Analysis Dashboards

Analysis Dashboards show data using history and sub-category graphs while simultaneously displaying the figures for the graphs in a data table on the left. The data table is presented as a tree where the branches are sub-categories. A typical category hierarchy would be Business Group > Client > Job. The graphs and table are interactive, allowing drill-down to sub-categories, or selection of historical periods.

How to use the Analysis Dashboards

You will notice that initially the data for the current period will be highlighted in dark yellow on the history graph displayed on the top right, and a light yellow on the category graph displayed on the bottom right. The corresponding figures in the data table on the left are highlighted with the same colours as the graphs.

The following image gives an example of the Client Profitability analysis dashboard. The figures for the data table line 'All' will match those on the selected period of Jan 2014 on the history graph. The figures for 'Group 1' will match the bars for 'Group 1' on the category graph.

Using the Period/Date selector

The data on the dashboard can be filtered according to a specific period or date through the period/date selector located at the top of the dashboard. There are 3 parts to the selector:

• Period Types drop-down
  The period types drop-down fixes the date ranges that the data can be divided into:
  e.g. Select 'Fin Quarter' to divide the data into Financial Quarters

  Note: The 'period type' default is set at one month

• Next and Previous Period arrows
  Clicking on the previous (◀) or next (▶) arrows, will update the table and graphs by moving the period forward or backwards.
• To date selector
  A 'To' date can be specified by clicking on the underlined date and selecting an end date.

To drill down to view individual job bags in Chase Insight

1. To drill down to a sub-category, either click on that in the table, or click on the corresponding bar in the category graph. 'Drill down further to select a job. Note that the figures for jobs are not initially shown. You can 'expand' the client line to see the list of jobs for that client.
2. Then either double click on the job in the table or click on the bar for the job in the category view.
3. Click 'OK' when prompted to confirm viewing the Job Time and Cost Summary.

Note: Only dashboard that are grouped by job will allow viewing the Job Time and Cost Summary.