Widget Basket

Introduction

The Widget Basket is your personal library for saving, organizing, and reusing widgets across Vizs or visualizations. It streamlines your workflow, allowing you to maintain consistency and efficiency when building multiple tabs or dashboards.

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Purpose

• Save widgets you’ve created for reuse.
• Organize widgets into categories for quick access.
• Add widgets to any canvas easily, ensuring consistent styling and configuration across dashboards.

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Steps to Use the Widget Basket

1. Add Widgets to the Basket

   • Hover over a widget in your visualization.

   • Click the icon.

     

   • A notification will confirm: Widget added to basket.

     

2. Open the Widget Basket

   • From the left vertical menu, click the Widget Basket icon.

     

3. Add Widgets to the Canvas

   • Newly added widgets appear at the top of the list for easy access.

     

   • Click on the icon to add a widget onto your canvas.

   • Use the search bar at the top to quickly locate widgets by typing part of their name.

   • A notification will confirm: Widget added to Canvas.

     

   • • To delete a widget, click the icon.

4. View Widgets in List or Category View

   • Widgets can be viewed in two ways:

     • List View – shows all widgets in a simple list format.

       

     • Category View – organizes widgets into folders you define.

       

5. Organize Widgets into Categories

   • Switch to Category View.

   • Click Create Category to create new folder.

     

   • Single-click the folder to rename it (e.g., Sales Widgets).

     

   • Drag the Sales By Product Category widget and drop it into the Sales Widgets folder.

   • Double-click the folder to open it.

     

   • First, select a widget. If you want to delete it, click the button. If you want to add it to the canvas, click the button.

     

   • To return to the main category view, click the icon.

   • To delete a folder, select it and click the button.

     

6. Save Your Changes

   • After adding or organizing widgets, click the Save icon in the top toolbar to preserve changes to your Viz.

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Widget Basket Action Summary

Action	Description
Add to Basket	Save widgets for future use
Open Widget Basket	Access saved widgets via List or Category views
Add to Canvas	Insert widget into the current workspace
Create Category	Group similar widgets into folders
Rename Widget/Folder	Update names for clarity
Search	Quickly locate widgets in the basket
Delete	Remove unused widgets from the basket
Save	Save changes to Viz layout

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Use Cases

Use Case	Who It’s For	How it Works	Benefit
Building Multi-Tab Dashboards	Dashboard Designers	Save widgets from one tab and reuse them in others	Ensures consistency across tabs without recreating widgets
Creating a Template Library	All Users	Save high-quality widgets for future dashboards	Accelerates future dashboard creation and maintains style standards
Standardizing Team Dashboards	BI Teams	Share master widgets via Viz files	Promotes consistent look and feel across team dashboards
Migrating Widgets Between Projects	All Users	Add widgets from one Viz to the basket, then use them in a new Viz	Simplifies migration without rebuilding widgets
Experimenting with Layouts	Dashboard Designers	Backup widgets in the basket while rearranging the canvas	Provides flexibility and a safety net for layout experimentation

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Summary

The Widget Basket acts as a central library for managing widgets. It allows you to save, organize, reuse, and share widgets across multiple dashboards, ensuring design consistency and saving time. By grouping widgets into categories, quickly searching, and reusing saved widgets, you can streamline dashboard building while maintaining a standardized look and feel.