Design a Chart

How to Design a Chart

In the Chart View, click Add to create a new Chart or Edit to modify an existing Chart.

This will display the Chart Designer.

Chart Name

Here, you can give the chart a name and set the following parameters:

Chart Type

Select between:

• Pie

• Column

• Bar

Number Format

Select between:

• Percent

• Absolute Numbers

Break-down parameter

This represents the dimension on which the breakdown shall be performed. You can select an attribute of the type (Enum, UserEnum, Boolean, Multiselect, or Integer Range) or an inconsistency type as the breakdown parameter.

Color Scheme

Select between:

• Aligned

• ChartJS

• Metro

• Office2010

Lock a Chart

Users with Project Management user rights have the possibility to Lock (and unlock) a chart design by checking the Locked checkbox. A locked chart design cannot be edited or disabled by other users.

Set the Input Set

Select if you want to use a Static or Dynamic Input Set.

The difference can be explained as follows:

• A Static Input Set consists of a defined number of document objects. If a Document Object becomes disabled, it is automatically removed from the input set. If a Document Object in the input set is modified, the input set is updated to include the new revision of the object. However, if a Document Object created/added, it is NOT automatically added to the input set. The user has to explicitly add it to the input set using drag-and-drop.

• A Dynamic Input Set consists of a defined number of chapters (and optionally their subchapters) and implicitly of all Document Objects in those chapters. The set is updated for disabled and modified Document Objects just as for Static Input Sets. The big difference is that a Dynamic Input Set automatically includes Document Objects that have been created/added or moved to its chapter set.

How to delete a Chart

In the Chart View, click the Delete button for the selected Chart to delete the Chart.

Note! A deleted Chart cannot be restored.