Datasets and charts in BI Builder

Datasets store data about employees, company structure, calls, and other items. Each item includes multiple datasets with both standard and custom fields. Use these datasets to build charts and analyze performance metrics.

This article covers datasets for employees, company structure, and calls. It also explains how to combine datasets and build charts.

Datasets:

• Employees — user
• Company structure — org_structure
• Calls — telephony_call

Examples:

• How to create a chart
• How to blend datasets

Datasets

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

Employees — user: This dataset provides information about employees, including their activity status, departments, and positions within the company. Use it to calculate the number of employees and analyze the company structure.

Company structure — org_structure: This dataset contains data about company departments, such as their names, types, statuses, and links to other departments. You can view active and inactive departments, identify their supervisors, and track changes in the company structure.

org_structure_relation — department hierarchy in a company. The set includes data on relationships between company departments, such as identifiers of parent and subordinate divisions, their names, and nesting levels. It helps analyze the structure and visualize the department hierarchy.

Calls — telephony_call: This dataset includes information about calls, such as agent IDs, customer phone numbers, and call types. You can analyze each call's duration and link calls to customers, deals, and leads.

Create a chart

Use datasets to track metrics like the number of calls per employee and average call duration.

1. Open BI Builder.
2. Go to the Charts tab.
3. Click + Chart.
4. Select a dataset. If it is not listed, click Add a dataset.
5. Choose a chart type, such as table or line chart.
6. Click Create new chart.

Combine datasets

Combine datasets to analyze related data. For example, connect employees with their calls to see who makes the most calls and how long they last.

1. Open BI Builder.
2. Go to SQL > SQL Lab.
3. Select the bitrix24 schema.
4. Enter your 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 NAME AS "User name", DEPARTMENT_NAME AS "Department name", CALL_DURATION AS "Call duration" FROM telephony_call LEFT JOIN user ON ID = PORTAL_USER_ID WHERE PORTAL_USER_ID = 5;