Difference between revisions of "Charts"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/servicemanager-user-guide/request-list/views#charts Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Charts|link=https://docs.hornbill.com/servicemanager-user-guide/request-list/views#charts]] | ||
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__NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Request List]] > [[Request_List_Views | Views]] > Charts | __NOTOC__[[Main Page|Home]] > [[Service Manager]] > [[Request List]] > [[Request_List_Views | Views]] > Charts | ||
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# Start by giving the Chart a name. | # Start by giving the Chart a name. | ||
# Select the type of Chart you wish to create from the Chart Type drop down. | # Select the type of Chart you wish to create from the Chart Type drop down. | ||
| − | #* Depending on the Chart Type selected the Y and or X axis titles for the Chart will remain visible or be hidden if not relevant to the Chart type chosen. | + | #* Depending on the Chart Type selected the Y and or X axis titles for the Chart will remain visible or be hidden if not relevant to the Chart type chosen |
| + | # Decide how you want the Chart data to be displayed, and select the appropriate column from the X-Axis drop down | ||
| + | #* Depending on the Column selected from the X-Axis drop down, more selection criteria options may be presented. An example of this would be date columns such as Date Closed, or Last Updated. | ||
| + | #** If Date columns are selected, an additional Date Type (Year, Month, Weekly, Week) Drop down will be available. Once a Date Type is selected a further Date Type specific drop down will be available to allow you to pick specific Years, Months, Week periods which you wish the Chart to represent. | ||
| + | # Preview the Chart data by selecting the Preview Chart button | ||
| + | # By Default the Chart will immediately be visible on your Dashboard, and this is represented by the Chart Visibility Icon (Eye) being Green. | ||
| + | #* Should you which to hide a specific Chart from your Dashboard simply click on the Chart Visible Icon to hide the Chart | ||
| + | #** Chart visibility can be altered at any time | ||
| + | # Select Save to activate your Chart and to make this visible on your Dashboard | ||
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| + | <blockquote style="background-color: #f2f2f2; border: solid thin #ffdab3;padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px;"> | ||
| + | [[File:Information.png|24px|left|link=|Information]] Custom fields P-T are of type '''Text''' and are excluded from being available to group chart data by for performance reasons. | ||
| + | </blockquote> | ||
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| + | == Creating multiple Charts per View== | ||
| + | [[File:Multiplecharts.png| thumb | 300px]] | ||
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| + | It is possible to reuse the defined criteria of a view, and create multiple charts based on this, but presenting the data from different perspectives, for example a series of Charts looking at a Change View by Source, Owner, or Priority. | ||
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| + | *Once you have created your first Chart for a view, you have the option to create further Charts using the Create Charts button, and following the steps described above. | ||
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| + | *Subsequent Charts will appear on the Charts tab of the View and if multiple Charts are defined, these will be available to view, edit, and delete through the paging option. | ||
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| + | == Managing Charts == | ||
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| + | It is possible to edit, delete, and change the visibility of your Charts at any time | ||
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| + | * Edit the Chart by selecting the pencil icon on an existing Chart. Edit options include: | ||
| + | ** Changing the Chart Title | ||
| + | ** Changing the Chart Labels | ||
| + | ** Changing the Chart Type | ||
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| + | * Delete Charts by Selecting the Cross icon | ||
| + | * Change the visibility of the Chart by Selecting or unselecting the Eye icon | ||
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| + | '''Learn more about'''[[My Dashboards | My Dashboard]] | ||
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| + | [[Category:Service Manager]] | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 00:39, 30 April 2024
This document can now be found at its new location in the Hornbill Document Library.
