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Creating a chart


Chart Administrators have more ways to create a new chart than other users do, but anyone can create a chart in KaiNexus.

In what ways can I create a new chart?

NOTE: If you create a new chart, you will become its Owner.

Any user can create a chart from an Improvement or Project’s page or on a Board.

If you are a Chart Administrator, you can create a chart in two more ways:

  • Click at the top of the screen, then click .


OR

  • In the charts section, click next to the charts search bar.



Charts created in either of these ways will not be affiliated with any Project or Improvement. As long as they are public, anyone can add charts created in either of these ways to any Project, Improvement, or Board. If the chart is private, only its Owners can see it and add it to Projects, Improvements, or Boards.

How do I build the chart itself?

On the “New Chart” screen:



  • Enter the chart’s title.

  • Make sure you’re in the “Data” tab.

Your Chart will automatically be set with the horizontal axis divided by date. If you want to change this to categories:

 

  • Click next to "Date."



  • Choose "Category" in the resulting window.

Add at least one series:

  • Click .



In the resulting window:

New_Series.jpg

  • Enter a title.

  • (**Optional**) Enter a description.

  • Choose whether the series will be displayed as a line, or bar, or Pareto.

    For more information on working with Pareto data series and charts, check out this support page.

    Pro Tip: The same Chart can have data series of both the line and bar types.

    • If you chose a line graph, you will be asked if you want to show or hide the markers. If you choose "show," each data point will be marked with a small dot on the chart.

      You’ll also be given the option of checking the box next to “Dashed Line” to have the line displayed as a dashed line. Leave this box unchecked for the line to be displayed as a solid line.

  • Choose which vertical axis the series will follow. The left and right axes can be scaled differently. This is useful if, for example, you want to create a Pareto Chart - a bar Chart with a cumulative percentage line. The bar(s) can be assigned to one axis and the line assigned to the other.

  • You can have calculated data series that automatically draw from existing data series to fill in the correct information. The calculated series can be a sum, difference, average, percent, or percent change.

    In the “Operator” drop-down field, choose which operator the calculated series should use. Depending on which you pick, various new fields will appear.

    If you chose:
    • Sum: Enter each series you want added together in the “Series” field.

    • Difference: Enter the series you want to subtract from in the “Series to subtract from” field and the series you want to subtract from the “Series to subtract” field.

    • Average: Enter each series you want to be included in the average in the “Series” field.

    • Percent: Enter the series you want as the numerator in the “Numerator Series” field and the series you want as the denominator in the “Denominator Series” field.

    • Percent Change: Enter the series you want as the numerator in the “Numerator Series” field and the series you want as the denominator in the “Denominator Series” field.

  • Choose a color.

You can add as many data series as you want to the Chart – just keep repeating the previous step until you’re satisfied.

Pro Tip: You can click and drag columns into whatever order you want.

Further customize the chart or make it private:

  • Click .


In the resulting window, you can:



  • Edit the title.

  • (**Optional**) Enter a description.

  • If your organization has added an Attribute Type to charts, you can pick the correct Attribute.

  • Make the chart private so that it is only accessible by members of its team by checking the box next to “Make Private?”

  • Give the X-Axis a title that will be displayed below the horizontal axis.

  • Give the Left Y-Axis a title that will be displayed alongside the left vertical axis. You can also add a minimum and maximum range.

  • Give the Right Y-Axis a title that will be displayed alongside the right vertical axis. You can also add a minimum and maximum range.

  • Click .

Once you're done working with the data series, add rows to your chart:

  • Click .

    NOTE: This button will not appear until you have added at least one series.

In the resulting window:



  • If you’re working with dates: enter a start date, end date, and step unit (day, week, or month). This will determine how many rows are added.

  • If you’re working with categories: enter the number of rows you want to add.

 

If you just need to add a single row (or multiple rows, one at a time), click at the bottom of the chart window.

Rows of dates are automatically arranged in order from oldest to most recent. Rows of categories can be arranged in whatever order you want by dragging and dropping them in the correct position.

Next, add data:



  • Add a single data point: Click on the appropriate column and row intersection, then enter the value.

  • Copy an entire column of data from an Excel spreadsheet:

    • Go to the spreadsheet containing your data.

    • Select an entire column of data - except for any headings. Click "Copy" or hit ctrl+c to copy it.

    • Go back to the Chart window in KaiNexus and click in the first data box in the corresponding column.

    • Either right-click and choose "Paste" or type ctrl+v to paste the data.

    • Repeat these steps as many times as necessary to copy each column of data into KaiNexus.

 

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