Metric Dashboards and Charts
Creating an Analytics Dashboard
| 1. | Within the Analytic Metrics workspace, click Edit Mode  from the toolbar. Edit options appear at the top of the window. |
| 2. | From the upper left side of the window, click Add Dashboard . The Create Dashboard window appears. |
| 3. | Enter information into the fields. |
| Field | Description |
|---|---|
| Title | A title for the dashboard. The title appears in the tab. |
| Icon | The icon that appears in the tab before the title. Choose an icon from the drop-down list. If no icon is chosen, the default dashboard icon is used. |
| 4. | Click Save. A blank page appears. At this point, you can add charts to the dashboard. |
Adding Charts to a Dashboard
| 1. | From the top right side of the window, drag and drop Drag me to Add Chart onto the chart. |
--or--
If a chart already occupies the dashboard, the position icons appear. Drop your chart over the position you want: top, left, bottom, or right of the existing chart.
The Select Metric and Chart Type window appears.
| 2. | Choose a metric template from the list on the left side. Various chart types appear. Only the types relevant to your data show up. |
| 3. | Choose a chart type. Click Advanced Configuration to further define your chart. See Chart Types. |
| 4. | Click Done. The chart is automatically generated. |
| 5. | Click Edit Mode again to turn off Edit Mode. Your dashboard is automatically saved. |
Chart Types
Area Chart
The area chart shows graphically quantitative data. Based on the line chart, it compares an area with two or more quantities.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization |
Count, Total Cost, and Average. Each tab is configured separately. |
| Series color |
The color for the data. Move the slider to set the color intensity value. 100% is full color, while 10% is very light. |
| Series Name |
Includes the series type (such as count or average) in the hover-over information. |
| Source Name |
Includes the chart title in the hover-over information. |
| Label |
Includes the field name in the hover-over information. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open 2nd Group By Data if Available |
Enabled when none is not checked. Opens a second data group (defined in Manage Metrics) when the user clicks the chart data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
| Options | |
| Use Logarithmic Y scale | Specifies to use a logarithmic Y scale. |
| Axes and Labels | |
| Horizontal Axis Title | The label for the horizontal axis. |
| Vertical Axis Title |
The label for the vertical axis. |
| Labels Font Size | The font size for the labels from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Labels Orientation |
Select how you want the labels to appear:
|
| Legend | |
| Legend Font Size | The font size for the legend from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Legend Presence |
Where the legend appears in relation to the chart:
|
Bar Chart
The bar chart shows data horizontally or vertically. It compares two or more fields; each bar can be separate or accumulative.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization |
Count, Total Cost, and Average. Each tab is configured separately. |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Series Name |
Includes the series type (such as count or average) in the hover-over information. |
| Source Name |
Includes the chart title in the hover-over information. |
| Label |
Includes the field name in the hover-over information. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open 2nd Group By Data if Available |
Enabled when none is not checked. Opens a second data group (defined in Manage Metrics) when the user clicks the chart data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series | |
| Confirm Navigation | Enabled when Open BO Name Workspace is checked. |
| Options | |
| Stack in one column | Check to stack the data within each column, as opposed to showing the data in individual columns. |
| Use Logarithmic X scale |
Check to use a logarithmic X scale. |
| Axes and Labels | |
| Horizontal Axis Title | The label for the horizontal axis. |
| Vertical Axis Title |
The label for the vertical axis. |
| Labels Font Size |
The font size for the labels from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Labels Orientation |
Select how you want the labels to appear:
|
| Legend | |
| Legend Font Size |
The font size for the legend from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Legend Presence |
Where the legend appears in relation to the chart:
|
Column Chart
The column chart shows data stacked vertically and is similar to the bar chart. It compares two or more fields; each column can be separate or accumulative.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization |
Count, Total Cost, and Average. Each tab is configured separately. |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Series Name |
Includes the series type (such as count or average) in the hover-over information. |
| Source Name |
Includes the chart title in the hover-over information. |
| Label |
Includes the field name in the hover-over information. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open 2nd Group By Data if Available |
Enabled when none is not checked. Opens a second data group (defined in Manage Metrics) when the user clicks the chart data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
| Options | |
| Stack in one column |
Check to stack the data within each column, as opposed to showing the data in individual columns. |
| Use Logarithmic Y scale |
Specifies to use a logarithmic Y scale. |
| Axes and Labels | |
| Horizontal Axis Title | The label for the horizontal axis. |
| Vertical Axis Title |
The label for the vertical axis. |
| Labels Font Size |
The font size for the labels from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Labels Orientation |
Select how you want the labels to appear:
|
| Legend | |
| Legend Font Size |
The font size for the legend from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Legend Presence |
Where the legend appears in relation to the chart:
|
Gauge Chart
The gauge chart shows the data relative to a larger number and is used for a single field. This is useful to see the data relative to a defined threshold.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization | |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Maximum | Enter a number for the top number of the gauge; the maximum amount. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
Grid
The grid shows data in a tabular format. Multiple fields can be listed.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Label Column Name | |
| Visualization |
Count, Total Cost, and Average. Each tab is configured separately. |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open 2nd Group By Data if Available |
Enabled when none is not checked. Opens a second data group (defined in Manage Metrics) when the user clicks the chart data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
Line Chart
The line chart shows graphically quantitative data based on a single field.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization | Direct and Indirect. Each tab is configured separately. |
| Show As |
Choose from the drop-down list.
