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- | Charts | + | ====== |
+ | The Charts system is also available as // | ||
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+ | It allows you to produce graphical visualizations of data. There are two types of chart: Performance Charts and Analysis Charts. | ||
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+ | ==== Performance Charts ==== | ||
+ | Performance Charts are line graphs of date based data, with the date plotted along the X axis. Each statistic plots as a line (unless you use Split - see below). You can select one or more **Statistics** from one or more tables. | ||
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+ | You can also change the table' | ||
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+ | At the bottom you can change the chart' | ||
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+ | You can use the **Split** option to split a statistic into multiple lines e.g by Temp Desk or Division. | ||
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+ | You can use the **Filter** option to restrict the graph to a selection of the overall data. Data is automatically filtered by the **Division** access rules of the logged in consultant. | ||
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+ | When you Execute the chart, you can change the **Chart Height** from the default Auto option. You need to experiment with what works best for your data. | ||
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+ | ==== Analysis Charts ==== | ||
+ | Analysis Charts split the data by some item such as Department, Temp Desk, Division, Consultant, Post Code, Country etc. You select this item in the **Analyse by** section at the top. | ||
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+ | You then select **Statistics** to graph. The **Statistics** you are offered will depend on your **Analyse by**. E.g. you cannot analyse Person or Company stats if analysing by Vacancy Status. However some analysis items are ' | ||
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+ | You can use the **Split** option to further split the analysis. | ||
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+ | You can use the **Filter** option to restrict the graph to a selection of the overall data. Data is automatically filtered by the **Division** access rules of the logged in consultant. | ||
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+ | When you Execute the chart, you can change the **Chart Height** from the default Auto option and also the **Chart Type**. You need to experiment with what works best for your data e.g. if there is a large number of items in your analysis you will probably want to use Horizontal Bar and increase the height. | ||
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+ | After you Execute a chart in the designer you can press the button to save it. You will be prompted to enter or edit the title. | ||
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+ | ==== Drilldowns ==== | ||
+ | Clicking on a bar or a point on a chart will allow you to 'drill down' into a List of the underlying data. Clicking an item on this list will usually open the relevant item in IQX. | ||
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+ | You can also specify one or more previously defined charts which appear on the pop-up menu. They will be run in a pop-up window and will be pre-filtered based on the location which you clicked. E.g. you can click on a Department bar and effectively graph the contents of that bar into an Analysis by Consultant or a Performance chart of Timesheets. It is up to you to select Drilldowns which have a data relationship with the calling chart or you may get errors. | ||
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+ | Clicking on a point on a Performance chart and drilling down into another performance chart will filter by date and also adjust the date rounding to the next smaller granularity. E.g. you can have a chart of Timesheets by Month and drill down to the SAME chart which will automatically graph the month' | ||
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+ | ==== Editing Chart Visibility ==== | ||
+ | Pressing the Edit button on the list of charts allows you to edit the title and also control how you see your charts and who else can see them. | ||
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+ | If you want other consultants to have access to your charts, tick the **Shared** checkbox. You can specify an **Access Level** which ties in with the consultant' | ||
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+ | The **Dashboard** and **Home Page** are two groupings of charts which can be shown in a single window by clicking the relevant button. In IQXWeb the Home Page charts are displayed in special cut down form but in IQX they are like an alternative Dashboard. | ||
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