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Variable

A variable is an object that is used to reference values in other Widgets and tabs. Variables are closely associated with the User Input Control component, telling the component what values to control using the drop-down menu.

An essential part of variables is the User Input Control component. Read the article to learn more.

Creating a new variable

When you create a variable, you need to provide two values: the Variable Name, and the Widget Editor Value. The Variable Name is what you select when working with Widgets and acts as a placeholder or storage location. The Widget Editor Value is the default value shown in a Widget when a variable is applied using a formula. This value may differ from what is shown on your dashboard.

To create a new variable

You can create a variable by clicking on the Widget Editor menu (beside the title of the workspace), or by clicking on the variable button on the formula editing toolbar. Once you select the option to create a new variable, you will need to provide the Variable Name and the Widget Editor Value. When the variable is saved, it will be made available to everyone in your organization.



Using variables

Variables are an essential part of the User Input Control component. In order for the User Input Control component to function properly, you need to insert variables into other Widgets on the same tab, or create a multi-component Widgets that integrates the User Input Control component and another component. This will depend on the property scope you have set for the User Input Control component.

To use variable in User Input Control (Tab Property Scope)

Note: See the Article to learn more about the User Input Control component and property scopes.

To use variables in a User Input Control component (tab scope)

Note: These procedures assume you have already chosen to build a User Input Control Widget (click on “build a new widget” and select User Input Control as your Widget type) and are in the Widget Editor.

  1. Enter the name of your Input Control in the Control Label field
  2. From the Control Type field Select the Drop-Down List component
  3. From the drop down list in the Set Value For field, choose the variable to which you would like to assign values
  4. Select Tab from the Property Scope menu
  5. Click on Values in the Widget Explorer Tree
  6. Highlight the values in the data grid that you would like to include as values in the control’s Drop-Down list


To assign variables to Widgets on corresponding tab

In order for the User Input Control to work, you will need have some Widgets on the same tab that use the same variable as in the Drop-Down List component. When you select a value from the drop-down menu, it will cause all Widgets with same variable to show that value. For instance, if your labels are fruit names, and you have a Widget that uses the “Fruit” variable, then when you select Apples, all Widgets with “Fruit” variables will show values based on your selection.

  1. Build a new Widget with a data source that is related to the User Input Control component created in the above procedures.
  2. In the Widget Editor, assign the same variables as in the User Input Control component to the Widget.


  1. Save your Widget to add it to the dashboard.

How variables work on a tab

Widgets that use the same variables as the User Input Control component will show values as specified by the selection you make in the drop-down list. If you apply a static selection (just the variable name), then selecting a value from the drop-down list will product the following results:



To use variables in a User Input Control component (Widget scope)

  • Enter the name of your Input Control in the Control Label field
  • From the Control Type field Select the Drop-Down List component
  • From the drop down list in the Set Value For field, choose the variable to which you would like to assign values
  • Select Widget from the Property Scope menu
  • Click on Values in the Widget Explorer Tree
  • Highlight the values in the data grid that you would like to include as values in the control’s Drop-Down list




  1. Save the Widget to add it to the dashboard.

How variables work on a Widget

When you use the drop down menu to select a value in the multi-component Widget, this will affect the other component in the Widget. Other Widgets on the tab will remain unchanged, even if they use the same variable.



In the image above, the drop down on the left is set to the Widget property scope. When value is selected in that Widget, only values within the Widget are affected, while other Widgets on the tab remain unchanged (even if they use the same variable).

Using variables in Widget and tab titles

You can use variables in Widget and tab titles so that when you select a value from the drop-down menu, the title will also change. To use variables in a title, use curly brackets around the variable name. For example, to use the fruit variable in a title, type {fruit} in the title field.



Using the IF function with variables

The IF function is an important part of using variables. In the all the examples above, we’ve been using static data selections. With the IF function and variables, you can use the User Input Control Widget to show data associated with the value you have selected. You can use the IF function to show values and data associated with the value selected from the drop-down menu. For example, the IF function will let you show numerical values associated with the fruit variable, such as current revenue figures for apple sales.



Note: The IF function works for User Input Control components that apply to the Widget and tab level.

To use the IF function with variables

  1. Insert an IF function into a Widget component.
  2. Insert a parenthesis into the condition of the IF function.
  3. Select a variable that corresponds to the User Input Control component in the condition.
  4. Insert an equals ( = ) sign into the condition.
  5. Insert a value that corresponds to the Labels component in the User Input Control component.


  1. Select the if true element.
  2. Select a value from the data source to show when the condition is met.


  1. Insert a second IF function into the if false element.
  2. Populate the IF function using the above procedures, but selecting different values.
  3. Once the IF function reflects all the values referred to in the User Input Control component, insert a BLANK function in the last if false element.


Example of the IF function and variables on a dashboard


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