|
| Smooth Line | Check to smooth the line from point to point. |
| Filled | Check to fill in the chart under the line. The color for the data. Move the slider to set the color intensity value. 100% is full color, while 10% is very light. |
| Marker Type |
Choose from the drop-down list.
|
| Series Name |
Includes the series type (such as count or average) in the hover-over information. |
| Source Name |
Includes the chart title in the hover-over information. |
| Label |
Includes the field name in the hover-over information. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open 2nd Group By Data if Available |
Enabled when none is not checked. Opens a second data group (defined in Manage Metrics) when the user clicks the chart data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation | Enabled when Open BO Name Workspace is checked. |
| Options | |
| Use Logarithmic Y scale |
Specifies to use a logarithmic Y scale. |
| Axes and Labels | |
| Horizontal Axis Title | The label for the horizontal axis. |
| Vertical Axis Title |
The label for the vertical axis. |
| Labels Font Size |
The font size for the labels from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Labels Orientation |
Select how you want the labels to appear:
|
| Legend | |
| Legend Font Size |
The font size for the legend from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Legend Presence |
Where the legend appears in relation to the chart:
|
Pie Chart
The pie chart gives a snapshot of the value of several fields totally 100 %.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization | |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
| Options | |
| Make donut | Check to make the center of the pie an empty circle. |
| Axes and Labels | |
| Labels Font Size |
The font size for the labels from the drop-down list. 1 is the smallest font and 10 is the largest. |
| Labels Type |
Select the label type:
|
| Labels Location |
Select where the labels should be located:
|
Pivot Grid
Similar to a grid, the pivot grid lists data and sub-data. Multiple fields can be listed.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Label Column Name | |
| Visualization | Count, Total Cost, and Average. Each tab is configured separately. |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| And Filter Using Label and Series |
Enabled when Open BO Name Workspace is checked. Filters the data set by label and series (as defined in Manage Metrics). |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
Text Chart
The text chart shows a single data point for a specific field. This is useful in highlighting thresholds. You can define thresholds to visualize alerts.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization | |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| Confirm Navigation | Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
| Options | |
| Show Trend Indicator | Check to indicate the trend. |
Thermometer Chart
Similar to a gauge chart, the thermometer chart shows the data relative to a larger number and is used for a single field.
| Option | Description |
|---|---|
| Chart Title and Description | |
| Title |
The title is automatically generated, but you can edit the title as needed. The title appears at the top of the chart. |
| Description |
Optional. A description of the chart. Use this to describe why the chart was created and what data it is meant to contain. This information does not appear on the chart. |
| Visualization | |
| Values in a range from Minimum to Maximum should have color | You can change chart colors based on threshold values. To add ranges and define colors, click Add Threshold. A new line appears allowing you to define the threshold values. |
| Precision |
The number of digits used after the decimal symbol in the data value that appears in the hover-over information. Zero shows only whole numbers. |
| After Value |
Includes a string to appear after the data value in the hover-over information. Enter the string in the text box. |
| Before Value |
Includes a string to appear before the data value in the hover-over information. Enter the string in the text box. |
| Maximum |
Enter a number for the top number of the gauge; the maximum amount. |
| Drill Down | |
| None |
Does not show drill-down data. |
| Open BO Name Workspace |
Enabled when none is not checked. Opens the object workspace when the users clicks the chart data. |
| Confirm Navigation |
Enabled when Open BO Name Workspace is checked. Invokes a confirmation window when the user clicks the chart data. |
Modify an Analytic Dashboard Name or Icon
| 1. | While in Edit Mode within the Analytic Metrics workspace, click the down arrow next to a dashboard name, then choose Edit. |
Edit an Analytic dashboard name
The Create Dashboard window appears.
| 2. | Enter information into the fields. |
| Field | Description |
|---|---|
| Title | Type a title for the dashboard. |
| Icon | Choose an icon from the drop-down list. |
| 3. | Click Save. The new name and icon appears in the tab. |
Modify a Chart
You can modify a chart at any time.
|
Some charts, such as the Weekly Average Response and Resolution Times chart, are designed to show weekly data for the last 3 months based on the current selection. Weekly reports require some recursive query and cannot scale to year. You can modify the report to monthly, then customize the query. |
| 1. | Click in Edit Mode within the Analytic Metrics workspace, then choose the dashboard from which you want to modify the chart. |
| 2. | Hover over the top right corner of the chart, then click Edit. The Configure window appears, showing the Advanced options. |
| 3. | Modify the chart as needed, then click Save. |
Remove a Chart from the Dashboard
Removing a chart from a dashboard deletes it.
| 1. | Click in Edit Mode within the Analytic Metrics workspace, then choose the dashboard from which you want to remove the chart. |
| 2. | Hover over the top right corner of the chart, then click Delete . The Delete Confirmation window appears. |
| 3. | Click Yes to continue to remove the chart, or No to cancel your delete. |
Delete an Analytics Dashboard
- From the Analytic Metrics workspace, click the down arrow next to a dashboard name, then choose Remove. The dashboard and tab are deleted.