Datasheet Type Charts

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 dialog. The Datasheet Type Charts dialog has the same functionality as the Charts tab, except that it is only used for managing datasheet type charts,and you cannot view charts from the Datasheet Type Charts dialog.

The Manage Datasheet Types dialog is used to edit, copy, and delete datasheet types, as well as create and manage datasheet type charts. When you click Promote to Datasheet Type in the Reports module, the Promote to Datasheet Type dialog opens, offering the same functionality as the Manage Datasheet Types dialog.

Datasheet Types This list displays all of the datasheet types.
Edit Select a datasheet type from the Datasheet Types list and click the Edit button to open the Datasheet Type Properties dialog box for the selected datasheet type.
Charts Select a datasheet type from the Datasheet Types list and click the Charts button to open the Datasheet Type Charts dialog box for the selected datasheet type. Datasheet type charts cannot be created or edited from the Charts tab. Datasheet type charts must be created and edited from the Datasheet Type Charts dialog box.
Copy Select a datasheet type from the Datasheet Types list and click the Copy button to copy the selected datasheet type. The copy of the datasheet type appears in the Datasheet Types list on the Manage Datasheet Types dialog box and the Datasheet Types list on the New Datasheet, Datasheet Properties, and the Datasheet Type Properties pages.
Deleting a datasheet type Any datasheet type that is no longer needed can be deleted. When you delete only a datasheet type, any datasheets that were assigned to the datasheet type become standard datasheets, and can be edited. The datasheet will retain the datasheet properties and charts defined for the datasheet type.

Adding a datasheet type chart

Create a a datasheet type chart based on a datasheet type. When a chart is created for a datasheet type. the chart is automatically added to all of the datasheets assigned to the datasheet type.

To add a datasheet type chart

Open the Reports module.
Select a datasheet.
Select the Charts tab.
Select a chart.
Right-click the navigation tree and select Promote to Datasheet Type Chart to promote that chart to a datasheet type chart.

Copying a datasheet type chart

You can create new datasheet type charts based on datasheet type charts that are already there. A datasheet type chart can only be copied to datasheets that are not assigned to a datasheet type. A datasheet type chart cannot be copied to other datasheet types.

To copy a datasheet type chart

Open the Reports module.
Select a datasheet.
Select the Charts tab.
Right-click and select Manage Datasheet Types.
In the Manage Datasheet Types dialog box, select a datasheet type from the Datasheet Types list, and click Charts.
In the Datasheet Type Charts dialog box, select a chart.
Click Copy.
In the Move/Copy Chart dialog box, select Make a copy.
In Destination, choose the destination datasheet for the new chart.
Click OK.

Deleting a datasheet type chart

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

To delete a datasheet type chart

Open the Reports module.
Right-click the datasheet and select Manage Datasheet Types.
In the Manage Datasheet Types dialog box, select a datasheet type from the Datasheet Types list, and click Delete.
In the Datasheet Type Charts dialog box, select a chart and click Charts.
Click OK.

Editing a datasheet type chart

Make changes to a datasheet type chart. Change the axis options or the properties. When a datasheet type chart is edited, the chart is automatically edited on any datasheet to which the datasheet type is associated.

To edit a datasheet type chart

Open the Reports module.
In the datasheets tree, right-click a datasheet and select Manage Datasheets.
In the Manage Datasheet Types dialog box, select a datasheet type and then select Edit Datasheet Type Chart.
In the Datasheet Properties dialog box, make your changes. Click OK.
Click Save.

Moving a datasheet type chart

While working with a datasheet type chart, you may determine that it belongs in a datasheet. A datasheet type chart can be moved to another datasheet within the same portfolio or to a datasheet in another portfolio. A datasheet type chart can only be moved to a datasheet that is not assigned to a datasheet type. A datasheet type chart cannot be moved to another datasheet type, and a standard datasheet type chart cannot be moved to a datasheet type.

To move a datasheet type chart

Open the Reports module.
In the datasheets tree, select a datasheet, right-click and select Move/Copy Datasheet.
In the Move/Copy Datasheet dialog box, select the location in the datasheets tree under which you want to move the datasheet.
Click OK.

Viewing a datasheet type chart

A datasheet type chart can be viewed from Charts tab.

To view a datasheet type chart

Open the Reports module.
Right-click the navigation tree and select Manage Datasheet Types to view datasheet types.