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How to use the Insights Charts

Overview of Chart Functions and Global Settings

Updated this week

Chart Functions

Each chart has its own specific functions located in the top right corner of the component:

Export

You can export a chart in the following formats:

  • Image of the insight (PNG)

  • CSV of the data behind the graph

Filtering the Charts

Buttons at the top of the chart will open a side panel where you can filter the data in the chart:


Global Functions

Modifying these settings will apply changes to all insights across every dashboard.

Date Range

  • Toggle between weeks or months

  • Select date range

  • Date range has a maximum limit of 6 months

Display Settings

Effort Unit: Changes units that reference effort. Options available are:

  • FTE

  • Hours

  • List of areas unit will change:

    • Workload by Employee Type (Vertical Axis)

    • Capacity VS Workload by Role (Vertical Axis)

    • Capacity (Vertical Axis)

    • Availability (Vertical Axis)

Person Unit: Changes units related to the count of people. Options available are:

  • Headcount

  • FTE

  • Percentage (%)

  • List of areas unit will change:

    • Today’s Workforce Composition

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