Stacked bar with limit chart widgets

A stacked bar with limit chart shows the relationship between values, either in reference to a specified limit or, if no limit is specified, to each other. It can act as a doomsday chart for contract commitment or expenditure by displaying the components of the entire exposure. For example, Commitment Exposure is the Actual Commitment + Pending Commitment + Potential Commitment.

A running total of the exposure values is displayed next to the chart, to allow users to quickly see the impact that potential changes may have on their "bottom line".

The way in which data is displayed in a Stacked Bar with Limit chart depends on whether a limit is specified:

• Without a limit: The chart displays the percentage that each value contributes to a total across the selected fields.

• With a limit: The chart displays the relationship of individual values to the specified limit.

  

Add a stacked bar chart with limit widget

To add a stacked bar chart with limit widget to a dashboard:

1. Click the drop-down arrow on the dashboard tab and select Add Widget.

   The Add Widget window is displayed.

2. Click the name of the widget you want to add to the dashboard.

   The dashboard is refreshed to show the new widget ready for configuration.

   Tip You can drag the widget to a different location on the page, e.g. to a different column, and to above or below existing widgets. You can also resize the widget by dragging the edges to change the height or width.

Configuration field descriptions

Note Fields marked with an asterisk are required.

Widget configuration

To configure the stacked bar chart widget:

3. If necessary, click Edit on the title bar of the widget to open its properties.

   Note Fields marked with an asterisk are required.

4. Enter the Title of the widget.

5. Enter the Rest URL of the data model which will be used in the widget, typically https://YourServer/ProConAnalyticsAPI/datamodel where datamodel is:

   • Contracts

   • BreakdownItems

   • LineItems

   • Communications

   • CommunicationReviews

   • CommunicationLineItems

   • Obligations

   • Tenders

   • ScheduleItems

   • TenderReviews

   • StageGates

   If necessary, customize the URL to select, filter, sort and limit the data - see Specifying URLs for more information.

   Tip By default, data is returned from deleted contracts/tenders which are in the recycle bin.

   Include $filter=IsDeleted eq 'No' in your URL to exclude this data.

6. In the Limit field, optionally enter the Column Name for the field which will be displayed as the limit line on the chart.

   If desired, enter a Display Name for the field (e.g. a short name or friendly name).

7. If aggregation of values is required, select the Type (Average or Sum). This aggregation will apply to all the fields specified for the chart.

   Leave the Type as blank if you do not want to aggregate values.

8. Specify the values you want to display by entering the following details in the Columns With Numeric Values section:

   • Column Name

   • Display Name (e.g. a short name or friendly name)

   Click Add to specify more fields.

9. You can click Save to display a chart of all the data returned by the specified Rest URL, or continue to refine your widget data before saving.

Receive filter events

See Configure widgets to broadcast and receive filters.

Example

Business unit or contract dashboard.

Displays the values for the specified fields as a stacked bar with a limit line - in this case, the Approved Financial Commitment, Pending Contract Change and Potential Contract Change breakdown, with a limit of the contract Not to Exceed value.