Summary to Details Dashboard

This dashboard gives a snapshot of license usage, denials, and efficiency across applications. It helps identify priority areas at a glance, then dives into detailed, user-level data for deeper analysis.

The dashboard includes four sub-dashboards that include various charts that visualize specific data for deeper analysis.

Dashboard Generation

To generate the dashboard, follow these instructions:

1. Set the following filters based on your specific requirements:

   a. Date Time - date range that will be included in fetching the data. This is set as default to Custom (start – 2023-03-02 00:00:00 and end – 2023-03-01 00:00:00). To configure:

   1. Click the calendar icon located in the left side of the filter. The Edit time range will be displayed.
   2. Choose among the available Range Type.

   • When Last is selected, select among the predefined time ranges:

     • Last day
     • Last week
     • Last month
     • Last quarter
     • Last year
     
     

     

     Date Time - Last

     
     

   • When Previous is selected, select among the predefined time ranges:

     • previous calendar week
     • previous calendar month
     • previous calendar quarter
     • previous calendar year
     
     

     

     Date Time - Previous

     
     

   • When Current is selected, select among the predefined time ranges:

     • Current day
     • Current week
     • Current month
     • Current quarter
     • Current year
     
     

     

     Date Time - Current

     
     

   • When Custom is selected, configure the following information:

     • Start (inclusive) - choose among the available options (Now, Specific Date/Time, Relative Date/Time, and Midnight)
     • End (exclusive) - choose among the available options (Now, Specific Date/Time, Relative Date/Time, and Midnight)
     
     
     

     

     Date Time - Custom

     
     
     tip

     Suppose you have a time range:

     • Start: 2025-07-01 00:00:00
     • End: 2025-07-02 00:00:00

     
     

     This range includes all timestamps starting 2025-07-01 00:00:00, up to but not including 2025-07-02 00:00:00.

     So:
     ✅ 2025-07-01 00:00:00 - included
     ✅ 2025-07-01 23:59:59 - included
     ❌ 2025-07-02 00:00:00 - not included

   • When Advanced is selected, provide the following information:

     • Start (inclusive) - it can be YYYY, YYYY-MM, YYYY-MM-DD, YYYY-MM-DD HH, YYYY-MM-DD HH:MM, or YYYY-MM-DD HH:MM:SS.
     • End (exclusive) - it can be YYYY, YYYY-MM, YYYY-MM-DD, YYYY-MM-DD HH, YYYY-MM-DD HH:MM, or YYYY-MM-DD HH:MM:SS.
     
     

     

     Date Time - Advanced

     
     
     tip

     Hover the information icon beside Configure Advanced Time Range for examples and guides in setting time ranges.

   • When No filter is selected, all available data will be included in fetching.

     

     Date Time - No Filter

     
     
   tip

   Use the Actual time range as a reference when validating the settings.

   3. Click Apply.

   b. Application Type (required) - name of the grouping in which data types are classified, such as Feature, Handle, and Package.

   NOTE

   There are other optional filter parameters that you can set, such as Vendor License, Application Name, Application Version, and Denial Reason. However, it is recommended to use table item selection as the preferred method for filtering, as it aligns best with the dashboard’s interactive design and ensures smoother user experience.

2. Click Apply filters.

   Wait until the report has finished processing and is displayed.

Filtering using Table Items

Once the dashboard is generated, you can begin interacting with the charts and visualizations. Each sub-dashboard contains interconnected charts, each designed to serve a specific analytical purpose. These charts are synchronized — applying a filter to one will automatically update the data displayed in the others. This dynamic interaction allows for progressively deeper insights as users explore different data segments.

Tables are the primary method for applying filters across the dashboard. By clicking on an item within a table, you trigger a filter that applies to the entire dashboard.

To apply a filter:

1. In each sub-dashboard, you will find four filterable tables:

   • Vendor License Overview
   • License Usage Overview
   • Denial by Reason
   • User Denial

   Click on a specific item within any of these tables to apply a filter.

