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How to use the Insights Charts

Overview of Chart Functions and Global Settings

Updated over a week ago

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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