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.

    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 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 General Knowledge Search 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 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.