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Item-Related Charts

Click Add Widget, select All Charts category. The report component data in this category is real-time data (dimension and value default configurations do not need editing when configuring components).

Type Proportion​

  • Use case: View the proportion of items by type through pie charts

  • Steps:

    • Select Type Proportion, click OK
    • Filter data as needed
    • Click Query
    • Click Save in the top right corner and name the component
    • You can also click Export in the top right corner to export this report data, which will download an Excel file locally

Example:

Item Status Distribution​

  • Use case: View which statuses items are in through bar charts

  • Steps:

    • Select Item Distribution, click OK
    • Filter data as needed
    • Click Query
    • Click Save in the top right corner and name the component
    • You can also click Export in the top right corner to export this report data, which will download an Excel file locally

Example:

  • Use case: View item creation trends over the past 30 days through line charts

  • Steps:

    • Select Existing Item Trends, click OK
    • Filter data as needed
    • Click Query
    • Click Save in the top right corner and name the component
    • You can also click Export in the top right corner to export this report data, which will download an Excel file locally

Example:

Multi-dimensional Table​

  • Use case: View item statistics from row/column dimensions through tables

  • Steps:

    • Select Multi-dimensional Table, click OK
    • Select row/column totals/subtotals as needed
    • Configure calculated column fields as needed (see details below)
    • Filter data as needed
    • Click Query
    • Click Save in the top right corner and name the component
    • You can also click Export in the top right corner to export this report data, which will download an Excel file locally

  • Calculated Column Field Function

    • Perform arithmetic operations on fields to generate new calculated fields for display

Example:

Item List​

  • Use case: Display detailed information list of item titles, statuses, etc.

  • Steps:

    • Select Item List, click OK
    • Configure items per page, display headers, and data filtering as needed
    • Click Query
    • Click Save in the top right corner and name the component

Example:

Item Count​

  • Use case: Display the total number of items after filtering

  • Steps:

    • Select Item Count, click OK
    • Configure and filter data as needed
    • Click Query
    • Click Save in the top right corner and name the component

Example:

Item Statistics​

  • Use case: Display the proportion of each type of item to total items

  • Steps:

    • Select Item Statistics, click OK
    • Configure statistical dimensions, results per page, sorting method, and data filtering as needed
    • Click Query
    • Click Save in the top right corner and name the component

Example:

Item Lifecycle​

  • Use case: Display item lifecycle

  • Steps:

    • Select Item Lifecycle, click OK
    • Configure results per page, columns to display, and data filtering as needed
    • Click Query
    • Click Save in the top right corner and name the component

Example: