Rich Text Widget

The rich text widget adds and displays formatted text content on a dashboard, such as descriptions, annotations, titles, or key information. Unlike plain text, the rich text widget offers extensive editing features that allow you to:

• Edit text content freely: Enter text descriptions based on your business scenario.

• Set text styles: Adjust the font, font size, color, background color, alignment (left, center, right), bold, italics, and underline.

• Insert dynamic measures: Embed measure or dimension fields from a dataset into the text to display current data values in real time.

• Add hyperlinks: Add links that point to internal dashboard pages, external websites, or other resources to improve navigation across your dashboards.

The following sections describe how to add, edit, and configure a rich text widget on a dashboard.

Scenarios

Common use cases include chart annotations, real-time broadcasts of key metrics, weekly report email subscriptions, and automatic generation of data reports.

Limits

• Prerequisites: You must create a dashboard. For more information, see Create a dashboard and Chart overview.

• Note the following limits when you use the rich text widget:

  • Measure display limit: When you insert a dimension field into rich text to display multiple dimension values, such as sales figures for different regions, you can set the number of results to display. However, the widget can display a maximum of 50 dimension value results.

  • Global pinning limit: You can pin the rich text widget to the top globally. However, this feature is not supported on mobile devices in non-full-screen mode.

Procedure

1. Add a rich text widget: On the toolbar at the top of the dashboard editing page, click the icon. This adds a rich text widget.

2. Edit the content of the rich text widget: Double-click the rich text widget to access the following editing options.

   Content to edit	Description
   ① Text input and formatting	Enter text in the rich text widget and use the toolbar to set the text style, such as font, font size, color, background color, and alignment.
   ② Content insertion	Insert hyperlinks, tables, and line separators into the rich text widget. Hyperlink: Click the icon on the rich text toolbar. Enter the destination URL and select how the link opens: Open in new window, Open in current window, or Pop-up window. After the link is added, press Ctrl and click the link text to go to the target page. Table: Click the icon on the rich text toolbar and select the number of rows and columns to insert a table. Tables help present information in a structured layout so report viewers can quickly understand the data. To change the number of rows and columns in an inserted table, click the icon again to reselect the dimensions. Line separator: Click the icon on the rich text toolbar to add a horizontal line. This visually separates different content blocks and improves readability.
   ③ Add measures	You can add Fields selected for the chart and Query fields. Fields selected for the chart: Drag the relevant measure fields into the Field configuration pane of the rich text widget. Then, click the icon on the toolbar and select the measure to insert from the Fields selected for the chart drop-down list. When you add only one dimension and need to view multiple parallel dimension values, you can set the number of results to display. For example, if you set the dimension field to region and the measure field to Order amount, one data entry is displayed by default after you add the measure. To view data for seven regions, set the number of results to display to 7 on the field tab of the data pane. Note The maximum number of results to display is 50. Query fields: To insert other dataset fields or use different configurations for the fields in the current dataset, such as a different sort order, click Add Field in the Add Measure section to add a subquery. To dynamically highlight key data based on business rules such as met or unmet targets or abnormal values, set conditional formatting for the measures. In the Add Measure pane, select Fields selected for the chart or Query. Then, in the corresponding Style pane on the right, configure conditional formatting for the relevant fields. For more information, see Conditional formatting in this topic.
   ④ Add queries	Add existing query controls from the current dashboard to the rich text to dynamically link text content with query filters. For example, in the Business Summary widget shown in the following figure, the text Total sales in the period needs to dynamically display the sales statistics interval based on the filter conditions of the Time Range query control. To do this, click the icon on the toolbar and select the Time Range query control from the drop-down list to add it to the rich text. The final effect is as follows:

3. Configure the style of the rich text widget: Configure the following style settings for the rich text widget.

   • In the Title and Card section, configure the title, note, endnote, and widget container.

     Configuration item	Description	Configuration graph
     Title	Set whether to show the main title and configure the title style.
     Note and endnote	Set the note content.
     In the widget container	Set a custom background fill, border radius, and card padding.

   • In the Style configuration section, set the widget height, global pinning, and line height.

     Configuration item	Description	Configuration Graph
     Widget height	Supports Automatic height and Manual setting.
     Global pinning	When selected, the currently pinned rich text widget is replaced by this widget. Pinning is not supported for rich text widgets on mobile devices that are not in full-screen mode.
     Line height	Supports manual input.

   • In the Conditional formatting section, set the conditional format for measure data.

     Configuration item	Description	Configuration graph
     Select series	The data added to the Data tab.
     Custom style	Customize text and icon styles, and set marker icons, range values, and font colors.
     Sync style to	Sync the current conditional format to other measures.

4. Delete the rich text widget: In the upper-right corner of the rich text widget, click the icon and select Delete.