Dashboard widgets
A widget is one tile of a dashboard. Select a widget to open its settings in the panel on the right: Data decides where its values come from, Appearance how it looks. A live preview at the top shows the result before you click Apply.
Before you start
- Changing widgets needs edit rights on the dashboard (members and admins).
- A widget bound to a table reads it with your organization's access rules; nothing in the table changes.
The widgets
The Add tab groups the widgets into Charts, Numbers and Content.
| Widget | Group | What it shows |
|---|---|---|
| Bars, Columns, Line, Area, Donut, Pie, Stacked bars, Stacked columns, Radar, Funnel | Charts | A Chart widget of that kind. |
| KPI | Numbers | One number with a label, an icon, a change and a trend line. |
| Progress | Numbers | A value against a target, as a bar or a ring. |
| Ranked list | Numbers | The top items with their values. |
| Text | Content | A note in Markdown. |
| Image | Content | A picture you upload or link. |
| Section | Content | A heading that groups the widgets after it. |
A Table widget (rows and columns of values, up to 20 rows and 8 columns) appears in dashboards the AI builds and is changed the same way.
Bind a widget to a table
KPIs, charts, progress and ranked lists can take their values from a table. In Data, choose From the table (or Manual value / Manual rows to type them) and set:
| Setting | What it means | Example |
|---|---|---|
| Source table | The table to read. | Zlecenia transportowe |
| Data range | The page of the table. | Zlecenia transportowe |
| Labels (group by) | The column whose values become the bars, slices or list items. | Klient |
| Value | The column to add up. Row count counts rows instead. | Fracht EUR |
| Aggregation | Sum, Average, Count, Minimum or Maximum. Count counts the cells of the value column that hold a number; to count rows, pick Row count as the value. | Sum |
| Sorting | Natural, Value, descending, Value, ascending, Label A–Z, Label Z–A. | Value, descending |
| Item limit (Top N) | How many items to show; the chart notes the rest, for example "Top 8 of 10 rows by value". | 8 |
| Color | Automatic or a colour for the series. | Automatic |
"Choose data to see a preview" shows until the widget has data. Refresh data in the dashboard header recalculates every bound widget.
Series
A chart has one or more Series, each with its own Series name, table and columns (Add series, Remove series). Stacked bars, stacked columns and radar compare two to four series: "This chart type compares two to four series. Add another series in the Data tab." "Donut and pie charts show the first series only."
Chart kinds
| Kind | Good for |
|---|---|
| Bars | Comparing categories with long names. |
| Columns | Comparing categories or periods side by side. |
| Line | A value over time. |
| Area | A value over time, with the volume visible. |
| Donut | Shares of a whole; can show Total in the centre with a Caption under the total ("e.g. Orders"). |
| Pie | Shares of a whole. |
| Stacked bars, Stacked columns | Categories split into two to four series. |
| Radar | Several categories at once. "A radar needs at least three categories." |
| Funnel | Steps of a process: "A funnel shows its steps from the largest to the smallest." Each step shows its share Of the first step and Of the previous step. |
Chart options in Appearance:
- Value labels: the numbers on the bars or slices.
- Legend: Automatic, Shown or Hidden.
- Number format: Automatic, Number, Percent, Currency or Compact (1.2K).
- Unit: "e.g. kg, PLN". "A currency code such as PLN or EUR formats the values as money."
A chart shows up to 24 points; slices beyond that gather under Other.
KPI
| Setting | What it means | Example |
|---|---|---|
| Label | The name above the number. | Fracht razem |
| Caption (optional) | A line under the number. | październik |
| Value | The number, typed (Manual value) or From the table. | 40920 |
| Number format and Unit | As for charts. | Currency, EUR |
| Change (%) | A change shown next to the number ("e.g. 12.5 or -3"). | 12.5 |
| Compared with | What the change compares with ("e.g. vs last month"). | vs wrzesień |
| Colour | By direction, Neutral, Positive, Negative or Accent. | By direction |
| Icon | One of 14, such as Truck, Wallet, Clock or Target, or No icon. | Truck |
| Trend line | "Up to 24 numbers separated by semicolons, oldest first." | 12; 15; 18; 22 |
Progress
| Setting | What it means | Example |
|---|---|---|
| Label | The goal's name. | Cel miesiąca |
| Current value | Typed or from the table. | 18 |
| Target | "The target must be a number above zero." | 25 |
| Unit | Shown after the numbers. | zleceń |
| Caption (optional) | A line under it. | |
| Style | Bar or Ring. | Ring |
At or over the target, the widget says Target reached.
Ranked list
Rows come From the table (labels, value, aggregation, sorting) or as Manual rows (Add row: Label, Value, Note (optional)). Rows shown sets how many; "A list holds up to 12 rows." Number format and unit work as for KPIs.
Text and section
- Text: Markdown works here, as the hint shows:
# heading,**bold**,- list,[link](https://example.com). A new text widget starts with "Your note…". - Section: a heading ("New section") that starts a group of widgets; give it a full row to divide the page.
Image
The Image widget shows a picture you add in Image settings: "Drop an image here, paste it, or click to choose one", or a link to a picture.
| Setting | What it means |
|---|---|
| Picture | PNG, JPEG, GIF or WebP, up to 5 MB. SVG is not accepted. |
| Alt text | "What the image shows, for people who cannot see it". |
| Fit | Fill the card or Show whole image. |
| Caption | A line under the picture. |
| Replace / Remove | Change or take away the picture. |
Uploaded pictures count towards your organization's storage. When it is full: "Your organization is out of storage space. Free some space or add a storage pack, then try again."
Good to know
- Manual values stay. A KPI or list with manual values never changes on Refresh data; use them for targets or numbers from outside Quanty.
- A filter applies by table. Dashboard filters narrow every widget bound to the same table (see Dashboards).
- Sizes. S, M, L and Full are a quarter, half, three quarters and a whole row.
Related pages
- Dashboards: creating, pages, filters and sharing.
- Slide layouts and themes: the same charts and KPIs on slides.
- Column types: the number and select columns widgets read.