Statistic Chart

Introduction

Portal offers an all-new statistic charts widget, designed to empower users with deeper insights into their tasks, cases, overall productivity and more customization capabilities.

How to use

To utilize the Statistic feature on the Dashboard Configuration, follow these steps:

• Navigate to Dashboard Configuration of the dashboard where you want to add the widget and select Add Widget for predefined Standard Charts or Create custom statistic widget for configuring new statistic chart.

• From the dropdown menu labeled Statistic Widgets, choose from a variety of insightful charts.

Available Standard Charts

• Tasks By Priority

  

  • This pie chart displays all tasks by priority.

  • Chart type: Pie

• Top Priority: 3 Days

  

  • This chart displays all tasks that the user can work on, grouped by expiry within the next 3 days.

  • Chart type: Bar

• Tasks By Priority

  

  • This bar chart displays all tasks that the user can work on grouped by priority.

  • Chart type: Bar

• Case Category Avg. Runtime

  

  • This chart shows the average processing time of cases by category.

  • Chart type: Bar

• New Cases Per Day

  

  • This chart shows the number of cases started per day for the last 5 days.

  • Chart type: Line

• Completed Cases Per Day

  

  • This chart shows the number of cases finished per day for the last 5 days.

  • Chart type: Line

• Running Cases

  

  • This chart shows all running cases in which the user is involved.

  • Chart type: Number

• Tasks that expire by the end of the week

  

  • This chart shows all tasks that expire by the end of the week.

  • Chart type: Number

• Tasks By Priority

  

  • This chart shows all tasks the user can work on by priority.

  • Chart type: Number

• Open Tasks

  

  • This chart shows all tasks the user can work on.

  • Chart type: Number

• Tasks Due Today

  

  • This chart shows all tasks that are due today.

  • Chart type: Number

How to configure new statistic chart

• Navigate to Dashboard Configuration of the dashboard and select Create custom statistic widget.

  

• From the configuration for statistic chart, fill in the form to create new statistic chart.

  

Advanced Configuration

The advanced configuration options allow you to customize your statistic charts with enhanced features for better data visualization and user interaction.

Chart Drill-down Enabled

Enable drill-down functionality for interactive data exploration. Users can click chart elements to view detailed lists of the underlying tasks or cases.

• Chart drill-down enabled: When activated, users can click on chart elements to navigate to a detailed view of the underlying data.

• All chart types support the drill-down feature.

• When users click a chart element, the Portal navigates to the drill-down dashboard containing a widget that shows the detailed list filtered by the selected value. Features that the user can use on the widget are the same as those on a standard widget, including sorting, complex filtering, quick search, etc.

• There is a back button on the top left corner to return to the main dashboard. When going back, all configured filters, quick search inputs and sorts on the detailed list widget are reset.

Important

• Users must have the necessary permissions TaskReadAll for task and CaseReadAll for case to view the detailed data when using the drill-down feature.

Condition-based Coloring Enabled

Apply dynamic coloring rules to your charts based on data conditions:

• When deactivated, all chart elements will use the default color scheme.

• Condition-based coloring enabled: When enabled, you can define rules that automatically apply different colors to chart elements based on specific conditions.

• Condition-based coloring is available for Bar, Line, and Pie charts only.

There are two scopes for applying condition-based coloring:

• All values: The coloring rules apply to all values in the chart.

• Specific value: The coloring rules apply only to specific values defined in the conditions.

To make it work effectively, you need to:

• Define clear conditions.

• When multiple conditions are satisfied, the first condition defined wins.

• Keep it simple.

Available values for configuring statistic chart

Value	Usage Guideline
Name	Name of the statistic chart.
Description	Description for the statistic chart.
Icon	Icon for custom statistic chart. Click on the plus icon at the end of the line to see full list of icons.
Chart type	Type of the chart (Bar, Line, Pie, Number).
For	Chart target (Task, Case).
KPI	List of numeric custom fields is shown alongside with Counting. The calculation using below aggregation method will be performed on selected KPI. If Counting is selected to count numbers of tasks or cases, the aggregation method selection will be disabled.
Aggregation method	List of 4 aggregation methods: Sum, Average, Max, Min.
Group by	Aggregation to group all the results, the drop down values depend on the chart target. Currently we don’t support aggregations have type number.
Filters	Works like complex filter of Portal. Please refer to Complex Filter for more details.
Permissions	Permission for the current statistic chart.
Auto-refresh enabled	The statistic can be auto-refreshed after a certain prediod. Click on this button to turn on/off the feature.
Auto-refresh interval (seconds)	The time for statistic chart to be auto-refreshed in second. Minimum number is 60.
X axis title	X title for the statistic chart.
Y axis title	Y title for the statistic chart.
Chart drill-down enabled	Toggle to enable/disable chart drill-down feature.
Condition-based coloring enabled	Toggle to enable/disable condition-based coloring feature.
Color 1-8	Colors for data in the chart.
Hide label	Toggle to show label of number chart.

Sample: KPI Procurement Overview

The dashboards shown in the images below demonstrate the capabilities of Custom Statistics Widgets, which are available starting from version 13.2 of the Axon Ivy Portal. These widgets enable you to visualize KPIs and other information in a fully customizable way.

Specifically, this example is designed for procurement processes, these dashboards provide insights into various aspects of procurement activities.

You can access this statistic demonstration in Axon Ivy Engine Demo Mode. If you are working with Axon Ivy Designer, run the process Init sample dashboard (UPDATE PORTAL DASHBOARD AND STATISTIC VARIABLES) by yourself to set up the sample dashboards, but please be aware that this action will update the sample’s configuration to your Portal.Dashboard and Portal.CustomStatistic variables.

You will see the item KPI Procurement Overview in the left menu, and more data can be generated by starting the process Procurement Data For Sample Statistic Dashboard.

You can also view the configuration of these example statistic widgets in a similar way with other statistic widgets, follow these steps:

1. In the dashboard configuration page, click the Add widget button.

2. Select Edit to review their configurations.