Data Visualization widget

Description

Geared toward project managers, program managers, portfolio managers, and executives who are interested in seeing easy-to-interpret portfolio-related data, the Data Visualization widget displays a high-level summary of contextual Planview Portfolios data in a visual format, such as a chart or graph.

The currently available visualizations include the following chart types:

Bar chart
Column chart
Pie chart

Administrators can configure this widget to appear on any Planview.Me view or in Planview Portfolios on the secondary navigation bar of the My Overview screen or the work portfolio view.

TIP

For help navigating to the Overview tab on My Overview or in the context of a work portfolio in Planview Portfolios, see Using Planview.Me views in Planview Portfolios.

Available functionality

Click in the widget's toolbar to change the portfolio for which you are viewing data.
Click  in the widget's toolbar to narrow the focus to the top 5 or 10 or bottom 5 or 10 items in the portfolio.


TIP

When this filter is active, the filter icon in the widget's toolbar changes to include a blue dot  and the bottom of the widget displays which filter is applied (Top 5, Top 10, Bottom 5, or Bottom 10).
Place your cursor over elements within the visualization for additional information about each element.

NOTE

Both bar and column charts can display both positive and negative values; however, pie charts only display positive values.

Configuration settings

Your administrator can add one or more instances of this widget per board/view.

Option	Description
General
Title	Name of the widget.
Description (contextual help)	Description to appear when user clicks the help icon for the widget.
Chart Configuration
Entity type	The type of entity structure the widget should use, such as Work structure.
Chart type	Type of chart visualization the widget is to display, such as a bar chart, column chart, or pie chart.
Source attribute (X-axis)	The primary structure attribute for which data is queries and presented in the chart. Depending on the chart type, one or more source attributes can be selected. NOTES If you use an attribute that is disabled, the widget will load, but will not display data. For an attribute to be enabled, the following attribute settings must be configured: For field definitions: The Enabled option must be selected. For attribute display settings: The Available as Column option must be selected. The Available in Configurable Charts option must be selected. If a feature is required to view or edit the attribute, the user must have the required feature enabled on their user role. TIP Financial subtotal and calculated attributes reflect the values from the Forecast financial version on the default financial model.
Show	Controls how much data is displayed in the visualization. The options include: All items — Displays all items. This is the default setting. Top 10 — Displays the 10 items that have the greatest numerical amount in descending order (greatest to least). Top 5 — Displays the 5 items that have the greatest numerical amount in descending order (greatest to least). Bottom 10 — Displays the 10 items that have the lowest numerical amount in ascending order (least to greatest). Bottom 5 — Displays the 5 items that have the lowest numerical amount in ascending order (least to greatest). NOTE When the Show filter is applied, a blue dot appears on the Show button () to indicate the filter is active.
Show empty/null/zero values	By selecting this option, the following will appear in the visualization as a value of 0: Empty values Null values Undefined values Zero (0) values By default, this option is not selected and empty, null, undefined, and zero (0) values are not displayed in the visualization.