Help Home > Period Analysis Charts

Help Index 

Home


The period analysis chart is used to create graphical period analysis reports based on selected analysis codes.

 

How do I produce an existing period analysis chart?

  1. Select it from the Period Charts list.

  2. (Optional) Amend any of the options.

  3. Click Finish to produce the chart.

How do I define a new period analysis chart or edit an existing one?

If you have created a new period analysis chart (see Creating a Report) you can now define it. Alternatively, you can edit an existing chart.

 

Note: You must highlight the report in the Period Charts list before creating any definitions for it.

 

Group is the Group Item to be used as a basis for the chart (e.g. Department). Select a group from the drop-down list and click Go. A list of items in the selected group is displayed below the field for you to select which ones to include in the chart. You can:

  • Highlight one or more items from the list, or

  • Tick All to highlight all the items in the list, or

  • Tick Inactive to highlight the inactive items in the list.

If you select multiple group items to be displayed in your chart, you will not be able to produce pie or doughnut charts.

 

You can filter the list by entering an initial letter or part of a word in Filter and clicking Go. Only items which begin with the entered text (e.g. enter F to display any items beginning with an F) will be displayed in the list, however you still have to highlight the required items using one of the methods described above.

 

Enter the start date for the chart in From Date.

 

Select the Period Type (days, weeks, months or years) and enter the number of Periods to be covered by the chart (up to 12).

 

Enter a Title for the chart. This can be the same as the Description entered when the chart was created.

 

Chart Type can be Bar, Pie, Doughnut or Line. If you selected multiple items in the Group list to be displayed in your chart, you will not be able to produce pie or doughnut charts. Instead, the data will be displayed in a line chart.

 

You can tick Show Data to display the output data in a table below the chart as well as in the chart. This may be useful if you want to display the actual values as well as the trends.

 

Tick Accumulate if you want to total the data for the selected group items in the chart.

 

Tick Switch Points to switch between the plotted x-axis values. For example if you are creating a chart grouped by departments and charted by monthly periods, ticking/unticking this box will switch between showing the departments by month and showing the months by department.

 

Select the required Data Format.

 

If you require your report output to be filtered, click Edit to open the Report Filters screen where you can define filters (e.g. only displaying certain employees in a department).

 

On the Options tab select the Analysis Codes to be included in the calculations.

 

Click Finish at any time to produce the chart.

 

To print the chart, right mouse-click on it and select the print option. You must have a printer installed to use this option.

 

To top of page

 


© NorthgateArinso UK Limited. All rights reserved.