Widget: Text

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Widget: Text

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Overview

 

The Text widget allows you to display static or dynamic text values. This means the Text widget can show the exact text that was written down (static value) or it can provide data from another data source, for instance, a counter, which is constantly refreshed (dynamic value). These values can be represented as alphanumeric characters or as a progress bar.

 

Widget Text

 

 

The Dashboard's Details Page

 

To access a widget's settings you must open the details page of the dashboard that includes the widget.

 

Since you must check the intended dashboard in the "Dashboard Management" page and click Edit Button_Header to open it, the details page is, automatically, set to edit mode.

 

To add a Text widget to a dashboard, open the intended dashboard, click Add Widget Header Button_2 and select the "Text" widget from the listed widgets in the pop-up window. See To Add a Widget to a Dashboard.

 

The editing of a widget's settings is, automatically, viewed in the dashboard's Preview Section (to the right).

 

 

The following step-by-step focuses on a dashboard details page with an added Text widget whose settings you can view and edit.

 

To View/Edit the Text Widget's Settings

 

 

Note

If the selected dashboard has been created at account level, you will NOT be able to edit any of its settings - the details page will open in view mode without the possibility to set it to edit mode.

 

 

NoteIf you access a widget, edit its settings but do NOT save those changes before exiting, the next time you open that dashboard, the page will display a message warning you that there are unsaved changes.

Click "Save" to ensure that the previous changes are not lost or "Cancel" to discard those previously unsaved changes and start fresh.

 

Dashboard Message_Unsaved Changes_SD

 

 

Step-by-step

 

1. Open the details page of the dashboard that contains a Text widget.

 

Widget Text_Details Page_1_SD

 

A dashboard details page includes 2 main tabs:

The "Dashboard Properties" tab that relates to the settings of the dashboard itself. See Dashboard Details.

The "Widget" tab which, once you select a widget in the Preview Section, displays the settings of that selected widget.

 

When you open a dashboard's details page, the "Dashboard Properties" tab is open by default.

 

2. Select the Text widget in the Preview Section.

 

Widget Text_Details Page_2_SD

 

Selecting the Text widget, automatically, opens the "Widget" tab with the corresponding settings.

The "Widget" tab includes a common section (related to the Text widget's name) and 2 child tabs - "Properties" and "Data".

 

The first available option in the "Widget" tab is "Widget Name". This name identifies the widget in the MCL-Mobility Platform but it is NOT displayed by the widget itself.

The system always suggests a name for an added widget - it is a combination of the widget type and a number (ex: "Text 1" for the first Text widget you add to the dashboard, "Text 2" for the second one and so on).

 

Widget Text Name_Default

 

3. If required, enter/edit the name of the Text widget.

 

TIPWe recommend you rename the widget when you add it, in the "Widget Name" field, in a way that relates to the data it is meant to display.

 

Widget Text Name_DailyPickingActivity Edit

 

 

4. Open each child tab ("Properties" and "Data") and view/fill in the available options as necessary.

 

"Properties" tab

 

Certain sections are displayed as accordions - click the corresponding arrow (to the right) to expand/collapse the content, as needed.

 

Widget Text_Properties Tab

 

This tab provides the following information:

 

Title

The title that is displayed in the widget's upper left corner. This does NOT identify the widget (that is defined in the "Widget Name" field).

There is a default suggestion ("My title") but we recommend a widget title related to the displayed data/values.

 

Widget Text_Title1

 

Define/edit the widget's title.

Colors

Widget Background

The color defined for the widget's background.

 

Widget Text_Color Background

 

Maintain or choose a different color for the selected widget's background by clicking the corresponding box to open a "Colors" pop-up window where you can define the new color. See Details on the Widget's "Colors" pop-up window.

Widget Title

The color defined for the widget's title which you defined in the "Title" field above and will be displayed in the widget's upper left corner.

 

Widget Text_Color Title

 

Maintain or choose a different color for the selected widget's title by clicking the corresponding box to open a "Colors" pop-up window where you can define the new color. See Details on the Widget's "Colors" pop-up window.

Series Text

This option refers the default color for the text displayed in all the series. This default color is adopted if a series has no color defined for its text (defined in the "Data" tab of each series).

