Working with chart and report widgets

Adjusting the date range

The Period fields enable you to specify a range of dates for all data displayed in charts and reports on a page.

In the first drop-down field you can select from several pre-defined ranges or a custom range. If you select one of the pre-defined ranges, the date fields display the actual dates in that range. You can also select a custom range, using the date drop-down fields to select any range you want.

Filtering data

The Filters field specifies the type of data shown by all widgets on the same page. For example, a filter might display data for specific providers, or for a cost center.

If an administrator enabled the Filters field to be editable, you can define your own field-value pairs as filters.

Some filters might have already been created for you. For example, a report author might have defined a filter as part of that report. When that happens, the filter is locked and appears with a lock icon. You cannot edit or remove locked filters.

Additionally, you can filter data on a view page by clicking areas in different charts, as described in the sections for each chart type.

To add a filter

1. In the Filters field, click Add New Filter.
   The Filter Manager dialog box appears.
   
2. Select a Filter Field.
3. In the Operator field, select one of the following options:

   Operator	Description
   Is	Filters items that match the value.
   Is not	Filters all items that do not match the value.
   Is empty	Filters items that have no value.
   Is not empty	Filters items that have any value.
   Starts with	Filters items that start with the text you enter.

4. If you selected the Is or Is not operator, in the Available Values field, select a value for the selected field. The values available for you to select are those you collected over the past 90 days.
5. To add another value for the same filter, click the close icon for the Available Values field, and then select a new value.
   Multiple values for the same filter are treated as OR values, so that the field filters if any of its values are matched.
6. To add another filter, click Add New Filter.
   Multiple filters are cumulative. Data must pass through all filters to appear on the page.
7. When you are done adding filters, click Save.
   All charts and reports on the page are updated to show only the data defined by your filters.

Donut charts

Donut charts display data in a ring, with segments of the ring sized for the data they represent.  Donut charts include up to 20 segments, showing the top values for the field selected by the person who created the chart.  The chart might also include an other segment for all data that is not included in the shown segments. 

Clicking a bar works as a data filter you can toggle on and off.  The filter is also applied to every other chart and report on the page.

In some charts,  you can click reset to return the chart to its default state.

KPI charts

KPI charts show aggregated data for a single numeric field, such as Cost, Quantity, or Rate. Scanned left-to-right, the line shows a value as it changes over time. For example, the following image shows a KPI chart that shows data for the Total Cost field.

Line charts

Line charts show an area chart for numeric fields, such as Cost, Quantity, or Rate. Line charts are available with single lines, double lines, and multiple lines sliced by categories. In all line charts, mouse over a data point to see what is being measured, the date of that measurement, and the amount of the measure.

• Single line charts show a single line for one field over time. 
• Double line charts show two lines over time, one for each of two separate fields. 
• Multiple line charts show aggregated data for the same metric, but each line represents a different value. 

With all line charts, hovering over a data point on a line displays a tool tip:

Bar charts

Bar charts display data in bars sized for the data they represent, in either a horizontal or vertical display.  By default, bar charts show the top 5 values for the field selected by the person who created the chart. 

Clicking a bar works as a data filter you can toggle on and off.   In some charts,  you can click reset to return the chart to its default state.

Pie charts

Pie charts display data as slices of a pie, sized for the data they represent. By default, pie charts include 5 slices, showing the top 5 values for the field selected by the person who created the chart. The chart might also include an other slice representing all data that is not included in the top 5 slices. 

Clicking a slice works as a data filter, toggling whether the chart shows data for that value.   The filter is also applied to every other chart and report on the page. In some charts,  you can click reset to return the chart to its default state.

Combo charts

A combo chart is a hybrid of a vertical bar chart and a line chart. The bars are sized for the total amount of data they represent, with a bar for each time segment of the range defined for the chart. A line follows the tops of the bars, with a data point representing the aggregated value of the bar. Mouse over a data point to see the aggregated value.

Within each bar, colored blocks represent a category of data corresponding to a field selected by the creator of the chart. The top 5 categories are listed. 

