Introduction

Dashboards in uKnowva HRMS empower users to visualize and analyze data dynamically, enabling faster decision-making through detailed metrics and graphical insights.

While the default dashboards provide a wide range of analytical views, there are instances where teams may need to add custom graphs to reflect unique data sets or focus areas.

uKnowva HRMS makes this possible through a user-friendly interface that allows customization of dashboard elements.

This article explains how to add new charts or graphs to your dashboard in a few simple steps.

Step 1: Access the Graph Addition Interface

To begin adding a new graph, go to your dashboard interface in uKnowva HRMS.

If you're unsure how to access the dashboard section, click here for a detailed guide.

On the top-right corner of this page, you'll find a + Add More button. This button allows users to add custom charts or graphs as per their requirements.

Once clicked, a new interface opens, offering various configuration fields that guide the user in creating a graph suited to specific data analysis goals.

Step 2: Fill in the Basic Graph Details

In the newly opened interface, start by populating the Basic section. This part asks for essential information such as the Graph Name, a short Description, the Category under which the graph should be listed, and the Graph Type, which includes options such as bar, line, pie, or other chart formats.

These fields ensure that your graph is clearly labeled and categorized for easier identification and future access.

Step 3: Define the Data Source Parameters

After filling out the basic information, scroll down to the Datasource section.

This step is crucial as it determines what data will be used to populate your graph.

Start by selecting a View from the dropdown list, which includes preconfigured data views such as Absent More Than 10 Days, Acceptance Rate, or Baseline Incomplete Profile.

You can further fine-tune your data by setting additional parameters like Columns (to choose what data fields to include), Record Limit, Access Group (to control visibility), Filter By, Filter Date, Group By, Order By, and Ordering Direction.

For more specific customization, you may enter a Custom Where Clause, which lets you apply precise filtering conditions using SQL-style syntax.

Step 4: Customize the Graph’s Appearance

The Design section provides options for visual customization. Here, users can define how the graph will appear on the dashboard.

Fields like Gradient Color, Icon, Format, and Custom JavaScript give users the flexibility to align the design with organizational standards or personal preferences.

Toggle options are available to control the visibility of the chart and specific totals. You can choose to Hide Chart, Hide Vertical Totals, Hide Horizontal Totals, or Mark as Published.

These toggles help users manage the final appearance and visibility of the graph on the dashboard.

Step 5: Link to Reports and Finalize

In the final section titled Report Setting, you have the option to link the Dashboard to a Report Column.

This feature ensures that your graph is not just a standalone visual but is connected to a report, enhancing traceability and relevance.

Once all the fields are correctly filled out and reviewed, you can preview the graph by clicking on the Preview button.

This helps confirm if the graph is rendering correctly with the selected data. If everything looks good, click on the Submit button to save and publish the graph to your dashboard.

Conclusion

That’s it!

You’ve now successfully added a new chart or graph to the dashboard in uKnowva HRMS.

By following this process, you ensure that your data visualizations are customized, targeted, and aligned with your organization’s analytics needs.

This feature simplifies performance monitoring, helps track essential metrics, and enables smarter business decisions.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..