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How could I add a new aggregate function for data visualizations?

jordimsant
Kilo Sage

Hi everyone,

 

Maybe what I am trying to achieve is a bit strange. I'm trying to build a line chart Data Visualization in UI Builder and I'm running into some limitations that I'm not sure how to solve.

 

I was asked to build a Data Visualization that allows users to quickly understand the comparison between planned effort and actual effort in a project. The idea is that the user should be able to see, just looking at the data visualization, how many hours were planned to be consumed at a certain date compared to the ones that have actually been consumed.

 

Given this set, I got the following idea: What I would like to display is a chart with two lines

  • In the X axis, the date at which a resource allocation is placed
  • In the Y axis, the total hours on each lines concept:

    • Total Resource Allocation hours (up to that date)

    • Total Time Card hours (up to that date)

Both lines should be shown as a cumulative (running total) over time, so the values keep increasing as time progresses.

For example, given a set up like the following

 

 Date Allocated HoursTime Card Hours
Jan 184
Jan 265
Jan 3107

 

my chart should show the following data

 

 Date Allocated Hours (Cumulative)Time Card Hours (Cumulative)
Jan 184
Jan 2149
Jan 32416

 

The problem is that I don't have any aggregate function similar to this aggregated sum I am defining so my questions are:

  1. Is it possible to configure a running total / cumulative sum in a standard Data Visualization (Line chart)?

  2. Is there any recommended approach to build this kind of chart without using Performance Analytics (my company does not have license for indicators)?

  3. Can anybody think on any other approach to this matter?

At the moment I can easily create a line chart with a SUM aggregation grouped by date, but I cannot find a way to calculate the cumulative values. I let you see what I have in the image:

 

If anyone has implemented something similar, I'd really appreciate any suggestions or best practices.

Thanks!

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