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 Planview Portfolios data in a visual format, such as a chart or graph.

Click to expand or shrink — Data Visualization widget

The Data Visualization widget is available for use in Planview.Me, and in Planview Portfolios in Overview tabs on My Overview and the work portfolio view:

In Planview.Me and My Overview, the widget displays data from the selected work portfolio. Initially the first work portfolio alphabetically that you have access to is displayed, but you can change it to a different work portfolio.
In the work portfolio view, the widget displays data from the current work portfolio.

The chart types currently available are:

Bar
Column
Pie
Multi-bar
Multi-chart

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 and then select a portfolio.

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

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

NOTE

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

Configuration settings

TIP

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

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 for which 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. Bar, column, and pie charts let you select a single source attribute, while multi-bar and multi-column charts let you select two source attributes, as follows: For multi-bar charts: X-axis: attribute 1 – The first attribute whose values are displayed in the chart for the x-axis. X-axis: attribute 2 – The second attribute whose values are displayed in the chart for the x-axis. For multi-column charts: Y-axis: attribute 1 – The first attribute whose values are displayed in the chart for the y-axis. Y-axis: attribute 2 – The second attribute whose values are displayed in the chart for the y-axis. TIP An attribute's value type indicates the format in which the relevant attribute's values are displayed, such as (but not limited to) currency, duration, or effort. When viewing a multi-bar or multi-column chart, the value types for attribute 1 and attribute 2 must match. For example, if you select an attribute that has a currency value type for attribute 1, then attribute 2 must also have a currency value type. To facilitate this, when you select attribute 1, the product filters the list of attributes for attribute 2 so it only includes those with the same value type as attribute 1. But, keep in mind that if you decide to go back and change attribute 1 to an attribute with a different value type, you must also change attribute 2 to a matching value type. To learn more about attributes, see Manage Attribute Screen Basics.
Group by	Lets you view charting elements by a specific work alternate structure. For multi-bar charts, Group by affects the y-axis. For multi-column charts, Group by affects the x-axis. 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: Click the Group by list, then click the work alternate structure you want to use. In the Chart Color section, click the Palette type list and then click Attribute defined. 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.