Overview
Customers need a dashboard/reporting widget that can (a) count and list tasks that used any of a selected set of parts (OR), and (b) also support AND/OR logic to include tasks that used any combination of those parts (e.g., 1 & 2, 1 & 3, 2 & 3, or all three). The widget should return the total number of tasks, an optional task list, and average usage per period for the selected scope/timeframe.
Current Limitations
- No widget supports OR logic across multiple parts (e.g., “part 1 OR 2 OR 3”).
- No easy way to include combinations of selected parts via AND/OR (e.g., tasks that used 1 & 2, or 1 & 3, etc.).
- Dashboards cannot show total tasks, task list, and average per period for part presence.
- Users must export and manually deduplicate to approximate “any-of” and “combination” scenarios.
General Example
Planner selects parts {1, 2, 3} for the last 90 days on the Asset Group “Line A.”
- OR mode: Count every task that used 1 OR 2 OR 3 (distinct by task).
- AND/OR mode: Also include tasks that use any combination among the selected set (1 & 2, 1 & 3, 2 & 3, or 1 & 2 & 3).
The widget returns: Total tasks, Average tasks/week, and an optional task list (with which parts were used on each task).
Requested Enhancements
- New “Parts Presence” Widget
- Inputs: Part multi-select, Scope (Asset/Asset Group/Location), Timeframe.
- Outputs: Total tasks matching criteria, Average per period (day/week/month), optional Task list with columns: Task ID, Date, Asset, Present Parts.
- Distinct counting by task (presence-based, not quantity).
- Logic Modes
- OR (Any-of Selected Parts) — include tasks where at least one selected part is present.
- AND/OR (Any Combination) — include tasks where any pair or larger subset of selected parts were used (e.g., 1&2, 1&3, 2&3, or all).
- Optional toggles:
- Include single-part tasks (on/off) in AND/OR mode.
- Require at least N parts present (N = 1, 2, …), enabling quick “≥2 parts” filtering without defining combinations.
- Breakdowns & Drill-Through
- Breakdown by asset, asset group, technician, or time bucket (day/week/month).
- Click through to a prefiltered task list and then to task details (showing line items/parts used).
- CSV export of both aggregates and the underlying presence table.
- Averages & Trends
- Show Average tasks per selected period and % change vs. prior period.
- Mini sparkline trend; tooltip reveals counts by subset size (1 part, 2 parts, 3 parts) when enabled.
Business Value
- Faster analysis: One-click visibility into tasks using any selected parts and their combinations.
- Inventory planning: Reveals co-usage patterns to improve kitting, min/max, and reorder strategies.
- Operational insight: Distinguishes simple vs. multi-part tasks, enabling better scheduling and costing.
- Time savings: Eliminates manual exports/pivots, increasing trust and adoption of Limble dashboards.
