Charts
Instructions on how to create and use the Chart Widget
Adding Chart Widgets
- In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button.
- Choose the type of chart you want to utilize. You can choose between a Pie, Donut, Bar, Line or Scatter chart.
- In the top left corner , double click on Untitled widget and provide a name for the selected chart widget.
- 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.
- Next move on to configure the selected Chart Type in the sections discussed below.
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.
- Optional- Under the Filters section, using the [condition builder]condition builder, you can set specific records by condition(s) to filter the underlying data.
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Underneath the Group by section:
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Next, choose the table column you want to group the
pie chartby.- 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.
- 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
- 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.
Use Case Example: User Count
Scenario:
A team is tracking case management tasks using a pie chart where the “Assigned To” column contains user-related data. In this example:
There are a total of 5 Tasks
- Talia is assigned 1 task
- John is assigned 1 task.
- Noah is assigned 2 tasks.
- Group-CM Collab (which includes both John and Noah) is assigned 1 case.
When visualizing this data, two different counting methods can be used:
1. Distinct Count
In this view, each task assigned to the users and group are counted separately:
- Talia is assigned 1 task
- John: 1 tasks
- Noah: 2 tasks
- Group-CM Collab: 1 task (only counting tasks assigned directly to the group, without including those tasks assigned to its members).
2. Aggregated Viewed
In this view, tasks are counted at the group level, including tasks cases belonging to individuals within the group:
- Group- CM Collab appears as on of the groups as a legend item.
- Total tasks counted for Group- CM Collab: 4 (1 task assigned to John + 2 tasks assigned to Noah + 1 task assigned directly to Group- CM Collab).
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Underneath the Values section:
- If you select Record Count:
- The Chart widget will show the total number of records available in the chosen source table.
OR
- 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 StatusorTime to Assign - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
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.
- Optional- Under the Filters section, using the [condition builder]condition builder, you can set specific records by condition(s) to filter the underlying data.
-
Underneath the Group by section:
-
Next, choose the table column you want to group the
pie chartby.- 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.
- 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
- 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.
Use Case Example: User Count
Scenario:
A team is tracking case management tasks using a pie chart where the “Assigned To” column contains user-related data. In this example:
There are a total of 5 Tasks
- Talia is assigned 1 task
- John is assigned 1 task.
- Noah is assigned 2 tasks.
- Group-CM Collab (which includes both John and Noah) is assigned 1 case.
When visualizing this data, two different counting methods can be used:
1. Distinct Count
In this view, each task assigned to the users and group are counted separately:
- Talia is assigned 1 task
- John: 1 tasks
- Noah: 2 tasks
- Group-CM Collab: 1 task (only counting tasks assigned directly to the group, without including those tasks assigned to its members).
2. Aggregated Viewed
In this view, tasks are counted at the group level, including tasks cases belonging to individuals within the group:
- Group- CM Collab appears as on of the groups as a legend item.
- Total tasks counted for Group- CM Collab: 4 (1 task assigned to John + 2 tasks assigned to Noah + 1 task assigned directly to Group- CM Collab).
-
-
Underneath the Values section:
- If you select Record Count:
- The Chart widget will show the total number of records available in the chosen source table.
OR
- 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 StatusorTime to Assign - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
Donut Chart Data Configuration
INFO
The data used to configure the Donut 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.
- Optional- Under the Filters section, using the condition builder, you can set specific records by condition(s) to filter the underlying data.
-
Underneath the Group by section:
-
Next, choose the table column you want to group the
donut chartby.- If the selected column is a time period, you will be provided with the Bucket by option, allowing you to group the column according the time period. This will be displayed as a legend on the right side of the
donut chart.
-
If the selected column contains user-related data (such as “Purchased By” in this example), 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 donut 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 specific users within it.
In the following image, the donut chart groups purchases by user groups, with each colored section representing a user group (by name), and its size indicating the total number of purchases made by that group as well as by each user within the group
- If the selected column is a time period, you will be provided with the Bucket by option, allowing you to group the column according the time period. This will be displayed as a legend on the right side of the
-
-
Underneath the Values section:
- If you select Record Count:
- The Chart widget will show the total number of records available in the chosen source table.
