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  3. How to Create a Card Widget
  4. Assigning Data

Assigning Data

First, I need to drag the card widget from the “Deviation” section of the widget menu to my dashboard. Then, I am going to resize the widget by dragging its edges so that it will be easy to read. This is what my card widget looks like before I have assigned data to it.

I know that card widgets allow me to quickly and easily compare certain pieces of data (such as my sales goal versus my actual sales for the month). I also know that, while I obviously want to sell as many of my products as possible, those sales do not do me much good if my customers are not paying for their orders.

Thus, in this widget, I would like to contrast the total dollar amount of my overall sales with the total dollar amount of payments I have received. This will allow me to see how much money I have actually received from customers and how much I still need to collect.

chart view displays the visualization of the assigned data source to the card widget

 

To assign data to my widget, I need to click the “Settings” button in the upper right corner of my widget. Then, I will click the “Assign Data” tab.

I immediately see two columns. In the left column, I can select different fields called “Measures” and “Dimensions.” I can drag these fields to the “Actual Values,” “Target Values,” and “Series” boxes in the right column.

Settings option helps to customize the widget

 

I want to compare the total dollar amount of payments I have received with the total dollar amount of payments I am owed. To do this, I need to drag the “Amount Paid” field to the “Actual Values” box and the “Amount” field to the “Target Values” box.

Finally, I am going to drag the “Sales Type” field to the “Series” box (we will explore what happens if you add the “Product Name” field to the “Series” box later).

In this case, all of my sales are online, but it is still useful to add this field. For one thing, my widget now specifically notes that these numbers represent online sales, and for another, if I ever add another type of sale to my data source, my widget will be updated accordingly.

 

option to drag and set the Amount Paid field to the Actual Values into the Assign Data tab of the settings menu

option to drag and set the Amount field to the Target Values into the Assign Data tab of the settings menu

option to drag and set the Sales Type field to the Series into the Assign Data tab of the settings menu

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