HelpDesk Dashboard

List: Issues
Fields: Assigned To, Due Date, Status

CAML:

<View>
  <Query>
    <Where>
      <And>
        {Filter}
        <IsNotNull>
          <FieldRef Name="AssignedTo" />
        </IsNotNull>
      </And>
    </Where>
    <OrderBy>
      <FieldRef Name="ID" />
    </OrderBy>
  </Query>
  <ViewFields>
    <FieldRef Name="LinkTitle" />
    <FieldRef Name="AssignedTo" />
    <FieldRef Name="Status" />
    <FieldRef Name="DueDate" />
  </ViewFields>
  <RowLimit Paged="TRUE">1000</RowLimit>
</View>

The {Filter} token is replaced with a clause via JavaScript in requestInit handler.

Group by: Status

Aggregations:
Count = count of Status

var handlers = {};
handlers.requestInit = function (query, logger) {
    var view = query.get_viewXml();
 
    var userId = $('#helpdesk-agents').val();
 
    if (userId && userId !== '0') {
        view = view.replace('{Filter}', '<And>\
    <Eq>\
        <FieldRef Name ="AssignedTo" LookupId="true" />\
        <Value Type="Lookup">' + userId + '</Value>\
    </Eq>\
    <Neq>\
        <FieldRef Name ="Status" />\
        <Value Type="Text">Completed</Value>\
    </Neq>\
    </And>');
    } else {
 
        view = view.replace('{Filter}', '<Neq>\
        <FieldRef Name ="Status" />\
        <Value Type="Text">Completed</Value>\
    </Neq>');
    }
 
    logger.info(view);
    query.set_viewXml(view);
 
    return true;
}
 
handlers.requestSuccess = function (data, logger) {
    populateAgents(data);
    populateOverdueIssues(data);
    return true;
}
 
handlers.aggregationSuccess = function (data, logger) {
    $.each(data.groups, function () {
 
        var userId = $('#helpdesk-agents').val();
 
        switch (this.value) {
            case 'Overdue':
                if (userId && userId !== '0') {
                    this.Target = 2;
                } else {
                    this.Target = 8;
                }
                break;
            case 'Not Started':
                if (userId && userId !== '0') {
                    this.Target = 5;
                } else {
                    this.Target = 20;
                }
                break;
            case 'In Progress':
                if (userId && userId !== '0') {
                    this.Target = 5;
                } else {
                    this.Target = 20;
                }
                break;
        }
    });
    return true;
}
 
handlers.finish = function (data, logger, processor, el) {
    logger.debug('Data is processed: ', data);
 
    if (processor && !processor.subscribed) {
        $('#helpdesk-agents').change(function () {
            el.html('<img alt="loading..." src="/_layouts/15/images/gears_anv4.gif" />');
            processor.process(el);
        });
 
        processor.subscribed = true;
    }
 
    return true;
}
 
function populateAgents(data) {
    if ($('#helpdesk-agents option').length == 1) {
        var agents = {};
 
        $.each(data.items, function () {
            if (!agents[this.AssignedToId]) {
                agents[this.AssignedToId] = this.AssignedTo;
            }
        });
 
        for (var key in agents) {
            $('#helpdesk-agents').append($('<option></option>')
                   .attr('value', key)
                   .text(agents[key]));
        }
    }
}
 
function populateOverdueIssues(data) {
    var overdueIssues = [];
    $.each(data.items, function () {
        if (this.DueDate > new Date(2014, 07, 30)) {
            overdueIssues.push({
                Status: 'Overdue',
                AssignedTo: this.AssignedTo
            });
        }
    });
 
    data.items = data.items.concat(overdueIssues);
}

In the requestInit handler we replace the ‘{Filter}’ token with clause to retrieve the issues assigned to the selected user only or all issues if the selected option is ‘All Users’. In the requestSuccess handler we populate drop-down filter above the charts with users and add overdue issues based on the DueDate field to the data. In the aggregationSuccess handler we define threshold value for each status. And finally, in the finish handler we subscribe on the filter change event to rebuild the chart based on a new value.

Type: Vertical Bullet
Display each group as a separate series: False
Category: value
Value: Count
Target: Target
Aggregate over category: False

List: Issues
Fields: Assigned To, Due Date

CAML:

<View>
  <Query>
    <Where>
      <And>
        <Geq>
          <FieldRef Name="Created" />
          <Value Type="DateTime">
            <Today OffsetDays="-30" />
          </Value>
        </Geq>{Filter}
      </And>
    </Where>
    <OrderBy>
      <FieldRef Name="ID" />
    </OrderBy>
  </Query>
  <ViewFields>
    <FieldRef Name="LinkTitle" />
    <FieldRef Name="AssignedTo" />
    <FieldRef Name="DueDate" />
    <FieldRef Name="CreatedDate" />
  </ViewFields>
  <RowLimit Paged="TRUE">1000</RowLimit>
</View>

Group by: empty

As you can see the empty field doesn’t exists in the data source. We use it here to calculate aggregate values over all rows in the data set because for each row it equals to “undefined”, thus we get a single group containing all items.

