Defining Charts (v8.xx)

Defining Charts (v8.xx)

To define a Genius Chart:


Navigate to the 'Setup & Administration' module of one of the databases where you want to define a chart.

Click on the 'Charts' tab.

Click the «New chart» button on the action menu bar. Fill in the Chart setup document that opens.

  1. Chart tab



Field

Use

Title

The title of the chart. Free text.

Type

The main type of the chart. Single selection field. Options are: Columns

Bars Lines Pie

Doughnut Areas

Stacked columns Bubble

Scatter

Default value is 'Columns'.

Subtype

The chart subtype depends on the main type.

If the main type is 'Columns', 'Pie', 'Doughnut' or 'Stacked columns', the subtype options are 2D and 3D representations. Other chart types are always in 2D.

If the main type is 'Areas', 'Lines', 'Stacked columns', 'Scatter' or 'Bubble', the chart is always 'Multi-series'.

If the main type is 'Pie', the chart is always 'Mono-series'

Other chart types ('Columns' or 'Bars') can be 'Mono-series' or 'Multi-series'.




Field

Use

Dimensions

The dimensions (width x height) of the charts. Default dimensions are 750 x 350.

View

The view where the chart will be available

Columns

Not visible if 'Type' is 'Bubble' or 'Scatter'.

The columns of the view corresponding to the series of the chart.

Note: If the 'subtype' is 'Mono-series', only one column must be chosen

Columns as lines

Only visible for the charts 'Columns 2D', 'Columns 3D' and 'Stacked columns 3D'. The columns selected here will be displayed as a 'Line' chart overlaying the columns.

Columns as areas

Only visible for the chart 'Columns 2D'. The columns selected here will be displayed as an 'Areas' chart overlaying the columns.

Scroll bar

Only visible for the charts 'Area 2D', 'Lines 2D', 'Columns 2D' and ' Stacked columns 2D'. Determines if a scroll bar is displayed in the chart.


  1. Filter and labels tab



  1. Options tab


This section contains the main information about the chart data.



Fields

Use

Percentages Indicates whether the columns contain percentages to ensure data is displayed correctly. Otherwise it will display the absolute value (0.25) instead of the percentage (25%)

Invert the view sorting Visible only if the field 'Data source' is set to 'View'. 'Yes' or 'No'.

May be useful for views where the documents are displayed from the most recent to the oldest and the chart must be displayed in chronological order.

Default value is set to 'No'.



Fields

Use

View To specify how the column must be processed in the chart.

Values: uses the values displayed in the column.

Counter: only considers the number of documents for the series (for example number of open issues).

Default value is set to 'Values'.

Regroup data Visible only if the chart subtype is 'Multi-series'.

By columns: the series are based on the columns. By lines: the series are based on the lines Default value is set to 'Columns'.

Display the values 'Yes' or 'No'. To indicate if the values themselves are displayed

on the chart or not.

Default value is set to 'No'.

Numbers accuracy Specifies the number of decimal places. Default value is set to 2.

Only browse the categories 'Yes' or 'No'. To indicate that only the categories must be

considered and not the sub-entries themselves.

Sum the values Indicates whether to sum up the values for each chart entry,

allowing S-curves.



Fields

Use


View

To specify if and how the trend lines should be displayed in the chart,

'None': Trend lines will not be displayed.

'Lines': The trend lines will be displayed as lines. 'Zones': The trend lines will be displayed as zones.

'Function': A unique trend line will computed according to a formula or a predefined function.

Title

Only visible if 'View' is set to 'Function'. The title of the computed trend line. Free text.

Formula

Only visible if 'View' is set to 'Function'. The predefined function or a formula. Free text. The predefined functions are:

GetProjectAvailabilities: Get the total availability per period for a given project.

GetDepartmentAvailabilities: Get the total availability per period for a given cost center.

GetPersonAvailabilities: Get the total availability per period for a given resource.

GetResourceTypeAvailabilities: Get the total availability per period for a given resource type.



Fields

Use

GetOBSAvailabilities: Get the total availability per period for a given OBS entry

GetResponsibleAvailabilities: Get the total availability per period for a given resource responsible.

The formula's format is the @Formula language (see the 'Lotus Domino Designer Help' for more information). The formula must return an array of values, one value for each entry in the chart. If the chart is filtered, a '%1' in the formula will be replaced by the value of the filter.



Fields

Use

Title

The title of the trend lines. Free text. Multiple values must be separated with a carriage return.

Start

The start value of the trend lines. Number. Multiple values must be separated with a carriage return. To specify a percentage, input the absolute value (i.e. 0.5 for 50%).

End

The end value of the trend lines. Number. Multiple values must be separated with a carriage return. To specify a percentage, input the absolute value (i.e. 1 for 100%). If no end is specified for a trend line, it will be horizontal.

Color

The color of the trend line, in hexadecimal format. For example: red = FF0000, green = 00FF00, blue = 0000FF, white

= FFFFFF, black = 00000. If the chart type is 'Columns', then the columns that are over the value of a trend line will take the color of the trend line.



This section is used to specify whether a second chart will be opened when clicking on the current chart. The drilldown chart will then be filtered depending on the value clicked on in the first chart.


Fields

Use

Chart The name of the chart that will be opened when clicking on the current chart.

For example, if the current chart shows the workload by phase, clicking on a column can open a chart showing the detail for the clicked phase.





This section is used to specify the availability of the chart.


Fields Use

Name of the views where this The views the chart will be available from. Multiple selection chart will be available field.

Name of the forms where this The types of documents the chart will be available from. chart will be available Multiple selection field.


The resulting charts can be printed, but they cannot be saved in the application.


    • Related Articles

    • Accessing Charts Setup (v8.xx)

      Genius Chart is a powerful built-in engine that allows for the display of data (in views or documents) in an easily readable chart. There are many chart types available offering a wide range of possibilities to better expose existing data. This is ...

    • Resource Rates , Templates and Charts (v8.xx)

      Rates This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management. Resources The [Resources] tab provides access to the various types of resources that exist in the database. ...

    • Setup Portfolio Workflows, Templates and Charts (v8.xx)

      A default ‘Project Request’ workflow already exists and can be modified, if it is not in line with the organizations request workflow. The definition of a workflow in the 'Portfolio' database is much simpler than in the 'Projects' database, as it is ...

    • The Organizational Breakdown Structure (OBS) (v.8xx)

      It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the [Resources] module and all resources attached to it will inherit certain attributes, such as "Rates" for ...

    • General (v8.xx)

      To access the Setup & Administration section of the Timesheets database, the Admin user must click on the gear icon at the top right hand corned of the screen and select [Timesheets] from the drop down list. General Parameters in this section apply ...