Trends


Definition

A trend is a significant figure for the IT activity of the company over a given period, established starting from observable quantities and are directly measurable or can be calculated from the data. It allows measuring the evolutions in the management of elements such as equipment, software, users, contracts, incidents/requests, ...

EndDefinition

The trends can be tools used for evaluations, follow-ups, and forecasts and as decision-making help.

Each trend:

  • Is build out of a filter using a parent query contextual to the module to which it is attached; 
  • Its measurement unit can be the number of records extracted from the filtered data (e.g.: Number of late Incidents this Month) or the sum and average of values extracted by the filter (Example: Average Duration for Interventions on closed Incidents this Week);
  • Needs to be enabled to trigger its frequency for calculation; 
  • Is calculated depending on a given frequency (e.g.: Each month, each day); It can be re-calculated at any moment to display its current value;
  • Is compared to threshold values allowing to define gaps (Good, average, bad) depending on the result of the calculations (e.g.: Bad: Result when the number of unsolved incidents this week exceeds the number of 20 incidents);
  • Is attached in a folder allowing organizing trends depending on their function.

The results will appear on the Home page of the module to which it is attached (depending on the rights by user
profile) if it is enabled:

  • Each report is presented by a pictogram (Example: "good” state Smiley good value.png);
  • The tendency is displayed as a colored arrow (Example: Trend - Arrow tendance positive Green.png) ;
  • A history of the calculations is saved: it can be detailed graphically in various formats (bar grapg, pies, ...) via Change graph type icon.png, and exported as a CSV file via Excel icon.png;
  • Gauge icon.png allows to switch between table and gauge display.

Examples

1. The trend Number of Incidents created this Week is defined for the module Operation: It should be calculated each Saturday morning:

  • Filter: Recording date of the incident = This Week
  • Measurement unit: Number of Records
  • Calculation frequency: Every 7 Days at 7 am
  • Date of the next calculation: Saturday, July 11th (Note: Enter a date corresponding to the desired day of week (Here: The date corresponds to a Saturday).

==> The trend is displayed in the Home page of the Operation module (depending on the rights of the profile) and is re-actualized each Saturday morning. If the history is managed, the graphical presentation allows consulting the evolution of the number of incidents created each week.

2. The trend is created and enabled on Tuesday, July 7. To check its correct execution immediately and the corresponding display in the Home page of the Operation module without waiting for the Saturday 11th of July, date of the first calculation:

  • Test the calculation of the trend when you create it by clicking on [ CALCULATE ];
  • Activate it by entering as next computing date the preceding frequency for the calculation. The first calculation being scheduled for the Saturday 11th of July, enter as date for the next calculation the Saturday that preceded the first calculation date, meaning Saturday 4th of July.

Notes

  • A trend is defined for a module; his access should be restricted afterwards by profile
  • Only when you create a new trend, you may create a new parent query. This one is associated to the trend and it will also be available on all pages using a parent query.
  • You may add other fields manually to the parent query of the trend (under the condition to own the edit rights for the displays of the module): Click on Edit icon.png related to this field.
  • Once scheduled and enabled, the trend appears in the scheduled tasks. If its execution is not triggered, check that the scheduler is started and that all parameters are correct.
  • in the Home page of the related module:
    • If no threshold value is entered for a trend, only the result of the calculation is displayed (Absence of status pictograms and tendencies).
    • The result of the calculation of the trend is displayed with a numerical format, without precision about the format and of the frequency.
    • If the description of the trend is not explicit, enter the information such as format or frequency via the comment displaying as hint.
  • When recalculating a trend, the displayed value is not stored in the database but will be displayed and kept as long as you do not close your session.
  • It is possible to export and to import trends. 

Best Practice big icon.pngBest practice

  • When the value of a trend is not comparable to another one, define the threshold values by domains or use trends expressed as percentages.
  • When creating a trend, it is recommended to force the first execution by post-dating the activation date: This allows to check the correct operation of the trend immediately, as well as it initializes its history and its display in the Home page of the related module, without having to wait the scheduled date for the first execution.
  • In order to avoid to slow down the network performances, schedule the execution of complex calculations for trends, whose calculations can take some time, outwards the periods where many users need to access the EasyVista application (Overnight or during the Weekends).
  • When the triggering of a trend A depends on the end of execution of a trend B with an uncertain processing duration (Variability due to volumes to process, access time...), it is advised to define and to plan a sequencing of tasks between these two processes rather than to define a fixed frequency for the trend A.

