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Filter Data Series By Location(s)

Shared Chart Series allows you to pull in and visualize a data series from one Chart to a separate Chart within KaiNexus. Check out this video for a quick overview - or keep reading for step-by-step instructions!


Previously, you would visualize a Chart on a Chart Card directly on a Board and regardless of your filters, the data displayed on the Chart would be unaffected when changing your filters. 

When toggling between Locations on the Location Filter on a Board, the Shared Series on the Chart Card will update to reflect the series associated with that selected Location. This setup will allow you to see data from any Location that is referenced on a single Chart.

 

How to Filter your Data Series by Locations

You will need to have multiple Charts created in KaiNexus that each have their own Network Location. You will also need another Chart that will need to be treated as the “Top Level Chart.” The “Top Level Chart” will pull in the data from the other Charts by using Shared Series. This same “Top Level Chart” is the Chart that will be added as a Chart Card to your Board. 

 

Let’s start by creating these Charts. For this example, we will create three separate Charts, one of which will be our “Top Level Chart.”

  • Click on the Create_green.png at the top of your screen.

  • Find the “Charts” under your drop-down menu and select which type of Chart you want to create. For this example, we will create a Bar/Line Chart.


CreateaChart.jpg

 

  • In the resulting window, be sure to fill out all required fields.

  • For this first Chart, we will make sure it is in the “ABC Device Manufacturing” Network Location.

CreateManufacturingChart.jpg

 

  • Once you’ve updated your Network Location, click Create.png.

 

  • Within your Chart, be sure to populate all of your data. Check out this support page for more information on how to Edit a Chart

 

EditManufacturingTickets.jpg

 

  • Once completed, your Chart may look something like this:

ManufacturingChart.jpg

Again, this Chart is in the “ABC Device Manufacturing” Network Location.



  • To create your second Chart, go back and once again click Create_green.png at the top of your screen and select the Bar/Line Chart type. 


CreateServiceChart.jpg

 

  • For this second Chart, we will make sure it is in the “ABC Shared Services” Network Location.

  • Once you’ve updated your Network Location, click Create.png.

 

  • Within your Chart, be sure to populate all of your data. Check out this support page for more information on how to Edit a Chart

 

EditServiceTickets.jpg

 

  • Once completed, your Chart may look something like this:

ServiceChart.jpg

Again, this Chart is in the “ABC Shared Services” Network Location.

 

  • Finally, let’s create the “Top Level Chart” from the Create menu.

  • To create your “Top Level Chart”, go back and once again click Create_green.png at the top of your screen and select the Bar/Line Chart type. 

CreateMasterChart.jpg

  • For the “Top Level Chart”, we will make sure it is in the top-level “ABC Enterprise” Network Location.

  • Once you’ve updated your Network Location, click Create.png.

 

After you’ve created the “Top Level Chart”, we will pull in the data series from the previously created Charts into this Chart using the Shared Series functionality.

 

  • After clicking into the “Top Level Chart”, click Add_Data.png to add data to the Chart. 

TopLevelChart1.jpg

 

  • Once in the Chart edit window, click Add_Data_Series_blue.png.

AddSharedManufacturing.jpg

 

  • In the resulting window, add the information for the first data series.

    • Check the box next to “Shared Series”

    • In the Chart drop-down, type in and select the name of the Chart that has the data series you want to pull into this chart.

    • In the Series drop-down, select the name of the Series on the Chart that you want to pull into this chart.

  • When you’re done, click Save.png.

TopLevelChart2.jpg

 

  • Now let’s pull in the series from the second Chart we created. Click Add_Data_Series_gray.png.


AddSharedService.jpg

 

  • In the resulting window, add the information for the second data series.

    • Check the box next to “Shared Series”

    • In the Chart drop-down, type in and select the name of the Chart that has the data series you want to pull into this chart.

    • In the Series drop-down, select the name of the Series on the Chart that you want to pull into this chart.

  • When you’re done, click Save.png.


TopLevelChart3.jpg

 

  • When you’re finished adding data to the “Top Level Chart”, click Save.png.

 

Here is what the “Top Level Chart” looks like by itself. Again, this Chart is in the top level “ABC Enterprise” Network Location.


TopLevelChart4.jpg

The next step would be to add this “Top Level Chart” as a Chart Card to one of our Boards that has a Location filter on it.

 

To add a Chart Card on a Board


AddChartCardonBoard.jpg

 

  • Click the Plus.png in the top right corner.

  • In the drop-down menu, click Chart_Card.png.

 

TopLevelChart5.jpg

  • In the resulting window, add the “Top Level Chart” we created earlier by typing and selecting it from the “Choose Existing” drop-down.

  • When you’re done, click Add.png.

TopLevelChart6.jpg

 

For this example, we will toggle between “ABC Device Manufacturing” and “ABC Shared Services” using the Location Filter along the left hand side of the Board. In our Top Level Chart Card, the data series associated with our Locations will appear.

 

As we click on the “ABC Device Manufacturing” Network Location, the shared data series from the Manufacturing Tickets Chart tagged with that Location is appearing on the Chart Card on the Board.

TopLevelChart7.jpg

 

As we click on the “ABC Shared Services” Network Location, the shared data series from the Services Tickets Chart tagged with that Location is appearing on the Chart Card on the Board.


TopLevelChart8.jpg

 

Utilize this functionality to quickly and easily toggle the visible data between separate Locations within a single Chart that is directly on a Board.

 

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