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Edit a Chart

Who can edit a Chart?

  • Any of the Authors

  • Anyone with the "Chart Administrator" permission

 

How do I edit a Chart’s details?

Open the Chart you want to work with, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-12-27_1616.png in the resulting drop-down menu.

In the resulting window, you can:

  • Edit the name of the Chart.

  • Edit any fields and Attributes. The available sections will depend on the configuration of that Chart type as determined by your organization.

  • Edit the parent - this is the item under which this Chart is nested. If you want this Chart to be stand-alone, leave the “Parent” field blank.

  • Check the box next to “Make Private” to restrict access to this Chart to only people on its team or people with the "View Private" permission for Charts in this Location.

    Leave this box unchecked to allow access to anyone with the “View” permission for Charts in this Location.


Click 2017-11-02_1658.png when you’re satisfied with the Chart’s details.

 

How do I edit a Chart’s data?

Open the Chart you want to work with, then:

  • Click 2017-10-06_1631.png in the top right corner of the page.

  • Click 2017-12-27_1621.png in the resulting drop-down menu.

On the resulting screen, make sure you’re in the “Data” tab, then proceed.

 

Switch between date or category

If you want to switch the horizontal axis between date and category, click 2016-06-20_1027.png next to “Date” or “Category,” then choose the option you prefer.

Charts_-_Date_or_Category.jpg

 

Edit the Chart's advanced options

To edit the Chart's advanced options, click 2018-02-23_1426.png. NOTE: If you're working with a Bowling Chart, this button will not be present as there are no relevant advanced options.

Charts_-_Options.jpg

 

The options available in the resulting window will vary depending on the type of Chart:

  • Pareto Charts

    You can configure the:

    • X-Axis - Enter the title that should be displayed under the x-axis.

    • Control Limits - You can set the lower, average, and upper control limits, as well as the color that should be used for each.

      Check the box next to “Generate Flag” if a flag should be generated if the data is out of the control limit.

      Check the box next to “Red Markers” if data points should be made red if data is out of control - markers must also be enabled on the series configuration screen.

  • Line/Bar Charts

    You can configure the:

    • X-Axis - You can enter the title that should be displayed under the X-Axis.

    • Left Y-Axis - You can enter the title that should be displayed alongside the left Y-Axis.

      You can enter the range that should always be displayed on the left Y-Axis.

    • Right Y-Axis - You can enter the title that should be displayed alongside the right Y-Axis.

      You can enter the range that should always be displayed on the right Y-Axis.

    • Control Limits - You can set the lower, average, and upper control limits, as well as the color that should be used for each.

      Check the box next to “Generate Flag” if a flag should be generated if the data is out of the control limit.

      Check the box next to “Red Markers” if data points should be made red if data is out of control - markers must also be enabled on the series configuration screen.

 Click 2017-11-02_1658.png when you're done configuring the advanced options.

 

Add a data series

If you want to add a new series, click 2018-03-26_1643.png.

Charts_-_Create_Series.jpg

 

In the resulting window, you can always:

  • Enter a title.

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

Depending on which type of Chart you're working with, you will have additional options:

  • Line/Bar Charts
    • Choose whether the series should be shown as a bar or a line.

      Customize the appearance of the series:

      • Pick the color that should be used for this series.

      • For a line series, check "Dashed Line" if you want the series to be represented by a dashed line rather than a solid one."

      • For a line series, check "Show Markers" if you want to display the data point markers on the line.

    • Choose whether the series should be aligned with the left or right y-axis.

    • If you want this series to be a calculated series, pick the operator and enter any relevant series. For more information on calculated series, check out this support page.

  • Pareto Charts

    • When working with the primary series, you can choose the color that should be used for that series.

    • When working with the automatically generated accumulative percentage series, you can:

      • Choose the color that should be used for the series.

      • Check "Dashed Line" if you want the series to be represented by a dashed line rather than a solid one."

      • Check "Show Markers" if you want to display the data point markers on the line.

  • Bowling Charts

    • Decide whether you want the target to be greater or less than the actual data points.

    • Pick a color that should be shown if the target is met.

      Pick a color that should be shown if the target is not met.


    • Check the box next to “Flag if target is not met” if you want a flag to be generated if the actual value entered does not meet the target.

    • Check the box next to “Include Secondary Target” if you want to add a secondary target to the Chart.

      • Pick a color that should be shown if the the secondary target is met.

      • Check the box next to “Flag if secondary target is not met” if you want a flag to be generated if the actual value entered does not meet both the secondary and primary targets.

Click 2017-11-02_1658.png when you’re done configuring the series.

 

If you're working with a Bar/Line or Bowling Chart, you can add additional series by repeating these steps as many times as necessary.

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

 

Edit an existing data series

To edit an existing data series, click 2016-06-20_1027.png next to the series's name. In the resulting window, customize the series as described above.

Charts_-_Edit_series.jpg

 

Add rows

You can add lots of rows at once by clicking 2016-06-28_1559.png.

Charts_-_Build_Rows.jpg

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.

  • Click 2017-11-02_1658.png.

If you just need to add a single row (or multiple rows, one at a time), click 2016-08-23_2009.png near the bottom of the Chart window.

Charts_-_Add_Row.jpg


Add and edit data

Once you've added your rows, you can add individual data points. To do so, click on the appropriate column and row intersection, then enter the appropriate value.

When you're finished updating the Chart, click 2017-11-02_1658.png.

 

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