Stat Billboard

Stat Billboard

On the Configurable Dashboard

Want to highlight a single stat or figure? Look no further than the Stat Billboard widget. In this document, we’ll be talking about building out this specific widget. If you’re wanting to learn about building the dashboard, read here.

Widget Configuration

Let’s jump right in and get to the setup. As with all other widgets on the Configurable Dashboard, you’re going to start by entering a name for the widget. Once you’ve done that, you’ll need to decide if you want to display the name and whether you want to have a border around the widget. Select either or both of the checkboxes to enable those options.

Next, if you want to, you can choose to adjust the height settings on the widget. The default will be Enforce exact height. Your other options are: Dynamically expand and reduce height, dynamically expand only, and dynamically reduce only.

What does any of this mean? Let’s define some terms.

• Enforce Exact Size
  • The default and recommended option. This option uses the template defined height and will not vary from that. If the data field is larger than possible to display at one time (unlikely in a bar chart but a possibility in others), scrolling will be required to view the data.
• Dynamically Expand and Reduce Height
  • The most flexible option wherein the widget will grow or shrink as necessary to display all data at one time with no scrolling required. This option may change the layout of the dashboard as the widget will not be a fixed size.
• Dynamically Expand Only
  • This will allow the widget to expand as needed to display all data but the widget will not shrink beyond the defined size set for the template.
• Dynamically Reduce Only
  • The widget may get smaller based on display needs but will not expand beyond the set size on the template.

For our example, we’re going to keep it at the default Enforce Exact Size.

Now we can start to get into the data side of our configuration journey. The first field is Type. What type of stat are you looking to display. Options are: Custom Field Sum, Leads Field Sum, Multiple Custom Fields Sum, Multiple Custom Fields Sum by Product, Total Asset Activities, Total Events, Total Events with an Assigned Asset.

Custom Field Sum

Add data from responses to custom fields. Additional selections for this field will be Field and Event Status.

Leads Field Sum

Add the data from responses to leads fields. Additional selections for this field will be Event Status and Fields.

Multiple Custom Fields Sum

Add the data from responses to more than one custom field. Additional selections for this field will be Event Status and Fields.

Multiple Custom Fields Sum by Product

Add the data from responses to more than one custom field and display them by product. Additional selections for this field will be Event Status, Products, and Fields.

Total Asset Activities

The total number of Asset Activities. Additional selections for this field will be Asset Activity Types and Activity Display Type.

Total Events

An Event Count. Additional selections for this field will be Event Statuses and Event Display Type.

Total Events with an Assigned Asset

An Event Count where only events with an assigned asset are counted. Additional selections for this field will be Event Statuses, Asset Types and Event Display Type.

For the sake of this example, we’re going to choose Total Events. First, select the Event Statuses you want to see in your stat.

Then determine what Event Display Type you want to apply. Options are: Show all events, Show only past events, Show present and future events.

We’re going to pick Show all events, which is the default option.

Next you’ll set up the formatting for the font. What’s going to make your stat stand out, so to speak. First up, what color do you want the font to be? The default will be black, but using your browser’s color selector to choose whatever other color you might fancy.

Then you can assign any styling you want (bold, italics, or underline), and/or enter a font size, if the default isn’t your jam.

Now that you’ve selected all your options, and you don’t need to filter the data, click Save Changes at the bottom of the modal.

Widget Filters

If you want your stat to display data only events from a specific program, event type, or a range of other options without having to filter the entire dashboard, you can do so with widget-level filtering. At the top of the widget builder, click Widget Filters.

If you’ve already added piece-level filtering, this won’t be a big stretch for you, but if you haven’t, we’re going to go through all the steps so don’t worry about missing out on something. The next step is clicking Add Filter.  

This will open the Filter Builder. Your first step here is entering the Name of the filter. Then you need to select your Filter Type. For Filter Type, your options are: Venue Markets, Event Types, Recap Definitions, Programs, Date Range (full date), Date Range (Month and Year), Venue States, Integration Custom Fields, Scheduling Custom Fields, Recap Custom Fields, and Venue Custom Fields.

• Venue Markets
  • Narrow your widget data to specific markets
  • Select the market(s) from the dropdown menu. Markets will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Event Types
  • Narrow your results to certain event types.
  • Select the event type(s) from the dropdown menu. Event types will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Recap Definitions
  • Pull data only from events with specific recap assignments
  • Select the recap(s) from the dropdown menu. Recap definitions will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Programs
  • Display data based on the event’s program assignment
  • Select the program(s) from the dropdown menu. Programs will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Date Range (full date)
  • Select a date range for dd/mm/yy
• Date Range (Month and Year)
  • Select a date range for mm/yy
• Venue States
  • Pull data based on the state the venue is in
  • Select the state(s) from the dropdown menu. States will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Integration Custom Fields
  • Use Integration Fields to determine what data is pulled into your chart
  • Select the field(s) from the dropdown menu. Fields will need to be added individually. If none are selected, the dashboard will default to including all in the filter.
• Scheduling Custom Fields
  • Pull data based on Scheduling Fields on the event
  • Select the field(s) from the dropdown menu. Fields will need to be added individually. If none are selected, the default will include all in the filter.
• Recap Custom Fields
  • Use specific Recap Fields to determine what event’s pull into your chart
  • Select the field(s) from the dropdown menu. Fields will need to be added individually. If none are selected, the default will include all in the filter.
• Venue Custom Fields
  • Use responses from Venue Fields to populate the widget
  • Select the field(s) from the dropdown menu. Fields will need to be added individually. If none are selected, the default will include all in the filter.

Build out additional filters as needed by repeating the above steps.

When you’ve made all your edits, click Save Changes at the bottom of the modal.