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Once a widget has been added to a report, widget preferences can be set as well. The Preferences dialog can be opened by slicking the Settings gear in the upper right hand corner of any widget and selecting Edit.
The Preferences dialog displays the widget settings, and is divided into sections using the tabs at the top of the dialog window. Depending on which type of widget it is, the following sections will be available:
- Appearance - Set the visual display appearance of the data.
- Filter - Set the filters to limit the collected data .
- Group By - Set the various groupings of the data and the data series (available for charts which support multiple series).
- Advanced - Set additional options.
- Meter Preferences - Set preferences for a specific meter widget
- About - Provides a basic summary of the widget
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The date range includes fixed values between This Hour and Last Year, along with a Customize... option.
- The Customized Date Range dialog displays two date selection options: calendar date selection and last X number of days. When your cursor is in either the From or To text boxes, you may also simply click the desired date on the calendar to choose a new date
- The Time Interval drop down list defines the intervals for displaying the data.
- The Last Days detail allows you to enter the amount of days preceding report generation.
Customized Date Range Dialog
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You can include All website items for a specific widget, or choose Customize... and manually select and add individual items. You may also remove items using the same dialog.
Object Explorer Dialog
You may also enter a term to Search for it within the Object Explorer, which will open a new dialog window. Click Browse to return to the selected item in the Object Explorer.
Search Results Dialog
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Enter a login account name or display name in the Name field and then click Search. Select the desired result and click the Add button to add it to the filter. To exclude a user or group, click the Exclude button (the name will appear in red).
Filters are given precedence to users over groups. For instance, if a selected User A belongs to an excluded Group B, then User A will be contained in the results data.
Select Users and Groups Dialog
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From the Filter tab, you may include choose to include No Visitor Segments or choose Customize... to open the Select Visitor Segments dialog, which includes the following options:
- Pre-defined Segments - Filter reports using fixed segments based on traffic sources, including available short links and campaigns. For more information see "Visitor Segments".
- Traffic Sources - Filter reports according to sources referring to your internet website. Any of these details may be applied by Matches exactly, Does not match exactly, Contains, and Does not contain.
- Source - The domain where the traffic originates from
- Medium - Choose which medium such as email or web referred the user.
- Term - Term applies to traffic led to your site by a search term
- Campaign - The name of an active or former campaign.
- Content - Choose the content source that referred your visitors
- Source - The domain where the traffic originates from
- User Behavior: Goal - Filter reports by Goals. For more information see "How to Create Goals."
- Country - Filter reports according to which country on Earth your visitors are from. CardioLog uses internal and third-party data to retrieve visitors' geographic locations from their IP addresses.
- Active User Categories - Filter reports by Department and Region according to their classification in the Active Directory "Configuring Visitor Segmentation for Authenticated Users".
Select Visitor Segments Dialog
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Set the From the Appearance tab in the Preferences the visual appearance of the data displayed in charts.
Enable 3D | Display chart in 3D Enable 3D | |
Perspective | Display chart in an angular view Perspective | |
Values | Display chart with values Values | |
Legend | Display chart with legend Legend | |
Inside chart area | Display the legend inside the chartInside chart area | |
Style | Legend style: List, Row, ColumnStyle | |
Docking | Legend position: Bottom, Top, Right, LeftDocking | |
Font Style | Legend font style: font face, font size, font color, bold, italic, underlineFont Style | |
Show Dates in Legend | Display chart with dates in legend | Show Dates in Legend |
Title
| Display chart title (the title is entered in the text box at the top of the dialog). Title style: alignment, font face, font size, font color, bold, italic, underline Title | |
X Axis Title
| Display the X axis title (the title is entered in the Title text box). Title style: alignment, font face, font size, font color, bold, italic, underline X | |
Y Axis Title
| Display the Y axis title (the title is entered in the Title text box). Title style: alignment, font face, font size, font color, bold, italic, underline | Y Axis Title
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Enable Scale Breaks | Insert a stripe across the plotting area of a chart to denote a break in continuity between the high and low values on a value axis. Use a scale break to display two distinct ranges in the same chart area. Scale Break style: break line type, spacing, color Enable Scale Breaks | |
Show Preferences | Display the widget preferences in the report Show Preferences | |
Show Help | Display a general description of the widget Show Help | |
Show X axis margins | Display chart with side margins on the ends of the x-axis Show | |
Show All X axis | marginsLabels | Display chart with all X axis labels Show |
how All | X Y axis Labels | Display chart with all Y axis labels Show All Y axis Labels |
