Calculated Data Series

Create a data series derived from your other data with a Calculated Data Series.

A calculated data series is a series that automatically calculates the sum, difference, average, percent, percent change, product, or quotient of other data series on a Chart each time the Chart's data is saved.

This type of data series can be added to a Threshold, Control Limit, Bowling, or Bar/Line Chart — and is automatically created as part of any Pareto Chart.

Who can edit a Chart?

Only the following people can edit a Chart's Details or its data:

• Anyone on the Chart's Team except for Followers or Participants.
• Anyone with the “Edit” permission for Items in the Chart's Location(s).

Create a calculated data series

To create a new calculated data series, open the Chart with which you want to work, then:

• Click Actions in the top right corner of the page.

• Click Edit Chart in the resulting drop-down menu and the Chart's Edit Data window will open.

• Click Add Data Series. The "Add Data Series" window will open:
  
  • Name (required): The name will be used to identify this series.
  • Description: Enter an optional description in this field. The description will appear when hovering over the name of the series on both the Edit Data window and on the Chart's legend.
  • Format (required): Expand the drop-down to choose in which format you want data in this to be displayed. Once you've made a choice, the predefined format will appear in the field. Edit that predefined format to configure the appearance of this series's data further.
  • Under the Type header:
    
    • Click either the Line or Bar radio button to decide whether this series should be displayed as a line or as a bar.
  • Click the Appearance header to open that section. The options shown here will be largely determined by your choice of line or bar above.
    
    • If this is a line data series:
      
      • Bar/Line Color: Click inside the color code field to open the color picker, choose in which color this series will be displayed, then click Save on the color picker.
      • Line Width: The value (1–10) entered here will determine the width of this series's line on the Chart.
      • The Show Markers checkbox: When this box is checked, a round marker will appear at each data point on the series's line on the Chart.
      • The Show Values checkbox: When this box is checked, the value of each data point on this series will appear by its line on the Chart.

• • • • The Send to Back checkbox: When this box is checked, this series's line will be arranged behind any other series on the Chart.
      • The Dashed Line checkbox: When this box is checked, this series will be displayed as a dashed line rather than a solid line.
      • The Fill checkbox: When this box is checked, the space beneath the series's line will be filled in on the Chart. If enabled, the following options will appear beneath the checkbox:
        • Fill Color: Click inside the color code field to open the color picker, choose in which the fill for this series will be displayed, then click Save on the color picker.
        • Fill Opacity:  Expand the drop-down to choose with what opacity you want the fill to be displayed.
    • If this is a bar series:
      
      • Bar/Line Color: Click inside the color code field to open the color picker, choose in which color this series will be displayed, then click Save on the color picker.
      • The Show Values checkbox: When this box is checked, the value of each data point on this series will appear by its bar on the Chart.
  • Click the Y-Axis header to open that section.
    • Click either the Left or Right radio button to decide whether Y-axis for this series should be displayed on the left or right side of the Chart.
  • The Calculated Series checkbox: Check this box to turn this series into a Calculated series. Such a series will calculate the sum, difference, average, percent, percent change, product, or quotient of other data series currently on this Chart. When checked, the "Shared Series" header will disappear and a new field will appear:
    
    • Operator: Expand the drop-down to choose which operator the Calculated series will use. Depending on the operator chosen, additional required fields will appear.
      
      • If Sum, Average, or Multiply are selected:
        
        • Series: Expand the drop-down to select every data series that should be used in this calculation.
      • If Difference is selected:
        
        • Series to subtract from: Expand the drop-down to select the data series from which the other data should be subtracted.
        • Series to subtract: Expand the drop-down to select every data series that should be subtracted.
      • If Percent or Divide are selected:
        
        • Numerator Series: Expand the drop-down to select the data series that should act as the numerator.
        • Denominator Series: Expand the drop-down to select the data series that should act as the denominator.
      • If Percent Change is selected:
        
        • Baseline or Original (% change from): Expand the drop-down to select the data series that should act as the baseline value.
        • Actual or Current: Expand the drop-down to select the data series that should act as the current value.

• • Click the Annotation Appearance header to open that section.
    
    • Click inside the color code field to open the color picker, choose in which color Annotations on this series will be displayed, then click Save on the color picker.
  • Click Save to create the data series and return to the Edit Data window.
  • Repeat this process for any additional data series you need to add.
  • Click Save on the Edit Data window to update the Chart.