Widgets

A Widget is a single data view placed on a dashboard. Each widget reads one Source Type and renders the result as a Metric, Chart, or Table, according to its Type.

Widget types

Type	Description
Metric	Shows field values from one specific record (set via Source Name) as cards, one card per configured column. Only the Machine, Storage Device, and Warehouse Source Types are available. Has nothing to show until a record is picked.
Chart	Renders grouped/aggregated Columns as a chart. Chart Type selects the shape: Line, Column, Area, Scatter, Bar, Pie, Stacked Column, Stacked Bar, or Stacked Area.
Table	Renders matching records as rows, one column per configured field. Can’t render a result that’s already grouped into a single aggregate per group — that combination shows an error instead of a table.

Configuration fields

Field	Description
Title	Widget title shown on its card. Optional — falls back to the selected record’s name (Metric) or the Source Type’s name.
Size	XS, S, M, L, XL, or XXL. Sets how many grid columns the widget spans on wider screens.
Order	Numeric position among the dashboard’s widgets.
Type	Metric, Chart, or Table — see above.
Chart Type	Line, Column, Area, Scatter, Bar, Pie, Stacked Column, Stacked Bar, or Stacked Area. Only takes effect when Type is Chart.
Limit	Caps the number of rows or series returned. Default 10.
Refresh after	Seconds between automatic data refreshes. Optional.
Source Type	The record type this widget reads — see Data Sources below. A Metric widget accepts only Machine, Storage Device, or Warehouse.
Source Name	A specific record to read from. Only editable when Type is Metric; otherwise fixed to “All record.”
Sort By / Sort Direction	Optional column to order results by, and its direction: Ascending or Descending.
Columns	Which fields this widget uses, and each field’s function (show, group, or aggregate) — see Column Functions below.
Filter operation	Whether the widget’s filter rows must all match (“all”) or any one of them (“any”).

Data sources

Source Type	What it represents
Item	A tool library product’s stock definition — quantities, pricing, and usage settings.
Tool	A physical tool tracked through the lifecycle.
Cutting Edge	A cutting edge mounted on a physical tool, with its condition and usage life.
Machine	A shopfloor machine.
Storage Device	A physical storage location (shelf, cabinet, drawer) inside a Warehouse.
Warehouse	An inventory storage location.
Purchase Order	A procurement order.
Purchase Order Line	A single line on a Purchase Order.
Usage Cost Line	A recorded usage cost posting — machine, item, serialized item, user, value, and date.
Tool Life	Remaining life tracking for a tool.

Column functions

Each Source Type exposes a fixed set of columns, shown in the widget’s Data tab. The functions available for a column depend on its type:

Column type	Available functions
Date/time	Show, or group by day, week, month, quarter, year
Numeric or currency	Show, Group, Sum, Count, Average
Other	Show, Group, Count

Mark one or more columns Group to break the results down by that field; mark a value column Sum, Count, or Average to aggregate it within each group.

Filters

A filter row has a column, an operator, and a value:

Operator	Notes
=, !=, >, >=, <=, <	Standard comparisons.
contain, does not contain	Text match.
in, not in	Match against a list of values.
last n days	Only offered for date/time columns. The value field becomes a day count instead of a date.

Every other date/time operator uses a date picker for the value; every non-date column uses a plain text field.

Related articles

• Dashboards
• How dashboards and widgets work
• Create a dashboard