Generating Charts

This topic describes how to generate various types of charts from the item data in the upper pane.

In this topic:

Generating Simple Charts

This procedure explains how to generate a Simple chart from the item data displayed in the upper pane. A Simple chart displays in a column format by default. However, the chart utility allows you to display simple charts in a variety of formats.

You can filter out data in the upper pane to display only the data that you want to include in your chart. In addition, you can select specific items from the filtered data to include in your chart. A maximum of 60 fields can be displayed in the upper pane.

1. Click a component tab in the upper pane and select an item.
2. Optionally, select the specific items you want to chart.

3. Right-click in the upper pane and choose Charts > Simple.

   The Simple Chart dialog box opens.

4. Type a name for the chart in the Chart Name field.

5. Select one or more fields from the Series list.

   Use Ctrl+Click or Shift+Arrow to select multiple fields. The dialog box lists the fields in the upper pane that can be charted. A maximum of sixty fields can be displayed in the upper pane.

   Note: The Series list can only contain fields that are number based. To add fields to the Series list, you must include a number-based field in the view/tab you want to chart.

6. Select which data to use for generating the chart. If you have selected specific items in the upper pane to chart, select Select which data to use for generating the chart. If you have selected specific items in the upper pane to chart, select Current Selection. Otherwise, use Select All.

7. Select a printer page orientation: Portrait or Landscape.

8. Click OK.

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Generating Correlation Charts

This procedure explains how to generate a Correlation chart from the item data in the upper pane. A Correlation chart displays as a scatter chart, based on the fields you specify for the x-axis and y-axis.

1. Click a component tab in the upper pane and select an item.
2.  Optionally, select the specific items you want to chart.
3. Right-click in the upper pane and choose Charts > Correlation .

   The Correlation Chart dialog box opens.

4.   Type a name for the chart in the Chart Name field.
5. Select one axis label from the x-coordinates list box, and one from the y-coordinates list box.

   Note: These coordinate lists display the names of the fields that are displayed in the upper pane that can be used as axes. A maximum of sixty fields can be displayed in the upper pane.

6.   Select a printer page orientation: Portrait or Landscape.
7. Click OK.

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Generating Distribution Charts

This procedure explains how to generate a Distribution chart of items grouped in the upper pane. A Distribution chart displays in the form of a pie chart. Each wedge indicates what fraction of the whole a group represents.

1. Click a component tab in the upper pane and select an item.
2. Sort/Group the data on the selected tab in the upper pane.

3. Right-click in the upper pane and choose Charts > Distribution.

   The Distribution Chart dialog box opens.

4.  Type a name for the chart in the Chart Name field.
5. Select which data to use for generating the chart. If you have selected specific items in the upper pane to chart, select Current Selection. Otherwise, use Select All.
6. Select a printer page orientation: Portrait or Landscape.
7. Click OK.

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Generating Time-series Charts

This procedure explains how to generate a Time-series chart from the item data displayed in the upper pane. A Time-series chart displays as a line chart showing the number of items that have the same day, week, or month in the specified time/date field.

You can filter out data in the upper pane to display only the data that you want to include in your chart. In addition, you can select specific items from the filtered data to include in your chart. A maximum of 60 fields can be displayed in the upper pane.

1. Click a component tab in the upper pane and select an item. You can generate time-series charts for all item types.

   Note: A time-series chart must be based on a time/date field. If the upper pane displays no time/date fields, the application displays an error message. To avoid this error, add a time/date field to the columns in the upper pane.

2. Optionally, select the specific items you want to chart.
3. Right-click in the upper pane and choose Charts > Time-series to open the Time-series Chart dialog box.
4. Type a name for the chart in the Chart Name field.
5. Select a Tracking Interval: Daily, Weekly, or Monthly
6. Select one or more items from the Time Series list.

7. Check any additional options you want.

   You can specify a date range (Limit To Period Of Time ), display accumulated items (Cumulative Totals), or include all date ranges in the chart (Include Non-Represented Dates).

8. Select which data to use for generating the chart.

   If you have selected specific items in the upper pane to chart, select Current Selection. Otherwise, use Select All.

9. Select a printer page orientation: Portrait or Landscape.
10. Click OK.

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