Configuring Widgets — Data & Customization Tabs

Most widgets share the same two-tab configuration: a Data tab (which source and which columns) and a Customization tab (titles, colors, legend, aggregation, layout). This article walks through a Pie Chart as the example — the same pattern applies to Donut, Bar, Area, and most other widgets.

Data Tab

Click the gear / edit icon on a Pie Chart. The Edit Pie Chart panel opens with the Data tab selected.

• Data Source — required dropdown. Pick the Dynamics 365 table that feeds the chart (e.g., Account).
• Views — pick an existing view (e.g., Unsaved EaseView) to inherit its filters and sort.

Figure 8.1a — Edit Pie Chart, Data tab.

Once a source is chosen, a Columns section appears with Filter and Add Column controls. Click Add Column to open the Add Data for Columns picker.

Figure 8.1b — Add Data for Columns picker.

Tick the fields to include and click Select and Close.

Figure 8.1c — Picking a field.

Columns selected this way appear back in the Edit Pie Chart Data tab, ready to drive the chart.

Figure 8.1d — Columns selected in the Data tab.

Customization Tab

Switch to the Customization tab. It exposes four sub-tabs along the top — General, Data, Additional Chart, Layout Settings — and a long form below.

Common fields

• Title, Title Size, Title Color
• Subtitle, Subtitle Size, Subtitle Color
• Legend Item — the column whose values become slice labels (e.g., Country/Region)
• Angle — the column the slices are sized by (e.g., Account Number)
• Aggregation — how to combine values (Sum, Count, Avg, Min, Max)
• Radius Key — optional column to vary slice radius

Figure 8.2a — Customization tab, empty.

After choosing a Legend Item, an Angle column, and an Aggregation, the preview to the left renders a placeholder pie. Click Update to commit.

Figure 8.2b — Customization filled in.

Once saved the chart renders on the canvas with live data.

Figure 8.2c — Pie Chart rendered with live data.