Define the Size of Slices for a Pipeline Chart Widget

Use the Size of Slices page (accessed from within the Chart Series window) to define how the slices are proportioned in the Pipeline Chart Widget (that is, the percentage of the pipeline that each slice takes up). Slice size can be based on:

  • Number of Records.
  • Function: Calculated average, maximum, minimum, or total (ex: Average customer satisfaction rating).
  • Duration: Calculated average, maximum, minimum, or total based on an amount of time (example: Average amount of time that Incidents take to resolve each day).
    Note: The Chart Series window is accessed from within the Widget Manager when you create or edit a Chart Widget, and then add a Series.

To define the size of slices for a Pipeline Chart Widget:

  1. Create a Chart Widget
  2. In the Chart Series window, click the Size of Slices page.
  3. Define how the slices will be proportioned, either by:
    • Number of records: Select this radio button to proportion each slice as a percentage of the total number of records that meet the criteria (example: Open Incidents are 25% of the Incident records).
    • Function: Select this radio button to proportion each slice as a calculated function (average, maximum, minimum, or total value) based on a selected Field, and then select the function and Field (example: Display the average cost of Incidents that meet the criteria; function = average and Field = Cost).
    • Duration function: Select this radio button to proportion the slices as a calculated percentage based on an amount of time, and then select the Start/End Fields and the units (duration) (example: Display the average amount of time that Incidents take to resolve each day (ex: Start Field = Created Date/Time, End Field = Closed Date/Time, and Units = Days).

  4. Select OK.