Add widget indicators

Add any number of secondary indicators to an existing time series or list widget.

Before you begin

The widget must exist. If you want to add indicators to a widget that you are creating, save the widget instead of submitting it. The form remains open and the Widget Indicators related list appears at the bottom.

Role required: pa_power_user or admin

About this task

When you create a time series widget, you associate it with a single, main indicator. If you want to compare this indicator to another indicator in the same widget, add the additional indicator to the existing widget. This procedure is necessary when you create a Stacked Column visualization for a time series.

When you create a list widget, you must either specify an indicator group or add widget indicators.

Procedure

  1. Either save a widget that you are creating, or open an existing widget for editing.
    You can open a widget either from Performance Analytics > Widgets or from the dashboard. For more information, see Edit a responsive dashboard.
  2. Scroll to the bottom of the form and locate a related list with the label Widget Indicators.
  3. Click New.
  4. In the Indicator field, select a secondary indicator for the widget.
    Selecting too many indicators might make your widget difficult to read.
  5. In the Chart type field, select a visualization for the indicator.
    Select a visualization that works well with the visualization of the primary indicator. For instance, show the primary indicator as columns and the secondary indicators as lines. If you are using a Stacked Column visualization for the primary indicator of a time series widget, set all secondary indicators to also use Stacked Column.
  6. (Optional) Fill in any of the following fields:
    FieldDescription
    Breakdown and Element Only the scores that match the specified element of this breakdown are shown. Select values for both Breakdown and Element. Otherwise, only scores that are not associated with any element of the breakdown are shown.
    2nd Breakdown and Element Drill down to a second level of breakdown and element, if a first-level breakdown and element have been specified.
    Time series Runs a function on the indicator scores for a specific time period, such as a 7-day sum or average. For more information, see Time series aggregations in scorecards and widgets.
    Follow element Applies only when this widget is placed in a "breakdown dashboard." Select this option for the widget to follow the element that the user selects interactively on the dashboard. See Using breakdowns on dashboards.

    Selecting this option removes the ability to set a second breakdown and element on the widget.

    Followed breakdown If you have breakdowns set in both the widget and the dashboard, select which breakdown the indicator will follow.
    Order Set which order this indicator appears, if the widget has several secondary indicators. Consider adding extra digits, such as 200 and 300 instead of 2 and 3. This way, if you later add more indicators, you only have to specify the order of the new indicators. You do not have to respecify the order of all secondary indicators.
    2nd Y axis Add a Y-axis for this indicator.

    Only one secondary indicator Y-axis is displayed. If a second Y-axis is selected for several secondary indicators, only the axis for the indicator that originally came first in the order is shown.

    Label Specifies a custom label for this indicator.
  7. Click Submit.

What to do next

To edit any of these settings later, go to the Widget Indicators list and click the information icon for the indicator, not the name.