Datasets contain information on HR and customer documents, invoices, 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.

Customer documents (e-Signature) — crm_dynamic_items_36: This dataset includes basic details about documents for signing, such as titles, stages, and signing deadlines. Use it to track statuses, manage deadlines, and analyze document progress through different stages.

HR documents (e-Signature for HR) — crm_dynamic_items_39: This dataset contains information about HR documents, including names, stages, and processing dates. It also includes details about the employees who created and modified the documents. Use it to track HR document statuses, manage signing deadlines, and analyze document progress through different stages.

How to create a chart

Use datasets to create charts that help you track document creation, their current stages, and who is responsible for them. For example, the charts can display the number of signed documents and their distribution among responsible employees.

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 data from HR and customer documents to identify which documents a specific employee created.

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 
    crm_dynamic_items_39.ID AS "HR document ID",
    crm_dynamic_items_39.TITLE AS "HR document name",
    crm_dynamic_items_39.CREATED_BY_NAME AS "Created by",
    crm_dynamic_items_39.CREATED_TIME AS "Created on",
    crm_dynamic_items_36.ID AS "Customer document ID",
    crm_dynamic_items_36.TITLE AS "Customer document name",
    crm_dynamic_items_36.CREATED_BY_NAME AS "Created by",
    crm_dynamic_items_36.CREATED_TIME AS "Created on"
FROM 
    crm_dynamic_items_39
LEFT JOIN 
    crm_dynamic_items_36 
ON 
    crm_dynamic_items_39.CREATED_BY_ID = crm_dynamic_items_36.CREATED_BY_ID
WHERE 
    crm_dynamic_items_39.CREATED_BY_ID = 5
    OR crm_dynamic_items_36.CREATED_BY_ID = 5;