About Analytic Metrics Dashboards and Charts

role creating a dashboard log into the console open the analytic metrics workspace click edit mode the application displays edit options at the top of the window analytic metrics edit mode from the upper leftcorner, click the add dashboard icon the application displays the create dashboard dialog box enter information into the fields field description title enter a title for the dashboard the title appears in the tab icon select an icon from the dropdown list the icon appears in the tab before the title if you do not select an icon, the application uses the default dashboard icon snap defines the height and width of charts on the dashboard both is a fully automatic setting width (px) appears when horizontal snap is disabled height (px) appears when vertical snap is disabled click save the application create a new, blank dashboard add charts to the dashboard adding charts to a dashboard log into the open the analytic metrics workspace choose the dashboard to which you want to add a chart do one of the following from the top right side of the window, drag and drop drag me to add chart onto the chart if a chart already exists, position icons appear drop the new chart in one of the available positions top, left, bottom, or right of the existing chart dashboard position icons the application displays the select metric and chart type dialog box choose a metric template from the list on the left side the application displays various chart types that are relevant to your data choose a chart type and then click advanced configuration to further define your chart see chart types docid\ mso6rtcewitluv6gecnjg click done the application generates the chart select metric and chart type dialog box click edit mode again to turn off edit mode the application automatically saves the dashboard chart types the selection of available charts depends on the metric that the chart represents area chart area chart for analytic metrics 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 of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization count , total cost , and average each tab is configured separately visualization and colors double click the color sample to change the color move the slider to set saturation value, 10% to 100% before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs 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 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 1 is the smallest, 10 is the largest labels orientation specifies orientation of the labels horizontal labels may overlap in some cases vertical rotated 90 degrees diagonal rotated 45 degrees legend legend font size the font size for the legend 1 is the smallest, 10 is the largest legend presence specifies where the legend appears in relation to the chart none does not display the legend left displays the legend at the left of the chart right displays the legend at the right of the chart top displays the legend above the chart bottom displays the legend below the chart bar chart bar chart for analytic metrics 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 of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains 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 the chart colors these are based on the threshold values to add ranges and define colors, click add threshold the application displays a new line where you define the threshold values value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs 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 drill down none does not open a workspace uncheck to enable the other options open 2nd group by data if available check to enable when you click the chart, the workspace of the second data group opens and displays all records open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace options stack in one column stacks the data within each column, as opposed to showing the data in individual columns use logarithmic x scale uses 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 1 is the smallest, 10 is the largest labels orientation specifies orientation of the labels horizontal labels may overlap in some cases vertical rotated 90 degrees diagonal rotated 45 degrees legend legend font size the font size for the legend 1 is the smallest, 10 is the largest legend presence specifies where the legend appears in relation to the chart none does not display the legend left displays the legend at the left of the chart right displays the legend at the right of the chart top displays the legend above the chart bottom displays the legend below the chart column chart column chart for analytic metrics 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 of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization count , total cost , and average each tab is configured separately show as choose line or column values in a range from minimum to maximum should have color the chart colors these are based on the threshold values to add ranges and define colors, click add threshold the application displays a new line where you define the threshold values value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs 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 drill down none does not open a workspace uncheck to enable the other options open 2nd group by data if available check to enable when you click the chart, the workspace of the second data group opens and displays all records open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace options stack in one column stacks 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 1 is the smallest, 10 is the largest labels orientation specifies orientation of the labels horizontal labels may overlap in some cases vertical rotated 90 degrees diagonal rotated 45 degrees legend legend font size the font size for the legend 1 is the smallest, 10 is the largest legend presence specifies where the legend appears in relation to the chart none does not display the legend left displays the legend at the left of the chart right displays the legend at the right of the chart top displays the legend above the chart bottom displays the legend below the chart gauge chart gauge chart for analytic metrics 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 of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization values in a range from minimum to maximum should have color the chart colors these are based on the threshold values to add ranges and define colors, click add threshold the application displays a new line where you define the threshold values value format value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs maximum the top number (maximum amount) of the gauge drill down none does not open a workspace uncheck to enable the other options open bo name workspace check to enable when you click the chart, the workspace opens and displays all records confirm navigation check to enable displays a confirmation dialog box before going to the workspace grid grid chart for analytic metrics the chart shows data in a tabular format multiple fields can be listed option description chart title and description title the title of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization column names depends on the business object chosen values in a range from