How to Build an Incident Management Report for Dual Axis Time Series in Excel
In this article you will use Excel to create a chart that shows the time series data for SLA targets. This chart can be modified into a line chart, and also had other useful properties that help present the data.
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This video provides step-by-step instruction, or you can follow the steps listed here.
Step 1: To begin, search for the database you want to use
Step 2: Select your multidimensional database (MDB)
Step 3: Select the ‘Incident Management Cube’ out of the list
Step 4: Now select ‘Next’
Step 5: Now select ‘Finish’ in the pop-up
Step 6: Now click ‘OK’ in this pop-up to confirm that we want a ‘PivotTable Report’
Step 7: Now click on the search field so we can get some fields for our chart. Type in ‘closed incidents’
Step 8: Click on ‘Closed Incidents’ to open in it our table
Step 9: Now click on the ‘Close Search’ button to the right of the search bar
Step 10: Type in ‘percentage of incidents meeting SLA targets’
Step 11: Now click on ‘Percentage of Incidents Meeting SLA Targets’
Step 12: Once again click the ‘Clear Search’ button
Step 13: Now select the search field again and type in ‘submit date.month’
Step 14: Click and hold ‘Submit Date.Month’
Step 15: Drag the selection into the ‘Rows’ area
Clustered Column Chart
Step 16: Now click on the ‘PivotChart’ icon
Step 17: In the next window, select ‘OK’ to get a new Clustered Column Chart
Step 18: Now we’ll quickly resize the chart to make it easier to see
Step 19: Under the ‘Format’ tool, open the drop-down chart. Most likely it will say ‘Chart Area’, but it’s designed to allow the easy selection of the different parts of the chart, so if you selected something else it will present your selection instead.
Step 20: Scroll down to the selection ‘Series “Percentage of Incidents Meeting SLA Targets”’
Step 21: Now right-click one of the small parts of the series
Step 22: Now select the ‘Change Series Chart Type…’
Step 23: Now click on the ‘Line’ selection
Step 24: Now click ‘OK’
Step 25: Now select the drop-down chart again
Step 26: Scroll to the bottom and select ‘Series “Percentage of Incidents Meeting SLA Targets”’
Step 27: Now right click one of the selections again
Step 28: Scroll down to the bottom and select ‘Format Data Series…’
Step 29: Over on the side under ‘Format Data Series’ select ‘Secondary Axis’
Step 30: Now that we’ve finished, we can see the percentage of incidents that meet the SLA targets
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