Example: Creating a Multiple Series Chart Using Multiple Business Objects

Service Manager powered by HEAT

Example: Creating a Multiple Series Chart Using Multiple Business Objects

This example shows how to create an analytic metrics chart that uses multiple series and multiple business objects. This is useful to show trends.

1.Log into the Service Desk Console.

2.Open the Analytic Metrics workspace.

3.Click Edit Mode. The system displays the Settings menu.

4.Go to Settings > Manage Metrics. The system displays the Manage Metrics window.

5.Under the General tab, enter information into the fields.

Field	Description
Category	The category. Choose from the drop-down list, or enter a new category name. For example, enter Business Value Metrics.
Name	A name for the metric. For example, enter Support Performance Business Value and Target Cost Saving.
Description	A description of the metric.

6.Under the Data Source tab, enter information into the fields.

Field	Description
Name	A name for the data set. This appears in the Data Source tab.
Business Object	A business object. Select from the drop-down list.
Saved Search	A saved search. Select from the drop-down list.
Group By	A field to group the data. Select from the drop-down list. NOTE: The system only shows the first 500 items in the pick list.
Format	A format. Select from the drop-down list.
2nd Level Group By	Optional. A second level to group the data from the drop-down list. NOTE: The system only shows the first 500 items in the pick list.
Split in Series By	Optional. A field to split the series from the drop-down list.
Statistic Fields	The label and fields to use as statistics. Add more fields if needed.
Order by	The sort order. Select from the drop-down list. To not sort, choose Do not sort.
Return up to	The maximum number of items to return.
Hide Null or 0 values	Hides records that do not contain data.

7.Click Add Data Source. The system displays a new data source tab.

8.Enter information into the fields.

Field	Description
Name	A name for the data set. This appears in the Data Source tab.
Business Object	A business object. Select from the drop-down list.
Saved Search	A saved search. Select from the drop-down list.
Group By	A field to group the data. Select from the drop-down list. NOTE: The system only shows the first 500 items in the pick list.
Format	A format. Select from the drop-down list.
2nd Level Group By	Optional. A second level to group the data from the drop-down list. NOTE: The system only shows the first 500 items in the pick list.
Split in Series By	Optional. A field to split the series from the drop-down list.
Statistic Fields	The label and fields to use as statistics. Add more fields if needed.
Order by	The sort order. Select from the drop-down list. To not sort, choose Do not sort.
Return up to	The maximum number of items to return.
Hide Null or 0 values	Hides records that do not contain data.

9.Click Run to test the output.

10.Click Save to save your parameters and close the window.

11.In the Manage Metrics window, click Close.

12.From the toolbar, select Drag me to Add Chart and drop it over the dashboard. The system displays the Select Metric and Chart Type window.

13.From the left pane, choose Support Performance Business Value and Target Cost Saving (the name of the metric that you created). From the right pane, choose the column chart.

14.Click Done. See Chart Types for Advanced Configuration settings.

Was this article useful?

The topic was:

Inaccurate

Incomplete

Not what I expected

Other