Adding and Configuring Dashboard Widgets

You can build custom widgets with data sources, attributes types, and filters from any module in various visualization styles to highlight your organization's activities. Dashboard widgets are the individual graphs, charts, cards, and lines that make up a dashboard. You can configure widgets of different types and sources to build a dashboard that prioritizes the most important aspects of your organization's privacy program.

To add a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard to which you want to add a widget.
    The Dashboard Builder screen appears.
    Note:

    If a widget has already been added to the dashboard, click the Edit button. The Dashboard Builder screen appears.



  3. Click the Add Widget button in the space where you want to add a widget.

    The Add Widget screen appears.

  4. Complete the fields to add details about the widget and configure the data that appears. For more information, see Add Widget Screen Reference.
  5. Click the Save button. The widget will be added to the dashboard.
  6. Click the Save button to save your changes to the dashboard.

Add Widget Screen Reference





Section

Field

Description

Widget Details

Widget Name

Enter the name of the widget. This will appear as the label on the widget in your dashboard.

Description

Enter a description for the widget to provide an explanation of the data displayed. The Information icon will appear on the widget in your dashboard. Hover over the icon to view the description.

Data Source

Select the primary source of data for the widget.

Data Type

Select the specific type of data you want to use for the widget.

Widget Type

Select the type of widget you want to create. The following options are available:

  • Bar Chart - Shows grouped data in bars.

  • Donut - Shows grouped data as percentage of the total.

  • Count Card - Shows a card with a count of a specified data group.

  • Stacked Bar Chart - Shows grouped data in comparative stacked bars.

  • Line Chart - Shows grouped data as plotted lines over time.

  • Matrix - Shows grouped data in a matrix with equally sized cells.


Section

Field

Description

Aggregation Function

Function

Select the method by which you want to aggregate the data, such as Sum, Count, or Percent of Total.

Attribute

Select the attribute for which you want to aggregate the data, if applicable.


Section

Field

Description

Group By

Note:

Some widgets may have two Group By sections, while others may have only one.

Data Source

Select the primary source data that will determine the groupings.

Data Type

Select the specific data that will determine the groupings.

Note:

If the value in the Group By Data Source field is the same as the value in the Widget Details Data Source field, this field will automatically be populated with the same selections.

Attribute

Select the attribute from data type that will determine the groups.

Group excess data in "Other" segment for overflowing groups

Select this check box to include a segment titled "Other".


Section

Field

Description

Filters

Attribute

Select the attribute that will be used to filter the source data for the widget.

Operator

Select the operator for the filter.

Values

Select the attribute value(s) that act as the criteria for the filter.


Section

Field

Description

Format Widget

Show data labels on chart

Select this check box to include data labels for the widget. If selected, the Position field appears, where you can define where the data label should display.

Note:

The options available within the Position field vary based on the type of widget you are creating.

Override Default Color

Select this check box to define a different default color for the matrix widget. The color selected will be the darkest color that appears on the matrix.

Note:

This field only appears for matrix widget types.

Show Axes Labels

Select this check box to include axes labels for the widget. If selected, the X-Axis Label and Y-Axis Label fields appear, where you can enter a label that you want to display for each axis.

Widget Height

Select whether the height of the widget is standard size or double or triple the standard size.

Sort

Select whether to sort the attribute selected in the Group By section in alphabetical, ascending, or descending order.

Note:

This field only appears for bar chart, stacked bar chart, and matrix type widgets.

To edit a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard you want to update.
  3. Click the Edit button.

    The Dashboard Builder screen appears.

  4. Click the Edit icon on the widget you want to edit.

    The Edit Widget screen appears.

  5. Update the fields, as necessary. For more information, see Add Widget Screen Reference.
  6. Click the Save button.

To move a dashboard widget

You can move dashboard widgets to different positions on the dashboard.

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard that you want to update.
  3. Click the Edit button.

    The Dashboard Builder screen appears.

  4. Use the Arrows on the widget card to move the widget to a new position on the dashboard.
  5. Click the Save button.

To delete a dashboard widget

  1. On the Reports menu, select Dashboards.

    The Dashboards screen appears.

  2. Click the link in the Name column for the dashboard that you want to update.
  3. Click the Edit button.

    The Dashboard Builder screen appears.

  4. Click the Delete icon for the widget you want to delete.
    The Delete Widget modal appears.

  5. Click the Confirm button.

Best Practices and Expert Advice

Available Widget Styles and Uses

Bar charts and stacked bar charts can be used to compare data aggregated by an assigned parameter, such as processing activity assessments by workflow stage or assets by hosting location. Versatile and easily understood, bar chart widgets are effective tools to identify your organization's data handling.

Donut charts provide a holistic view of a specific data type from a data set. Similar to bar charts, donut charts can be utilized to identify assets, assessments, and processing activities by a specific attribute value.

Count card widgets display the total quantity of a singular data set for immediate analysis. These widgets are configured with filters to retrieve data that is applicable to the given module.

Line chart widgets graph a single attribute over a defined frequency. Leverage these widgets to assess how data moves through your organization with respect to time.