The table to the right of the combo chart lists each value for the chosen field, and shows the color representing it in the chart.  Clicking a block works as a data filter you can toggle on and off.   In some charts, you can click reset to return the chart to its default state.

Insights summary

Insights alert you about situations in your cloud that are either costing you money or are potentially harming your environment in some other way. For example, you can be alerted when the cost for a department increases suddenly, or when you’re paying for a VM that no one is using.

HPE Consumption Analytics Portal attempts to identify potential savings for you. If HPE Consumption Analytics Portal has identified more than $5,000 in potential savings, the bar at the top of the chart shows the amount you can save by following Insight recommendations. Otherwise, this bar shows the total number of insight alerts you have. Below that bar, the Insights summary widget shows the number of alerts, organized by Insight category.

Click a category to open the Insight Drill Down dialog box, which lists all of the Insights in the category you clicked. For each insight in the list, the Insight Status bar shows the breakdown of results by Alert, Approaching, and Normal status.  Mouse over the bar to see the number of results in each status.

Browse and select an Insight from the list to view detailed results. The Recommendation field offers advice for how to resolve the situation that triggered the Insight.

Each Insight includes a visualization containing one or more charts. These charts have a red line indicating the Alert threshold, and you can hover over the line to see the criteria for reaching Alert state. If you do not want to see the visualization, click HIDE VISUALIZATION. HPE Consumption Analytics Portal will remember your setting and hide the visualizations for all insights you view. If you want to view the visualization again, click SHOW VISUALIZATION.

A Complete Result Set table shows detailed information for each row of data. The Insight Status column lists the alert status of each row:

• Alert: The Alert status is outlined in red. Data has crossed all thresholds and has generated an alert.
• Approaching: The Approaching status is outlined in orange. Data is within 10% of the thresholds.
• Normal: The Normal status is not outlined. Data is well below the thresholds.

You can click the triangle to toggle between Hide or Show for each insight in the Insight Drill Down,  You can also use the show/hide (eye) icon to toggle whether hidden insights appear in the list.  Hiding an insight does not alter the count of triggered insights on the Insights summary.

Reports

Unlike the report functionality available on the Reports page, the Report widget shows data for a single report only, as selected and configured by the widget creator.

If a report shows grouped data , the columns other than the grouped column show totals for all members in that group. You can expand the group to display rows for the member data in that group.  Some groups might include subgroups. 

You can click the column headers (other than the grouped column) to reveal the following display options:

• Group: Removes the selected column and adds its data to the grouped column. If groups already exist, the column is added as a subgroup of every group. For single reports, this grouping is temporary; the report will revert to its original column formatting when you refresh your browser.
• Pin column: If a report has many columns, you might need to scroll horizontally to see some columns. Pinning a column prevents the column from scrolling off the screen when you scroll horizontally.
• Sort ascending/descending: Sorts the results in ascending and descending order. HPE Consumption Analytics Portal maintains the selected sort order for reports and for distributed reports. For example, when you sort data in a report, the sort order is saved in your browser's local storage. This includes the Reports page, the Report widget, and the report authoring interface. If you distribute this report, the report maintains the sort order saved by the report author.

See also: Reducing the scope of a report

Forecasting

The Forecasting widget enables you to project the future of your cloud based on historical data. You can use these forecasts to plan how you want to manage your cloud, and to plan future budgets. The graph displays historical data in solid bars, current data in striped bars, and forecasted data in empty bars.  Mouse over any bar to see details for the data it represents.

To forecast data

1. In the Base Forecast On field, select the amount of historical data you want used to make the forecast.
2. In the Forecast Period field, select the number months into the future you want the forecast to extend.
3. In the Value field, select the numeric field you want used for the forecast.
4. In the Group By field, select the field you want forecasted.
5. If you want to hide historical data in the display, uncheck the Show Actuals option.
6. If you want to see detailed information about the forecast, click the Expand Details (up arrow) icon.