 

Widget Text_Color Series

 

If you want to change the color, click the corresponding box to open a "Colors" pop-up window and define a new one. See Details on the Widget's "Colors" pop-up window.

Filters

Period

The time resolution for the data that is displayed in the selected widget which can be aggregated/grouped by "Hour", "Day (UTC)", "Day (Local)", "Week (Day (UTC))", "Week (Day (Local))" or "Month".

 

In addition to these default time frames, the drop-down may also include time periods from a Time Period profile (= a profile you can create with specific time periods representing specific working hours/shifts so the data sent by your devices can be aggregated according to those working hours/shifts). See Profiles.

 

TIP

If you have a Time Period profile in mind and its time periods are NOT listed here, go to the "Site Details" sub-module, open the "Time Period" tab and check which profile is defined for the site and edit it, if necessary.

 

Selecting the "Auto" option ensures that the widget's displayed data is aggregated/grouped to the dashboard's own time resolution (which is set by the related resolution drop-drown in the right upper corner).

 

NoteThe defining of a specific resolution for the widget means that the displayed values will NOT be affected by the dashboard's resolution. For instance, if you have a widget with a "Day (Local)" resolution and you set the dashboard's resolution, in the related drop-drown (in the upper right corner) to "Month", that widget will NOT change its values, it will continue to show values aggregated/grouped by "Day (Local)". ONLY the widgets with an "Auto" defined period will refresh their values/adopt the newly defined resolution.

 

Select the intended time period from the drop-down.

 

 

 

"Data" tab

 

The "Data" tab handles the widget's multiple series (a series = a set of data represented in a widget's chart/table). This tab allows you to create the necessary series, select the value each one should display and define its source as well as its style (ex: customize a series' color).

 

Certain sections are displayed as accordions - click the corresponding arrow to the right to expand/collapse the content, as needed.

 

Widget Text_Data Tab_1_SD

 

The information provided by this tab may vary (ex: the "Colors" section is only available for the "Progress Bar" display mode, the choice of data source activates specific options):

 

Series

The data to display in this widget is grouped into series - each entry in the widget, whether text or a progress bar, represents a series.

The corresponding internal reference for each series is "#S <number>" (ex: "#S4") - it is attributed by the system and CANNOT be edited. It can be used, for instance, in formulas, when you want to identify a series. Ex: A formula defined in a series with a "Static/Formula" data source - "=#S7-100".

A Text widget can accommodate up to 20 series.

 

Use the attached Series_Associated Operations Signs  buttons to add, duplicate or delete existing series:

 

Click Plus Sign to add more series (maximum of 20 series per widget).

The default name suggestion for each series is "My Series <number>" (ex: "My Series 1") but we recommend renaming the new series according to the value it will represent.

Fill in the related options to define its properties (data source, resolution, color, etc.).

If you add another series, the newly added one comes to focus in this box.

 

Click Duplicate Sign to duplicate the selected series.

The duplicate's name will be the name of the original plus "_copy" - the duplicate becomes the selected series in this box.

Rename the duplicate so it illustrates the value it will represent and fill in/review the related options to define its properties (data source, resolution, color, etc.).

 

TIP

Do NOT forget that you can only add/duplicate up to 20 series.

 

 

Click Delete Sign to delete the selected series.

This option is ONLY enabled once you have more than one series (it is NOT possible to delete all the series of a widget).

 

If required, use the Widget Hide Series Button button to hide the selected series and corresponding caption:

 

Click Widget Hide Series Button to make this caption invisible in the widget's display - this button will be replaced with Widget Hidden Series Button;

 

Click Widget Hidden Series Button to turn the caption visible in the widget's display again - this button will return to Widget Hide Series Button.

 

Maintain or select a different source for the current series' data.

Changing the data source affects the related available options below - there is an immediate refresh to show the options that relate to the newly defined data source.

 

TIPIf you want to edit a series, make sure it is selected. The remaining options/values in the "Data" child tab always relate to the selected series in this drop-down.

 

 

Series Value

Data Source

The source of the data to be represented by the currently selected series (in the "Series" option).