   NOTE

   • Only classification-level items can be selected.
   • Only single selections are allowed.
   • You can use the search bar within each table to quickly locate specific items.

2. Once an item is selected, all related charts across all sub-dashboards will automatically update to reflect the filtered data, ensuring a cohesive and relevant analytical view.

Available Sub-dashboards

License Overview

This is the main sub-dashboard when navigating the Summary to Details dashboard. It gives you an overview of license utilization from vendor license down to specific applications.

Vendor License Overview

A table showing the maximum license utilization and total number of license checkout denials.

The report includes the following classification and measurements:

Classifications

Classification	Description
Vendor License	License server together with the vendor name hosting the licenses

Vendor License Overview Classifications

Measurements

Measurement	Description
Max Utilization	Maximum license utilization of the vendor license, computed as the maximum concurrent licenses divided by the maximum available number of licenses
Denials	Total summation of license checkout denials

Vendor License Overview Measurements

License Usage Overview

A table showing the license usage and denials of a list of features or applications.

The report includes the following classification and measures:

Classifications

Classification	Description
Application Name	Name of the licensed application

License Usage Overview Classifications

Measurements

Measurement	Description
Max Available	Maximum number of available licenses
Max In Use	Maximum number of concurrent licenses used by the user
Denials	Total summation of license checkout denials

License Usage Overview Measurements

License Utilization Trend

A chart displaying daily license usage and denials over the selected time range.

The report includes the following measurements:

Measurements

Measurement	Description
Max Available	Maximum number of available licenses
Max In Use	Maximum number of concurrent licenses used by the user
Denials	Total summation of license checkout denials

License Utilization Trend Measurements

If no filters are selected, the values will be calculated across all applications as follows:

Measurements Computation

Measurement	Description
Max Available	Displays the highest number of licenses available among all applications
Max In Use	Displays the highest number of licenses in use among all applications
Denials	Shows the total number of license checkout denials across all applications

License Utilization Trend Measurements Computation

License Efficiency

This sub-dashboard highlights how licenses are being utilized and assesses the effectiveness of their use.

Max in Use vs Max Available

A table providing the values for both the maximum available licenses and the peak number of licenses in use, as determined by the selected filters.

License Efficiency Report

A chart that provides insights into how software licenses are utilized over time.

It includes the following key metrics:

Measurements

Measurement	Description
Used Licenses	The number of licenses actively in use during the reporting period
Cumulative Duration	The total time (in hours/minutes) that licenses were in use, aggregated across all sessions and users (if not filtered)

License Efficiency Report Measurements

These metrics help assess license utilization efficiency, identify underused licenses, and support decisions related to license allocation or optimization.

Heatmap

This sub-dashboard presents a chart showing the Week Hour Heatmap. This report visually represents the weekly license usage, showing maximum or average usage in different colors. The busiest hours for license utilization are displayed in red, while the least busy hours are displayed in green. This report helps identify usage patterns and peak periods quickly.

NOTE

All hours in a week without data collected are colored white (blank).

tip

Use the range navigator in the chart legend. Simply drag to the point to filter the data displayed in the chart.

User Denials and Usage

This sub-dashboard provides an overview of license checkout denials on a users point of view. It gives information on when and why the license checkout was denied.

Denial by Reason

A pie chart showing the percentage of the cause of license checkout denials.

User Denial

A table that presents the number of denials per user, along with the corresponding reasons for each denial. It also includes the license utilization for deeper analysis of the licenses checkout denials.

The report includes the following classifications and measurements:

Classifications

Classification	Description
Date Time	Date (daily) when the user was denied of license checkout
User Name	User who was denied of license
Denial Reason	Reason of the license checkout denial

User Denial Classifications

Measurements

Measurement	Description
Max In Use	Maximum number of concurrent licenses used by the user
Elapsed Time	Total summation of hours multiplied by the number of concurrent used licenses
Denials	Total summation of license checkout denials

User Denial Measurements