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Planview Customer Success Center

Data Visualization widget

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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 chart types currently available are:

  • Bar
  • Column
  • Pie

TIP

To access 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

To display the data for a different portfolio:

Click portfolio_dk_gray_CC.png and then select a portfolio.

To display the top 5, bottom 5, top 10, or bottom 10 items only:

Click funnel_dk_gray_CC.png and then select an option. The option you selected appears in the widget footer and a blue dot appears on the filter  icon funnel_dk_gray_blue_dot_CC.png.

           

NOTE

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

           

Configuration settings

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 entity whose data is to be displayed in the widget, 
Chart type Type of chart to be displayed, such as bar, column, or pie.
Source attribute The attribute whose values are displayed in the chart. Depending on the chart type, one or more source attributes can be selected.

           

TIP

Financial subtotal and calculated attributes display the values from the Forecast financial version on the default financial model.

           
Group by

Lets you view charting elements by a specific work alternate structure.

           

NOTE

Using the Group by option also gives you the ability to change the colors of the chart elements to match the attribute charting colors that have been configured for the selected work alternate structure.

To change charting elements to attribute-defined colors:

  1. Click the Group by list, then click the work alternate structure you want to use.
  2. In the Chart Color section, click the Palette type list and then click Attribute defined.
  3. Click Save.

The colors of the chart elements change to match the colors of the selected work alternate structure's attributes.

           
Show

Option to change the number of items that are displayed. The options include:

  • All items – Default setting.
  • Top 10 – Ten items that have the highest values in descending order (highest to lowest).
  • Top 5 – Five items that have the highest values in descending order (highest to lowest).
  • Bottom 10 – Ten items that have the lowest values in ascending order (lowest to highest).
  • Bottom 5 – Five items that have the lowest values in ascending order (lowest to highest).               

Show empty/null/zero values

Option to display blank or zero values as "0" in the chart. By default, empty, null, undefined, and zero (0) values are not displayed.
Chart Color
Palette type

This setting's options let you control the palette of colors that are used in the chart elements.

  • Single color – Selecting this option lets you specify one color the chart will use to display all elements. This option is only available for bar charts and column charts; pie charts cannot display only a single color.
  • Multiple colors – Selecting this option causes the chart to display all elements in a Planview-defined set of multiple colors. 
  • Attribute defined – Selecting this option causes the chart to display elements according to the attribute charting colors that are configured for the specified work alternate structure. This option is only available when an alternate structure is selected for the Group by configuration setting.