Widgets: Calculation Widget

Modified on Thu, 11 Jun at 5:46 AM

Calculation widgets are one widget type you can add to a dashboard. This widget will aggregate a filtered list of results into a single metric.

Consider using a Calculation widget if you'd like to visualise your information in a way that immediately draws your attention to a particular metric (ie: number of overdue tasks or approval requests).

Below are some examples of how the Calculation widget can be beneficial:

Assets/Resources: Monitor the number of new resources that have been added to your platform within a select time frame.
Databases: Show a count of the number of overdue tasks, or the percentage of briefs assigned to a given team member for capacity tracking.
Surveys: Show the average or a percentage of your in progress or completed survey responses.
Workflows: Keep count of the number of Pending Approvals against yourself or particular users.

For more information on dashboards in general, please reference the Dashboards - Overview article.

To create a calculation widget:

1	Click + Add Widget on the Dashboard.
2	Choose the Calculation widget type.
3	Enter the widget's Main Details, which include: Widget Display Name - what the widget will be called in your dashboard. Description - will display against the widget and is helpful to add to provide a brief description of what the widget is measuring/displaying. Header Colour - determines the colour of the widget header. You can choose from the Primary, Secondary, or Highlight Colour set within your platform (these colours are set in the Admin > Template area of the platform).
4	Select Next and select your data source. This controls what area of the platform information will display from. In the Tool dropdown, the options are: Assets/Resources - choose if you'd like to display information related to your assets (ie: total number of assets added in the last 30 days). Databases - choose if you'd like to display information related to your database records/briefs (ie: number of overdue tasks). Approvals - choose if you'd like to display information relating to any approval workflows you've set up (ie: total number of pending requests with a required by date of next week).
5	Select any Filtering Conditions. Filtering conditions will filter the information to specifically what you're looking to display (for example, just display the number of approval requests that are still pending).
6	After this is complete, click Next to set your calculation options.
7	You can select from the below options depending on the selected Tool: Assets/Resources: Results Count Databases: Results Count, Sum, Average, Median, Percentage Surveys: Results Count, Sum, Average, Median, Percentage Approvals/Workflows: Results Count, Sum, Average, Median, Percentage You may then need to select a Source Field and Values depending on the type of calculation selected.
8	After this is complete, click Next to continue to set data display options. Here, depending on previous selections, you may have the option to enter a Unit (to give a name to what is being counted, for example) and for all calculations you have the ability to add in Custom Color Ranges to denote and emphasise possible results. For example: if you're setting up a widget to display the number of your overdue tasks, it may be helpful to select red to show when a calculation outcome is not desirable (ie: over 3 overdue tasks), and green when the count shows that the measure is currently on target (ie: anything under 3). You can select a colour by picking one based on the provided colour scale, or enter a desired hex or RGBA code as required.
9	Click Finish to complete your widget creation. It will then display on the dashboard.

Widgets: Calculation Widget

How to Set Up a Calculation Widget