Bar chart provides a very flexible way to view various data combination at a portfolio level.
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 the other entities can be filtered by Tags, Health, etc..
- While you can choose different combinations of data in the Data Arrangement section, there're some additional options to enhance your charts - Sort by Ascending or Descending order of values, Alphabetical order of entity names.
- You can also toggle Display Numbers option to display the values on the chart itself.
Here're some use cases to provide you with more clarity.
If you want to understand the strategy progress for each project, you can select Time as X-axis and Average progress of Projects as Y-axis. It'll provide a holistic view to see the progress of all the projects over time. You can also filter the view by a specific or multiple Tags relevant to Projects. It represents the performance of each project of a certain tag(s) and the team too if you had selected Team as X-axis.
If you want to analyze the distribution of the health of the Strategic initiatives, you can select Health of Objectives as X-axis, and Count of Objectives as Y-axis. This chart will give you a really clear view on how many objectives are "At Risk" and how many are "On Track" which can help you make a better decision on resource allocation. Or, if you have applied Tags to objectives, say, "strategic" for a couple of objectives, then you can choose All objectives and filter by Tags as Strategic in Data source, then choose Health of Objectives and Count of Objectives to get a clear visual.
When you're looking at the Count or Average progress of objectives broken down by a Plan, it'll include the shared objectives as well but not the nested objectives.
Now, if you want to compare the progress of your strategy compared to last year same period of time, you can select Time as X-axis and Average progress of Objective as Y-axis, then use the Compare to toggle to select the YOY changes. By this, you can make a fair comparison of the progress of the objectives selected excluding the seasonal impact. We also support MOM and WOW comparison with other granularities.
If you want to look at what is the net quantity change in a specific month for a KPI, you can use the Non-cumulative feature to achieve this. You can select Time as X-axis and Average value of measure (Y-axis) which represent the numerical value of the Measure or KPI, and toggle to Non-cumulative value. The chart will display the net increase in every single month, and you can also select Cumulative to see the aggregated value for each months. Toggle the Display Numbers option to look at the values in the chart itself.
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.
Click Breakdown by and select from the list, if you need to further tune the visualization. You can also select either Stacked or Grouped to choose the way you want the bars to display the data.
Hover the mouse over the bars 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.