Custom Charts Widget: Line Charts

Line chart is the best for measuring the progress or performance of a strategy, and even workload along the time.

Select the data source that you wish to get insights on, and apply filters as required. Please note that

  • When you choose specific measures, select only measures of same units.

  • At this point, you can filter teams and focus areas only by plans, while other entities can be filtered by Types, Health, and so on.

  • While you can choose different combinations of data in the Data Arrangement section, there're a few use cases in this article to give you more clarity.

  • You can toggle the Display Numbers option to show the values on the chart itself instead of you hovering the mouse over them to look at them or viewing from the context table.

If you want to understand the Operation Team’s workload in the past year, you can select Operation Team in the data source, and Count of Objectives as Y-axis. You can then see the number of objectives assigned to the team, and understand their workload in the last year.

Line charts visual-1

You've the option to look at the performance of your measures or metrics at a very granular level, i.e., when you choose Average progress of measures (%), or Average measure (Actual value of measure) in y-axis, then the Non-cumulative and Cumulative options are displayed which lets you to decide how to represent the measure's progress over time.

Now, if you want to understand the revenue from all the channels along the time, you can select multiple measures in the data source, then select the Average measures as Y-axis - you'll be able to see the revenue from all channels along the time. You can toggle the Show Target to compare the actual with the actual progress. You can also toggle the Display Numbers to display the values on the chart.

When you've not entered any actual value for a measure, then the Non-cumulative option will exclude that measure for average measure or average progress of measure calculations. However, when you've manually entered 0, it'll consider for calculation.

Line chart for measures

Click Breakdown by and select from the list, if you need to further tune the visualization.

Hover the mouse over the lines to see the details, and click inside the chart to open the chart context table - you'll see the details like owner, due date, progress, health of the objective/measure/action, and the relevant plan. You can sort the fields, the way you want. If the objectives are chosen, you can further expand or drilldown to view its associated success criteria. Click into any of these rows to open the relevant entity from the Sidebar.