Dashboard: Widget editing

🎯 Overview

Editing a widget allows you to adjust its configuration after it has already been added to the dashboard. Compared to creating a widget, the first step is skipped:

• For Data Widgets, you cannot change the Source or Account.
• For Text Widgets, you cannot change the Widget Type.

From that point onward, the editing steps are identical to the creation steps (starting at what was previously step 2).

A new Finish button is available, allowing you to save changes immediately without clicking through all steps.

📑 Merge Widgets (Data Widgets Only)

When editing a Data Widget, an additional section appears below the form:

• Label: Merge Widgets
• Behavior:
  • Lists all widgets from the same Source that share the same Dimension.
  • If the widget has no dimension, it lists all other widgets without a dimension.
• Purpose: Enables merging multiple widgets into one, consolidating metrics for easier comparison and visualization.

📑 Editing a Merged Widget

When two or more Data Widgets are merged, editing them behaves differently:

• Separate Forms

  • Each merged widget is shown as its own form, stacked one below the other (in 1st step only).
  • Every form has a Separate Widget button, except the first one.
  • Clicking Separate Widget removes that instance from the merged group.

• Dimension Control

  • The Dimension field can only be changed on the first widget in the merged group.
  • If the merged widgets are not from the same Source, the dimension cannot be changed (or set) at all.

• Title Prefix

  • A new field called Title Prefix is added.
  • Each widget instance in the merged group must have a unique title prefix.
  • This ensures that if multiple widgets share the same metrics, they can still be distinguished in the merged display.

• Step Flow

  • The first step in editing is the same as step 2 when creating a widget (since source/account cannot be changed).
  • The second step is the same as before, with no separate options per instance — all merged widgets share the same configuration flow beyond the first step.

⚙️ Editing Workflow

1. Click the Edit button in the widget header.
2. The widget flips to the configuration view.
3. Adjust relevant fields (title, size, format, metrics, text, uploads, filters, etc.).
4. Use Finish to save changes immediately, or navigate through steps if needed.
5. For Data Widgets, optionally select widgets in the Merge Widgets section to combine them.
6. If editing a merged widget, adjust Title Prefix for each instance and manage dimensions only on the first widget.
7. Use Separate Widget to split out any instance from the merged group.

⚠️ Key Notes

• Editing is non-destructive: existing data or text remains unless explicitly changed.
• Expand (quick resize) and move handle changes are saved automatically, but can also be adjusted via Edit.
• For Data Widgets, editing metrics, dimensions, or filters may significantly alter the displayed chart and comparisons.
• For Text Widgets, editing the text field supports Markdown, HTML, and iframe embedding.
• Historic Text Widgets require careful date range management — groups only appear if overlapping with the dashboard’s active date range.
• Merge Widgets is unique to Data Widgets and provides a way to consolidate multiple widgets from the same source/dimension context.
• When editing merged widgets, Title Prefix must be unique per instance, and Dimension changes are restricted to the first widget (and only if all share the same source).