Add and configure dashboard widgets

Use dashboard widgets to build the reporting view you need. Widget options vary by content type and visualization.

Add a widget

1. Open the required Custom Dashboard.

2. Select Edit.

3. Select New Widget.

   

4. Choose the widget type you want to add.

5. Configure the widget.

6. Move or resize the widget as required.

7. Select Done when you finish editing the dashboard.

Widget types

Custom Dashboards can include different widget types, including:

• Analytics charts and tables

• KPI widgets

• Text and header widgets

• Dashboard Shortcuts

• Insight widgets

• AI Narrative widgets

• Ask Yarken widgets

Choose the widget type based on the information you want to present and how users should interact with it.

The Ask Yarken widget adds an embedded Ask Yarken input to the dashboard. You can customize its appearance and optionally provide suggested questions to help dashboard viewers start their analysis.

Manage widgets

In Edit mode, you can manage widgets on the dashboard canvas.

Depending on the widget, you can:

• Move the widget.

• Resize the widget.

• Duplicate the widget.

• Remove the widget.

• Open widget settings.

• Configure colors, labels, legends, and other display options.

• Apply widget-level filters.

Available settings depend on the widget and visualization type.

Control widget filtering with Persist Filter

Use Persist Filter to control whether a widget's saved filter remains active when a corresponding dashboard-level filter is selected. This is useful when the widget must retain a specific condition or when the dashboard selection should control its reporting context.

When Persist Filter is on, the widget filter is retained alongside the global filter. Matching operators combine with OR, while different operators combine with AND. When Persist Filter is off, the corresponding global filter takes precedence. If no corresponding global filter applies, the widget-level filter continues to work.

To configure Persist Filter:

1. Open the required Custom Dashboard in Edit mode and select a widget.

2. Open the widget's Filters tab.

3. Add or select a widget-level filter and choose its field, operator, and value.

4. Turn Persist Filter on or off.

5. Apply the filter and save the dashboard changes.

Persist Filter is off by default for newly added widget-level filters. During migration, existing widget-level filters have Persist Filter enabled to preserve previous behavior. Widgets with Persist Filter enabled display an indicator icon.

For operator combinations, examples, global-filter scope, and troubleshooting, see Configure dashboard filters.

Switch grouping dimensions in a widget

Use Dimension Switcher in supported Proportional Bar and Data Table widgets to let dashboard viewers switch between grouping dimensions without creating separate widgets.

In widget field settings, add up to four dimensions under Dimension Switcher. Then turn on Customize Widget > Appearance > Dimension Switcher to display the selector on the widget.

The first configured dimension is selected by default. Only one grouping dimension is active at a time; selecting another refreshes the widget using the new grouping. The widget title remains the one configured by the dashboard designer.

For complete configuration steps and the Expenses Bar option available for Proportional Bar, see Configure chart and table widgets.

Monitor the number of widgets

When a dashboard contains a large number of widgets, Yarken displays a widget-count indicator or warning.

Use the indicator as a guide when deciding whether to add more widgets. KPI widgets are not included in the widget count because they have less impact on data and query load.

If a dashboard becomes difficult to review, consider removing less important widgets or splitting the content across purpose-specific dashboards.

Configure specialized widgets

Use the dedicated guides for more detailed configuration:

• Configure chart and table widgets — Configure visualizations, trend lines, and forecasting.

• Configure KPI widgets — Configure KPI display, icons, and forecasting options.

• Configure Dashboard Shortcuts — Create and style shortcuts to related dashboards.

• Add Insights to Custom Dashboards — Add detected Insights to a dashboard.

• Add and configure a Dashboard AI Narrative widget — Configure, generate, and schedule AI narratives.

• Add and configure an Ask Yarken widget — Add an embedded Ask Yarken input, customize its appearance, and configure suggested questions.

Recommended practices

• Add widgets that support the dashboard's reporting purpose.

• Keep related information together on the dashboard canvas.

• Use consistent titles, icons, and display settings for related widgets.

• Use widget-level filters only when a widget needs a different scope from the overall dashboard.

• Review the widget-count indicator before adding more content to a large dashboard.

Troubleshooting

If a widget does not show the expected data:

• Check its fields and measures.

• Review widget-level and dashboard-level filters.

• Confirm that the underlying data is available for the selected period.

• Open the source report in Analytics where applicable and validate its results.

Related content

• Custom Dashboards

• Create and manage Custom Dashboards

• Add and configure an Ask Yarken widget