Designing Chart and Table widgets

Table widgets present information in the familiar column-and-row format. Use Table widgets to:

• Generalize information from a large number of categories
• Display the data in a familiar format that is easy to scan - across rows and down columns
• View a list of linked items that you can scan quickly and click for more information, if needed

For example, to ensure that supervisors approve timesheets in a timely manner, design a table that displays the total number of submitted hours, grouped by supervisor. When clicked, the supervisor link expands to show the names of the employees who submitted timesheets, with the corresponding timesheet dates and hours. You can link the employee names to a tab on the employee page and the timesheet dates to a tab on the timesheet page to provide even more information.

Chart widgets present information in a line, column, bar, pie, area, donut, funnel or scatter graph. Use Chart widgets to:

• Focus on a small number of categories
• View how they relate to each other or how they change over time
• Represent the data in a graphical form

For example, to focus on only the company balances, design a bar graph that displays the balances for cash, accounts payable, accounts receivable, and work-in-progress.

Video: Creating a table widget (5:38)

Video: Editing a table widget (5:48)

Before you begin

• Verify that you have the appropriate designing security.

To design Table or Chart widgets

1. Click > to open Design mode, and click the tab you want.
2. In the Tab Properties area, click Add Widget or on a widget you want to change, click to open the widget menu and click:
   • Edit: Opens the Designer and displays the widget settings. Change them, as needed.
   • Copy: Opens a screen that allows you to choose where to copy the widget to. Click Edit and change the widget settings, as needed.
   • Delete: Removes the widget.

3. Under Reporting, click Table or Chart or select a widget from the Gallery.

4. Select a widget Base. View the available Bases here
5. Click OK.
6. Select available columns by expanding one or more of the following options (if available) or search using the search field:

• General Information
• Dates
• People
• Hours/Units
• Dollars
• Accounts
• Keys

7. Chart widgets only. Select a Chart Type:

• Bar (default)
• Column
• Scatter
• Line
• Spline
• Area
• Area Spline
• Pie
• Donut
• Funnel

8. Click to add a formula column to the widget.
9. Click OK.
10. Edit Grouping options.

1. Click Edit Grouping Options.
2. Click the columns you want to add grouping options on,
3. Table widgets only. Select a grouping option:

• Expanded: Show all the categories with the applicable data under them.
• Collapsed: Show only the categories - click the plus sign next to a category to see the applicable data for it
• No Detail: Shows only the categories, but without the ability to expand

11. Table widgets only. Edit Sort options.

1. Click Edit Sort Options.
2. Click the columns you want to add sorting options on,
3. Select a sorting option:

• Ascending: Show numbers from lowest to highest, or show text in alphabetical order
• Descending: Show numbers from highest to lowest, or show text in reverse alphabetical order

4. If you have grouping on a column, you have the option to sort integer and decimal columns by the grouped columns.

12. Table widgets only. Edit Table options.

1. Click Edit Table Options.
2. Set the number of records you want to see.
3. Set conditional row formatting.

13. Chart widgets only. Set the Legend Location, Display $ prefix, Display Donut/Pie as Percent, Use Color Gradient, Number Format and Truncate Amount
14. Donut widget only. Select the following options:

• Start/End Angle: Type a number or use the up/down arrows to define the size of the two halves of the donut. Entering -90 and 90 will display a semi-circle donut. Entering -180 and 180 will display a full circle.

• Center H/V % - defines the position of the donut in the widget space.

• Inner Size % - defines the size of the blank space of the donut hole/ thickness of the donut.

15. To preview the widget, click the Refresh button next to Widget Preview.
16. Click to save changes.