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Work with Widgets on Boards

Work with Widgets on Boards

Learn how to work with Widgets on Boards to change how you visualize your data

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About this course

Boards are made up of widgets. Widgets include grids, charts, Dimension and Transactions Lists, KPIs, text and action buttons. Learn how to work with Widgets on Boards to change how you visualize your data.

Who should take this course?

This course is designed for everyone, both business and technical users. 

Topics Covered

  • Expand widgets to change how you visualize data
  • Filter, sort, and pivot data within a widget
  • Add totals and sub-totals to a widget
  • Switch between displaying the data as a table or a chart within a widget
  • Change the format of data within a widget
  • Export data from a widget

Content Type

  • On-Demand
  • In-product guided tour
  • Micro-lesson

Course Duration

About 10 minutes

Before You Begin

Prerequisites: None

To follow the in-product guided tour in your own Workspace, you’ll need access to at least one Application containing at least one Board. At a minimum, you also need the Board access Can configure permission. Please reach out to your Pigment Administrator if you require additional access.

💡

This course might also be available in other learning paths or catalogs within the Pigment Academy. Some course types, such as video, will mark your progress as complete across different learning paths, noting that you have already completed the content in that lesson. Take the course again if you want a refresher or move on to another course.  

About this course

Boards are made up of widgets. Widgets include grids, charts, Dimension and Transactions Lists, KPIs, text and action buttons. Learn how to work with Widgets on Boards to change how you visualize your data.

Who should take this course?

This course is designed for everyone, both business and technical users. 

Topics Covered

  • Expand widgets to change how you visualize data
  • Filter, sort, and pivot data within a widget
  • Add totals and sub-totals to a widget
  • Switch between displaying the data as a table or a chart within a widget
  • Change the format of data within a widget
  • Export data from a widget

Content Type

  • On-Demand
  • In-product guided tour
  • Micro-lesson

Course Duration

About 10 minutes

Before You Begin

Prerequisites: None

To follow the in-product guided tour in your own Workspace, you’ll need access to at least one Application containing at least one Board. At a minimum, you also need the Board access Can configure permission. Please reach out to your Pigment Administrator if you require additional access.

💡

This course might also be available in other learning paths or catalogs within the Pigment Academy. Some course types, such as video, will mark your progress as complete across different learning paths, noting that you have already completed the content in that lesson. Take the course again if you want a refresher or move on to another course.