The graphs on the datasheet dashboard can be easily adapted to your companie's needs.
As an administrator, you can create / define as many graphs as you need. Once the graphs are defined in the datasheet settings, users will be able to display them on their datasheet dashboard (see how). The newly created graphs are hidden by default.
What types of graphs can I create?
You can create either a bar chart or a half circle graph. Both types compare values of two item details (in numerical format).
1. Half circle grpahs
- shows percentage counted from two item detail values of the same item
- the percentage is based on two values of the same (and only one) item (e.g. in the picture below, the item's name is "LA branch opening")
2. Bar chart:
- shows the proportion between two item detail values of the same item
- data for several items are displayed (proportionnaly) in the same graph (e.g. the picture below shows data from "BMW cars 806" and "LA branch opening")
How to create new graphs?
Like any other datasheet plugins, graph settings are to be found in the datasheet settings.
Before you start creating graphs, make sure you know the name of the item details you want to base your graphs on (or create them - see how). In our example, we will use the highlighted item details from the pictures below: budget, planned budget and real budget:
Step 1. Go to the datasheet settings (see how to access the menu). In "more settings", you'll find a link to "Manage Plugins" dialog.
Step 2. To define a new graph, go to "Add"
Steo 3. Select the option "Graph for 2 numbers" from the pop-down list
Step 4. Choose the name of your new graph
The steps 5, 6 and 7 vary according to the type of graph:
a) Half circle graph
b) Bar chart
a) Half circle graph:
Step 5. Select the first item detail you would like to base your graph on. Value chosen as the "Detail 1" will represent the total sum (100%). Since the graphs always compare 2 (and only 2) numbers, the drop-down list offers you only the item details in numerical format.
Step 6. Select the second item detail you would like to base your graph on. The percentage displayed in the graph will represent the proportion between the selected Detail A and Detail B.
Step 7. Set to "Half circle"
a) Bar chart:
Step 5. Select the item detail that will be represented by the upper bar. Since the graphs always compare 2 (and only 2) numbers, the drop-down list offers you only the item details in numerical format.
Step 6. Select the item detail that will be represented by the lower bar.
Step 7. Set to "Bar charts"
Step 8. Save