| 1. Global Filter - A filter that applies to all the widgets in the dashboard - this will apply additional filter on top of the the individual filters you have on each visual |
| 2. Configuration Template Directory - Here you select the data used to create your widget. The template name is based on the "Table" name given upon dashboard configuration and the Filebox name is in parenthesis. |
| 3. Dashboard Directory - Here you choose the dashboard in which this widget will be displayed. |
| 4. Edit Name of Visual - Here you can define the name of your Widget |
| 5. Formatting Panel - Here you can format the data. Click here to be directed to the article |
| 6. Save Options |
| 7. Add Calculated Field - Here you can add formulas to calculate between fields. Click here to be directed to the article |
| 8. Field Elements - These are draggable elements that contain fields created from your Excel file and the auto-generated fields created from the DataRails system |
| 9. Drop Zone - Here you can drag the field elements to one of the 4 visual construction areas: 1. Axis (Category), 2. Legend (Series), 3. Values, and 4. Filters. Click here to be directed to the article |
| 10. Type and Options - Here you can choose whether you would like a graph or table. If you wish to have a graph, then you can select the type of graph you want. |
| 11. Preview pane for the graph |
| 12. Preview pane for the table |