Screens description

Menu access: Administration > Trends > Trends

Main Information

        Trend - step 1.png

Name: Description identifying the trend. Enter an explicit name: this one will be displayed in the Home page of the module.

Comment: Free area allowing entering details about the trend. the comment displaying as hint in the Home page of the module.

Theme: Name of the module to which is attached the trend. The trend is displayed in the Home page of this module (depending on the rights by profile).

Folder Name : Folder name for the trend, specifying where it is stored. 

Parent Query: Name of the parent query to which is attached the trend.

  • You may create a new parent query via Add icon.png (Note: Only when you create a new trend and if you did not select a parent query).
  • You may add fields manually via Edit icon.png.

Trend Type: Nature of the result of the calculation of the trend.

  • Standard: Absolute value presenting a number of records, a sum or an average.
  • Percentage: Percentage defined from a ratio between two statistical values.

Filter

Filter that collects the data for the trend and which can be built in assisted mode or in advanced mode.

FilterMode_AssistedAdvanced
  • The filter criteria are only selected among the fields of the parent query (simple mode) and possible additional fields added manually (complete mode).
             Filter assisted mode.png

    • According to the field type, an assistance for the completion of the conditions can be available.
               Example documentation icon EN.png  Delimiters for dates, value lists, tree structures
    • Fields added manually appear under their alias name; if the alias is empty, the field name in the database is displayed.

      Example documentation icon EN.png

      • Alias name: Phone
      • Field name in the database: PHONE_NUMBER
      .
  • Advanced mode
             Filter advanced mode.png

    • The filter is completed as an SQL query which can call any field of the data model.
    • No assistance for the completion is available.

Trend

        Trend - step 3.png

Frequency: Frequency for the calculation of the trend. It is taken into account starting from the Next compute date. The parameters vary depending on the selected frequency:

  • Every [N] Month / Days / Hours: Enter the desired frequency, expressed in Universal Time;
  • Depends on: Launches the calculation of the trend automatically once the calculation of another trend is finished (Sequencing of tasks). The list proposes all the existing trends.
             Example documentation icon EN.png  Every 3 months, the 30th at 6 pm; Every 15 days at 10 pm; Every 3 hours. 

Next Compute Date (Note: Only displayed if the selected Frequency is different from Depends on option): Date / Hour where the next execution of the calculation for the trend is scheduled.

  • The date is re-actualized at each execution of the calculation for the trend.
  • To initialize the execution of the calculation immediately, enter a date for the first calculation prior to the current date.
  • Update: also via the Enable wizard 

History Management: Indicates if an history of the calculations of the trend should be managed (checkbox checked) or not (checkbox unchecked).

Best Practice icon.png 

  • To display the history of a trend: Home page of the module to which are attached the trend > Trend - View history icon.png.
  • To delete it: Administration > Trends > Trends > view List > Trend - Delete history icon.png.

Threshold Value: Defines and presents graphically the different states by taking into account the results of the calculation of the trend: Smiley good value.png: "good" state; Smiley average value.png: "average" state; Smiley bad value.png: "bad" state. 

  • The brackets [ ] delimit the values limited to each threshold value.
  • If no threshold value is entered, only the result of the calculation is displayed in the Home page of the module to which is attached the trend (no status pictogram and no tendency).
  • [ INCREASE ]: Switches from a threshold value of three to a threshold value of five areas.
  • [ REDUCE ]: Switches from a threshold value of five to a threshold value of three areas.
  • [REVERSE ]: Reverses the order of the threshold values and indicates that the values currently considered as "good" are now considered as "bad" or vice versa.

Example documentation icon EN.png  A threshold value with 3 areas: Smiley bad value.png 10 ] Smiley average value.png 

  • [ 21 Smiley good value.pngSmiley bad value.png 10 ]: The trend is considered as "bad" for each value lower or equal to 10
  • ] Smiley average value.png [: The trend is considered as "average" for each value included between 11 and 20
  • [ 21 Smiley good value.png: The trend is considered as "good" for each value higher or equal to 21

Example documentation icon EN.png  Reverse the threshold values

  • Trend Number of open Incidents: A low value indicates a "good" state, whereas a high value indicates a “bad” state -->  Smiley good value.png 1 ] Smiley average value.png [ 20 Smiley bad value.png
  • Trends Number of Incidents solved immediately: A low value indicates a "bad" state, whereas a high value indicates a “good” state -->  Smiley bad value.png 1 ] Smiley average value.png [ 20 Smiley good value.png

Domain: Defines the threshold values by domain when the values for the trend are not comparable from one domain to another:

  • Select the desired domain in the Domain list (Note: By default, the threshold values are applied on the domain The whole company);
  • Define the threshold values for the domain: This one is added in the table as a graphical presentation of the threshold values.

