User Performance Chart Control

The User Performance Chart control displays a graphic representation of users who have participated in a workflow activity, displayed as an aggregated view of instances per user. You can select to display the data according to duration or instance count. You can use the chart to:

  • Determine how long it takes each user to complete the same task
  • Determine how many instances of the same task each user completed in a given time frame

  1. Create a view.
  2. Drag the control onto the canvas. You can find the control in the Reports section of the Toolbox.
  3. Configure the properties of the control to display the data you want in the chart.
  4. Run the view.

You can find the control in the Reports section of the Toolbox.

Property Description Can be set in runtime using rules?
Detail
Name A unique identifier for the control. This property is required and defaults to the name of the control. No
Title The title to display for the control. Yes, see Configure the Set a Control's Properties Action for more information.
Show Title Shows or hides the title. Yes, see Configure the Set a Control's Properties Action for more information.
Watermark Specify the text to display if no data is available. Yes, see Configure the Set a Control's Properties Action for more information.
Filters
Activity Name This is the activity on which you want to filter the data. Click the ellipsis to use the Activity Picker. Yes, see Configure the Set a Control's Properties Action for more information.
Users Select users who participated in an activity instance. Click the ellipsis to use the Users Picker. Yes, see Configure the Set a Control's Properties Action for more information.
Chart Data
Range

The date range to use to filter the data. The data returned typically executes according to the date on which the user actioned an activity instance. Select a date range from the predefined drop-down list to filter. Click the ellipsis to use the Date Range Picker.

Yes, see Configure the Set a Control's Properties Action for more information.
Display Value This shows how the data is aggregated in the chart. You can select to show the data in duration (how long the activity took to complete) or instance count (the amount of instances per activity). Yes, see Configure the Set a Control's Properties Action for more information.
Show Label Shows the labels of each user on the chart. Yes, see Configure the Set a Control's Properties Action for more information.
Display
Chart Type You can display a chart as a Column, Pie or Bar chart
Column - Displays values as sets of vertical columns that are grouped by category
Pie - Is a circular chart divided into sectors. Each sector shows the relative size of each value
Bar - Is a chart using rectangular bars with lengths proportional to the values they represent		 Yes, see Configure the Set a Control's Properties Action for more information.
Show Grid Lines Select this option to display grid lines. Yes, see Configure the Set a Control's Properties Action for more information.
Label Angle The angle at which you can rotate labels to display more effectively when the chart contains more than a few users. The default setting is 0. Type a rotation angle, such as 45. Yes, see Configure the Set a Control's Properties Action for more information.
Select Effect The following effects determines how the control renders when you click an item in the chart:
Pie:
Fade: The selected item is rendered with an opacity of 100%. All other items are reduced to about 50% (faded out).
Explode and Fade: The selected item is exploded. The opacity of all other items are reduced to about 50%.
Explode: The selected item is exploded and has 100% opacity.
No Effect: All items are rendered with an opacity of 100%.
Column:
Fade: The selected item is rendered with an opacity of 100%. All other items are reduced to about 50% and faded out
Explode and Fade: The selected item has an opacity of 100%. All other items are reduced to about 50% (faded out).
Explode: All items are rendered with an opacity of 100%.
No Effect: All items are rendered with an opacity of 100%.
Bar:
Fade: The selected item is rendered with an opacity of 100%. All other items are reduced to about 50% and faded out.
Explode and Fade: The selected item has an opacity of 100%. All other items are reduced to about 50% (faded out)
Explode: All items are rendered with an opacity of 100%.
No Effect: All items are rendered with an opacity of 100%.
 Yes, see Configure the Set a Control's Properties Action for more information.
Transition Effect Applies the Effect. Yes, see Configure the Set a Control's Properties Action for more information.
General
Height Adjusts the height of the control. You can enter any whole number or pixel value (maximum of 32767px). Yes, see Configure the Set a Control's Properties Action for more information.
Width Adjusts the width of the control. You can enter any whole percentage up to 100%, whole number, or pixel value (maximum of 32767px). Yes, see Configure the Set a Control's Properties Action for more information.
Visible Shows or hides the control. Yes, see Configure the Set a Control's Properties Action for more information.
Enabled Enables or disables the control. If the control is disabled, you cannot interact with the control. Yes, see Configure the Set a Control's Properties Action for more information.
Read-Only Shows the control as read-only. Yes, see Configure the Set a Control's Properties Action for more information.
Format Opens the Format page where you can configure formatting and style features such as format, font, borders, padding and margins. See the Format topic for more information. No
Conditional Format Opens the Conditional Formatting page. You can add conditional formatting to apply a specific format or style when a condition you set is True. Use conditional format on its own or with the Format feature. See Conditional Format for more information. Click the ellipsis to open the Conditional Formatting page. No

