Chart widgets

Tip

Use the Action search to navigate Automate

Overview

The dashboard widgets support the following chart types:

• Column Chart

• Gauge Chart

• Line Chart

• Pie Chart

• Chord Diagram Chart

When a chart widget is selected, it is also possible to switch to another widget format during the edit and design process.

The chart type can be updated from the Widget Type drop down. Changes are reflected in real-time during the design of a widget or by using the widget’s Refresh icon.

Chart widget data settings

The table describes the common list of data settings for chart widgets:

Setting	Description
Title	The text to display above the chart.
Description	This text displays as an informational pop-up when hovering over the circled i icon adjacent to the title.
Condition	The display of the widget on the dashboard can be controlled by entering a condition that resolves to boolean True or False, for example in accordance with enabled features, services, and devices, as in the Global Settings. The conditions are in the form of system macros. See for example the macros listed under the Links topic below.
Data Source	Charts can access the Automate Analyzed and Assurance sources. The Assurance data source is also available if an Arbitrator is configured. See Arbitrators.
Data Source Instance	Displays if Assurance is selected as the data source as multiple instances can be configured. A selection of these can then also be made if Allow Data Source Selection is enabled.
Resource	Depends on the selected data source, a drop-down list of resource items available to be referenced in the chart. For example, for Automate Analyzed: Number Inventory, Cisco CUC User, Cisco UCM Phone, Microsoft O365 User. Note Where the data source is Automate Analyzed, Automate provides an additional list of Resource instances that can be used to represent trends on a widget. For details, see Automate dashboard trends resources Based on the selected hierarchy when working with a dashboard, the real-time display of data updates according to the current hierarchy, so that a widget that for example shows a count of users, displays values relevant to the selected hierarchy. Important For charts, Resource data is accessed from an Automate Analyze database: reporter resources (data/ReporterResource). When creating charts for the first time, prior to the first scheduled full sync, it will be necessary that a manual sync of the Automate Analyze database is carried out with the Automate database. This requires the execution of a Platform Command Line Interface command. Refer to the Dashboard Refresh section below.

Setting

Description

Fields

Depending on the selected Resource, one or more fields from the resource can be selected as items for the chart. Field Name: A drop-down of fields belonging to the Resource. For example, for Chord Diagram Chart (Sankey type in the example image below), the Transactions resource status and username field names can be selected to show the transaction success/fail breakdown by user: Friendly Name: A text field to provide the Field Name with a custom name. Field Type: A read-only field indicating the data type of the selected Field Name. For example, if the Data Source is Arbitrator, a Resource instance may show the Field Type as Calculated - Text. Operation: Select the operation to be carried out on the Field Name. Refer to the example below showing: Grouping Count.

Setting

Description

Fields (continued)

Note A different operation can be applied to the same field. In the example below, average, minimum, and maximum is applied to the transaction duration field: Value Mapping: Default is NO MAPPING, otherwise a selected value mapping to display the value on the chart widget. See Value mapping Minimum and maximum values: where values on a chart range across a minimum and maximum, this range will be used on the y-axis in order to improve the display of the chart, as seen in the example image below:

Setting	Description
Filters	Data referenced in widgets can also be filtered by selecting: Field Name of the Resource Operation to be used to filter the values of the field selected by Field Name. The availability and function of the operators depends of the data type of the selected field name: text or integer. Select the required operation. For details on the filter options, see Filter options availability and definitions
Filter Value	Value to be used by the selected Operation to carry out the filter. Such filters provide options to make use of a selection of the resource data in the widget.
Sorts	One or more Field Name entries can be added and used to carry out sorting by Sort Type: Ascending or Descending
Chart Options	Available Chart Options can vary according to the selected chart widget type. For a detailed reference of chart options, see: Chart options availability and definitions
Drill-down options	See Drill-down options and conditional syntax
Dashboard chart background colors	Managed by the theme Panel Color. See Theme element color references for the Admin portal

Chart widget example

As an example, consider the following column chart values, with charts illustrating various data and chart settings:

• Title: CUCM User Departments

• Resource: Cisco UCM User

• Field Name: Department

• Operation: Grouping Count

  Shows a column chart with counts of grouped Cisco UCM User departments in columns.

• Filter:

  • Field name: department

  • Operation: Exclude Regex (Case sensitive)

  • Filter Value: SITE

• Filter:

  • Field name: department

  • Operation: Exclude Regex (Case sensitive)

  • Filter Value: LOC

• Filter:

  • Field name: department

  • Operation: !=

  • Filter Value:

• Sorts:

  • Field Name: department

  • Sort Type: Ascending

• Chart Options:

  • Series Limit: All

  • Stack Type: Normal

The examples below show the chart with settings on some of the properties as not set or set, in the example above:

• Unfiltered, unsorted (related settings above are not set):

  

• Filtered, sorted, stacked (related settings above are set):