Modifying an existing widget

You can modify the details of an existing widget using the Edit option in the Discover page.

Follow the steps below to modify the existing widget:

Steps

  1. On the left pane, click the icon to access the Widget Catalog page.


  2. To edit the widget, click the widget report.
    The Discover page opens with the same name, description, dimensions, measures, filters, and sorting applied on the widget.

  3. If required, do one or more of the following:
    • In Name, update the widget name.
    • In Description, update information about the widget.
    • Update the In Dashboard (as a tooltip) option selection.
    • Update the In PDF export option selection.
    • Select a different data source from the Data Collections drop-down.
    • Select the dimensions and measures.

      Options available under Dimensions and Measures vary based on what you have selected from Data Collections drop-down.

      Note: If you are licensed for both Proxy (inline access of protected cloud applications) and SWG (web browsing events generated from users using the SmartEdge agent and/or Cloud SWG), then the DLP Collections accessed under Proxy or SWG will contain the information for both Proxy and SWG. The source of the event can be determined using the Type dimension.
    • In Folder, choose a different folder or create a new folder.
      Note: You can add folders only up to four levels.
    • Add the filters.
  4. Select one of the following options to control the number of entries displayed.
    • Top 5
    • Top 10
    • Bottom 5
    • Bottom 10
    • All
    • Custom
  5. Click Apply to generate the query and widget based on the dimensions and measures selected.

    When you click Apply, the Chart section displays data in chart and tabular formats.

    Note: You can also modify filters, sort data, and change the number of entries displayed even after you click the Apply button.
  6. In Chart, select widget type in Type to visualize the data based on the dimensions and fields selected.

    If the report time frame is set to Last 24 Hours, the chart displays data points for each hour, whereas for the Last Hour time frame, it shows data points every 5 minutes.

  7. To remove the changes, click Reset.
    Reset is enabled only if you have made any changes.
  8. Do one of the following:
    1. To save a duplicate of the widget, click Save As.
      The Save As view opens where you can create a name for your duplicate widget.
    2. To save the changes made to widget, click Save.
    The updated widget appears in the assigned folder on the Widget Catalog page. You can use these widgets as standalone reports or when configuring custom dashboards.
    Note: A widget saved without a selected chart cannot be added to a dashboard.