Charts

Overview

Charts display the content of metrics and aggregations in a visual form. They can have different representations – number, line, bar, pie, and combined, providing a more illustrative picture of data distribution in specific cases. You can get a picture of any metric you need with the help of a flexible configuration that will guarantee you are working only with the required parts of data. You can add your charts to a dashboard to get a full-scale picture of the object of analysis.

For example, as a call center operator, you may want to compare the average time spent to perform a task depending on a region. Make sure to create a metric with Type - Duration and Aggregator function - Average. Create a bar chart based on this metric and specify the region attribute in the Breakdown field. For a better view, select the Value based option in the Sorting order field. On the chart, you can see the duration value on the y-axis, and regions on the x-axis. The resulting chart may look as follows:

Configuration

Charts are based on existing configurations of metrics or aggregations used as a source type:

  • Metrics – Use a single metric to build a graphical representation. Metrics must be created in advance, for more information see Metrics.
  • Aggregations – Allows a diagram to be built a diagram based on one metric and one dimension from an existing aggregations configuration. The aggregations must be created in advance, for more information see Aggregations.

The list of accessible chart settings may vary depending on the selected source type, and the selected metric type.

To configure a chart:

  1. Click the icon > Project configuration > Charts.

    The chart list displays.

  2. Click Create.

    The Chart editor displays.

  3. Enter a name for the new chart.  This field is mandatory.

  4. Select a chart type:

    • Number – Displays a numeric value of a metric.
    • Line chart – Displays a line graph of the value distribution for the selected metric, with a metric value on the y-axis and time range on the x-axis.
    • Bar chart – Displays a histogram of the value distribution for the selected metric broken down by dimensions (event-attribute pairs), with the dimension value on the x-axis and the metric value on the y-axis.
    • Pie chart – Displays a circular diagram of a metric broken down by dimensions. The entire pie is 100 percent of a metric value, and its slices represent chosen dimensions.
    • Combination – Allows both a line chart and a bar chart based on different metrics to be displayed in one view for comparison.
  5. Select the source type to base the chart on, either metric or aggregations. The source type is set to Metric by default.
  6. Select the metric to base a chart on. This field is mandatory. The list of available metrics displays automatically and depends on the selected source type.
    1. If you select Metric as the source type, the list will contain all available metrics that are created in the current project.

      You can also create new metrics directly from the Chart editor. Click the vertical ellipsis next to the Metric field to open the Metric list window. In this window, you can see all metrics created in the current project, edit them, and create new ones.

    2. If you select Aggregations as the source type, the list will contain only metrics included in the configuration of the current aggregations.

  7. Define the time range the chart data should fall within:
    1. All – This is the time interval from the earliest to the latest, which can be found in the timestamp field of the timelines.
    2. A specified period between selected dates.
    3. Current, previous, or sliding period from daily to yearly. Check the Up to last datapoint option to use the latest timeline timestamp as the maximum.
  8. Further settings depend on the selected chart type. For more information, see Chart types settings.
  9. Add a chart title, subtitle, and description for the chart that will help you identify it in other tools, such as dashboards.
  10. Check that the chart configuration meets your needs by using the preview on the right.
  11. Click Save.

Chart types settings

Number

The Number chart type hows the numeric value of a metric.

  • Threshold – Color the number on the chart depending on its value. Specify threshold number to highlight values lower it with the set color. You can add more than one threshold and apply different colors.
  • Number size – Change the scale of the displayed number to fit in the chart.

Example:

Line chart

The Line chart type displays a line graph of the value distribution for the selected metric, with a metric value on the y-axis and time range on the x-axis.

  • Interval – To configure the time step for the x-axis, choose between daily, weekly, monthly, and yearly ranges.
  • Include item in interval if contains– Display events based on their occurrence in timelines: first, last, or any event.

    This is only available if Metric was selected as the source type.

  • Y-Axis label – Specify the axis name to identify the data it represents.

  • Datapoints threshold – Define the maximum of datapoints shown on the chart. For example, you have 25 items in the metric, but you want to show only 10 on the chart. To do this, add the desired value here. The line graph will display 10 average points instead of 25.

