The Data Table Widget is a custom widget that displays the results of a user report in a tabular format.
Adding a Data Table Widget
Edit an existing Landing Experience Dashboard, and click on
.
Select
, and expand the Data Table option. From here, click on
.
The Configure Data Table Widget Side Panel will appear on the right-side of the screen.
From here you can modify the following fields:
Name: This is a mandatory field. Users should give the widget a specific name to differentiate it from other instances of the widget.
Title: The widget title displays in the Landing Experience Dashboard for all users. This is a mandatory field.
Description: Description of the widget which is only viewable by users editing the dashboard. Descriptions are limited to 500 characters.
Theme: Select a color using the color picker. This will be the background color of the widget title. If no color is selected, white will be the defaulted color used.
User Report: Specify a user report from the list. This is a mandatory field. An option to open the report via
and to run the report is available via
.
Refresh Time Override (Hours): The number of hours to refresh the report data can be set to override the default dashboard refresh setting. A higher value improves general system performance by running reports less often. A lower value refreshes data more frequently. Certain widgets can override this setting. Note, a user can always force a refresh in a widget to see the latest data and update their cache.
Click
to finish configuration.
The newly added widget will be added. Widgets can be moved around and resized whilst in editing mode. You can change configuration with the
icon and delete it with
icon.
Export data to Microsoft Excel
Click on
to export the data to Microsoft Excel in .xlsx format.
Refresh Data Table Widget Data
Click on
to refresh data.
Quick Link to Assignment Record
If available, click on
to view the assignment record.
Search Box
Utilize the Search box to look for specific records.
If filters are set on the columns, any value entered on the Search box will be cleared.
Expand the Data Table Widget
Click on
to expand the widget and view all available columns.
You can also zoom in via the
and zoom out via the
in the expand view.
Sort & Filter Data Columns
Click on
to sort & filter the data on chosen columns.
Filters set on these conditions will be applied whether the data table widget is in the Expanded or Summary view. Columns for filter supports text, dates, numeric, and monetary fields. You can also search values to filter. Note custom HTML fields are not supported.
Additional columns that are not visible on the Summary view of the data widget cannot be filtered on. Make sure to expand the widget first, and then apply the filters on the desired columns.
View Additional Columns to Sort
Click on
to view the additional columns that can be sorted on.
Things to Note
User Role security still limits report data however User Report filters must be used to further filter report data
No filters on the User Report are required for the widget to display data
User Report prompts are supported for context filters
After selecting a user report the user can run or edit the report for easy setup
The Refresh Time Override (Hours) can be set to override the default dashboard refresh time
A limited set of HTML tags are now supported in the custom Data Table widget. HTML is supported in both the column name as well as cell value in the User Report used to back the widget. The following HTML is supported:
Hyperlinks
mailto:// links
Font color
Icons using the following HTML format '<i class="fal fa-ad"></i>'. We currently support Version 5 Pro icons.
Tooltips (using the <abbr> tag)
To export data into an excel spreadsheet, <External Client> must be set as the External User Type Access for the User Report that is to be run and the report's User Report Type, otherwise the user will encounter "Report does not exist or you security privileges do not permit you run it" message when running the report.
