigned columns. By default, Auto is selected and the individual formats are used for tool tip. Optionally, you can add a prefix or postfix to the format, for example, $ 1,234 or 1,234 mm.

New column name

Replaces the data source column name, used for tooltips. By default, the data source column name is used.

Format

Output format of the column values, for example, used for data points or tool tips. Available for columns of date and numeric type.

For details on setting the date format, refer to the chapter Change data type - single value.

Note that the pattern for the day of the week used in the Assign Data 2/2 dialog is different from the pattern used in data feed processing. For the date format of the day of the week, you must use the pattern dddd instead of eeee as in the data feed processing. For example, the format dddd.MM.YYYY returns Monday.12.2019.

Round numerically

Displays rounded KPI values in the grid. Available for numeric columns. Enabled by default.

Show cell value

Displays the values of the column. Enabled by default.

Make clickable (for actions)

Makes the column clickable for triggering actions. See Specify actions for widgets for details.

Aggregation

Specifies how the KPI value is calculated. Available for numeric columns. Default is Average value.

The number of aggregation types provided by context-based widgets may differ from that of non-context-based widgets.

Set as key column for selection

Sets the selected column as key column.

When a selection is made and new data arrives, the selection is automatically recreated with the new data. The key column is used to ensure that the new data matches the selection. This means that if values in non-key columns have changed, the selected row remains selected even after new data arrives.

You can select one or more columns as key columns.

Text tab

Allows you to specify the New column name, Format and Aggregation.

Thresholds tab

Allows you to specify the thresholds values range.

Configure thresholds

You can define thresholds for numeric and text grid columns to display the status of a KPI. A colored marker shows the threshold range in which a KPI value is located.

Procedure

  1. Click an assigned Grid columns to specify the settings.

  2. Click the Thresholds tab.

  3. Click Background or Foreground to set the KPI values and the background or foreground colors of the grid.

    You can define a KPI value range for the thresholds and the corresponding colors of the grid cells background or foreground.

    1. Click a Color box to select a color for each threshold.

    2. Select an operator for each threshold to define the KPI value range, for example, < (less than).

      The available operators differ for numeric values (for example, < (less than) or = (equals to)) and text columns (for example, starts with or is equal to).

    3. Enter a value for each threshold.

      You can either enter specific threshold values or you can choose columns from your data source representing dynamic threshold values. Only text data columns are allowed for dynamic threshold values. Assign the required text data column from the data source to a threshold field using drag and drop.

    4. Click the Add Plus button to add a threshold or the Remove Minus button to remove a threshold.

    5. Enable the Colorize row option to apply the background or foreground color scheme to all cells in the row.

  4. Click Traffic Lights to set KPI values and to define traffic lights.

    You can define a KPI value range for the thresholds and corresponding traffic lights. The traffic lights are displayed in each cell of the rows. By default, there are three traffic light stages and one inactive stage. Additionally, you can select a different shape for each traffic light stage.

    1. Click a Color box to select a color and a shape for each traffic light stage.

      To use custom images instead of the colored shapes for the traffic light stages, enable the Image based Traffic Light option, click the drop-down menu and enter an Image URL.

    2. Enable the Multi State option to show multiple states of traffic lights instead of a single traffic light.

    3. Select an operator for each threshold to define the KPI value range, for example, is equal to.

    4. Enter a value for each threshold.

      You can either enter specific threshold values or you can choose numeric columns from your data source representing the threshold values. Assign a data column from the data source to a threshold field using drag and drop.

    5. Click the Add Plus button to add a traffic light stage or click the Remove Minus button to remove a stage.

    6. Enable the Switch position option to place the traffic light symbol to the right of the values.

    7. Enable the Make clickable (for actions) option to make the traffic lights clickable for triggering actions. See Specify actions for widgets for details.

    8. Enable the Show tooltip option to show tool tips for each traffic light symbol.

    9. By default, the traffic light stage is also visible if it is inactive (that is, a KPI value is not available.). Disable the Inactive state option if the traffic light stage should not be visible. You can also change the color of the inactive traffic light stage. If you use custom images, you cannot change the color. You can only deactivate the Show inactive state option.

  5. Click OK.

The thresholds are configured for the selected widget.