  • Threshold lines – If required, add supplementary lines on each axis to visually specify some threshold values on the chart. You can add several lines, color them differently, and add labels for each line. The input type may differ depending on the chosen metric:

    • Number – Enter an integer value, only digits are supported.
    • Date – Click the calendar icon and select a day from the calendar, or enter a date in the format mm/dd/yyyy. For example: 03/28/2022.
    • Time – Enter time in the format years:months:days:hours:minutes:seconds.

      The placeholder text 0:00:00 stands for hours:minutes:seconds, these blocks are mandatory. If you want to specify years or days, make sure to add them to the left. For example:

      - 1:07:16:00:00:00 adds a threshold line on the point of 1 year, 7 months, and 16 days.

      - 23:00:00:00 adds a threshold line on the point of 23 days.

      The entered values are converted according to unit limits. For example, if you enter 25:00:00 (25 hours), then the application will automatically convert it to 1:00:60:00 (1 day and 60 minutes).

Example:

Bar chart

The Bar chart type displays a histogram of the value distribution for the selected metric broken down by dimensions (pairs of event and attribute), with the dimension value on the x-axis and the metric value on the y-axis. .

  • Breakdown – Add a dimension to form the x-axis. This field is mandatory.

    If Aggregations is selected as the source type, only dimensions added to the configuration of the current aggregation are available. Make sure you create dimensions in advance in the Aggregations editor.

  • Include item in group if contains – Display events based on their occurrence in timelines: first, last, or any event.

    This is only available if Metric was selected as the source type.

  • Sorting order – Choose how the values will be sorted on the chart: Alpabethical or Value based. The sorting order can be Ascending or Descending.

    You can also create a custom sorting order by selecting the Custom sorting checkbox. In the list that displays, drag the elements to the required order. You can also add new x-axis labels to the sort order. To do this, specify their names and click +add. They will be applied only if corresponding values already exist in the chart. If necessary, revert the changes by clicking Reset. You can import or export a custom sorting file in CSV format.

  • Datapoints threshold – Define the maximum number of datapoints to be shown on the chart. For example, you have 25 timelines in the metric, but you only want to show 10 on the chart. To do this, add the desired value here. In this example, there will be 10 average bars displayed on the histogram instead of 25. Select the Group the rest option to merge the values that do not fit the threshold settings in one bar.
  • Threshold lines – If required, add supplementary lines on each axis to indicate threshold values on the chart. You can add several lines, color them differently, and add labels for each line. The input type may differ depending on the chosen metric.
    • Number – Enter an integer value, only digits are supported.
    • Date – Click the calendar icon and select a day from the calendar, or enter a date in the format mm/dd/yyyy. For example: 03/28/2022.
    • Time – Enter time in the format years?:months:days:hours:minutes:seconds.

      The placeholder text 0:00:00 stands for hours:minutes:seconds; these blocks are mandatory. If you want to specify years or days, make sure to add them to the left. For example:

      - 1:07:16:00:00:00 adds a threshold line at 1 year, 7 months, and 16 days.

      - 23:00:00:00 adds a threshold line at 23 days.

      The entered values are converted according to unit limits. For example, if you enter 25:00:00 (25 hours), then the application will automatically convert it to 1:00:60:00 (1 day and 60 minutes).

Example:

Pie chart

The Pie chart type displays a circular diagram of a metric broken down by dimensions. The entire pie is 100 percent of a metric value, and its slices represent chosen dimensions.

  • Breakdown – Add a dimension to form the x-axis. This field is mandatory.

    If Aggregations is selected as the source type, only dimensions added to the configuration of the current aggregation are available. Make sure to create dimensions in advance in the Aggregations editor.

  • Include item in group if contains – Display events based on their occurrence in timelines: first, last, or any event.

    This is only available if Metric was selected as the source type.

  • Datapoints threshold – Define the maximum of datapoints shown on the chart. For example, you have 25 timelines in the metric, but you want to show only 10 on the chart. To do this, add the desired value here. There will be 10 average pie slices displayed on the diagram instead of 25. Select the Group the rest option to merge the values that do not fit the threshold settings in one slice.

