Setting the Chart Layout

Use the Layout tab to specify the data sets that must be plotted on the x-axis and y-axis of the chart.

To set the chart layout:

1. Open the Layout tab of the Edit Chart dialog.
2. In the X Axis section, specify the data that must be plotted on the x-axis of the chart.
   • In Type, select the type of data. Options include None, Attribute, Date, User, Yes/No, and True/False.

   • If you set the Type to Attribute, you must specify at least one attribute that is plotted on the x-axis. You can specify a maximum of two attributes.

     In Attribute 1, select the first attribute to plot on the x-axis. Optionally, in Attribute 2, select the second attribute to plotted on the X axis. The various combinations of Attribute 1 and Attribute 2 values are plotted.

   • In Sort, select Ascending or Descending to sort your X axis data.

3. In the Legend (Series) section, specify one or more data sets that must be plotted along the Y axis of the chart view.

   For example, if you define three data sets, then three values are plotted on the y-axis.

   Within each data set, you can perform aggregation operations or group data. Optionally, you can apply a filter to restrict the data that is selected when computing the aggregation on the data set.

   For each data set in this section, specify the following:

   • In Value, select the value that must be plotted. For example, Amount or Status.
   • In Aggregation, select the aggregation that must be performed on the selected value. See "Considerations When Using Aggregation" at the end of this topic.
   • (Optional) In Categories, select the attribute that must be used to categorize data within the data set. Use Categories to break your graph into more smaller details.

   • (Optional) In Group By, select the attribute by which Date type data is grouped.

     If Group By is set to a date, a new column Date Aggregation is displayed.

   • (Optional) In Filter, click the Filter icon to add a filter condition. This condition further refines the data shown for the data set within the chart view. It is applied before the data is included in the chart view. For example, if your Value is set to Tasks, you can create a filter to only plot tasks with a status of Open.

     By default, the first clause in a filter condition is displayed as the label for this filter.

4. Click OK to save the chart view settings.

Examples

For Task Manager, see:

• Example: Creating a Chart to Display Task Status by Month
• Example: Creating a Chart to Display Plan versus Actual End Date
• Example: Creating a Chart to Display Task Execution by Organization Unit

For Supplemental Data Manager, see:

• Example: Creating a Chart to Display Forms and their Status
• Example: Creating a Chart to Display Period and Status (with Description) of the Form Template