Each analytics dashboards can contain any number of widgets (i.e. charts or numbers)placed in the order you like, and scaled to one of several sizes.


There are five basic types of widgets available in the Analytics view:

  • Bar chart, Line chart, Pie chart, and Single digit can report on the count, sum, or average of numerical fields in your projects' cover pages or the duration between two date fields.
  • The Task Progress widget reports on the progress of selected tasks from one or more projects in your process. 


Bar chart and Bar chart (stacked)


To create a bar chart, click +WIDGET on your dashboardchoose the numerical method and the field to apply it to.  Click "Next" and select either "Bar chart" or "Bar chart (stacked)".  Then select either the x-axis field or the "Group data by" field or both to present the data in your desired format. 


Data groups will be automatically color-coded and a legend will appear under the chart.  The chart will automatically be scalded to fit the maximum value on the y-axis.  Hovering over the chart will reveal the exact data points for each bar.


 


Line chart


To create a line chart, click +WIDGET on your dashboard, choose the numerical method and the field to apply it to.  Click "Next" and select "Line chart".  Then select the field to use on the x-axis.  You may also choose a field to group the data by, if desired. 


Data groups will be automatically color-coded and a legend will appear under the chart.  The chart will automatically be scaled to fit the maximum value on the y-axis.  Hovering over the chart will reveal the exact data points for each line.


 


Pie chart


To create a pie chart, click +WIDGET on your dashboard, choose the numerical method and the field to apply it to.  Click "Next" and select "Pie chart".  Then select the field with which to group the data.   


Data groups will automatically be color-coded and a legend will appear under the chart.  Percentages for each data group will be overlaid on the pie chart, where readable.  Hovering over the chart will reveal the exact data points for each of the pieces of the pie.



Single digit


To create a single digit widget, click +WIDGET on your dashboard, choose the numerical method and field to apply it to.  Click "Next" and select "Single Digit".

analytics_single_digit.png


Task progress


The Task Progress widget reports on the progress of selected tasks from one or more projects in your process.  The widget can contain any number of task progress bars (similar to the Progress view available for project admins in each project), which are each derived from selected tasks in specific projects.  You can optionally add an overall progress bar to the top of the widget, which rolls up the progress of all selected tasks across contributing projects. 


 For step-by-step guidance to create a task progress widget, please see How do I set up a task progress widget?