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Adding Chart Widgets

  1. In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button.
  1. Choose the type of chart you want to utilize. You can choose between a Pie, Donut, Bar, Line or Scatter chart.
  1. In the top left corner , double click on Untitled widget and provide a name for the selected chart widget.
  1. Choose a data source: Tables, Case Management Tables or Case Management Reportings and proceed by selecting the specific table column from the data source you would like to use.
  1. Next move on to configure the selected Chart Type in the sections discussed below.

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Chart Types and Configuration

Pie Chart Data Configuration

INFO

The data used to configure the pie chart will be taken from a particular table from the tables feature or case management feature.

As a reminder, chart elements can expose raw data that may be sensitive, and therefore should not be used if you have concerns with viewers being able to see that information.

  1. Optional- Under the Filters section, using the [condition builder]condition builder, you can set specific records by condition(s) to filter the underlying data.

  1. Underneath the Group by section:

    • Next, choose the table column you want to group the pie chart by.

      1. If the selected column is a time period, you will see the Bucket by option, allowing you to categorize the time period. This will be shown as a legend on the right side of the pie chart.
    1. If the selected column contains user-related data, the ‘User Count’ option becomes available. This lets you choose how to group and count the data:
      • Distinct Count – Counts each user and group separately. If a record is linked to a specific user, that user’s name (or email) will appear in the legend. For example, in a pie chart, each slice represents an individual user or group
      • Aggregated View– Groups records by user groups instead of individual entities. The legend will only show group names, and the count will include all records linked to the group, including those assigned to individual users in the group.

  2. Underneath the Values section:

    1. If you select Record Count:
      • The Chart widget will show the total number of records available in the chosen source table.

    OR

    1. If you select Field Function (You can only add a Field Function if the selected column is a numeric value).
      • Choose a column: Time from Status Open to Status, Time in Status or Time to Assign
      • Choose the sum operation that will be used to calculate the selected column values: Sum, Maximum, Minimum, Average or Median.

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Editing a Chart Widget

  1. In the top-right corner of the selected chart widget, click on the pen icon, and then continue to make any desired changes in the left-hand side bar. Any changes you make will automatically be applied to the Chart Widget.

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Deleting a Chart Widget

  1. In the top-right corner of the selected Number widget, click on the Pen icon, then in the left-hand sidebar, click the icon in the top-right corner and then select the delete button.

  2. The Chart Widget will be removed from your your Dashboard Building Interface.

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