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Editing a Chart

Who can edit a Chart?

  • Any Chart Administrators

  • Any of the chart’s Authors

 

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.

 

1) Date or category?

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

2016-12-13_1159.png


2) Add series

If you want to add a new series, click 2016-06-28_1500.png.


2016-12-13_1200.png


In the resulting window:

  • Enter a title.

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

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

      NOTE: You can have data series of both the line and bar types. If you have a Pareto series, you can not add any other series. If you have a Bowling series, you can only add other Bowling series.

  • If you choose a line series:

    • Check the box next to “Dashed Line” to have the data series displayed as a dashed line. If you leave this box unchecked, it will be displayed as a solid line.

    • Under the “Markers” section, select whether a marker should be visible at each data point on the series.

    • Under the “Y-Axis” section, select whether this data series should follow the left or right y-axis.

    • Under the “Calculated Series,” decide whether the values of this data series should be automatically calculated.

      • 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.

    • Under the “Color” section, pick the color by which you want this series to be represented.

  • If you choose a bar series

    • Under the “Y-Axis” section, select whether this data series should follow the left or right y-axis.

    • Under the “Calculated Series,” decide whether the values of this data series should be automatically calculated as described above.

    • Under the “Color” section, pick the color by which you want this series to be represented.

  • If you choose a Pareto series

    • Under the “Color” section, pick the color by which you want this series to be represented.

  • If you choose a Bowling series

    • Under the “Target” section, 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 created a bar, line, or Bowling series, you can add additional series by repeating the previous steps as many times as necessary.

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

 

3) Advanced options

You can further customize the Chart or make it private by clicking 2016-11-15_1245.png.


2016-12-13_1208.png

 

In the resulting window, you can:

  • 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 to force the Chart to display that precise 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 to force the Chart to display that precise range.

  • Set lower, average, and/or upper control limits; you can also choose a color to represent each.

    Check the box next to “Generate Flag” to generate a flag if data is out of control.

    Check the box next to “Red Markers” to make data point markers red if the data is out of control. NOTE: Markers must also be enabled on the series configuration for this option to take effect.

  • Click 2017-11-02_1658.png when you’re finished configuring the Chart.

 

4) Add rows

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

  • 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 2016-08-23_2009.png at the bottom of the Chart window.


2016-12-13_1224.png

5) Add and edit data

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

  • Or you can 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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