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.