Purpose Statement
This document outlines how to configure charts and graphs in the New Desktop UI. See link to the word document for content images: How To Create A Chart
Report View Modes
In the New UI, follow the outlined steps to gain access to Charts that can be added to your report view.
- Navigate to any report or list page.
- To the top right of the report or list page, next to the Action Menu (ellipsis), you will see a Mode option, where the default will show Data Only.
- In the drop-down you will have 3 options (Note: The Mode Icon will show a different image based on what is selected in the drop down):
- Data Only - This Mode selection will display only the report data (Use this option to hide charts)
- Charts Only - This Mode selection will display only Charts
- Charts & Data - This Mode selection will display the report data at the top part of the screen and chart(s) below the report data.
- Select Show Charts and Data, and a charts panel will open beneath the report that will allow you to add new charts or select existing charts to pull in to the page.
- If you previously had data and charts shown in this view, and the view was saved, they will automatically display when you open the report view.
- If you wish to no longer show charts, switch the view Mode to Show Data Only.
Creating a New Chart
When the Mode on a report is set to Charts Only or Show Charts and Data, a chart panel under the report will open, by selecting the Action Menu (ellipsis) drop-down this will allow you to create new charts or pull in existing ones. Follow the outlined steps to create a new chart:
- Within the charts panel, locate the action menu. Once you click the action menu a drop-down will give you an option to Add Chart.
- This will open a side panel with options for creating a new chart.
- Chart Type - You have the option of several Chart Types:
- Bar chart – Vertical & Bar
- Line chart
- Pie chart
- Heat map
- In the Data section, select the applicable Category to use for your chart (ex: Employee Name, Date, Cost Center, Skill, Status).
- The provided list will only show columns that are currently in the report view. If you wish to use a category that is not in the report, proceed to add the column into the report and then return to this view.
- Also in the Data section select the applicable Metric to use for your chart (ex: Scheduled Hours, Actual Hours, Account ID, Row Count).
- Same rule applies as with the categories, the applicable metric must already be present in the above report in order to use for the chart. There will always be a Row Count metric available in each report.
- You can also use multiple metrics (such as comparing scheduled hours & actual hours).
- The last item to complete in the Data section is to select your Value Calculation (Sum, Avg, Count, Min, Max).
- The Chart Display section will feature chart attributes (titles for category and metric labels will all be checked by default).
- Once you click Save, the chart will display in the panel provided.
- Repeat the steps above to add more charts.
NOTE: The data and item to display come directly from the report and cannot be added to the chart if they don’t already exist in the report. Make sure your report contains all the data columns needed prior to creating the chart.
Each chart contains the options to be edited or removed once added to the chart area. To Edit or Remove the chart click on the Action Menu located on the top right corner of the chart and in the drop-down you can select Edit or Remove. By selecting Edit the pop-up of the Chart settings will appear again. Selecting Remove will immediately remove the Chart from the screen. Keep in mind that the chart will still exist under the Select Chart Option.
Select Charts
Once a chart is saved, the chart will be available to be selected and added by using the Select Charts option.
To add a chart that was already created follow the below steps:
- First click the Action Menu within the panel under the report and in the drop-down click Select Charts. A pop-up will show all the Charts previously saved.
- Simply check the box next to the chart you want to add and click save at the bottom of the pop-up.
To delete a chart from the Select Chart options follow the below instructions:
- Click the Action Menu within the panel under the report and in the drop-down click Select Charts.
- Within the pop-up window you will see a list of the charts. Locate the chart you wish to delete and select the Action Menu to the right of the chart and in the drop-down select Delete.
Chart Views
Once you have charts pulled into your selected report, there are important items to know:
- A single chart will consume the entire space of the chart panel. This will resize based on the number of charts that are created and displayed. There is a maximum of three charts per single row.
- All charts will reflect the complete report provided above it. If there are six pages for a report and you are looking at only the first page, the charts will show data from all six pages.
- All charts will filter based on the report as well. If the default date range for the report is Today, and then this is changed to This Week, all charts will instantly update along with the report.
- There is a Action menu option in each displayed chart that will provide access to edit the chart as well as remove from view.
- Charts will also display when using the mobile app.
- Much like the report has a full screen icon, there is one provided for charts as well. Users can use this a more of a ‘dashboard view’ of all charts for the report.
- If a chart was created using a category or metric that is no longer in the report, you will see an error message in the chart itself.
- Add the applicable columns back in the report and the chart will refresh.
- Users can click inside any data point in any chart to filter not only the data above, but any additional chart in the view.
- To reset the charts and data, adjust the filter pill that is featured on the report.