When creating a new Real Time dashboard, you may want to group your metrics in custom buckets. You can choose to group by column or by count.
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Start a New Real-Time Chart: While in edit mode on your dashboard, click Add Chart.
- Choose Your Data Source: Select a Real-Time data source from the list.
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Select the Data to Display: For this example, we’ll use Realtime Agents and create groupings for agents who are unavailable or available for calls.
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Choose Your Grouping Type: In the Chart Layout dropdown, select either Column Grouping or Count Grouping.
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Set Up Grouping Criteria: Under the Grouped By section, select the attribute to group your data by. In this example, we’ll use Column Grouping and select Primary Status.
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Add Groupings:
- Click Add to set up your groupings.
- Click Add Group
- Define each group by clicking the blue link to select values.
- In this example, we'll select statuses that mean an agent is unavailable or indicate they are off the phones, then click Apply.
- In this example, we'll select statuses that mean an agent is unavailable or indicate they are off the phones, then click Apply.
- In the box to the right of the grouping you created, name your group. For this example, we'll use Unavailable. Then click Okay.
- Repeat these steps to create additional groupings (e.g., available agents).
- Click Add to set up your groupings.
- Finalize Your Groupings: Once you’ve completed defining all groupings, click Okay.
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Choose Chart Values: In the Chart Value(s) section, select the metrics you want to display. For this example, we’ll select Primary Status.
- Apply Filters: Click Filters at the bottom to specify which data to include in the chart. Once applied, your chart will display your selected groupings.
Example Views
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Column Grouping View: Displays data grouped by the selected column (e.g., agents categorized by status).
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Count Grouping View: Displays aggregated data counts for each group.
Additional Customization
You can reorder the columns or counts by dragging them up or down in the grouping setup menu. This allows you to prioritize or organize the display according to your preferences.
By following these steps, you can easily create meaningful groupings for your Real-Time dashboard to better visualize and analyze your data. If you have any questions, feel free to reach out to support@brightmetrics.com.
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