Report controls interact with each other through rules. When you bind properties between different controls, you can use the data to populate properties or set values. As an example, when you click on a bar, pie slice or column of a User Performance Chart, you can use the value of that bar, pie slice or column to populate a User Performance Grid. To do this, configure the rule as shown below:

When you configure the properties, map the value of the control to the Users field. The value of the control is the fully qualified name of the user on the x-axis.

The following events and methods are available on the control:
Rule Events:

  • When [control] is Changed: This event executes when the control is set to a new value that is different from the previous value. You can use this event to trigger actions when the control is changed, for example execute the Run method.
  • When [control] is Clicked: You can execute a rule condition or action when the control is clicked, for example populate another control.
  • When [control] is Populated: This event executes each time the control is loaded. You can execute a rule condition or action when the control is loaded, for example execute the Run method of another report control.

Control Methods:

  • Execute a control's Clear method: Clears the workflow data from the control. You can use this method to, for example, clear the workflow data and then execute a Run method using rule mappings of a different workflow.
  • Execute a control's Run method: Gets the data from the database, applies configuration and rule settings, and then displays a graphic representation of users who have participated in a workflow activity.

Security on the Report controls ensures that the data is seen by only those who are authorized. Permissions are based on the process rights assigned to the process in Management Site:

  • Admin or View permissions: You can access the Report controls.
  • View Participate permissions: You can view the Report controls from the point where you are part of the workflow.
  • When a workflow contains many activities, you can set the Label Angle in the Properties of the control to ensure that labels display properly and do not overlap
  • The value of the chart is the fully qualified name of the activity on the x-axis. When you click on a bar, pie slice, or column (depending on the type of chart ) in runtime, the value of the chart is the name of the activity selected which you can use to bind properties or configure rules.
  • When you use the control together with the Save as PDF control, and you configure a percentage for the width of the control, a pixel width is calculated and used instead. When using the chart with the Save as PDF control, set the width of the control in pixels.
  • When you use custom themes, be sure to specify the CSS classes for the elements.
  • You can use reporting controls to access the data of workflows created in any workflow designer, including the K2 Designer and K2 Designer for SharePoint

Security on the Report controls ensures that the data is seen by only those who are authorized. Permissions are based on the process rights assigned to the process in Management Site:

  • Admin or View permissions: You can access the Report controls.
  • View Participate permissions: You can view the Report controls from the point where you are part of the workflow.
  • The control is also available when designing forms
  • When you have many users, it is advised to configure the Label Angle of the control to ensure that labels display don't overlap
  • The value of the control is the fully qualified name of the user on the x-axis. When you click on a bar, pie slice or column (depending on the type of chart), the value of the chart is the name of the user you click. You can use this value to bind properties or configure rules
  • When you use a percentage for the width of the control and this is used with the Save as PDF control, a pixel width is calculated and applied to the control’s width thus making the width of the chart pixel based rather than percentage based. It is advised to use a non-percentage based width when you use the chart with the Save as PDF control
  • A user's performance is measured on completion of an activity. The control is populated with data when a user has completed the activity and does not display any other status
  • When you use custom themes, be sure to specify the CSS classes for the elements
  • You can use reporting controls to access the data of workflows created in any workflow designer, including the K2 Designer and K2 Designer for SharePoint