Example documentation icon EN.png  The number of opened incidents by day is about 1000 in France and 300 in Spain. The trend Number of Incidents solved by Day needs to take into account the difference of the volume:

  • Threshold Values for the domain France: Smiley good value.png700 ]   Smiley average value.png [ 900 Smiley bad value.png
  • Threshold Values for the domain Spain: Smiley good value.png210 ]   Smiley average value.png [ 270Smiley bad value.png
                --> A calculation in percentages of the trend allows to erase this difference in the size of volume and to process the domain only The whole company (Default value):
  • Threshold Values for the domain The whole company: Smiley bad value.png 70 % ] Smiley average value.png [ 90 % Smiley good value.png

Dividend / Divider (Note: Only displayed for a Percentage trend): Trends allowing to calculate the value of another Percentage type trend by using the following formula for the calculation: 100 * (Dividend / Divider). Note: These trends have to be defined previously to be used.

Example documentation icon EN.png  Trend Percentage of Incidents not solved each Month

  • Trend Dividend = Number of Incidents not solved this Month = 9
  • Trend Divider = Number of Incidents created this Month = 72
           --> Calculation = 100 * (9 / 72) = 12,5% of incidents not solved this month 

Number of Records / Sum / Average (Note: Sum and Average are only proposed for the numerical fields of the parent query): Selection of the measuring unit for the result of the calculation of the trend, expressing respectively:

  • The number of records corresponding to the filter criteria;

    Example documentation icon EN.png  Trend Number of Incidents created this Week
                        --> Calculation = 61: Indicating a total of 61 incidents created during the week

  • The sum of values corresponding to the filter criteria;

    Example documentation icon EN.png  Unit applied to the field Solution Delay for the trend Total Intervention Time for Incidents with immediate Solution Today
                        Situation of the incidents of the day: 4 with immediate solution with an intervention time of 10 minutes; 1 with an intervention time of 30 minutes
                        --> Calculation = (4 * 10 minutes) + (1 * 30 minutes) = 70: Indicating a total intervention time of 70 minutes

  • The average of values corresponding to the filter criteria.

    Example documentation icon EN.png   Unit applied to the field Late for the trend Average delay for closed Incidents Today
                        Situation of the incidents of the day: 4 solved being late by 1 hour; 1 solved being late by 5 hours; 1 solved being late by 3 hours
                        --> Calculation = [(4 * 1h) + (1 * 5h) + (1 * 3h)] / 6 incidents = 2: Indicating a 2 hours delay on average for an incident

Best Practice icon.png  To test the trend and to verify the coherency of the result of the calculation: click on [ CALCULATE ].

Procedures and Wizards

How to create a trend and to implement it

1. Proceed to the page Administration  >  Trends  >  Trends and click on Add icon.png.

2. Enter the parameters of the trend by browsing the different steps via [ NEXT ].

  • Step 1:
    • You may add fields to the parent query by clicking on Edit icon.png (You need to own a profile with the rights to display the module).
    • You may create a new parent query by clicking on Add icon.png (Note: Only if you have not selected a query).
  • Step 3 : Test the calculation for the trend by clicking on [ CALCULATE ].

3. Save your changes by clicking on [ FINISH ].

4. Enable the new trend:

  • Define the access to the trend by user profile.
  • Launch the Enable wizard.
  • Check the presence of the trend in the Home page of the module to which it is attached and in the list of the scheduled tasks.

How to create a trend from a model

1. Proceed to the list of trends and click on Edit icon.png related to the trend to be used as a model.

2. Enter the name of the new trend and change the desired parameters.

3. In the last wizard step, click on [ SAVE AS ] to avoid overwriting the model.

How to interpret trends starting from pictograms

Smiley: Specifies the state of the trend defined from the threshold values.

Smiley good value.png: Good state. State reached when the result of the calculation of the trend is equal to the area considered "good"
Smiley average value.png: Average state
Smiley bad value.png: Bad state

Arrow: Indicates the tendency established by comparing the result of the calculation of the trend to the preceding result

Trend - Arrow tendance positive White.png: Enhancement. Compared to the preceding result, the result of the calculation of the trend is considered better
Trend - Arrow tendance flat White.png: Stability
Trend - Arrow tendance negative White.png: Degradation

Color of the arrow: Indicates the area of threshold value to which the tendency moves, defined by comparing the result of the calculation of the trend to the preceding result.

