Data visualisation - KPI charts

Create KPI cards in the Dashboard (external video link)

KPI charts

The KPI (Key Performance Indicator) chart performs a calculation (sum, average, count) of a single measure (a column) and creates a chart for the result of the calculation. In the example below, the average billed chart is a simple average of a single column, the 'billed amount'.

Optionally adding a series column will create a KPI chart for each distinct value in that column within the iSheet. For example, the 'Billings per matter' charts below are automatically created as part of the same KPI chart, with a separate measure for each distinct matter number in the 'matter ID' column.

Anyone with permission to create or edit dashboards, with the data visualisation module enabled, can create or edit KPI charts.

When you click on a KPI chart, it will take you to the iSheet that contains the data displayed.

Adding and managing KPI charts

To add a new KPI chart, navigate to a site and select Add panel
in a section.

The Add panel
screen opens.

Select Data visualisation
. The Add panel - Data visualisation
screen opens.

Enter a title for the panel and select your source.

Select the iSheet you want to use and then select the view.

Once you have selected these details, you can select the chart type. Scroll down and select KPI Card
.

The KPI Chart preview
opens.

eSignature as the source type

When adding a File panel, you will now have the option to select File status
metadata.

You also have the option of showing the eSignature status
by selecting the Show eSignature status
checkbox. This adds the status to your panel.

Select Select
within the Value
section. The Select - Value
screen opens.

Select the Value
. It is now displayed in the Value
section.

You can select whether you want to calculate the value of the Sum
, Average
, or Count
. If you have selected a Series, you have the option of the Average (Count)
. This shows the average count of records for each distinct value in the Series column (in other words, if you had six records and three distinct values in the 'Series' column, the average count would be 'two').

Select Select
in the Series
section to display the Select - Series
screen.

Select the Series
you want to report against.

Finally, select Select
within the Filter
section. The Select - Filter
screen open.

Select the item you want to filter by. Once you have selected the item, you can filter further.

Once you have selected your Series
, Value
and Filter
, select Preview
.

Your chart is previewed in the Chart preview
section.

For more information on customising your panels, click here.

What do you need to know about KPI charts?

To use KPI charts, you must have dashboards enabled, and KPI charts enabled at the instance level by HighQ support

The available calculations are; Sum, Average (of the sum), Count and Average (Count)

The Average (count) is the average count of records per distinct Series value. So, for example, it can be used to calculate how many matters per lawyer on average, etc.

The Average is based on the sum of the values across all records in the Series

User lookup columns and assignee columns in charts

We have the ability for a site administrator to select 'Assignee' as a Series when selecting a Task Metadata iSheet (TMD) and the KPI chart type. The system will now present a series of KPI cards that will count, sum or average the value selected (using the multiple-select logic if required, if there is more than one assignee on a single task) to calculate the value per assignee, and create a KPI card for each Assignee.

To set this up, when on your home page, click the Edit
pencil in the top right-hand corner.

This will make your home page editable. Either, select Add panel
within an existing section, or select Add section
to create a new section (then add a panel within the new section).

The Add panel
screen opens. In the Add panel
screen, select Data visualisation
.

eSignature tracking via data visualisation

In addition to the eSignature tracking improvements, we have also implemented the ability to display eSignature tracking using Data visualisation
.

On your site, select Home
.

And select Edit
to edit your home dashboard.

The following screen opens.

Select Add panel
.

The Add panel
screen opens.

Within the Add panel
screen, select Data visualisation
. The Add panel - Data visualisation
screen opens.

Here, give your panel a title and select the new source of eSignatures
. Select which list you want to display.

Draft

Sent for signature

Voided

Signed

Declined

And the chart type of KPI Card
.

In the Data
tab, select Select
next to value.

The Select - Value
screen opens.

Select request.

Now you can customise how your panels will look. Click the Customise
tab.

Here, you can enter the Title
, Prefix text
, Suffix text
and add a Logo
to your panel. Once you have customised, select Apply
.

Which will show you a preview of your panel.

If you are happy with how your panel looks, select Add
. And then select Save
within the Edit dashboard
screen, to save your panel. Your new panel opens.

And once you click it, it will take you to a filtered list of your documents, based on the filters selected.

The Add panel
- Data visualisation
screen opens.

In the Add panel - Data visualisation screen
, ensure you select the following:

Source - iSheets

iSheets - A task metadata iSheet

Chart type - KPI Card

Now you can select the Series
, Value
and Filter
of your chart.

Select a value field and calculation type for your chart. Now, within the Series
field, you must select the Assignee column
in the task metadata. The assignee field will only be available within the Series
.

Once you have configured your chart you can preview your chart by clicking Preview
.

In the preview there is a KPI card for each assignee, up to the limit of KPI cards set for your instance (set to 12 by default).

Select Save
to save your changes.

Chart Source - Approvals

We have the following chart source: Approvals.

This new chart source can only be used for sites that have the Enable file approvals
checkbox selected, in the Files module within Site administration. Once this is set, an Approvals
source is displayed in the list of sources when creating a data visualisation panel:

You can then select one of the lists, which corresponds with the lists in the My approvals
section, found under the user profile: To approve, My requests, My rejected and Site admin.