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Numeric Result Widgets

The Numeric Result widget for Dashboards shows a single number calculated from a Formula which can use Table Variables. Because this widget is small sized, it can be helpful to group several into one area of the dashboard for an overview of some key system metrics. For example, the widget below shows the number of contract approvals that have been Pending Approval for more than 3 days:  

This variable uses the following formula and saved search:

$summary_variable{approval.Approval,count(*,SS=Contract approvals pending for 3 days,null=0)}

It can be helpful to set a color scheme for the numerical widget backgrounds, and to set a high font size of the number value to make it stand out on the page.  

Manage Table Variables in Numeric Widgets

  1. In the Options tab of the Numeric Widget wizard, select a table from the list. This is necessary to select or create table variables.
  2. Either create a Table Variable or select one from the variables library. See below for details on how to add table variables, and use the other options in the widget setup.

Create Table Variables

  1. To create a new table variable, firstly select a table. 
  2. Either select an existing search, or create a saved search in the Create New Variable Using a Search section, and select a table. 
  3. Choose a formula to calculate the saved search records in the form of a numeric result.
    1. For instance, if you choose Record Count, it will use a summary formula to display a sum of the records. 
    2. If you choose to use another type of calculation than a summary, select one from the drop-down list and choose to apply it to a field in the table.  
      1. For example, you could use an Average calculation to display the average value of sales for the last year.
  4. Choose how to interpret NULL values, and enter a variable name. The name cannot have spaces or special characters.
  5. Click Save/Add Variable to Formula. This will generate the table variable and add it to the Formula window. 
  6. Here you can add more content to the formula, as needed, including additional variables which can be calculated together. 

Further Options for Numeric Widgets

You can also choose some further display and action options for the widget:

  • Use localizations to display the numeric value in a localized format.
  • Use a grouping format to display the numbers. For instance, if the locale is US, the grouping would use US denomination - 1,234,567. 
  • Add a currency symbol to the number.
  • Specify whether the widget should be acted on by Dashboard Filters. This will recalculate the numeric result in real-time when the filter value is applied. 
  • Specify what should happen when the widget is clicked. This can either be:
    • Opening a table view of a saved search or another table view. This does not need to be the same search that is used to create the widget.
    • Opening a different widget in the system. 
    • Nothing - the widget is not hyperlinked. 
  • Define the table elements that should display when the widget is clicked, including the Action Bar, the Search Bar, and the Status Line. 
  • Specify whether to apply different colors to the widget if the variable result falls within a range of values. 
    • Numeric widget conditions are based on ranges of values. You can define any number of range conditions for the widget.