Visualizing Your Data

Visualizing Your Data

FAQ - Visualizing Your Data

Widgets - TapClicks 5

Widgets are the visualizations that populate your Custom dashboards. Please note that you cannot currently customize the color of these widgets.

Widget Types

  • Media
    • You can add text here, display a link or upload an image.
  • Line / Area Chart
  • Bar Chart / Stacked Bar Chart
  • Pie Chart
  • Top Performers
  • Big Number
  • Geo Chart
    • Please note that the data sources required for this widget must be turned on.
  • Funnel Chart
  • Combination Chart
  • Gauge

Resizing Your Widgets

  1. Scroll to the widget that you'd like to edit or delete.
  2. Hover your mouse over the widget. Navigation options will appear in the upper right corner.
  3. Click on the Resize button.
  4. Select a size for your custom dashboard widget.
  5. Click on Save changes and you're done!

Re-sizing Your Widget from tapClicks on Vimeo.

Editing or Deleting Widgets

  1. Scroll to the widget that you'd like to edit or delete.
  2. Hover your mouse over the  widget. Navigation options will appear in the upper right corner.
  3. Click on the pencil icon to edit the widget.
  4. You can then click Delete widget or edit various fields.
  5. Click on Save changes and you're done!

Editing and Deleting Widgets from tapClicks on Vimeo.

Override the Date Range

  1. Scroll to the widget that you'd like to edit or delete.
  2. Hover your mouse over the  widget. Navigation options will appear in the upper right corner.
  3. Click on the calendar icon to Override date range of that widget.
  4. Click on the drop down menu and select the time frame of your choice.
  5. Click on the Compare to Prior Period box if you'd like the widget to be a comparison.
  6. Click Apply and you're done!

Overriding the Date Range on Widget from tapClicks on Vimeo.

Filtering Widgets

  1. When you are creating the widget:
    1. Click on the plus sign (+) next to the dashboard name.
    2. Select the widget type that you'd like to use. As an example, I will use a Top Performer.
    3. Click into the Title field and name your widget.
    4. Select the Data source which you would like to populate the widget from the drop down menu.
    5. Select the Data view from which you'd like to pull metrics.
    6. Select Group date by from the drop down menu.
    7. Select as many Metrics as you would like to show from the Select Columns drop down menu.
    8. Select a way to Sort data by from the drop down menu.
    9. Select the Number of rows that you'd like the Top Performer to have.
    10. Click Add Filter.
    11. Select a Filter Data By from the drop down menu.
    12. Specify whether the filter will Include or Exclude selected values.
    13. Click on Select Column to choose the values that you are including or excluding.
    14. Make sure to Enable Filter Selection by clicking on Enable.
    15. Click on Create widget and you're done!
  2. When you are editing the widget:
    1. Scroll to the widget to which you'd like to add a filter.
    2. Hover your mouse over the  widget. Navigation options will appear in the upper right corner.
    3. Click on the pencil icon to edit the widget.
    4. At the bottom click Add Filter.
    5. Select a Filter Data By from the drop down menu.
    6. Specify whether the filter will Include or Exclude selected values.
    7. Click on Select Column to choose the values that you are including or excluding.
    8. Make sure to Enable Filter Selection by clicking on Enable.
    9. Click on Save changes and you're done!

Filtering Widgets from tapClicks on Vimeo.


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