Example:

Combination

This chart type allows displaying both a line chart and a bar chart in one view for comparison based on different metrics.

X-axis

Option

Configuration

Index type

  • Time

 

  • Dimension

Define the values shown on the axis. Select an interval from daily to monthly.

Select the Include item in interval if contains option to display events based on their occurrence in timelines: first, last, or any event. Specify the sorting order: Alphabetical or Value based. The sorting order can be Ascending or Descending. Set the time range as described in Configuration.

Add a dimension as a breakdown. Select the Include item in group if contains option to display events based on their occurrence in timelines: first, last, or any event. Specify the sorting order as described above, or create a custom sorting order by selecting the Custom sorting checkbox.

Datapoints threshold Define the maximum of datapoints shown on the chart. For example, you have 25 timelines in the metric, but you only want to show only 10 on the chart. To do this, add the desired value here. In this example, there will be 10 average bars and line points displayed on the diagram instead of 25.

Label on axis

Specify the axis name to identify the data it represents.

Bars

Option

Configuration

Chart sub-type

  • None
  • Single
  • Stacked
  • Grouped

Define additional parameters for the histogram.

  • None – No bar histogram is displayed on the chart.
  • Single – Base the histogram on one metric. Specify a metric to base the histogram on.
  • Stacked – Base the histogram on several metrics with proportions specified on bars.
  • Grouped – Base the histogram on several metrics with side-by-side bars

Secondary breakdown for Stacked and Grouped sub-types

  • Dimension – Add Metric name and Breakdown. Select the Include item in group if contains option to display events based on their occurrence in timelines: first, last, or any event.
  • Metric – Fill the List of metric names with the required metrics.
  • Set – Add Metric name and the List of set names with the required saved sets.

Label on axis

Specify the axis name to identify the data it represents.

Lines

Option

Configuration

Chart sub-type

  • None
  • Single
  • Multiple

Define additional parameters for the line graph.

  • None – No line graph is displayed on the chart.
  • Single – Base the line graph on one metric.
  • Multiple – Base the line graph on several metrics. .

Secondary breakdown for Multiple sub-types:

  • Dimension – Add Metric name and Breakdown. Select the Include item in group if contains option to display events based on their occurrence in timelines: first, last, or any event.
  • Metric – Fill the List of metric names with the required metrics.
  • Set – Add Metric name and the List of set names with the required saved sets.

Label on axis

Specify the axis name to identify the data it represents.

Threshold lines

If required, add supplementary lines on each axis to visually specify threshold values on the chart. You can add several lines, color them differently, and add labels for each line.

  • The input type may differ depending on the chosen metric.
    • Number – Enter an integer value, only digits are supported.
    • Date – Click the calendar icon and select a day from the calendar, or enter a date in the format mm/dd/yyyy. For example: 03/28/2022.
    • Time – Enter time in the format years?:months?:days?:hours:minutes:seconds.

      The placeholder text 0:00:00 stands for hours:minutes:seconds, these blocks are mandatory. If you want to specify years or days, make sure to add them to the left. For example:

      - 1:07:16:00:00:00 adds a threshold line on the point of 1 year, 7 months, and 16 days.

      - 23:00:00:00 adds a threshold line on the point of 23 days.

      The entered values are converted according to unit limits. For example, if you enter 25:00:00 (25 hours), then the application will automatically convert it to 1:00:60:00 (1 day and 60 minutes).

Example:

Using charts in dashboards

You can display the complete history of a process instance by using charts in dashboards. This allows you to identify process inefficiencies and bottlenecks. You can also share dashboards for further analysis. For more information, see Dashboards.

Using charts in Process view

The Process view has an operational board where custom charts can be displayed alongside standard metrics. This allows you to compare the most effective scenario on the schema with the actual process distribution represented by charts. This enables you to analyze deviations in processes from the most efficient workflow.

You can also create charts directly on the board. To do this, click +New tile > New chart... and follow the steps in Configuration.

For more information, see Process view.