Adding a Dashboard Item - Column & Line Graph


1. In the Dashboard section, click ‘+ Add Item’ and select ‘Graph’ from the drop-down menu.

 

 

2. Set the Graph Type as ‘Clustered’ or ‘Stacked’. 


 

  • Clustered Graph – graph displayed is separated or grouped based on the X-axis value

 

  • Stacked Graph – graph displayed is stacked on a single bar

 

3. Next, set a Title to your graph limited to 100 characters. 


 

4. Select the ‘Section’ to which the Dashboard item will be displayed.


 

5. Select how the data will be filtered based on Overall Stage Filter (Project Phases), Project Departments and/or Project Categories.


 

6. Add a ‘Description’ to the Dashboard item that will be added. You are allowed to enter up to 250 characters only.


 

7. In the ‘Legends’ section, select the data to be used as Legend and how it is filtered in the ‘Legend Data Filter’ field. Once you selected a Legend Date Filter, a dropdown list based on the selected Filter will be displayed to select specific values.

 You can tick the checkbox if you want to Display Benefits Periods that are outside of the Overall Stage Filter duration in the Graph.


 

 

8. In the X-Axis section, set an Axis Label which is limited to 100 characters only. Select "Period" for the X-Axis Data. 


 

 

9. The data in Length is dependent on the data selected from the Data Source field. If Monthly was selected, then by default the length is monthly and if Weekly was selected, then data length is Weekly.


 

10. Select the Display of the monthly or weekly data from the drop-down list. This will determine the scope of the data to be pulled and displayed.


 

11. Tick the "Show Plot Line" check box if you wish to show a plot line which could be a Portfolio's end date. Enter the Plot Legend Name limited to 100 characters and click on the calendar to select the Plot Line Date.


 

12. In the Y-Axis section set a name to the Y-Axis Label. Next select a graph Type either a Line Chart or a Column Chart from the drop-down menu.


 

13. Select where data is being pulled up for Y-Axis 1 Data.


 

Depending on the data chosen, you can select a Dashboard for Actual/ Forecast value.


 

You can select what Benefit Tracking Items to show via Filtering options.

 

You can select the Data Source from the Dashboard.


 

14. If the graph type selected is Column Chart, the checkboxes for Display Values in Graph and Show Total Spline is displayed. Ticking the checkbox for Display Values in Graph allows you to display the values per column in the graph. Ticking the Show Total Spline allows you to display the Total Spline values. Add a name for the Total Spline Title limited to 100 characters.


 

15. Should you wish to add another set of Y-Axis data, just tick the checkbox for Include Y-Axis 2. Repeat steps 12 to 14 to fill out the required data fields. You can only add a second Y-Axis. Once all of the X and Y Axis data have been accomplished, click the Add Item button.