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Widget data sets and merge

Note

This option pertains to the Hyperproof TPRM product line.

In the Widget configuration window, under the Configure Data tab, use the Data Sets and Merge functionality to create multi-series charts and complex tables by combining different filtered datasets. This is especially useful when comparing multiple categories of the same metric (e.g., different supplier tiers) over a time period. By creating separate datasets with specific filters, you can display data side by side in a merged format. Use these features when you:

  • Need a multi-series chart.

  • Want to compare different filtered views of the same data type in a single table or chart.

Example data sets and merge: Supplier tier-wise distribution by month

Note

The example data shown here is for illustration purposes only and does not exist by default in your organization.

  1. From the menu, select Settings.

  2. Click Dashboards & Widgets.

  3. From the left menu, select Widgets.

  4. Use the Search field to find the widget you want to configure and click the widget name to open it.

  5. On the Configure Data tab, configure the options in the left panel.

  6. Create the first data set. In Select fields, in the Risk Assessment data source, choose Row ID and Created At.

  7. In the Filters section, set the filter for Supplier Tier equal to Strategic.

  8. In the Data Transformation section, select the Created At field and apply the Month-Year date transformation.

  9. In the Group By section, group data by Created At to see monthly counts.

    You’ll now have a table showing the monthly count of assessments for suppliers classified as "Strategic."

  10. Add another data set by clicking the three-dot More menu on Data set 1 and selecting Clone to duplicate it.

  11. For Data set 2, update the filter to Supplier Tier equals Transactional.

  12. Add another data set by clicking the three-dot More menu on Data set 1 and selecting Clone to duplicate it.

  13. For Data set 3, update the filter to Supplier Tier equals Important.

    Now you have three datasets, one each for Strategic, Important, and Transactional supplier tiers. Next, we will merge the data sets.

  14. Click Merge in the top-right corner of the table view.

    The Merge data sets window displays.

  15. Click + Add columns configure four columns.

    • Column 1: Select Join as the operation. In the Fields area, select all three Created At fields, one from each data set.

    • Column 2: Select Expression as the operation. In the Fields area, enter the following expression count(Risk Assessment >> Row ID) Data set 1

    • Column 3: Select Expression as the operation. In the Fields area, enter the following expression count(Risk Assessment >> Row ID) Data set 2

    • Column 4: Select Expression as the operation. In the Fields area, enter the following expression count(Risk Assessment >> Row ID) Data set 3

  16. Click Save.

    The table should have 4 columns of data with a separate row for each month.

Customize the example widget: Supplier tier-wise distribution by month

Note

The example data shown here is for illustration purposes only and does not exist by default in your organization.

Now that you have gathered the data, you can customize your widget using the Customize tab.

  1. Update column names:

    • Rename columns in the merged table to make them more meaningful (e.g., Strategic Suppliers, Transactional Suppliers, Important Suppliers).

    • This step improves readability when using the table in a dashboard or chart

  2. Add the table as a widget to a dashboard:

    • Use this table directly as a widget in the dashboard to display the merged data in a tabular format.

    • Alternatively, you can transform it into any chart type (e.g., line, bar, pie) that best represents the data visually.

  3. Automatically convert the table for multi-series charts:

    • When the table contains multiple numeric or currency columns, selecting a compatible chart type, such as line, bar, pie, or stacked chart, will automatically convert it into a multi-series chart.

    • This feature allows you to compare data across different series, such as different supplier tiers, in a single chart.

  4. Customize the chart configuration - In the chart configuration section, further refine the chart:

    • Add or Remove Columns - Choose which columns to include in the chart to switch between single-level or multilevel data visualizations.

    • Customize Appearance - Adjust title, colors, axis labels, data labels, and other chart settings to enhance readability.

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