Define a Series for a Chart Widget

Use the Series page (in the Chart Widget Properties window) to define the data series to display on a Chart Widget. You can define one or multiple series:

• Single Series: Allows you to track one data point (example: Number of Incidents by status).

  

• Multiple series: Allows you to compare values so that you can detect and forecast patterns. For example:
  • Mean Time to Resolve Incidents (MTTR vs. Resolved/Closed Incidents).
  • Mean Time To Resolve Incidents by Priority (P1 vs. P2 vs. P3, etc.).
  • Trending by Business Object (Number of Incidents, Problems, Changes, and Requests).

    

    Note: The Chart Widget Properties window is accessed from within the Widget Manager when you create or edit a Chart Widget.

Good to know:

• You must have at least one series in a Chart Widget (CSM creates one by default).
• Doughnut, Pie, and Pipeline charts contain only one series.
• Bar, Column, Line or Scatter charts can contain multiple series, and can be combined in any way or number; however, you cannot mix field types. The x-axis can be only dates, or numbers, or text strings, not a combination.
• Bar and column series can be clustered (side-by-side) or stacked (series atop one another). For detailed information about stacking, see Stacked Bar Charts.
• The series has a preview with sample data; however, it is a preview of that data series only. The Widget preview shows all defined series.
• Data series names are listed in reverse order, with the first created data series on top of all the others. Use the arrow buttons to change series order.
• To create a new series, click the New button .
• To edit an existing series, click the series, and then click the Edit button . Each series can have its own individual set of properties.

To define a series for a Chart Widget:

1. Create a Widget.
2. In the Type drop-down, select Chart.
3. Click the Series page.

   CSM automatically creates a series (you must have at least one).

4. To create a new series, click the New button . To edit an existing series, click the series, and then click the Edit button .
5. Define general series properties:
   1. Name: Provide a display name to use in CSM. This is displayed on the legends and axes.
   2. Series Type: Select a Chart Type:
      • Bar
      • Column
      • Doughnut
      • Line
      • Pie
      • Pipeline
      • Scatter
   3. Business Object: Select the Business Object whose data you want to include in the series.
      Tip: Only one type of Business Object can be selected. The drop-down displays only Major Business Objects. To display all Business Objects, select the Show All check box.
   4. Show in Legend: Select this check box to display the name of the series in the Chart Widget legend.
   5. Combine Mode (Bar and Column series only): Select how to draw the data series bars/columns (select one):
      • Clustered: Draw bars/columns side-by-side on a common x or y-axis.
      • Stacked: Stack data series atop one another on a shared x or y axis; the size of each data segment is proportional to its value (bars/columns will likely appear staggered or uneven).
      • Stacked 100: Stack data series atop one another so that the data series total 100% of the bar/column (bars/columns will be the same height).
   6. Stack Group: Select the group key on which to stack the series (example: Stack series 1-2 on stack group 1, stack series 3-4 are on stack 2).
6. Define options for the different Chart Types (series options vary by Chart Type):
   • Define options for a Bar, Column, Line, or Scatter Chart Widget.
   • Define options for a Pie/Doughnut Chart Widget.
   • Define options for a Pipeline Chart Widget.

7. Click OK.