The list of available widgets is determined by your implementation. You may not have access to all widget types.
Using pre-defined dimensions, which are a type of filter, you can display metrics for your data across ranges or from distinct values and display this data in one of the charting widgets. For example, you can configure a column chart widget to display all the opportunities closed and won, by owner and the total amount of the sale, or a pie chart depicting sales won by a team.
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The list of available widgets is determined by your implementation. You may not have access to all widget types. |
How Do I?
button.Title - The title that will display in the widget title bar.
Caption - The text that displays below the title to provide additional information.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
| The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. |
Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, CountLeads and CountAccounts. There are additional metrics for Opportunities and History.
X-Axis - The label used to describe the data on the X axis of the chart.
Y-Axis - The label used to describe the data on the X axis of the chart.
Display Labels - Select Yes or No to display labels on the chart.
Truncate Labels - Select Yes or No to truncate labels so that they fit on the chart.
Label Length - The maximum length of a label before it is truncated.
Title - The title that will display in the widget title bar.
Caption - The text that displays below the title to provide additional information.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
| The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. |
Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, CountLeads and CountAccounts. There are additional metrics for Opportunities and History.
Goal - Add a horizontal line to a column chart to represent a numerical goal. For example, a sales revenue goal.
X-Axis - The label used to describe the data on the X axis of the chart.
Y-Axis - The label used to describe the data on the X axis of the chart.
Limit - Type the maximum number of items to appear in the chart. Depending on the selected Dimension, the limit may not apply.
Display Labels - Select Yes or No to display labels on the chart.
Truncate Labels - Select Yes or No to truncate labels so that they fit on the chart.
Label Length - The maximum length of a label before it is truncated.
Title - The title that will display in the widget title bar.
Caption - The text that displays below the title to provide additional information.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
| The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. |
Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, CountLeads and CountAccounts. There are additional metrics for Opportunities and History.
Goal - Add a horizontal line to a column chart to represent a numerical goal. For example, a sales revenue goal.
X-Axis - The label used to describe the data on the X axis of the chart.
Y-Axis - The label used to describe the data on the X axis of the chart.
Limit - Type the maximum number of items to appear in the chart. Depending on the selected Dimension, the limit may not apply.
Display Labels - Select Yes or No to display labels on the chart.
Truncate Labels - Select Yes or No to truncate labels so that they fit on the chart.
Label Length - The maximum length of a label before it is truncated.
Title - The title that will display in the widget title bar.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
| The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. |
Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, CountLeads and CountAccounts. There are additional metrics for Opportunities and History.
Display Labels - Select Yes or No to display labels on the chart.
Truncate Labels - Select Yes or No to truncate labels so that they fit on the chart.
Label Length - The maximum length of a label before it is truncated.
Title - The title that will display in the widget title bar.
Caption - The text that displays below the title to provide additional information.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
| The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. |
Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, CountLeads and CountAccounts. There are additional metrics for Opportunities and History.
Display Legend - Select Yes or No to display a legend that describes the components of a chart.
Display Labels - Select Yes or No to display labels on the chart.
Truncate Labels - Select Yes or No to truncate labels so that they fit on the chart.
Label Length - The maximum length of a label before it is truncated.
| You can use any number between 1 and the maximum number of records configured to display. The default maximum is 50. |
| To show or hide columns in a group list, right-click any column header and select the columns you want to add and clear the columns you want to remove. |
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This URL must be a relative path to an image on the Web server. |
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This path can be a relative path within the SLXClient portal, or an absolute link to an external site. The URL for an external site must include the http:// designator. For example, to access www.google.com the URL must read http://www.google.com. Otherwise the browser will search for http://<SLXClient site>/www.google.com. |
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If you leave this field blank, the link opens in the active browser window/tab when clicked. If several links have the same target designation, each link replaces the other as you click them. |
| The contents of the Resource list are based on the feed you selected. |
| Creating a where clause is recommended for advanced users only. For more information about creating a where clause, see Creating a Where Clause. |
Do one of the following:
Do one of the following:
button. 
button.Related Topics
