Creating custom widgets for dashboards
In ÃÛ¶¹ÊÓƵ Experience Platform, you can view and interact with your organization’s data using multiple dashboards. You can also update certain dashboards by adding new widgets to your dashboard view. In addition to the standard widgets provided by ÃÛ¶¹ÊÓƵ, you can also create custom widgets and share them throughout your organization.
This guide provides step-by-step instructions for creating and adding custom widgets to the Profiles, Segments, and Destinations dashboards in the Platform UI.
To learn more about standard widgets, please refer to the guide for adding standard widgets to your dashboards.
Widget library widget-library
This guide requires access to the Widget library within Experience Platform. To learn more about the widget library, and how to access it within the UI, please begin by reading the widget library overview.
Getting started with custom widgets
Within the widget library, the Custom tab enables you to create widgets and share them with other users in your organization in order to customize the look of your dashboards.
Select the Custom tab to begin creating custom widgets or to view custom widgets that your organization has already created.
Create a custom widget
To create a custom widget, select Create widget from the top-right corner of the widget library or, if this is your organization’s first custom widget, select Create from the center of the widget library.
In the Create widget dialog, provide a title and description for your new widget and choose the attribute that you want the widget to display.
To choose an attribute, select the radio button beside the attribute you want to add.
Select a visualization
After selecting an attribute, a preview of the new widget appears in the dialog. Artificial intelligence is used to automatically select a visualization that best fits the attribute data, and to provide additional visualization options that you can select manually.
Depending on the attribute, the AI recommends different visualization options. The complete list of visualizations includes:
- Horizontal bar chart: Horizontal lines are used to represent values.
- Vertical bar chart: Vertical lines are used to represent values.
- Donut chart: Similar to a pie chart, values are shown as parts or pieces of a whole.
- Scatterplot: Uses a horizontal and vertical axis to indicate values.
- Line chart: Values are displayed using a single line to show changes over a period of time.
- Number card: Displays a summary number to represent a single key value.
- Data table: Values are displayed as rows in a table.
To save your new widget and return to the Custom tab, select Create.
Your new widget is now available to be added to a dashboard by choosing the widget from the library and selecting Add widget.
Hide a custom widget
After a widget has been added to the library, it can be hidden by selecting the ellipses (...) on the widget card and then selecting Hide widget. You can also preview and edit the widget from the same dropdown.
To view widgets that have been hidden, select Show hidden widgets from the top right corner of the widget library.
Edit a custom widget
You can edit custom widgets in the widget library by selecting the ellipses (...) on the widget card and then selecting Edit from the dropdown menu.
On the Edit widget dialog, you can edit the title and description of the widget, as well as preview and select different visualizations. After your edits have been made, select Save to save your changes and return to the custom widgets tab.
Next steps
After reading this document, you are able to access the widget library and use it to create and add custom widgets for your organization. To modify the size and location of widgets that appear in the dashboard, please refer to the modify dashboards guide.