User Guide

How to create an Analytics chart

Use an Analytics chart when you need a saved visualization over AlloyScan inventory, cloud, or device-component data.

Prerequisites

  • Administrator role.
  • Audited data exists for the source you want to chart.

Steps

  1. Navigate to Analytics.
  2. Click + New chart.
  3. On Create new chart, use Search sources if needed, then select a data source.
  4. In Properties > General, enter a chart Name.
  5. Choose a chart type.
  6. Add data fields, group records with Group By (X-axis), or adjust the Metric (Y-axis) as needed.
  7. For each grouping level, sort by Group name or Item count in ascending or descending order. For a Raw data table, sort by column instead.
  8. Optional: Under Properties > Number of items, set Analytics limit and Widget limit to control how many results appear in Analytics and dashboard widgets independently. See Sorting and display limits.
  9. Optional: Open Filter and add embedded filters for the chart.
  10. Optional: Open Options and adjust colors, display options, or axis labels.
  11. Optional: Open Categories to assign the chart to an existing category.
  12. Review the live chart preview.
  13. Click Save.

After the chart is saved, it appears in the Analytics list with its sorting settings and both display limits preserved.

Review and export a chart

  1. Navigate to Analytics.
  2. Open the chart.
  3. Optional: Adjust the runtime date filter or click Add filter to refine the current view.
  4. Select Visualization, Summarized data, or Raw data.
  5. In Raw data, click a linked value to open the device represented by that row. Use Ctrl+click to open the device in a new browser tab.
  6. Click Export and choose an export option for the selected mode.

Add the chart to the Dashboard

  1. Navigate to Dashboard.
  2. Enter edit mode.
  3. In the widget palette, find the saved Analytics chart.
  4. Add it to the current dashboard.
  5. Move or resize the widget if needed.
  6. Click Save.

The Analytics widget remains on the dashboard after reload.