Trend - Bar Green.png: Tendency to a Good state. Compared to the preceding result, the result of the calculation of the trend is moving towards an area considered "good"
Trend - Bar Yellow.png: Tendency to an Average state
Trend - Bar Red.png: Tendency to a Bad state
 

Example documentation icon EN.png  The trend Number of Incidents opened Today is defined with the following threshold value: : Smiley good value.png 5 ] Smiley average value.png [ 20 Smiley bad value.png. The frequency for the calculation is every day at 7 am. Result of the calculation of the trend during six days:

  • 29.06: Trend = 15; Smiley displayed: Smiley average value.png
    •  Result considered as "average"
    •  No tendency arrow since it is the first calculation of the trend
  • 30.06: Trend = 9; Smileys displayed: Smiley average value.png Trend - Arrow tendance positive Green.png
    •  Result considered as "average"
    •  Tendency arrow indicating an improvement of the result when compared to the result of the day before
    •  Green arrow indicating a positive evolution pointing to a “good” area when compared to the result of the day before
  • 1.07: Trend = 9; Smileys displayed: Smiley average value.png Trend - Arrow tendance flat Green.jpg
    •  Result considered as "average"
    •  Tendency arrow indicating a stability of the result when compared to the result of the day before
    •  Green arrow indicating a positive evolution pointing to a “good” area when compared to the result of the day before.
  • 2.07: Trend = 9; Smileys displayed: Smiley bad value.png  Trend - Arrow tendance negative Red.png
    •  Result considered as "bad"
    •  Tendency arrow indicating a degradation of the result when compared to the result of the day before
    •  Red arrow indicating a negative evolution pointing to a “bad” area when compared to the result of the day before
  • 3.07: Trend = 9; Smileys displayed: Smiley good value.png Trend - Arrow tendance positive Green.png
    •  Result considered as "good"
    •  Tendency arrow indicating an improvement of the result when compared to the result of the day before
    •  Green arrow indicating a positive evolution pointing to a “good” area when compared to the result of the day before
  • 4.07: Trend = 9; Smileys displayed: Smiley good value.png Trend - Arrow tendance negative Green.png
    •  Result considered as "good"
    •  Tendency arrow indicating a degradation of the result when compared to the result of the day before
    •  Green arrow indicating that it is still pointing to a “good” area when compared to the result of the day before

Wizards

Enable: Activates the trend and starts its calculation by indicating its first computing date. 

Best Practice icon.png

  • To start immediately the calculation of the trend, type a next calculation date that is already over.
  • To verify if the trend is active:
    • Proceed to the page Administration > Trends > List and check the Enabled checkbox is checked.
    • Proceed to the page Administration > Scheduled Tasks > Trends and check the trend appears.
    • Proceed to the Home page of the module to which is attached the trend (depending on the rights by profile) and check the trend is displayed.

Disable: Stoppes the frequency of calculation of the trend. 

Best Practice icon.png  To verify if the trend is inactive:

  • Proceed to the page Administration > Trends > List and check the Enabled checkbox is unchecked.
  • Proceed to the page Administration > Scheduled Tasks > Trends and check the trend does not appear.
  • Proceed to the Home page of the module to which is attached the trend (depending on the rights by profile) and check the trend is not displayed.

Edit icon.png: Updates the trend. 

Delete icon.png: Deletes the trend.

Delete history icon.png: Deletes the history of the calculations of the trend.

  • The last history value is kept.
  • A new history will be built during the next calculation of the trend.

Trend - Recalculate icon.png (Note: The scheduler needs to be enabled) Re-computes the trend and displays its current value.

Excel icon.png: Exports the trend values into a file with CSV format.

  • Launch: also via the menu Administration > Import / Export > Export Trends
Tags:
Last modified by Unknown User on 2019/05/20 18:21
Created by Administrator XWiki on 2013/03/25 18:14

Shortcuts

Recent Updates

Haven't been here in a while? Here's what changed recently:

-   Product name - ev itsm.png
-   Product name - ev sas.png

Interesting Content

How to Automate Integration
Add a Shortcut to an App
History
Quick Dashboard
Full text search - Stop Words

Powered by XWiki ©, EasyVista 2019