This particular widget allows for 3 data source types:

 

"Counter"

A counter from your MCL-Mobility Platform account (see Counters) - the series presents the defined value, from a specific counter, with a specific time resolution.

Once you select this data source type, you enable the corresponding options.

 

Widget_Counter Data Source_Edit Content

For details on how to fill in/edit the related fields, see Data Source: Counter.

 

"Static/Formula"

The necessary value to feed the series is provided by you - the series displays a static value OR  the result of the formula you have entered.

Selecting this data source type provides the following option:

 

Widget_Static_Formula Data Source_Edit Content

For details on how to fill in/edit the related field, see Data Source: Static/Formula.

 

"Configurable Value"

A value that is configured for a specific purpose, as a sort of KPI (Key Performance Indicator).

For instance, it can be used to measure the level of performance success/failure based on a given threshold/operational goal. The following option is activated:

 

Widget_Config Value Data Source_Edit Content

To fill in/edit this field, see Data Source: Configurable Value.

 

The "Value" drop-down is ONLY available if there are already configured values for the current dashboard. If you have a Widget Config Value_Define for Dashboard Button button, instead, it means you must create "configurable values" so you can apply them to this widget series.

 

TIPAs an alternative, access the "Dashboard's Configurable Values" pop-up window by clicking the Widget Configurable Value Button button, available in the header of the dashboard's details page.

 

Period

Refers to the time resolution for the data of the current series, meaning, it defines how the data is aggregated/grouped - "Hour", "Day (UTC)", "Day (Local)", "Week (Day (UTC))", "Week (Day (Local))" or "Month".

 

Selecting the "Auto" option ensures that each series's displayed data is aggregated/grouped according to the resolution defined for the widget and for the dashboard. In other words, when running the widget, the series with a "Period: Auto" setting will have its data aggregated/grouped according to the resolution in the widget (in the "Properties" tab) and, ultimately, to what you select for the dashboard (using the drop-down located on the dashboard's upper right corner).

 

In addition to these default time frames and "Auto", the drop-down may also include time periods from a Time Period profile (= a profile you can create with specific time periods representing specific working hours/shifts so the data sent by your devices can be aggregated according to those working hours/shifts). See Profiles.

 

TIP

If you have a Time Period profile in mind and its time periods are NOT listed here, go to the "Site Details" sub-module, open the "Time Period" tab and check which profile is defined for the site and edit it, if necessary.

 

NoteThe defining of a specific resolution for the widget means that the displayed values will NOT be affected by the dashboard's resolution. For instance, if you have a widget with a "Day (Local)" resolution and you set the dashboard's resolution, in the related drop-drown (in the upper right corner) to "Month", that widget will NOT change its values, it will continue to show values aggregated/grouped by "Day (Local)". ONLY the widgets with an "Auto" defined period will refresh their values/adopt the newly defined resolution.

 

Select the intended time period from the drop-down.

Styles

Display Mode

There are several display modes that can be applied to the value displayed by the selected series: "Textual", "Number", "Number (decimals)" or "Progress Bar".

Selecting a display mode affects the options that follow - the tab will adapt its available options to the selected display mode.

 

Widgets_ Display Mode_DropDown

 

"Textual" mode example

"Progress bar" mode example

Widget Text_Textual Mode

Widget Text_Prog bar Mode

 

 

"Number" mode example

"Number (decimals)" mode example

Widget Text_Number Mode

Widget Text_Number 2 Decimals Mode

 

The "Textual", "Number" and "Number (decimals)" display modes have the same related options. The "Progress Bar" display mode enables its own options.

 

Textual/Number/Number (decimals)

 

Font Style

Text_Display Mode_Textual

The font size of the series' text or number. Select a size from the drop-down.

The color of the series' text/numbers. If, instead of a color, you have a Delete Search Icon_2, it means that there is no text color defined for this series and it will apply the default widget color set in the "Properties" tab.

If you want to define a color, click the box to open a "Colors" pop-up window where you can define a color.

See Details on the Widget's "Colors" pop-up window.

Define the required effects (bold or italic) for the text/numbers.

The button of the selected effect will be highlighted.

