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Widgets

In this article
  • Widgets
  • Widget Settings
  • Data Settings
  • Display Settings
  • Filtering Settings
  • Action Settings

Widgets are the building blocks of dashboards that provide visual representation of data—such as processes, charts, KPIs, and more. Widgets collectively form the business analytics view in Operavix.

Available widgets are grouped into categories:

Process-oriented:

Charts:

Tables:

KPI:

Auxiliary:

Widget Settings

To configure a widget, you must first set up the Data Model.

All widgets share common settings, while some also have unique settings specific to their type. Unique settings for each widget are described on their respective documentation pages.

Widget configuration mode is activated by:

  • Adding a widget to a dashboard
  • Left-clicking the widget
  • Clicking the widget’s name in the dashboard panel

Widget settings appear in the right-side panel under the following tabs:

Data Settings

In the Data tab, you can configure the widget’s dimensions and measures, add sorting, and edit the key. Available options depend on the widget type.

Data tab

Title

Use the Enter title field to specify the widget’s name.

Description

To add a description, toggle the switch next to the setting name. You can also insert measures into the description using the + Measure button. For a measure to appear in the description, reference it in curly braces within the description field: {Measure name}. Measures can be displayed as positive or negative indicators.

Adding a measure

Note
  • It is not possible to set a title or description for the Text and Button widgets.
  • In the description, you can use variable references in the format {inputs.Variable name} and apply Markdown syntax.

Below is an example of using a variable in a description.

Variables in Markdown

Rich Markdown Editor

The Rich Markdown Editor can be used in dashboard titles, widget descriptions, and the Text widget.

Indicators

You can build widgets using local indicators, dashboard indicators, and workspace-level indicators.

Sorting

You can configure sorting for the widget.

Key

This field displays and allows you to edit the widget key. Widget keys are referenced in the dashboard YAML structure.

Display Settings

The Display tab controls the widget’s visual appearance. The following settings are available for all widgets:

  • Height:
    • px — fixed height in pixels
    • % — height dynamically calculated as a percentage of the screen size
  • Width (specified in dashboard grid units or pixels)
  • Advanced display settings
  • Title size
  • Title color (modes: Auto or Solid)
  • Font weight (Normal or Bold)
  • Description text

Display tab

Note
  • Title size, color, and font weight cannot be configured for the Text and Button widgets.
  • Description text size cannot be set for the Button widget.
  • When you change the height of one widget, other widgets with automatic height adjust to match the tallest modified widget.

Paddings

This setting defines the spacing between the widget’s edges and its internal content (e.g., charts or tables).

Paddings

Larger horizontal paddings reduce the available space for content. For example, increasing paddings on a Bar Chart shifts internal elements (titles, bars, etc.) similarly to resizing the widget itself. Vertical paddings do not affect content height.

Horizontal paddings

The default margin is 8 pixels. To apply the same margin on all sides, enter a single value. For different paddings (e.g., 10 px top/bottom, 20 px left/right, 5 px bottom), enter values separated by commas: 10, 20, 5.

Advice

To apply uniform paddings to all widgets in a dashboard, go to the global widget settings tab and set the desired value in the Paddings parameter.

Note

If a widget has custom paddings, it ignores the dashboard-level margin settings.

Description Text

This parameter is available only if the Description toggle is enabled in the Data tab. It controls the Markdown description text size. Changes are reflected in both edit mode and the Rich Markdown Editor.

Note

If text size is defined using HTML tags, the Description text setting is ignored.

Changing the description text size affects all Markdown elements (e.g., headers, lists, quotes). Title sizes scale proportionally based on the base description size.

Example: If description text size is set to 14, header sizes are:

  • Level 1: 38
  • Level 2: 30
  • Level 3: 24
  • Level 4: 20
  • Level 5: 16

If the description size increases to 25 (a difference of +11), header sizes become:

  • Level 1: 38 + 11 = 49
  • Level 2: 30 + 11 = 41, etc.

If the size decreases to 10 (difference of –4):

  • Level 1: 38 – 4 = 34
  • Level 2: 30 – 4 = 26, etc.

Legend

For charts and line graphs, you can enable a legend that explains the symbols used in the widget. Display options:

  • Disabled
  • Left
  • Top
  • Bottom (default)
  • Right

Legend alignment options:

  • Left
  • Center (default)
  • Right

Legend example

Filtering Settings

The Filter tab allows you to configure filter mode, enable or disable Ignore filters, apply a state to limit cross-widget filtering, and predefine filters for the widget.

Filter

These settings are available for the following widgets:

Filter Mode and Ignore Filters

The Filter mode setting appears only for widgets with configured dimensions. It offers four modes:

  • Standard — select one or multiple values; confirm with a checkmark; unselected values disappear Basic
  • Single choice — only one value can be selected; others become semi-transparent Single
  • Disabled — no click-based selection is possible
Note

A widget with Ignore filters enabled does not rebuild when other widgets are filtered. This setting only disables click-based filtering—not dashboard-level filters.

When clicking a widget that ignores filtering, no checkmark (apply) or “×” (cancel) appears, and filter tabs are not added.

Note
  • Clicking a previously unselected value adds it to the filter.
  • Clicking a selected value removes it from the filter.

For the Filter widget with Ignore filters enabled:

  • Selected values do not move to the top of the list
  • During search, values matching the query that are already in the filter remain selected

If Ignore filters is disabled and the mode is:

  • Standard: the widget is filtered by dimensions from other widgets and can also be self-filtered
  • Single choice: only one dimension value can be selected; self-filtering is disabled; filtering from other widgets applies
  • Disabled: no self-filtering is possible; only filtering from other widgets applies

If Ignore filters is enabled and the mode is:

  • Single choice: only one value can be selected; neither self-filtering nor cross-widget filtering applies
    • However, if another widget selects a value from the same dimension, it will also be highlighted in this widget. After applying the filter elsewhere, the selection remains visible in the ignore-filter widget
  • Disabled: no self-filtering is possible, and cross-widget filtering is ignored

Predefined Filter

Use the + Filter button to predefine a filter that applies only to this widget, cannot affect other widgets, and cannot be modified or removed in Browse mode.

Adding a filter

States

States are created in the Dashboard Indicators tab and are used to isolate widget filtering. For example, if two widgets have different states, clicking to filter one will not affect the other.

To apply a state, select it from the dropdown list.

State selection

Action Settings

In the Buttons tab, you can configure running a script from the dashboard for the Table widget.

Buttons tab

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