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The Demand Graph
The Demand Graph

How to use this 'dashboard' feature on the Scheduler

Tori avatar
Written by Tori
Updated over a week ago

This article explains the Demand Graph you can see at the top of your Schedule for any given week.  

If you can't see it straightaway, click on the arrowhead next to the words "Demand Graph" under the Location name to expand this section.

People "scheduled"

The graph is there to show you the results of the Schedule you're currently building/ viewing - it counts the number of people 'on shift' (the heights of the bars), during each unit of time (usually 15 or 30 minutes, depending on your company settings) through each day.  You might find this a useful way to summarise your rota, and see what your staffing levels are through the day/week.  It reflects the current 'draft' rota not the 'last Approved' version, so it will auto-refresh for any changes you make to shifts, in real-time.
As long as "Scheduled" with the blue tick-box (to the left-hand-side of the graph) is ticked, you'll see these bars.
You can click on the day 'tabs' to flip through the days of this week, and you can scroll the graph to left and right by clicking-and-dragging, to see other times or days.

If using Tasks

If you're set up to use Tasks for your company, then the bars you'll see will actually be 'stacked bars' - you'll see each Task separately, in the same colour-code as the shifts that bear those Tasks.
If this is the case, then you can either just keep looking at the stacked bar (the overall height of which therefore means total number of people on-shift regardless of what they are doing), and just visually see how many 'of those' are doing each Task; or, you can use the Task Filter bottom-left of the screen to view each Task separately.  As you tick the various Tasks in use on your account, the Graph bars will update to just show you the stats for that Task (or Tasks, if you select more than one at once).

The schedule itself also filters as you untick things from that Task list - shifts that aren't relevant anymore are hidden.  "Scheduled only", the default toggle for the filter, assumes you're interested primarily in already-scheduled shifts that are contributing to your totals, but if you toggle it to Off, you'll now see people who could work a filtered Task too.  (This could be the more useful view if you're looking to see where you could schedule some additional hours/heads onto a Task because you can see from the graph that you have too few now).

Scheduled vs "Target"

If you're Autoscheduling and/or have Staffing Levels set up, then there's a further thing you can do with this graph.  As well as displaying a summary of the current schedule (ie: number of people on-shift based on the current draft rota), it can also display the 'Target' number of those same people, either based on your own inputs, or based on a combination of your inputs and live data.
If "Demand" with the purple tick-box (to the left-hand-side of the graph) is ticked, you'll now see a purple line indicating Target ('Demand'), in the same units (number of people you should schedule at those times through the day/week).

This line can also be Filtered by Task (if using) - the purple line will reflect the number of people total required just for the ticked Task(s).

If you're using Staffing Levels, and you've created more than one Template, then the dropdown box to the left of the graph (it will refer to the "Base Template" by default) will allow you to pick which Template of demand to apply to this particular week.  The purple line will reflect whichever template you've got selected here.
"Minimum" and "Maximum" are also driven off the Staffing Level template, and if ticked appear as additional lines on the graph.

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