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Word Cloud custom widget in the Landing Experience

The Word Cloud widget is a custom stencil widget.  The widget requires a User Report with a “Words” column for text to appear in the widget. Use of REPLACE commands in a custom SQL Field is recommende

Updated over 2 weeks ago

The Word Cloud widget is a custom stencil widget. The widget requires a User Report with a “Words” column for text to appear in the widget. Use of REPLACE commands in a custom SQL Field is recommended to remove low-value words such as articles and conjunctions.

Screenshot of Word Cloud sample

Functionality:

  • The widget will aggregate all words from all rows in the column and words with more occurrences will appear larger in the widget. Hovering over a word displays number of occurrences.

  • Click the

    excel icon

    icon to export the data to Microsoft Excel in .xlsx format.

Adding a Word Cloud Widget

  1. Select template widget type

    Screenshot of select Template widget type
  2. Select Word Cloud from the Add Widget Templates side panel and click the

    Add Widget

    button that appears.

    Screenshot of adding Word Cloud widget
  3. The Configure Advanced HTML Widget side panel appears on the right.

    Screenshot of configuring Word Cloud widget

    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.

    • 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

      Report Link

      which will happen on a new tab and run the report is available via

      Execute Report

      which will happen on a new tab. The selected user report must contain a column labelled "Words". The report uses all words from all rows in this column and all other columns in the report are ignored. Please consult the Things to Note section for more details including screenshot of the user report for this example.

    • 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. A user can always force a refresh in a widget to see the latest data and update their cache.

    • Max Word Count: Sets a maximum limit for the number of words shown on the widget (defaulted to 100 words). A user can configure this field to refine the output based on the maximum number that the user has set. Smaller sizes of widget can benefit from using smaller limits for optimal visibility.

  4. Click

    Save

    to finish configuration.

  5. The newly added widget will be added. Widgets can be moved around and resized whilst in editing mode. You can change configuration with the

    Cog

    icon and delete it with

    Trash

    icon.

    Screenshot of Word Cloud in Edit_mode

Things to note

  • Here is an example of the data fields used in the user report which uses the REPLACE command in a custom SQL Field for the "Words" column:

    Screenshot of User Report used in Word Cloud

  • User Role security still limits report data however User Report filters must be used to further filter report 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

  • The configuration report can have more rows when it is run but only the first row will be used to populate the widget

  • Leaving the Max Word Count field to blank or placing "0" will use the default value of 100 words

  • Other columns in the report are ignored, there is no need to hide any fields

  • No drill-in is supported

  • Widget is limited to the 100 most-common words

  • Widget removes all casing and punctuation. It does note remove words such as articles

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