Create a relative compare visualization for a time series widget

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 9분

    • To show how the relative proportions of several indicators change over time, use a relative compare visualization for a time series.

    시작하기 전에

    Role required: pa_admin or admin

    이 태스크 정보

    Like a pie chart, a relative compare visualization shows relative proportions between data points, but it can also show how those proportions change over time. Traditional uses of relative compare visualizations are stock charts or population growth trends. When you create a relative compare visualization, it uses a baseline of zero and then shows how the data changes over time.

    For example, this visualization shows the change of the total number of open incidents compared to the change in the number of open incidents that were not updated for 5 or more days. When you point to a line, the number of incidents and the percentage change for that day appear. The percentage change shown for a data point is calculated from a baseline of zero, not the previous data point as on most other time series visualizations.
    그림 1. Example of a relative compare visualization for a time series
    Visualization comparing the number of open incidents indicator to the Number of open incidents not updated in 5 days indicator

    프로시저

    1. Navigate to All > Performance Analytics > Widgets.
    2. Click New.
    3. From the Type list, select Times Series.
    4. From the Visualization list, select Relative Compare.
    5. Specify which indicators to include in the visualization with one of the following options.
      OptionNote
      Indicator group If you select an indicator group, you cannot select a single indicator.
      경고:
      This option is not currently functional. Specify a single indicator and additional widget indicators.
      Indicator If you select a single indicator, you must manually add additional indicators in the Widget Indicators related list.
    6. 옵션: Fill in any of the following fields:
      Field Description
      Breakdown and Element Only the scores that match the specified element of this breakdown are shown. Select values for both Breakdown and Element. Otherwise, only scores that are not associated with any element of the breakdown are shown.
      주:
      Instead of specifying an element for the first-level breakdown, you can specify an elements filter in the Elements Settings tab. Use elements filters for creating personal visualizations. For more information, see Additional settings for time series widgets.
      중요사항:
      If the widget is for a formula indicator, all contributing indicators in the formula must support the breakdown. Otherwise an error message instead of a value appears in the widget on a dashboard.
      2nd Breakdown and Element Drill down to a second level of breakdown and element, if a first-level breakdown and element have been specified.
      주:
      • Second-level breakdowns must be enabled on the indicator record, in the Collect breakdown matrix tab.
      • Follow element must be disabled. Dashboard breakdowns count as one breakdown level of the two that are possible.
      Time series Runs a function on the indicator scores for a specific time period, such as a 7-day sum or average. For more information, see Applying time series aggregations.
      주:
      Business and fiscal calendars do not support time series aggregations. You cannot set a time series aggregation on a widget for an indicator that uses such a calendar.
    7. Right-click the form header and select Save.
    8. If you selected a single indicator, add additional indicators in the Widget Indicators related list.
      If you selected an indicator group, additional indicators are not required.
    9. Select the Show date range selector check box on the Date Settings tab.
      This setting lets users dynamically change the amount of time displayed in the visualization.
    10. To have the widget follow the breakdown elements that are selected on a breakdown dashboard, follow these steps:
      1. Select Follow element.

        Selecting this option removes the ability to set a second breakdown and element on the widget.

      2. 옵션: Set which of the available breakdowns to follow in Followed breakdown.
        Breakdown dashboards let you select a breakdown source and elements. However, an indicator can use more than one breakdown that is based on the same breakdown source. Use this setting to determine which of these breakdowns to apply in a breakdown dashboard.

        For example, the indicator Number of open incidents uses two breakdowns: Assigned to, and Opened by. Both breakdowns are based on the Users.Active breakdown source. Consider the case where you create a widget for this indicator and you have the widget follow elements on breakdown dashboards. You want the widget to display separate values for the elements of the Assigned to breakdown. Therefore, you select Assigned to in the field Followed breakdown.

      3. In Show multiple elements as, select whether to show each element separately or to show an aggregate of elements based on the indicator aggregation.
        Neither all widget visualizations nor all indicators support both aggregate and separate views. For automated and external indicators, only COUNT, SUM, MAX, and MIN data aggregations support aggregate views. COUNT DISTINCT and AVG do not. For more information, see Showing multiple elements separately or aggregated.
      중요사항:
      Do not specify a breakdown and element on the widget record when you want the elements for that breakdown to be selected on a breakdown dashboard. The element on the widget record overrides any elements selected on the breakdown dashboard for that breakdown.
    11. Fill in the other fields, as appropriate.
    12. Click Update.

    다음에 수행할 작업

    To view the widget, add it to a dashboard or a portal.