Who is this article for?

Administrators who want to learn how to manage widgets.

Administrator permissions are required.

This article covers how to effectively manage widgets within the Lucidity platform. You'll learn how to add new widgets to your dashboards, edit existing widget settings and content, move widgets to different dashboard locations, copy widgets across dashboards, and delete any unnecessary widgets. Mastering these widget management capabilities will allow you to fully customise your Lucidity dashboards for optimal data visualisation and analysis.

1. Widget management
2. Adding widgets
3. Widget sharing between modules
4. Edit and configure widgets
   1. Temporarily change widget display
   2. Repeated use of widgets
5. Move widgets
6. Copy, delete and refresh widgets
7. Publish widgets
8. Further reading

1. Widget management

Widgets (the graphs, lists and tables that make up Dashboards) can be added and modified at any time. Dashboard users can (permission dependent):

• Add new widgets

• Edit and configure widgets

• Move widgets

• Copy widgets

• Delete widgets

• Refresh widgets

• Publish widgets

2. Adding Widgets

Adding widgets to an existing dashboard can be done from either:

1. The dashboard itself by clicking Add New Widget.

2. Or from the List Dashboards page and clicking Add New Widget.

3. Here you'll see generic widgets available across all Lucidity Software modules, as well as module-specific widgets for the current module.

4. Expand the categories to view descriptions explaining what each widget displays.

5. Select the generic and/or module-specific widgets you want to add to your dashboard.

6. You can combine widgets from different categories on a single dashboard.

7. Click Save.

8. The widget will be added to the dashboard at the bottom left hand column.

4. Edit and configure widgets

Once widgets have been added, they can be edited or configured to display specific information. Widgets will generally default to show all information that the user has access to for the specific item. Therefore, configuring widgets to display particular divisions, date ranges, titles or display formats etc., can be very useful.

From the widget:

1. Click the actions button on the top right of the widget to activate the drop-down menu.

2. Click Edit.

3. The edit screen will open. The configuration options available will depend on the widget being edited.

   • In this example, the data source has been changed and a specific division has been selected.

5. Click Save.

6. The updates to the widget will be displayed. Note the changes in this example compared to the original pie chart display in step 2.

   

4.1. Temporarily change widget display

Data in a widget can be temporarily highlighted or modified by hovering over or clicking items in the legend. There are several options:

• Hovering over the item in the legend highlights the specific section in the graph.

• Clicking on an item in the legends hides it from the graph. It will appear greyed out in the legend.
• This can be done to several items in the legend at once.

• Clicking on greyed out item in the legend will return it's display status to normal. Alternatively, the default display will return next time the dashboard page is opened.

5. Move widgets

Widgets can be moved within a dashboard by simply clicking in the heading bar of the widget and dragging and dropping to the desired location. A dotted line is displayed to indicate where the widget is going to be moved to.

6. Copy, delete and refresh widgets

Options are provided to allow widgets to be copied, refreshed and deleted for ease of management.  

• To copy a widget, select Actions > Copy. The new copy of the widget will be an exact copy of the original including any filters or other settings. It can then be modified with different filter settings to act as a comparison.
• To delete a widget, select Actions > Delete. Deleting a widget that was added through a template has no effect on the template.
• To refresh a widget, click the refresh  icon to the left of the actions button for the widget. This refreshes the widget with the most recent data.

7. Publish widgets

Most widgets can be published to Excel or downloaded as a JPEG. From the widget:

1. Click the actions button at the top right of the Widget to activate the drop-down list.

2. Select Excel or Download.

1. 3. The Excel option provides a list report of the data within the widget.

1. 4. The download option provides an image of the widget as a JPEG.

8. Further reading

• Configuring Dashboard access privileges and templates
• Creating, editing and managing Dashboards
• Navigating Dashboards and widgets – Lucidity (ideagen.com)