Widget data configuration
Note
This option pertains to the Hyperproof TPRM product line.
On the Widget configuration window, use the Configure Data tab to select how to display the data in the widget. Options on the Configure Data tab include:
Select fields - Allows you to choose one or more fields to include in your widget. This is required.
The Select fields option contains all available data sources in a tree configuration for easy navigation.
Filters - Add filters to reduce the amount of data returned to the widget.
Aggregation - Aggregations provide summarized values, such as count, min, max, avg, or sum of the data.
Example: To count the total number of rows, apply an aggregation on any column in the table. This will reduce the table to one row with the total count. Similarly, you can apply a sum to a column, such as "Contract Value", to get the total, or use min or max to find the minimum and maximum values.
Cumulative Option: If you enable cumulative aggregation, the selected column will be sorted in ascending order to reflect cumulative totals.
Group by - Group your data by a selected field, such as a date or category field.
Example: If you want to view the count of vendors created per month, use aggregation to count Vendor ID and apply grouping on the Created At column. This will display each month with its corresponding vendor count.
Note
You must apply aggregation before grouping; otherwise, grouping will not work.
Data Transformation - Format or modify your data.
Example: To display dates in a specific format, like month-year or day-month-year, use the data transformation settings.
Configuring the Configure Data tab for a widget
From the menu, select Settings.
Click Dashboards & Widgets.
From the left menu, select Widgets.
Use the Search field to find the widget you want to configure and click the widget name to open it.
On the Configure Data tab, configure the options in the left panel.
In Select fields, choose one or more fields from the available data sources to include in your widget. This field is required. All other fields are optional.
In the Filters section, you can add filters to reduce the amount of data returned. Click + Add filter.
The Filters window displays.
In the Search field, select the field you want to use in your filter.
Click Select a condition. and choose an operator such as Equal or Greater Than. Operators include:
Equal
In
Greater than
Less than
Greater than or equal to
Less than or equal to
Is Empty
Click Value type, and select the value for your filter.
Optionally, add more conditions to your filter by clicking + Add condition.
Click Save.
Continue adding filters and conditions as needed.
Filtered data is displayed in a table in the right panel.
Under Aggregation, click + Add aggregation and select a data field to aggregate.
In the dropdown field below the data field, select one of the following:
Count
Distinct count
Optionally, toggle on the Cumulative option.
Add more aggregations as needed.
Under Group by, click + Add group and select a data field to group your data.
Add more groups as needed.
Under Data Transformation, click +Add transformation and select a data field to transform.
Click in the dropdown field below the data field and select the transformation type. For example, if you selected a date field, select the new date format you want to use for your data.