minimum to maximum should have color the chart colors these are based on the threshold values to add ranges and define colors, click add threshold the application displays a new line where you define the threshold values value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs alignment choose text alignment in the columns left center right drill down none does not open a workspace uncheck to enable the other options open 2nd group by data if available check to enable when you click the chart, the workspace of the second data group opens and displays all records open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace line chart line chart for analytic metrics the line chart shows graphically quantitative data based on a single field option description chart title and description title the title of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization show as choose from the drop down list line column 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 circle cross value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs 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 the string that appears after the data value in the hover over information before value the string that appears before the data value in the hover over information drill down none does not open a workspace uncheck to enable the other options open 2nd group by data if available check to enable when you click the chart, the workspace of the second data group opens and displays all records open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace 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 1 is the smallest, 10 is the largest labels orientation specifies orientation of the labels horizontal labels may overlap in some cases vertical rotated 90 degrees diagonal rotated 45 degrees legend legend font size the font size for the legend 1 is the smallest, 10 is the largest legend presence specifies where the legend appears in relation to the chart none does not display the legend left displays the legend at the left of the chart right displays the legend at the right of the chart top displays the legend above the chart bottom displays the legend below the chart chart pie chart for pie the pie chart gives a snapshot of the value of several fields totally 100% option description chart title and description title the title of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart visualization value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs drill down none does not open a workspace uncheck to enable the other options open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace options make donut makes the center of the pie an empty circle axes and labels labels font size the font size for the labels 1 is the smallest, 10 is the largest labels type select the items to display label and value displays the label by name and the numerical value absolute value displays the numerical value percent value displays the value as a percentage of the total note when absolute value is selected, you can mouse over the chart to see the label name when percent value is selected, you can mouse over the chart to see the label name and numerical value labels location select how you want to display the labels inside all labels appear inside their segments outside all labels are displayed horizontally outside their segments rotate labels that fit inside their segments are displayed inside their segments labels that do not fit are displayed horizontally outside none no labels pivot grid pivot grid chart for analytic metrics similar to a grid, the pivot grid chart lists data and subdata multiple fields can be listed option description chart title and description title the title of the chart, which appears above the chart the application automatically generates this, but you can edit it description optional a description of the chart describes why the chart was created and what data it contains this information does not appear on the chart column names depends on the business object chosen visualization values in a range from minimum to maximum should have color the chart colors these are based on the threshold values to add ranges and define colors, click add threshold the application displays a new line where you define the threshold values value format before value check to enable append text before the reported value example $ after value check to enable append text after the reported value example % precision displays 0 to 5 places to the right of the decimal point use 1000 separator check to enable inserts a comma (,) before every 3 places to the left of the decimal point period type choose from the drop down menu displays the reported value as a period of time choose a period in days, hours, minutes, or seconds note use this option only when the reported value is a period of time format appears when you choose a period type choose the format best suited to your needs drill down none does not open a workspace uncheck to enable the other options open bo name workspace check to enable when you click the chart, the workspace opens and displays all records and filter using label and series check to enable when you click the chart, the workspace opens and displays records filtered by label and series as defined under settings > manage metrics confirm navigation check to enable displays a confirmation dialog box before going to the workspace managing dashboard elements modifying a dashboard name or icon log into the open the analytic metrics workspace click edit mode the application displays the edit options at the top of the window click the down arrow next to the name of the dashboard you want to modify and then choose the edit icon clicking the down arrow next to the dashboard name the application displays the edit dashboard window enter information into the fields field description title the title for the dashboard icon the icon to display choose an icon from the drop down list snap determines height and width of charts on the dashboard both is a fully automatic setting width (px) appears when there is no horizontal snap height (px) appears when the is no vertical snap click save the application displays the new name and icon in the tab modifying 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 log into the open the analytic metrics workspace click edit mode the application displays edit options at the top of the window choose the dashboard for which to modify the chart hover over the top right corner of the chart, then click the edit icon the application displays the configure chart dialog box, showing the advanced options modify the chart as desired click save deleting a chart removing a chart from a dashboard deletes it log into the open the analytic metrics workspace click edit mode the application displays edit options at the top of the window choose the dashboard from which to remove the chart hover over the top right corner of the chart and click the application displays the delete confirmation window click yes the application deletes the chart deleting a dashboard log into the open the analytic metrics workspace click the down arrow next to a dashboard name click remove the application displays the delete confirmation window click yes the application deletes the dashboard and its tab