Highlight min and max values | Highlight the data points in a chart series containing maximum and minimum Y values Highlight min and max values | |
Highlight weekends | Highlight the weekends in a chart plotting area Highlight weekends | |
Chart Background | Chart background style: background color, gradient, hatch style, secondary background color, border style Chart Background | |
Chart Plotting Area | Chart plotting area style: color, gradient, hatch style, secondary color, border style, border color, border size Chart Plotting Area | |
Chart Series | Chart series style: gradient, hatch style, secondary color Chart Series | |
Chart Type | Chart type selection Chart Type | |
Palette | Chart color scheme Palette | |
Drawing Style | Column, Bar chart: Default, Emboss, Wedge, LightToDark Pie | |
Point Width | Column chart data points width Point Width | |
Point Depth | Cylinder chart: data points thickness Point | |
Gap Depth | Cylinder chart: distance between data series that are displayed along different rows Gap Depth | |
Clustered | Column, Bar, Cylinder chart: display data series along distinct rows Clustered | |
Lighting | Area, SplineArea chart lighting effects: None, Simplistic, Realistic Lighting | |
Label Style | Pie, Doughnut slices label style: Inside, Outside, Disabled Label Style | |
Radius | Doughnut chart: open space in the center radius size Radius | |
Collect pie slices | Pie, Doughnut chart: Collect small slices into a single slice to prevent overlapped labels Collect pie slices | |
Collected % | Pie, Doughnut chart: Collect any slice that is less than Collected% into a single slice | |
Collected | %color | Collected pie slice color |
Collected | colorlabel | Collected pie slice label (the label is entered in the Collected label text box)Collected label |
Show exploded | Separate the collected pie slice | Show exploded |
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The grouping of data is performed two ways:
- Time Interval - the time axis can be displayed in a resolution of minutes, hours, days, weeks, months, and quarters.
- Dimension - grouping according to the type of items reported. This option is available only for widgets that support advanced grouping.
Chart widgets display multiple series of data. You can re-order the series' data points, edit their title and compare parallel date ranges.
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You can display data in widgets of type meter in different modes in the Advanced section.
- Home Page ("Specific" mode) - in order to display data for the selected Website Item home page select All Pages > No.
- All Pages ("Aggregated" mode) - in order to display data for all children items of a selected Website Item select All Pages > Yes.
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In order to configure the report recipients see "How to create a distribution list for a report".
After setting the widget's preferences, the data can be viewed without saving the preferences (Preview) or with saving the preferences (Save).
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The Report Actions button does the following:
The Widget's Report Actions menu
- Edit - open the Preferences dialog
- Delete - remove the widget from the report
- Export to CSV - export the widget's data to Microsoft Excel
- Set as Default Preferences - save the widget's preferences as default preferences
- Refresh - refresh the data
- Restore to Default Preferences - restoring the widget's preferences to the default setting
Drag and Drop the widgets to change their placement in the report.
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The help section displays the widget's preferences and includes a brief description regarding the widget's features. To open the Help section, click the help icon at the top right hand side of the widget.
The Widget's Help section
The "About this chart section" in the Preferences dialog
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Use the top Preferences pane to apply similar filters for all widgets in a report. When using this pane, all individual preferences for the widgets in the report are over-written.
If the widgets in the report use different filter settings, an alert will be displayed in the Preferences pane.
Note: Due to the fact that the widgets use different filter sets (for instance, some widgets filter Website Item by URL, while others filter Website Item by items in Object Explorer), the filter settings in the Preferences pane will be applied only for widgets containing the selected filters.
The Preference pane - to apply and save - click Go
The Preferences pane (example: widgets with different Website Item filter)
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For enhanced performance and quick loading, widgets are displayed in cached mode while being edited in an existing report. Widgets in cached mode display old data and are presented with a white filter layer. To view current data for a widget, click Refresh. To refresh data for all widgets in an edited report, click the Refresh button in the Top Toolbar.
Widgets in cached mode
The period expected when selecting each one of the date range options is as follows:
- This Hour - shows cached data until the last rounded minute.
- This Day - shows cached data until the last rounded hour.
- This Week - shows cached data until last rounded hour.
- This Month - shows cached data until last rounded day.
- This Quarter - shows cached data until last rounded day.
- This Year - shows cached data until last rounded day
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Widgets of table type provide drilldown capabilities for selected items.
Report drilldown is available from the site collection level to a single document, and for specific users and user categories.
To view reports for an item, click the item and select the desired report template.
The drilldown menu
To create a new template for drilldown, see "How to create a Template".