OR
- 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 StatusorTime to Assign - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
Bar Chart Data Configuration
INFO
The data used to configure the Bar 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.
- Optional- Under the Filters section, using the condition builder, you can set specific records by condition(s) to filter the underlying data.
-
Set the X axis:
-
Next, choose the table column you want displayed on the X axis.
- If the selected column is a time period, you will be provided with the Bucket by option, allowing you to group the column according the time period.
-
If the selected column contains user-related data (such as “Purchased By” in this example), the User Count option becomes available. This determines how data is grouped on the x-axis in a bar chart:
- Distinct Count – Each bar represents an individual user or group separately. If a record is linked to a specific user, that user’s name (or email) will appear on the x-axis. This allows you to see how many records belong to each user or group independently.
- Aggregated View – Groups records by user groups instead of individual entities. The x-axis will display only group names, and the count will include all records assigned to the group, including those assigned to individual users in the group.
The following image displays a Bar chart showing distinct purchase counts per user. The x-axis displays each individual user (by name or email) from the Purchased by column, while the y-axis shows the number of purchases for each user.
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Set the Y axis:
- If you select Record Count:
- It will display the number of records available on the selected source table on the Chart widget.
OR
- 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 StatusorTime to Assign - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
Line Chart Data Configuration
INFO
The data used to configure the Line 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.
- Optional- Under the Filters section, using the condition builder, you can set specific records by condition(s) to filter the underlying data.
-
Set the X axis:
-
Next, choose the table column you want displayed on the X axis.
- If the selected column is a time period, you will be provided with the Bucket by option, allowing you to group the column according the time period.
- If the selected column contains user-related data (such as “Purchased By” in this example), the User Count option becomes available. This determines how data is plotted on the x-axis in a line chart:
- Distinct Count – Each point on the line represents an individual user or group separately. If a record is linked to a specific user, that user’s name (or email) will appear on the
x-axis. - Aggregated View – Groups records by user groups instead of individual entities. The
x-axiswill display only group names, and the line will represent the total count of records assigned to each group, including those assigned to individual users in the group.
- Distinct Count – Each point on the line represents an individual user or group separately. If a record is linked to a specific user, that user’s name (or email) will appear on the
Line chart showing aggregated purchase counts by user group. The x-axis displays grouped user names (from the Purchased by column), while the y-axis shows the total number of purchases made by each group, including purchases made by users in the group
-
-
Set the Y axis:
- If you select Record Count:
- The Chart widget will show the total number of records available in the chosen source table.
OR
- 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 StatusorTime to Assign. - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
Scatter Chart Data Configuration
INFO
The data used to configure the Scatter 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.
- Optional- Under the Filters section, using the condition builder, you can set specific records by condition(s) to filter the underlying data.
-
Set the X axis:
- Next, choose the table column you want displayed on the X axis. If the selected column is a time period, you will be provided with the Bucket by option, allowing you to group the column according the time period.
-
Set the Y axis:
- If you select Record Count:
- The Chart widget will show the total number of records available in the chosen source table.
OR
- 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 StatusorTime to Assign - Choose the sum operation that will be used to calculate the selected column values:
Sum,Maximum,Minimum,AverageorMedian.
- Choose a column:
- If you select Record Count:
Customize Widget Appearance
In the ‘Appearance Tab’, you can customize the appearance of a chart widget by selecting a color palette and customizing the legend, as well as the X and Y axis labels.
Widgets that display case severity data will use the default system color palette by default. However, you can customize the color palette to better suit your preferences.
- For the pie chart and donut chart widgets:
- You can position the legend at the top, bottom, left, or right of the chart, or hide it entirely if you don’t want it to be displayed.
- You can also enable a toggle option to display a custom title.
For Example
- For the bar chart, line chart, and scatter chart widgets:
- To customize the selected chart, choose a single color from the palette by clicking the colored square next to the “Color” label. Then choose a single color to apply to the chart.
- You can toggle options to display labels for the X and Y axes.
For Example
- Any other changes made in the Data tab, will be automatically applied to the widget in real time.
Deleting a Chart Widget
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In the left-hand sidebar, click the icon in the top-right corner and then select the delete button.
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The Chart Widget will be removed from your Dashboard Building Interface.