Modules and Views → Reports → Charts

Charts

You can use the Charts tab to create and maintain charts for datasheets. You can add new charts, edit charts, move or copy charts, remove charts, and view chart properties. Charts can be saved as datasheet types, printed, or sent via email. Charts belonging to a datasheet type cannot be edited in the Charts tab, even if you have permissions for editing charts in the Charts tab.

The view toolbar in the Charts tab contains a datasheet snapshot list, and displays the name of the snapshot you are viewing. If you are viewing the current datasheet data or snapshots are not enabled, Live is displayed on the toolbar.

The Charts tab helps you view portfolio data visually by using the following chart types:

Adding a chart

Create a chart to view data for any datasheet that has been saved and to which you have access.

To add a chart
  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Charts tab.
  4. Click New Chart.
  5. In the New Chart dialog box, select a chart.
  6. In the New Chart dialog box, choose a chart: Advanced Bubble, Bar, Bubble, Burndown, Column, Gauge, Pie, Range Column, Stacked Bar, Stacked Column, Timephased Area, or Timephased Stacked Column.
  7. Enter a name and a description.
  8. On the Attributes tab, specify what you want to compare.
  9. On the Chart Settings tab, select how you want to view data in the chart.
  10. On the Gauge Settings tab, define the gauge properties and the scale with which you want to present data. This tab is only available for the Gauge chart type.
  11. On the Timephase Settings tab, choose from start and end dates, time periods, or if you want to sync the chart with a datasheet. This tab is only available for the Burndown, Timephased Area, and Timephased Stacked Column chart types.
  12. On the Axis Settings tab, choose major and minor grid lines. This tab is available for all of the chart types except Gauge and Pie.
  13. Click Save.

Copying a chart

You can create new charts based on charts that are already there.

To copy a chart
  1. Open the Reports module.
  2. Select an datasheet.
  3. Select the Charts tab.
  4. Click Copy to copy a chart.
  5. In the Move/Copy Chart dialog box, select Make a copy.
  6. In Destination, choose the destination datasheet for the new chart.
  7. Click Save.

Deleting a chart

If you don't need a chart, you can delete it.

To delete a chart
  1. Open the Reports module.
  2. Select an datasheet.
  3. Select the Charts tab.
  4. Click Copy to copy a chart.
  5. In the Move/Copy Chart dialog box, select Make a copy.
  6. In Destination, choose the destination datasheet for the new chart.
  7. Click Save.

Editing a chart

Make changes to a chart. Change the axis options or the properties. A datasheet type chart can only be edited by a user with specific permission to do so.

To edit a chart
  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Charts tab.
  4. Select a chart and click Edit Chart.
  5. In the Chart Properties dialog box, make your changes.
  6. Click Save.

Moving a chart

If you want to associate a chart with another datasheet, you can move it.

To move a chart
  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Charts tab.
  4. Select a chart and click Edit Chart.
  5. In the Chart Properties dialog box, make your changes.
  6. Click Save.

Saving a chart

You can save any chart.

To save a chart
  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Charts tab.
  4. Select a chart.
  5. Click View to view the chart.
  6. Click Save to save the picture.
  7. Select a file format, a location to which the chart will be saved, and click OK.

Viewing chart properties

Charts belonging to a datasheet type cannot be created or edited in the Charts tab, even if you have permissions for editing charts in the Charts view. When you select a datasheet type chart in the Charts tab, the only actions available for the chart is view, regardless of your security role permissions. Users with the appropriate permissions can create and edit charts for datasheet types from the Datasheet Type Charts page.

The Chart Properties dialog describes information about a chart. This dialog appears when creating a new chart or when modifying the properties for an existing chart. Depending on the chart you are creating or have selected, different options will be available.

The following types of charts are available:
  • Advanced Bubble
  • Bar
  • Bubble
  • Burndown
  • Column
  • Gauge
  • Pie
  • Range Column
  • Stacked Bar
  • Stacked Column
  • Timephased Area
  • Timephased Stacked Column
Chart properties vary from chart to chart. Every chart has a name (required) and a description (optional). Depending on the chart, the following tabs may be available:
  • Attributes–This tab allows you to define the attributes that display in the chart.
  • Axis–This tab is used to determine whether major and minor grid lines are displayed on a chart for both the X axis and the Y axis.
  • Chart–This tab is used to define general settings for the chart.
  • Timephase–This tab is used to define a chart's timephase settings.
  • Gauge–This tab enables you to set the properties for the attributes selected on the Attributes tab.
To view chart properties
  1. Open the Reports module.
  2. Select a datasheet.
  3. Select the Charts tab.
  4. Right-click the datasheet and select Chart Properties.