Title for Widget

Enter the title of the widget that will appear on the Widget desktop
 

Widget display type

Select the type of widget o display Graph, Report, Data Grid or Data Cube (Pivot table)

Layout file

Select the layout file to save, and it will be used as the default for the widget. This will either by the graph settings, data grid, report or data cube method.

Set Parameter to current value

If the widget is linked to the current master value, tick this box and select the master source. This will allow the report to run against the current customer, supplier, prospect or inventory code.

Master source for current value

Select the master source for the current value Customer, Supplier, Prospect or Inventory

Widget Panel can be closed

Tick if the user can close the widget

Widget Panel can be sized

Tick to allow the user to size the panel (this should be ticked)

Widget Panel can be moved

Allow the user to move the widget around with the Widget Desktop

Auto-Refresh widget date

Set to the number of minutes that the widget should be refreshed and the current data updated

Data Cube - Allow fields to be added

If the widget display type is a data cube (pivot), then tick this if the users can add additional fields to the designed data cube.

Colour of widget caption

Set the colour of the caption to display for this widget

Reset

Reset the settings back to default

Test Widget

Use to view the widget once it has been fully created

Test Query

This will execute the SQL Statement and view the results. You can then adjust the SQL statement if the information retrieved is not as expected.
 

Data Series

Select the actual values that will be used within the graph
 

Chart type

Select the chart type to view Pie, Line, Bar, Area Graph

Legend Position

Select the position of the legend for the data displayed

Categories per page

If using a Pie, Line, bar enter the number of categories to display on each page

Key Fields

Indicate the unique values from the table, may be multiple separate with;

Title Position

Select the position of the graph title

Select field for category

Select the field to use for the main category

Show/Hide

Press to the indicate which fields should be included in the grid.
 

The icon will display a list of the fields, which can then be ticked on/off to include them in the grid

Columns can be re-positioned by clicking on them, holding the button down, and dragging them into the required position.

Resize the column widths by clicking on the line between columns and then increasing or decreasing the size of the column.

Summaries

The summaries grid displays the columns that already have summary values and allows new columns to be added.

Press the Add button to create a new entry and select the column to include a summary from the drop-down list.

Summary kind - Select the kind of summary to apply the column Sum, Count, Max, Min, Average.

Summary format: Enter or select the type of format to apply to the column summary

Once changes have been made, press the Update button to apply them to the column. Remove summaries by pressing the Delete button.

Auto Create

This will create a basic report layout by selected the detailing fields and group fields, as shown below