Chart

Using the Chart View you may easy visualize sales volume comparison. Furthermore, if you need to drilldown and review the details summarized in the Chart, just click on the displayed figures and the details view will be opened.

To create a chart view, select the Chart option from the list of view types and click Next. The system will display the Chart View form comprising the following sections:

Name

Enter a name of a new chart view.

Description

Write a description or any notes on this view.

Show In Menu

Leave this option checked if the view should be displayed in the menu.

Category

Enter a category name if you want to group view under a category.

Highlight Color

Select a color to highlight this view in the list displayed in the menu.

Access

If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.


Filter

The Matching section is intended to set the filter criteria for the records that will be displayed in the view.

  • If you want to include all records into the view, select All records.
  • If you want to filter records according to certain criteria, select Only records that meet certain criteria. With the help of drop-down lists below create the rules according to which records will be filtered.
  • If you want to enter a custom formula, select Custom formula and add the formula into the expanded field.


The Chart section allows you to select the necessary chart type and specify its parameters.

Chart Type

From the Chart Type list select the necessary chart type and the example of the selected type will be displayed below.

Calculate

(1) In the Calculate field specify a formula that will be used to calculate values of Y (X) axis.

Grouping

(2) In the Grouping section specify the type of data that will be used to build the chart and displayed on the opposite X (Y) axis, also specify the order and the way in which the data will be grouped.


(3) Moreover, some chart types allow additional grouping. It divides the chart results into subgroups. Such subgroups are displayed as the legend in the top right corner of the chart. Grouping options are expounded in the Grouping item.

Wedges to display

Use the Wedges to display field only if the Pie or Doughnut chart type is selected. Here you can specify the number of pies to display (all other entries will be grouped under the “Other” section).


The Advanced options section is intended to specify additional options:

Details View

When the chart is built, the records are grouped and results of such grouping are shown on the chart. The Details View option provides a possibility to overview the records included in every group. As a result, on the chart each grouping value is displayed as a link. When a user clicks on such link, the details of the group are displayed. You can define what view will be used to show details of the groups. From the Details View dropdown list select any view that already exists in the system.

Chart Width

Specify Chart Width (Narrow, Normal, Wide).

Chart Height

Specify Chart Height (Short, Normal, Tall).

Colorization

Check the Colorization checkbox to color the chart according to your need. The details are expounded in the View Colorization item.


You can create the following Chart Types:

Horizontal Bar

Horizontal Bar - Grouped

Horizontal Bar - Stacked

Horizontal Bar – Stacked to 100%

Vertical Column

Vertical Column – Grouped

Vertical Column – Stacked

Vertical Column – Stacked to 100%

Line

Line – Grouped

Line - Cumulative

Line – Grouped Cumulative

Area

Area – Stacked

Area - Cumulative

Area – Stacked Cumulative

Pie

Doughnut

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