# Configure a widget

Edit a widget's data source, filters, and display settings to show the information you need.

Source: https://support.toolingmetrics.com/en/analytics/guides/configure-widget/
Updated: 2026-10-29

**Prerequisites:** A dashboard exists with at least one widget.

**Required permission:** Reports → Dashboards — User or above, on a dashboard you created. Admins can configure widgets on any dashboard.

## Open widget settings

1. Open the dashboard containing the widget.
1. Hover the widget's card and click **Setting** in its menu.

The settings panel has three tabs: **Display**, **Data**, and **Filters**.

## Set the source and columns

1. On the **Data** tab, click **Source Type** and pick the record type this widget reads: Item, Tool, Cutting Edge, Machine, Storage Device, Warehouse, Purchase Order, Purchase Order Line, Usage Cost Line, or Tool Life. A **Metric** widget can only read a Machine, Storage Device, or Warehouse — the other types are hidden while Type is Metric.
1. If **Type** (on the Display tab) is set to **Metric**, pick a specific record under **Source Name** — a Metric widget reads its columns from one record and has nothing to show until you do. For Chart and Table widgets, leave this as **All record**; the field is disabled for those types.
1. Under **Columns**, pick a function for each field you want the widget to use — mark the column you want to group by as **Group**, and the value you want to summarize as **Sum**, **Count**, or **Average**. For example, on Usage Cost Line: Machine = Group, Value = Sum, Created At = group by month gives you "cost per machine per month." The functions offered depend on the column's type — see [Column functions](https://support.toolingmetrics.com/en/analytics/reference/widgets/#column-functions) for the full breakdown.
1. Optionally set **Sort By** and **Sort Direction** to order the results, and **Limit** (Display tab) to cap how many rows or series show.

## Apply filters

1. On the **Filters** tab, set **Filter operation** to **all** or **any** of the rows you add.
1. Click the **+** button to add a filter row: pick a column, an operator, and a value. Picking "last n days" (only offered for date/time columns) swaps the value field to a day-count input instead of a date picker. See [Filters](https://support.toolingmetrics.com/en/analytics/reference/widgets/#filters) for the full operator list.

## Set the display

1. On the **Display** tab, set **Title**, **Size**, and **Type** — **Metric** (field values from one record, as cards), **Chart**, or **Table**.
1. If **Type** is **Chart**, pick **Chart Type**: Line, Column, Area, Scatter, Bar, Pie, Stacked Column, Stacked Bar, or Stacked Area.
1. Optionally set **Refresh after** (seconds) to auto-refresh the widget's data.

## Save

Click **Update**. The widget saves immediately — there's no separate "apply to dashboard" step.

## Troubleshooting

**Widget shows "No data available to display."**
A Metric widget with **Source Name** still set to All record has no record to read — pick one. Otherwise, check whether your filters or grouping match any data at all.

**Table widget shows "Oops! This widget setting does not support table type."**
A Table can't render a grouped/aggregated result — switch **Type** to Chart or Metric for that column combination.

**Widget shows a red error message.**
The current filter or column combination raised an error while collecting data (e.g. an incompatible filter value). The message after "Error occurred when collecting to the data:" names the underlying problem — adjust the Data or Filters tab accordingly.