The Summary Card Widget is designed to provide a quick and clear summary of key metrics by showing the result of a simple calculation. This widget is ideal for tracking important numbers, such as sums, averages, or counts, making it easy to monitor essential data points at a glance.
Benefits of the Summary Card Widget
Quick Insights: Displays key metrics in a simple and concise format, enabling quick decision-making.
Customizable Calculations: Supports various mathematical functions to tailor the displayed metric to your needs.
Dynamic Sizing: The widget can be resized and supports full-screen mode, adapting to different dashboard layouts.
User-Friendly Interface: Easy to configure with intuitive settings and options.
How to Use the Summary Card Widget
Navigate to your dashboard. For help on creating a dashboard view, see this article.
Toggle the View / Edit Dashboard Modal and click on "Add Widget button."
Locate the "Summary Card" from the widget type options.
You will be presented with the following in the widget settings:
Solution: Select the solution from which to source data.
Table: Choose the table containing the data.
Metric Value: Define the field to be used as the data source for the calculation.
Operator: Choose the mathematical function (Sum, Min, Max, Avg, Count).
Filter: Apply rules to filter the records included in the calculation.
Alignment: Choose between Left and Center alignment.
Background Color: Select a background color for the widget.
Click "Save" to add the widget to your dashboard.
Editing an Existing Summary Card Widget
Open the Edit Widget Modal:
Click on the three dots menu on the widget.
Select "Settings" to open the edit modal.
Update Content and Settings:
Modify the Solution, Table, Metric Value, Operator, Filter, Background Color, and Alignment as needed.
Save Changes:
Click "Save" to apply the changes.