Chart Item

Name

Each item can be renamed by the user

X Axis

Includes "Arguments", "Top N", "Axis Options" in the same dropdown.

• Arguments
  The chosen values are grouped by the field chosen as argument. Most often, a date field is used as an argument (to show the overtime trend).

• Top N

  • Arguments can only show the top/bottom N results. N can be set by the user. In addition, an "others" option will be available - all the arguments which are not in the top N.

  • If more than one value was chosen, and the user selected "Top N", the value that will determine the top will be the value that was first selected by the user.

• Axis Options -

  • Title - The title of the axis.

  • Show Axis - If this option is selected, the axis will be shown as part of the graph.

Y1 Axis

Includes the sections: "Values", "Summary Type", Format Type", "Series Options", "Axis Options" in the same drop down.

• Values - multi-choice of fields from the report - only numeric fields will be available. Each chosen value will be a different line/bar/area in the graph.

• Summary Type - the aggregating mode of the values, which will be the same for all the selected values.

• Format type for numbers: the display format of the values, which will be the same for all the selected values. The format options:

  • Number - show the value as a number.

  • Percent - multiply the value by 100 and show as percent. example: if value is 0.8, show 80%.

  • Currency – show the value with $. example: if value is 0.8, show 0.8$

  • Precision - for each type, the user can define precision - any number between 0-3.

• Series Options

  • Type – present the values according to the selected summary type. All values will have the same series type. The different types are:

    • Normal Bar

    • Full Stack Bar

    • Line

    • Area

  • Point labels - display labels with the values on the graph.

  • Show For Zeros- If this option is selected, labels will also be displayed if the value is zero.

• Axis Options -

  • Title - The title of the axis.

  • Show Axis - If this option is selected, the axis will be shown as part of the graph.

  • Auto Scale - This feature allows the Y-axis to begin at the lowest value in the graph, rather than always starting at 0, making it easier to identify trends. All types of series will support this feature, except “Full Stack Bar”, where values always range from 0-100%.

Filter

The “Filter” can be used to filter out records (rows from the report the dashboard is based on), only for the specific data item. The filter will have predefined options based on the chosen field type:

• Numeric - equal to, not equal to, greater than, less than, between

• Textual - contains, not contains, starts with, end with.

The conditions can be concatenated by And, Or functions

Optional filters:

• Days Before Today - In reference to the day the report is executed, if the value in the filter is zero, only results for that day will be displayed (from 00:00).

• Days Before Report End - According to the range in which the report is conducted (for example, 1.10.2023 - 30.10.2023), if the filter value is zero, only the results for the final day (30.10.2023) will be displayed.

• Days After Report Start - Considering the range in which the report is performed (1.10.2023 - 30.10.2023), if the value in the filter is zero, only the results for the first day (1.10.2023) from 00:00 to 23:59 will be displayed.

Colors

Using the colors tool, you can select a different color for a different value to emphasize the difference between them.

Chart Options

• Rotate - if this option is the selected, the graph will be rotated (x and y axis's change positions).

• Show legend - if this option is the selected, the graph's legend will be displayed.