Adding a Sheet widget to a Dashboard

Modified on Tue, 09 Aug 2022 at 02:05 PM

Sheet widgets are sourced from your data views. You must already have data views created to display sheet widgets.


To add a sheet widget on your dashboard, follow these steps:


  1. On your dashboard, click the Edit Dashboard button in the top right corner of your dashboard.  This will display the Dashboard Settings screen.
  2. On the Dashboard Settings screen, go to the Data Views tab.
  3. Click the Add button to display the Select Data View screen.



4. Select a data view from the list click OK.  The New Data View Widget screen is displayed with your selected data view.



Name

Enter a name that will appear on your sheet widget.


Data View Tab

Select the Sheet tab from the list of tabs on the selected data view.


Tip: The widget will be placed in the first available space on your dashboard.  If you wish to move it to another location on your dashboard or resize it, then unlock your dashboard so you can move and resize all your dashboard widgets. 

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