Working with charts

Introduction

Charts are dashboard items that are used to visualize data on a dashboard, for example a process graph, a bar chart or a cross analysis table.

A chart usually contains information about a specific part of the process, e.g. case information or event information. A dashboard can contain multiple charts. See illustration below.

Charts can have different lay-outs so that various aspects of the process can be shown. For example in the Process - Process dashboard in AppOne. See illustration below.

The left side contains one chart, the process graph. On the right side, three tabs are available that each contains different charts.

Attributes

The data in charts is displayed based on attributes and attribute selections. Selecting an attribute determines by which attribute the records in the dashboard are categorized. In the Overview – Cases dashboard in AppOne the initial value is Case type. This means all the cases on the dashboard are categorized by case type.

If you select a different attribute in the attribute selector, the data in the dashboard changes. You can add more attributes to the attribute selector to group the dashboard by multiple attributes.

You can also change the order of the attributes in the attribute selector to group the data in the dashboard in a different order of attributes.

Metrics

Metrics are used to compute the value for each category, e.g. the number of cases, or percentage of cases. For example, in the Overview – Cases dashboard in AppOne the initial value is Number of cases. If you select a different metric in the metric selector the value for each of the categories in the dashboard is modified.

Missing data

When calculating metrics, events with missing data are not taken into account. For example, if an event does not have a value for the selected attribute and the metric calculates the average over this attribute, the event is not taken into account. “

Data selections

Selections in the dataset allow you to zoom in on a specific part of the dataset based on the information displayed in the dashboards. Selections can be triggered by dragging your mouse or clicking on the graphs and charts.

It is possible to do selections on row values of other columns. In this case, the entire row is highlighted and the actual selected value is made bold. A filter is added to the Filters panel. See the animation below for an example.

Note: A column can only be selected if an attribute is set for the column.

If you click on the Approve selection button, the data in the dashboard is changed according to the selection.

Note: A preview of the selection is displayed before you approve the selection, which allows you to check the consequences of your selection before approving.

Using selections in multiple dashboards

Both the selection of attributes and metrics apply to different dashboards. This makes it possible that in one dashboard a selection is created to analyze, and the same selection can be analyzed further on a different dashboard.

Note: This does not apply for all selectors and attributes.

Drill down

Drill down enables you to quickly analyze the data within the dashboard. Drill downs are predefined paths of attributes within the application, which are logical to analyze in a specific order.

For example in the Overview - Cases dashboard in AppOne you can drill down from Case department to Case owner.

Details

The Details button enables you to analyze cases and/or events on the lowest level by going to the Details dashboards.