Define Criteria (Data) for a Pipeline Chart Widget

Use the Criteria page (accessed from within the Chart Series window) to define which data/records to include in the Chart Widget series (example: Open Incidents). Properties include:

• Search Criteria: Data to include in the chart series (example: All Incidents). Data is located/filtered using a saved Search Query (Saved Search) or a custom Search Query.
• Date Range: Timeframe for the Search Query (example: Any Time (default), Within Last 1 Year, User-selectable, etc.). If a Date Range Widget filter is defined, you must select the Exclude from Filter check box so that the Widget filter overrides any and all Dashboard filters. If a User-selectable Widget filter is defined, the Widget filter automatically overrides any and all Dashboard filters.
  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.

Good to know:

• Anytime is the default date range and does not limit the Widget to any range. Use Anytime when you will be using a Dashboard filter to globally filter all Widgets on a Dashboard.
• Field used for date range is usually when a record was created or modified but can be based on any Date/Time field.

To define data for a chart series:

1. Create a Chart Widget
2. In the Chart Series window, click the Criteria page.
3. Define the search criteria (data to include in the chart series—example: All Incidents). Data is located using one the following options:
   • Saved Search Query: Click the Ellipses button to open the Search Manager, and then select an existing Saved Search (saved Search Query) or create a Saved Search. Saved Searches can be used over and over in numerous places.
   • Custom Search Query: Click the Custom Query button to open the Custom Query Builder, and then create a custom Search Query to use only for this scenario.
4. Define a timeframe for the Search Query (Date Range area):
   1. Select a range option, either:
      • Range: Select this radio button to define a date range for the Query, and then select an existing timeframe (example: Anytime or Previous Year), or click the New button to define a new timeframe.
      • User Selectable: Select this radio button to allow the User/Customer to select the date range from a drop-down. Then, click the Ellipses button to open the Multiple Date Ranges window and select the date ranges to include in the drop-down.
   2. Field used for date range: Select the Field to use to give the range perspective (example: LastModDateTime gives Previous Year perspective).

5. Select OK.