The Analysis tab and the chart dialog

The Analysis tab in Competency is a personal page of charts. Each user chooses which charts appear on their own page; changing your page does not change anyone else’s. For a walk-through, see Build competency charts (Analysis).

Who sees the tab and what the charts count

The tab needs the Approve right (or higher) on the Competency row, set by your user administrator.
With the Approve right, the tab is greyed out until a responsibility has been assigned to you; see Give managers access to people in Competency.
Charts count only active people (end date not passed) whom you can see in Competency: with Approve, the people within your responsibility; with Manage or higher, everyone. The same chart can therefore show different numbers to different users.

Top of the tab

Control	What it does	Notes
Add new chart	Opens the Add new chart dialog (below).
Select a predefined chart	A list of predefined charts in two groups: My charts (predefined charts you created) and Other charts (predefined charts created by others). Tick a chart to add it to your page; untick it to take it off your page.
x next to a chart in Select a predefined chart	Deletes the predefined chart for everyone.	Shown on your own predefined charts. On predefined charts created by others, shown only to users with Manage or higher.
“There’s no chart, click here to add”	Shown when your page has no charts. Click it to add a chart.

Each chart

Control	What it does	Shown
Cog	Changes the chart type: “Bar”, “Horizontal Bar”, “Pie”, “Doughnut”, “Line” or “Polar area”.	Only on charts you created
Filter icon	Opens the chart dialog to change the chart’s settings. It does not filter; use Filters for that.	Only on charts you created
Top	A number: the chart shows only that many entries. You can change the number.	Only on charts you created
Sort	Sorts the chart: Level, Wanted level, By number of employees or By desired number of employees.	Only on charts you created
Filters	Limits which people the chart includes.	Only on charts you created
x on the chart	Removes the chart from your page. The chart itself is kept; a predefined chart can be added again from Select a predefined chart.
Legend	Click a series in the legend to hide it; click again to show it.

The Add new chart dialog

The dialog has the heading Add new chart. Its parts, in order:

Control	What it does	Values and rules
Select a chart type	One button per chart type; see the table below.	Choose one.
Name, with “English” and “Norwegian”	The chart’s name in each language.	Up to 80 characters.
Capsule, competency or person	Depending on the chart type, choose the capsule, the competency or the person the chart is about.
“Time frame:” with “From” and “To”	The period for the cost charts that cover a time frame.	Dates.
Store as predefined chart	Saves the chart as a predefined chart, so it appears under Select a predefined chart: for you under My charts, for others under Other charts.	Tick box.
Cancel	Closes the dialog without saving.
Ok	Adds the chart to your page.	When you create a chart.
Update	Saves your changes to the chart.	When you change an existing chart.
Save as predefined chart	Saves the chart as a predefined chart.
“Delete chart”	Deletes a predefined chart, after you confirm.	For a predefined chart. Deleting a predefined chart needs the Manage right or higher on the Competency row, unless you created the chart.

Chart types

Chart type	What it shows
One button per global field (for example Department or Location, as named in your installation)	The people grouped by the values of that global field.
People and competencies in a capsule	The people and the competencies of the capsule you choose.
People’s levels for a competency	The levels people have in the competency you choose.
A person’s competencies	The competencies of the person you choose.
Total level of a competency	The levels for the competency you choose, added up.
Total levels in a capsule	The levels for the competencies in the capsule you choose, added up.
Employees per competency	The number of employees per competency.
Annual cost, planned	Cost per year, planned.
Annual cost, performed	Cost per year, performed.
Cost in a time frame, by planned date	Cost within the “From” and “To” dates you set, counted by planned date.
Cost in a time frame, by performed date	Cost within the “From” and “To” dates you set, counted by performed date.

The left column describes each chart type by what it shows, not by the text on its button.