How to Add a Month Picker Custom Widget in Bold BI?
Bold BI allows you to add a variety of custom widgets to your dashboard, including a Month Picker. This guide will walk you through the steps to add this widget to your dashboard.
Download the Month Picker Custom Widget: The first step is to download the Month Picker Custom Widget This can be done from the Bold BI website or the widget library within the Bold BI application.
Publish the Custom Widget to Bold BI: After downloading the widget, you need to publish it to the Bold BI application. This will make the widget available for use in your dashboards. You can find a detailed guide on how to publish custom widgets here.
Locate the Widget in the Designer Panel: After publishing, the widget will be available in the Designer Panel. You can find it by searching for ‘Month Picker’ in the widget search bar.
Add the Widget to Your Dashboard: To add the widget to your dashboard, simply drag and drop it from the Designer Panel to your desired location on the dashboard.
Configure the Data: Next, you will need to configure the data for the widget. This can be done in the ‘Assign Data’ tab of the widget settings. Here, you can select the data source and configure the data fields for the chart.
Render the Widget: Finally, after configuring the data, you can render the widget. This will display the Month Picker on your dashboard with the configured data.
Important Notes
- Once you have selected “Month” in the assigned data section, you need to specify the format in the widget’s properties. The available format options are:
MMMM(e.g., January, February, etc.)MMM(e.g., Jan, Feb, etc.)MM(e.g., 01, 02, etc.)
- Configuring Month-Year Filter Interaction
If you need to filter by both month and year:
- In the Assign Data section, set the date format to “Month Year”.
- In the properties section, choose one of the following formats:
MMMM y(e.g., January 2023)MMM y(e.g., Jan 2023)MM y(e.g., 01 2023)
By following these steps, you can successfully add a month picker custom widget to your Bold BI dashboard, allowing for more dynamic and specific data filtering.
References
