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Reporting / Cloud / Analytics / Charts

Charts display a numerical graphical representation of the data being chosen from the navigation tree or data browser.

Your Chart window can be used to navigate through your dataset in much the same way as was discussed in the Data Browser window section.

Move your cursor across any series in your chart and double left mouse click.

The chart will drill to the next layer below the selected series. Further double clicks on selected series will move you further down into the layers of your dataset.

To add/create charts:

  • Select 'Manage Widgets' manage widgets icon from the connector buttons.
  • Choose either Bar Chart, Pie Chart or Guage.
  • With the midget now displayed, select a series, for example, Total Documents.
  • Right click and choose Series (or select field from navigation tree).
  • Drag and drop the field onto the chart.

Buttons

settings icon Configure - Configures the appearance of the chart.

chart icon Chart Type - Change the chart to either Bar, Pie, Donut or Line

zoom to icon Zoom To - Displays a list of available layers in your data which allows you to view your data from multiple aspects.
You can move or zoom to any layer, from any layer, in your data.

time series icon Time Series - Not used for document reporting.

refresh icon Refresh - Refreshes the chart.

remove icon Remove - Removes the widget.

Chart right mouse click menu

Zoom To - Displays a list of available layers in your data which allows you to view your data from multiple aspects. You can move or zoom to any layer, from any layer, in your data.

Chart Type - Change the chart to either Bar, Pie, Donut or Line.

Series - Produces a list of fields that can be dragged and dropped onto the chart. Alternatively, navigate to fields in the navigation tree and drag and drop onto the chart.

Send To - Send the chart to the dashboard for easier visibility of things are tracking.

Configure - Configures the appearance of the chart.

Info - Displays information about the widget.