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Question

Chart in dashboard

  • August 22, 2024
  • 6 replies
  • 155 views

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I have a need that I think is quite simple but I can't figure out how to do it.
I want to have a line chart that shows the total count of open cases(CR3060PL) over a period (eg: the last 30 days).

So X = dates and Y = total count of open case at the given date

I want to be able to see if there is a trend.
Can someone show me how to do it?

Thanks

6 replies

nhatnghetinh
Captain II
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  • Captain II
  • August 23, 2024

Hi @raphrf 

You create a Widget like below:

 

FILTER SETTINGS:

 

The result is as follows:

 

Best Regards,

NNT


Forum|alt.badge.img+1
  • Author
  • Captain I
  • August 23, 2024

Hi @raphrf 

You create a Widget like below:

 

FILTER SETTINGS:

 

The result is as follows:

 

Best Regards,

NNT

Hi , thanks for the answer, but my question maybe wasn't clear, i would like to have a "line chart"


nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • Captain II
  • August 23, 2024

Hi @raphrf 

The way to do it is the same as above.

 

 

 

 

 

Best Regards,

NNT


Laura03
Captain II
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  • Captain II
  • August 23, 2024

Hello,

If a Case is closed now but was open on August 1, should it be counted in the August 1 open case figures when the GI is displayed today?

Most GI’s will show Case status “as of now” and not work back automatically to show a different status as of a certain day.

If the answer to my question above is Yes, a case that is closed today should appear in open counts for earlier days when it was still open… I think it will be difficult but not impossible, to show case status “as of another day” using opened and closed dates on the cases, with the start date/end date parameters of your GI.  Possibly.  I can’t suggest any calculations but more clever members of this community might be able to help further.

 

Laura


Forum|alt.badge.img+1
  • Author
  • Captain I
  • August 23, 2024

Hello,

If a Case is closed now but was open on August 1, should it be counted in the August 1 open case figures when the GI is displayed today?

Most GI’s will show Case status “as of now” and not work back automatically to show a different status as of a certain day.

If the answer to my question above is Yes, a case that is closed today should appear in open counts for earlier days when it was still open… I think it will be difficult but not impossible, to show case status “as of another day” using opened and closed dates on the cases, with the start date/end date parameters of your GI.  Possibly.  I can’t suggest any calculations but more clever members of this community might be able to help further.

 

Laura

the point you mention is what I feared and did not see how to do, but I imagine that it is a common need to see the trend over time, and that since reporting is a strength of Acumatica, so that it is possible?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • September 10, 2024

Hi @raphrf were you able to find a solution? Thank you!