Choose the text/numbers position (aligned to the left, centered or aligned to the right).

The highlighted button informs you of the defined text/numbers position.

 

Progress Bar

 

Text_Display Mode_Progress Bar

 

This display mode activates the "Colors" section.

 

Display as

References how the value is presented in the progress bar. Depending on the defined display, you may have more/less visible options with information:

 

"None" - the values will NOT be referenced in the progress bar.

 

Widget Text_Display as_None

 

"Percent" - the value is represented as a percentage.

This option activates options related to the adopted symbol for the value and its color (a box with a percentage symbol hint and a box with the symbol's color in the progress bar).

 

Enter the suggested symbol (%) or the one you require and define the color for the value + symbol by clicking the color box to select the intended color.

See Details on the Widget's "Colors" pop-up window.

 

Widget Text_Display as_Percent       Widget Text_Display as_Text Color

 

"Value" - the referred value in the progress bar is represented as a unit.

This option activates fields related to the value's adopted measure unit (ex: units, Km, L) and its color (= a box to define the measure unit and a box to select its color in the progress bar).

 

Enter the suggested measure unit ("Unit") or the one you require in the box next to the drop-down. Ex: "units", "Km".

Click the color box to open a "Colors" pop-up window and define the intended color for the value + measure unit.

See Details on the Widget's "Colors" pop-up window.

 

Widget Text_Display as_Value

 

Max Value

The maximum value for the progress bar.

 

Define the maximum value. If, instead of a number value, you select "Auto", it means the progress bar's maximum value will take the highest received value as its own maximum value. Visually speaking, the progress bar will always be full because its maximum value is the highest value the series receives.

 

Widget Text_Max

 

Size

The progress bar's width and height.

 

Define the width and height and how the value to be displayed should be positioned within the progress bar in the corresponding field.

The highlighted button informs you of the current position for the value within the progress bar (aligned to the left, centered or aligned to the right).

 

Widget Text_Display as_WnH1

 

 

Colors

Chart Area

Only available if the value is displayed as a progress bar - it represents the empty space of a progress bar.

If you want to define another color, click the box to open a "Colors" pop-up window and choose it. See Details on the Widget's "Colors" pop-up window.

 

Widget Text_Color standard

Series Bar

Only available if the value is displayed as a progress bar - it is the color of the space that represents the value.

To define a different color, click the box to open a "Colors" pop-up window and choose it. See Details on the Widget's "Colors" pop-up window.

 

Series Bar Conditional Color Options

If required, you can customize the color of the area that represents the value in the progress bar further, depending on the currently displayed value.

Click the arrow to the right of the "Series Bar" option to access these advanced options:

 

Widget Text_Conditional arrow down1

 

You can add up to 3 value conditions to the defined color and attribute a color to each condition.

 

No Defined Color Conditions:

3 Color Conditions Defined:

 

Widget Text Conditional Color Options_Empty

 

Text_Progress Bar_Color Advanced Options

 

The color box refers the color the value area will have when the series receives the value that fits the defined condition.

Next to the Widget Gauge_Conditional minor (less than or equal to) symbols are the conditional values that trigger the different colors for the value areas. This conditional value can be static (a number) or dynamic - it can refer to another series' value, in which case, the corresponding field will be filled in with the intended series' internal reference (ex: "#2").

 

Check the following value condition examples:

 

Widget Text_Conditional color1   Widget Text_Conditional color3

 

Widget Text_Conditional color2.... .Widget Text_Conditional color4

Arrange your series

This option refers to how you positioned all the series within the Text widget space.

 

Maintain or change the relative position of the displayed series in the Text widget area.

Ex: The series are arranged within the widget to have 2 series in one line, aligned to the left and have the remaining 4 series below - they are centered with some space between "#S4" and "#S5".

 

Widget Text_Arrange series

 

5. Once you are done editing, click Save Header Button_2 to ensure that your changes are applied.

 

NoteIf you exit this page (the dashboard's details page) without saving your edition, the "Auto-Save" mechanism keeps these changes for some time. You can save them the next time you access the dashboard - there is a message to remind you that there are unsaved changes. See The Dashboard's "Save" Feature.