(2024.2) Dashboard Adding a Chart/Graph

Users can add custom charts/graphs to the Dashboard. To add a chart/graph, click on the 'Configure' button on the Grid Toolbar above the top-right corner of the Dashboard; and click 'Add Custom Widget/Chart'.

Open

In the Add a Custom Widget form, click on the tab labeled 'Chart/Graph Widget'.

Users are presented with several important data fields. The 'Data Source' drop-down menu – representative of where the chart/graph's data comes from – features key elements of the Service Desk, Inventory, Cable, Billing, and Call Details functions.

Users can choose to build a chart/graph based on specific types of Service Desk items and the deadlines that accompany them, warehouse inventory and its critical re-order points, cabling status in terms of capacity, and a number of other key concerns for PCR-360 Users. Each of these custom widget types are defined on the Custom Widgets.

The selection of a 'Data Source' presents the User with a number of new required fields and options. Consider the example displayed in the graphic. By selecting 'Service Desk Items By Type and Due Date' as the 'Data Source', the User must define the 'Service Desk Type', 'Due Date', and key 'Threshold' notification points in order to build the graph. As is the case in the example displayed in, certain 'Data Source' selections limit the available 'Chart Type' selections a user can make.

Thresholds

Thresholds are key components of PCR-360's graphing function. These dictate when a graph or chart warns the User that an important deadline is approaching, be it for a Service Desk item or dwindling inventory in a warehouse.

Users can apply several different types of thresholds to a chart or graph. In the example displayed, the User is prompted to define three types: the 'Due Date Threshold' which defines which SD items will populate the graph, the 'Warning Alert Threshold' which serves as a mid-level warning or notification via the Dashboard icon, and the 'Critical Alert Threshold' which serves as a serious warning or notification via the Dashboard icon.

A fourth example of a threshold Users might encounter when building a chart or graph is a 'Reorder Threshold'. Like the 'Due Date Threshold' did for SD items, the 'Reorder Threshold' defines which inventory items populate the graph. In other words, if the 'Reorder Threshold' is set at '10', the graph shows only those inventory items that are within 10 units of their specified reorder point for a specified warehouse.

Whenever a 'Warning Alert' or 'Critical Alert' threshold is breached, the User is notified via the Dashboard icon ( ). A green color indicates that "No Dashboard items need attention", a yellow color indicates one or more graphs have reached the warning states, and a red Dashboard icon indicates that a 'Critical' Alert Threshold has been breached. In the case of a 'Warning' or 'Critical' Alert, the User can hover over the Dashboard icon to see which affected chart(s) require attention.

Saving a Chart/Graph

Once all required fields have been satisfied, click the 'Save Widget' button at the bottom of the form. The new chart/graph appears on the Dashboard.

Double-click on any part of any chart or graph on the Dashboard to see a Grid of its contents. For example, clicking a specific bar on a bar chart produces a Grid containing only those records in that bar and not those in the entire graph.