To access the Trend tab:
- Select the Scorecard menu or the Forms menu.
Note: If you access the Trend tab from the Forms menu, the values are for display only, and all other tabs of the Cell Properties dialog box are disabled. To edit or modify trend and and any other cell properties, select the Scorecard menu.
- Right-click on a scorecard cell or a category cell in a form, and select Trend to view all the values entered in the cell over a period of time.
- Cell value over time: The table at the top of the dialog box displays the indicator and value, if any, at each previous and future update, providing you with a history of the cell's values. All the valid values that were entered for this cell are displayed.
Right-clicking a cell in this table displays a popup menu with the following option:
- Update: Updates an existing value.
Click the Add button to add new values for any date.
The cell with the current value has a green background. All other cells do not have a special background color.
Note: Clicking a cell displays information in the cell information area, such as the user who reported the value, the reporting date, and the cell annotation.
- Update: Updates an existing value.
- Trend Cell value graph: Displays the cells value over time, including the progression of phases, in the form of a graph. The graph displays the following options:
- Today line: The Today line shows the current date on the graph.
- Future area: Future values are shown on a darker background.
- Indicator boundaries: If an indicator function was defined for the cells, then indicator-colored sleeves display different background areas of the graph. There are up to three different colors. A colored area represents the indicator color for any value that falls within the area. For example, the graph may contain red, green, and yellow areas. The indicator of any value falling within the yellow area will be yellow.
- Reference values: Displays several lines, one for each category.
- Phases: If the item has a life cycle, the start dates of the different phases are marked on the graph with vertical lines.
The graph is generated automatically when the category is created. If there are no numeric values defined for the category, an indicator graph is displayed. If neither numeric values nor indicators are defined for the category, no graph is displayed.
You can add annotations to the graph by clicking on the graph. The Graph Details dialog box opens, with an annotation field set below the graph. Access the knowledge for the graph by pressing the light bulb button
, located above the graph. If the light bulb is disabled, there is no knowledge available for the graph.
- Cell Annotation: Displays the annotation for the selected cell. Clicking a cell displays the annotations associated with the update.