Creating a widget

You can create widgets under the Discover page and use those widgets as standalone reports or while configuring custom dashboards.

Follow the steps below to create a widget:

Steps

  1. From the left pane, click the icon to open the Discover page.
    OR

    While you are on the Widget Catalog page, click Create New to open the Discover page.



  2. In Name, enter the widget name.
  3. In Description, add information about the widget.
  4. To display the description as a tool tip in the dashboard, select In Dashboard (as a tooltip).
  5. To display the description in PDF export, select In PDF export.
  6. To assign the widget to a folder, do the following:
    1. Click the list in Folder.
      The dialog opens, allowing you to select either an existing folder or create a new one.


      To assign the widget to an existing folder, you can locate and select the folder.

    2. To add the widget to a new folder, click New Folder.
      The New Folder dialog opens.


    3. Enter the folder name.
      The folder creation path gets updated.
    4. Click Save.
      The widget is added to a newly created folder in Widget Catalog.
      Note: You can add folders only up to four levels.
  7. From the Data Collections drop-down, select the data source.
  8. Select the dimensions and measures.

    Options available under Dimensions and Measures vary based on what you have selected in Data Collections.

    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.
  9. Add the filters.
  10. Select one of the following options to control the number of entries displayed.
    • Top 5
    • Top 10
    • Bottom 5
    • Bottom 10
    • All
    • Custom
  11. To select the report time frame for your widget, click the time frame, and then select one of the following:
    • Last Hour
    • Last 24 Hours
    • 7 Days
    • 14 Days
    • 30 Days
    • 45 Days
    • 60 Days
    • Custom Range
      Note: By default, 30 Days is the selected report time frame for your widget.
  12. 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.
  13. 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.

  14. If required, filter the pivot table data to have a granular level display of the data.
  15. To clear the selections, select Reset.
  16. To save the widget based on the entered parameters and values, click Save Widget.
    The widget appears in the assigned folder on the Widget Catalog page. You can use these widgets as standalone reports or when configuring custom dashboards.