Create a Chart
To create a chart, go to the Home Page of the Reports Module and open the report you wish to use for the necessary chart data. WIKI LINK HOW TO: RUN A REPORT
Select the chart icon to the right of the report title header. This opens the Report Module Chart Wizard Modal.
Note: The chart icon for a specific report is also accessible on the Home Page of the Reports Module.
Chart Wizard Modal Explanation | ||
Input | Comments | |
Data Type (required) | Representative | Trending* |
Chart Type (required)
Options are based on the data type. | Bar Chart (Vertical) | Line Chart |
Bar Chart (Horizontal) | ||
Pie Chart | ||
Line Chart | ||
Doughnut Chart | ||
Column for Labels (required) | For representative data, any field can be selected as your independent axis. | *For trending data, the label (independent axis) should be a value representing the date. |
Column for Values (required) | The dependent axis must be linked with a column that contains numeric values for a chart to be made. | |
Merge Columns with the same label Checkbox | When the merge columns with the same label checkbox is selected, the numeric values input will be added together and the total shown on the chart as opposed to individual values. | |
Chart Size (required) | Options: Small, Medium, Large, X-Large, Max | |
Tags | Select open, restrictive, or permissive tags as desired. | |
Share this chart Checkbox | If you share this chart, anyone who can view the report will have access to the chart, but they will only see data they have access to. | |
View Chart | Selecting the View Chart button will expand the Chart Wizard Modal and show a preview of the chart being generated. | |
After specifying the appropriate inputs for the chart, select “View Chart” to see a preview of the representation of the data. If no additional changes are needed, select “Save Chart”. A confirmation modal states, “The chart has been saved.”
The new chart is now visible on the Charts Page of the Reports Module.
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