Aggregations:
Count = count of DueDate

var handlers = {};
 
handlers.requestInit = function (query, logger) {
    var view = query.get_viewXml();
 
    var userId = $('#helpdesk-agents').val();
 
    if (userId && userId !== '0') {
 
        view = view.replace('{Filter}', '<And>\
    <Eq>\
        <FieldRef Name ="AssignedTo" LookupId="true" />\
        <Value Type="Lookup">' + userId + '</Value>\
    </Eq>\
    <Eq>\
        <FieldRef Name ="Status" />\
        <Value Type="Text">Completed</Value>\
    </Eq>\
    </And>');
    } else {
 
        view = view.replace('{Filter}', '<Eq>\
        <FieldRef Name ="Status" />\
        <Value Type="Text">Completed</Value>\
    </Eq>');
    }
 
    logger.info(view);
    query.set_viewXml(view);
 
    return true;
}
 
handlers.finish = function (data, logger, processor, el) {
    logger.debug('Data is processed: ', data);
 
    if (processor && !processor.subscribed) {
        $('#helpdesk-agents').change(function () {
            el.html('<img alt="loading..." src="/_layouts/15/images/gears_anv4.gif" />');
            processor.process(el);
        });
 
        processor.subscribed = true;
    }
 
    return true;
}

In the requestInit handler we replace the ‘{Filter}’ token with clause to retrieve the issues assigned to the selected user only or all issues if the selected option is ‘All Users’. In the finish handler we subscribe on the filter change event to rebuild the chart based on a new value.

Type: Radar Gauge
Value: Count

var handlers = {};
handlers.preRender = function (config, logger) {
    logger.debug('Configuration: ', config);
 
    window.config = config;
    var userId = $('#helpdesk-agents').val();
    if (!userId || userId === '0') {
        config.scale.max = 200;
 
        config.scale.ranges[0].from = 140;
        config.scale.ranges[0].to = 200;
 
        config.scale.ranges[1].from = 100;
        config.scale.ranges[1].to = 140;
 
        config.scale.ranges[2].from = 0;
        config.scale.ranges[2].to = 100;
 
    }
 
    return true;
}

Here we specify qualitative ranges of performance for all users. By default, they are defined for a single user.

List: Issues
Fields: Created

CAML:

<View>
  <Query>
    <OrderBy>
      <FieldRef Name="ID" />
    </OrderBy>
    <Where>
      <Geq>
        <FieldRef Name="Created" />
        <Value Type="DateTime">
          <Today OffsetDays="-30" />
        </Value>
      </Geq>
    </Where>
  </Query>
  <ViewFields>
    <FieldRef Name="LinkTitle" />
    <FieldRef Name="Created" />
  </ViewFields>
  <RowLimit Paged="TRUE">1000</RowLimit>
</View>

Type: Line
Category: Created
Value: Created
Aggregate over category: True
Unit: days
Step: 1
Function: count

Category Axis:
Label format: {0:dd}

List: Issues
Fields: Created

CAML:

<View>
  <Query>
    <OrderBy>
      <FieldRef Name="ID" />
    </OrderBy>
    <Where>
      <IsNull>
        <FieldRef Name="AssignedTo" />
      </IsNull>
    </Where>
  </Query>
  <ViewFields>
    <FieldRef Name="LinkTitle" />
    <FieldRef Name="AssignedTo" />
  </ViewFields>
  <RowLimit Paged="TRUE">1000</RowLimit>
</View>

Group by: empty

As you can see the empty field doesn’t exists in the data source. We use it here to calculate aggregate values over all rows in the data set because for each row it equals to “undefined”, thus we get a single group containing all items.

Aggregations:
Count = count of AssignedTo

Type: Linear Gauge
Value: Count

List: Issues
Fields: Assigned To, Status

CAML:

<View>
  <Query>
    <OrderBy>
      <FieldRef Name="ID" />
    </OrderBy>
    <Where>
      <And>
        <Geq>
          <FieldRef Name="Created" />
          <Value Type="DateTime">
            <Today OffsetDays="-30" />
          </Value>
        </Geq>
        <IsNotNull>
          <FieldRef Name="AssignedTo" />
        </IsNotNull>
      </And>
    </Where>
  </Query>
  <ViewFields>
    <FieldRef Name="AssignedTo" />
    <FieldRef Name="Status" />
  </ViewFields>
  <RowLimit Paged="TRUE">1000</RowLimit>
</View>

Group by: Status

Type: Bar
Display each group as a separate series: True
Category: Assigned To
Value: Assigned To
Aggregate over category: True
Function: count

Series:
Stack series: True