Widgets Overview
Widgets are the building blocks of dashboards. Each one pulls data from your datasets and displays it as a chart, table, or metric.
What is a widget?
Section titled “What is a widget?”A widget is a configuration that:
- Connects to a dataset (standard, modified, or joined)
- Calculates values using aggregations like Sum, Count, or custom formulas
- Visualizes the result in your chosen format
- Refreshes automatically when your data sources update
Widget types
Section titled “Widget types”Data visualizations
Section titled “Data visualizations”These display data from your connected sources:
Chart widgets
Section titled “Chart widgets”| Type | Description | Key features |
|---|---|---|
| Bar Chart | Compare categories side-by-side | Stacked bars, horizontal mode, threshold colors |
| Line Chart | Track trends over time | Area fill, time series, multiple series |
| Pie Chart | Show proportions at a glance | Doughnut mode, data labels, custom radius |
| Funnel | Visualize conversion stages | Stage breakdown, drop-off rates, pipeline view |
Metric widgets
Section titled “Metric widgets”| Type | Description | Key features |
|---|---|---|
| Number | One big, bold KPI | Threshold alerts, comparisons, auto-sizing |
| Gauge | Visualize progress to a goal | Min/max bounds, color zones, live updates |
| Matrix | Multi-metric scorecards | Row per entity, multiple KPIs, conditional colors |
| Query Widget | SQL-authored widget over one dataset or Query Dataset | YAML editor, SQL preview, Filter Variable parameters |
Data widgets
Section titled “Data widgets”| Type | Description | Key features |
|---|---|---|
| Table | Rows, columns, full control | Sort & filter, pivot & transpose, drilldown |
Content widgets
Section titled “Content widgets”These display content that doesn’t require complex aggregation:
Static Value widgets in Markdown mode stay centered in the widget area. Long content remains scrollable inside the widget.
| Type | Description | Key features |
|---|---|---|
| Static Value | Custom text or markdown | Rich formatting, headlines, announcements |
| Dynamic Value | Pull live text from data | Latest record, top performer, status updates |
| Image | Display logos or graphics | Any image URL, GIF support, brand your dash |
| External Website | Embed any web page | Third-party tools, live content, full interactivity |
| Button | Navigate with a click | Dashboard links, external URLs, custom labels |
Widget configuration
Section titled “Widget configuration”Data layers
Section titled “Data layers”Most data visualization widgets support multiple data layers. Each layer is a separate calculation from a different dataset or filter condition. This lets you do things like:
- Current vs. previous period metrics
- Revenue from different regions side-by-side
- Multiple KPIs in a single Matrix widget
Key configuration options
Section titled “Key configuration options”| Feature | Description |
|---|---|
| Aggregations | Sum, Average, Count, Min, Max, Median, Mode, Range, Percentage |
| Filters | Limit data with basic or advanced filter conditions |
| Group By | Categorize data by a column (e.g., by product, by status) |
| Thresholds | Color-code values based on conditions |
| Comparisons | Show current vs. previous period or custom value |
| Time Increments | Control time series grouping (minute, hour, day, week, month, quarter, year) |
Widget limits by tier
Section titled “Widget limits by tier”| Tier | Total account widgets |
|---|---|
| Free Forever | 10 |
| Starter | 40 |
| Professional | 150 |
| Business | 400 |
| Starship (Enterprise) | Unlimited |
Core features
Section titled “Core features”Advanced aggregations
Section titled “Advanced aggregations”Widgets can do complex math across your datasets:
- Standard: Sum, Average, Count, Min, Max
- Statistical: Median, Mode, Range
- Advanced: Percentage calculations, custom formulas
Advanced filtering
Section titled “Advanced filtering”Isolate exactly the data you need with the Filter Builder. Use complex AND/OR groups, relative date ranges, and dynamic comparisons against other columns or filter variables. See Filtering Data for more.
Thresholds
Section titled “Thresholds”Highlight critical data points automatically. Set a Number widget to turn red if “Open Critical Tickets” exceeds a threshold, or configure a Table widget to color-code specific columns based on their values. Configure:
- Color coding with ≥, ≤, or = comparators
- Per-threshold sound alerts with repeat options
- Global snooze and mute settings
- Multiple threshold sets for Tables and Matrix widgets (one per column or data layer)
Time-based features
Section titled “Time-based features”Many widgets support time-series analysis:
- Time increments: Group by minute, hour, day, week, month, quarter, or year. On datetime x-axis widgets, change this directly from the widget footer using the clock icon when you have edit access.
- Timezones: View data in any timezone
- Comparisons: Compare current period vs. previous period
- Cumulative view: Show running totals over time
Table transformations
Section titled “Table transformations”Table widgets offer advanced manipulation:
- Transpose: Swap rows and columns
- Pivot: Create cross-tabulated summaries
- Drilldown: Open detailed underlying data from the widget footer expand control, or by clicking the table when drilldown is enabled
- Sorting & limits: Control row order and quantity
Snapshotting (Professional & higher)
Section titled “Snapshotting (Professional & higher)”Capture widget state at specific intervals. This lets you build “Historical Trend” reports even if your source system doesn’t store historical data.
Widget footer actions
Section titled “Widget footer actions”Hover over any widget on a dashboard to reveal the footer action icons:
- Clock icon: Change the time increment for datetime x-axis widgets (requires edit access)
- Filter: Apply ad-hoc widget-level filters
- Open drilldown (expand icon): Opens the drilldown table for classic Table widgets and Query Widgets with
display.type: table - Export: Download data for table or matrix widgets
- Settings menu: Edit, duplicate, or delete the widget
The clock icon only appears when the widget has a time-based x-axis. It opens a popover where you can pick Auto or a specific increment. If Auto is selected, the popover shows which increment the system resolved, such as “Auto (Day)”.
The expand control appears on live dashboard Table widgets and table Query Widgets. It is hidden on snapshot widgets and widget previews. For Query Widgets, the definition must include a drilldownQuery; otherwise the app tells you that no drilldown is available.
Action icons stay visible while their popovers are open and close when you click outside the widget.
Widget settings menu
Section titled “Widget settings menu”Hover over any widget to see a menu icon (three dots). This menu provides quick access to:
- Edit: Open the widget editor
- Duplicate: Create a copy of the widget. The widget shows a loading indicator while the copy is being created, and a notification confirms success or failure.
- Delete: Remove the widget from the dashboard
- Snapshot: Capture the widget’s current state (Professional tier and higher)
The settings menu appears when:
- You have Staff role or higher
- The dashboard is not shared via public link
- The widget is not a snapshot widget
Users with the Member role or on shared dashboards can view widgets but cannot access the settings menu.
Widget data status
Section titled “Widget data status”Each data visualization widget has a status indicator that shows whether its calculations are current. Click the indicator to open a popover with details for every data layer, including the last refresh time and record count.
Click View Dataset to open the dataset editor right on the dashboard without navigating away. The editor type matches the data:
- Standard datasets open the dataset editor
- Modified datasets open the modified dataset editor
- Joined datasets open the join tables editor
- Query Datasets open the Query Dataset editor
The button is disabled when the editor can’t be opened, usually because required dataset information is missing. Once you close the editor, the widget refreshes its dataset-backed data automatically.