Differences

This shows you the differences between two versions of the page.

--- ug5-1011 [2019/07/22 11:09] – Michael Scott
+++ ug5-1011 [2019/07/30 08:29] – [Editing Chart Visibility] Michael Scott
@@ Line 37: / Line 37: @@
 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's Timesheets by Week.
-==== Shared Charts ====
+==== Editing Chart Visibility ====
-If you want other consultants to have access to your charts, tick the **Shared** checkbox. You will be asked for an **Access Level** which ties in with the consultant's **Report View Level**. They will see your chart on their list and be able to view it and make their own editable copy. When they view it, it will obey their Division rights, not yours.
+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.
-==== Dashboard and Home Page ====
+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's **Report View Level**. They will see your chart on their list and be able to view it and add it to their dashboard. When they view it, it will obey their Division rights, not yours.
-Ticking **Dashboard** will make the chart appear automatically on your IQX Analytics page.
-Ticking **Home Page** will make a cut down version of the chart appear on your home page. **Performance Charts** will be rendered as Sparklines, displaying only the first statistic and with no splits. **Analysis Charts** will be rendered as Piecharts, again showing only the first statistic.
+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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-Back to [[iqxweb:help:start]]