Datasets contain information on tasks, projects, leads, deals, and other items. Each item has multiple datasets that automatically include both standard and custom fields. Use these datasets to create charts and analyze business performance indicators.

Datasets

To start analyzing data on a dashboard, select a dataset and create a chart based on it.

Tasks — task: Includes basic task information and parameters like names, statuses, deadlines, assignees, participants, and observers. Learn who created the task, its stage, and start and end dates.

Task stages — task_stages: Provides data on task progress, including stage names, sort orders, colors, and links to projects. Use it to track task stages and their distribution across projects.

Tasks: custom fields — task_uf: Offers additional task data, like links to CRM items, emails, and data from custom fields. Find out which deals the task is linked to and add information from the fields you created.

Task duration until completed — task_elapsed_time: Contains data on time spent on tasks, including start dates, duration in seconds, and entry creators. Find out who worked on the task and for how long.

Flows — flow: Provides data about task flows, including names, administrators, task distribution types, and links to projects. Track how tasks are distributed in flows, identify which flow they belong to, and see who created them.

Task efficiency — task_efficiency: Contains data on events that affected task completion, such as deadline changes and delays. Monitor comments and track overdue tasks.

Projects — socialnetwork_group: Offers information about projects, including names, owners, members, types, deadlines, and activity. Track project statuses, members, and start and end dates.

How to create a chart

Use dataset information in charts to track tasks. The charts can show employee activity, project stages, and how well deadlines are met.

Go to the BI Builder and follow these steps:

1. Open the Charts tab.
2. Click + Chart.
3. Select the dataset from the list. If you don't see the one you need, click Add a dataset to create a new one.
   How to create a dataset
4. Choose a format for showing the data: big number, table, line chart, or others.
5. Click Create new chart.

How to blend datasets

Combine datasets to add information about overdue tasks to the report and see when their deadlines were postponed.

Go to the BI Builder and do the following:

1. Go to SQL > SQL Lab.
2. Select the bitrix24 scheme.
3. Enter the SQL query and click Run.

The new set includes information from the fields that you specified in the SQL query. You can save it as a dataset to create a chart for the dashboard.
Create a chart based on a virtual dataset

If you're blending datasets for the first time, refer to the sample query.

SELECT
    task.ID AS "Task ID",
    task.TITLE AS "Task name",
    task.RESPONSIBLE_NAME AS "Assignee name",
    task.DEADLINE AS "Task deadline",
    task_efficiency.DATETIME_REPAIR AS "Last deadline change time"
FROM
    task
LEFT JOIN
    task_efficiency ON task_efficiency.TASK_ID = task.ID
WHERE
    task.RESPONSIBLE_ID = 5 -- Replace by the desired assignee ID
    AND task.DEADLINE < NOW();