Create a time series widget

Create a time series widget to display changes in scores over time.

Before you begin

Role required: pa_power_user

Procedure

Define the time series widget by filling in the following fields.
Note: Some choices vary according to the selected Visualization.
Table 1. Time series widget fields
Field Description
Indicator Select the indicator you want to display in the widget, such as Number of open incidents.
Breakdown Select a breakdown to filter the data by, such as Priority.

Scores displayed in the widget are filtered based on this value, such as to show only records with a specific priority.

Element Select the default breakdown element to apply. If specified, only records with the selected breakdown value are displayed in the widget.

For example, with the Priority breakdown, select the element 1 - Critical to display only records with a critical priority.

If you select a breakdown but do not select an element, the widget uses the unmatched breakdown element.

2nd Breakdown Select a 2nd-level breakdown to further filter the data by, such as Assignment Group.
Element Select the default 2nd-level breakdown element to display. If specified, only records with both the selected breakdown element and 2nd-level breakdown element are included in the widget.

If you select a 2nd breakdown but do not select a 2nd element, the widget uses the unmatched breakdown element.

Indicator group When displaying multiple indicators, such as in a relative compare visualization, specify a group of indicators instead of a single indicator.
Time Series Apply a mathematical aggregation to the widget data for a specific time period.

For example, you can display the average yearly score or a weekly sum. You can select only time series that are available for the widget's indicator. A plus sign (+) at the end of the time series indicates that scores for a partially completed period will be included.

Follow element Select this check box to make the widget respond to the selected breakdown on a dashboard.
Followed breakdown If Follow element is selected, specify the breakdown to apply. Data in the widget is filtered based on this breakdown and the element selected on the dashboard.
Type Select Time Series.
Visualization Select the visualization to use to display the indicator scores. Certain configuration options are available only for specific visualizations.
Previous period chart Select this check box to compare data from previous periods side-by-side.

For example, you can compare the number of open incidents per week. Each week is represented in a different color in the same chart for the number of weeks you selected.

Label Enter a main series label. Use the main series label to search for similar widgets to add to a dashboard.
Color Select a color to use to display the main indicator when there are multiple indicators, such as for the Relative Compare visualization. This color overrides the selected Color scheme.
Color scheme Select a chart color scheme to use in the widget.
Date Settings
Period Select the date range to display in the widget. Several options are available.
  • Select a specific time range. The default is 3m (3 months).
  • Select max to use scores up to the current date.
  • Select between and then fill in the From and To fields to define a time period.
The Period field is available only if you select Column, Line, Column and Total, or Stacked Column as the Visualization
Show date range selector Display a date range selector on the widget that allows users to change the selected period from a dashboard.
Note: Selecting a date range on a widget does not update the trend line.
Axis Settings
Y-axis title Specify a title to display on the vertical axis of the chart.
Y-axis from Specify the starting point for the range of values for the vertical axis of the chart.
Y-axis to Specify the ending point for the range of values for the vertical axis of the chart.
2nd Y-axis title Specify a secondary title to display on the vertical axis of the chart.
2nd Y-axis from Specify the starting point for a 2nd range of values for the vertical axis of the chart.

The 2nd Y-axis can be used if scores normally move between a limited range, but you have some exceptions that would otherwise distort the chart, such as a range of 40 to 60, with an exception of 1000.

2nd Y-axis to Specify the ending point for a 2nd range of values for the vertical axis of the chart.
Display Settings
Show target Compare the scores of this chart with the target scores, if defined. This field appears only if Previous period chart is not selected.
Show thresholds Display thresholds such as an all time high or an all time low. Thresholds appear only if they have been defined for this indicator.
Show data labels Display the score for each portion of the chart, such as for each slice of a pie chart.
Show trend Display the trend line. This field appears only if Previous period chart is not selected.
Show confidence bands Display confidence bands in this chart.
Show forecast Display forecast data in the chart based on current trend data.
Show comments Display comments added to data points in the chart.
Previous Period Settings
Range of periods Select the range of periods to compare with the current period,
Number of periods Specify the number of previous periods to display.