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Edit a Threshold Chart

Who can edit a Threshold Chart?

  • Any of the Chart Authors

  • Anyone with the “Edit - Charts” permission.

How do I edit a Threshold Chart’s Details?

Open the Chart you want to work on, then:

  • Click EllipsesButton.png in the top right corner of the page.

  • ClickEditDetailsButton.png in the resulting drop-down menu.

EditThreshold2.jpg

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 - Charts” permission for Charts in this Location.

    NOTE: Only users with the “Toggle Private - Charts” permission and Authors of the Chart can make a Chart private. 

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

  • Click 2018-05-29_1606.png when you’re satisfied with the Chart’s details.

EditChartDetails.jpg

 

How do I edit a Threshold Chart’s Data?

To edit a Threshold Chart, open the Chart you want to work with, then:

  • Click EllipsesButton.png in the top right corner of the page.

  • Click EditChartButton.png in the resulting drop-down menu.

EditThresholdChart1.jpg

 

In the resulting window, make sure you’re in the ViewDataToggle.png tab, then proceed.

EditThresholdData.jpg

 

Switch between Date or Category

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

Edit_Date_or_Category.png

 

Add a New Threshold Series

To add a new series, click 2018-05-29_1559.png.

CreateNewChartSeries.png

In the resulting window:

  • Enter the title of the series in the “Name” field.

  • (**Optional**) Enter a description for the series in the “Description” field.

  • Under the “Type” heading, select “Threshold Line”.

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

  • Pick the color that should be shown on the “Actual” series if the target is not met.

CreateThresholdSeries.jpg

  • In the “First Threshold” section:

    • Give this threshold sub-series a name in the “Title” field.

    • Pick the color that should be shown on the “Actual” series if the target is met.

    • Check the box next to “Flag if Target is not met?” if you want the Chart to be flagged for attention if the “Actual” series fails to meet this target.

    • Specify the threshold line’s color and decide whether it should be signified with a dashed line and/or whether its marker should be shown.

  • (**Optional**) Check the box next to “Second Threshold” if you want to add a secondary threshold. The secondary threshold’s options will then appear. Fill out each field as described above.

  • (**Optional**) Check the box next to “Third Threshold” if you want to add a tertiary threshold. The tertiary threshold’s options will then appear. Fill out each field as described above.

  • (**Optional**) Check the box next to “Baseline Threshold” if you want to add a baseline threshold. The baseline threshold’s options will then appear. Fill out each field as described above.

  • Click 2018-05-02_1430.png. This will save the threshold series and automatically open a new “New Series” window that you can use to create the “Actual” series.

 

Add an “Actual” Series

In the resulting window:

  • Under “Type”, choose whether the series should be shown as a bar or a line.

CreateLineSeries.jpg

  • Under “Appearance”, customize the appearance of the series:

SeriesAppearanceTab.jpg

    • Choose the color that should be used for the Bar or Line of this series.

    • For a line series, choose how thicc you want the line to be on the chart.
      (Line Width options range from 1-10)

    • 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.

    • For a line series, check “Fill” if you want to display a color fill on the chart space beneath the data series.

      • Fill Color: Choose the color that should be used for the chart space beneath the data series.

      • Fill Opacity: Choose the opacity percentage to adjust the visibility of the color.

 

  • Under “Y-Axis”, choose whether the series should be aligned with the left or right y-axis.

SeriesYAxisTab.jpg

  • Under “Annotation Appearance”, pick the color that should be used to signify a data point with an Annotation.

SeriesAnnotationTab.jpg

  • Under “Target Threshold”, be sure to specify to which threshold series this “Actual” series should be compared.

SeriesTargetThresholdTab.jpg

SeriesCalculatedTab.jpg

    • Check the box next to “Calculated Series”.

    • Select “Sum”, “Difference”, “Average”, “Percent”, “Percent Change”, “Multiply”, or “Divide” as your calculation in the “Operator” field.

    • Select the series you want to use in your calculation. 

  • If, instead, you want this series to be a Shared data series:

SeriesSharedTab.jpg

    • Check the box next to “Shared Series”.

    • Select the Chart from which you want to pull data from in the “Chart” field.

    • Select which series you want to pull from that Chart in the “Series” field.

  • Click Save.png.

NOTE: The data of a calculated or shared series may not be visible at first. You will need to save the Chart for those values to be generated.

 

Add an additional Data Series

To add any additional data series, click CreateSeriesButtons.png in the top left corner and follow the steps described above.

Edit an existing data series

To edit an existing data series, click Edit.pngnext to the series’ name. In the resulting window, make any changes to the data series with the steps described above.

EditChartSeries.png

Add Rows

You can add lots of rows at once by clicking BuildRowsButton.png.

BuildChartRows.png

In the resulting window:

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

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

  • Click Save.png.

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

AddChartRow.png

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 Save.png.

 

Edit the Chart’s Advanced Options

To edit the Chart’s advanced options, click OptionsButton.png.

Advanced_Chart_Options.png

You can configure the:

  • Goal Series - This option enables you to add a goal gauge to the Chart which tracks your progress on the “Actual” series as compared to the connected threshold series. Simply select which “Actual” series on the Chart from the drop-down you would like to be measured against the Chart’s threshold series.

ChartOptions-GoalSeries.jpg

  • X-Axis - You can enter the title that should be displayed under the X-Axis. You can also set the axis rotation - by default this is set to -45º.

ChartOptions-XAxis.jpg

  • Legend - You can pick where the legend should be displayed in relation to the Chart. Choose between positioning it to the top, left, bottom, or right of the Chart.

ChartOptions-Legend.jpg

  • 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.

ChartOptions-LeftYAxis.jpg

  • 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.

ChartOptions-RightYAxis.jpg

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

ChartOptions-ControlLimits.jpg

    • 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. NOTE: Markers must also be enabled on the series configuration screen.

  • Visible Date Range - You can set the date range that should be displayed on the Chart by default. NOTE: If your Chart is using categories rather than dates, this option will not apply.

ChartOptions-VisibleDateRange.jpg

  • Visible Series - You can hide certain series by default for anyone viewing the Chart by unchecking the box(es) next to each series’ name(s). They will be able to toggle between “Show Series” and “Hide Series” if they want to see the hidden series now and again.

ChartOptions-VisibleSeries.jpg

Click Save.png when you’re done configuring the advanced options.

 

Import your Data

If you want to quickly transfer data from an Excel spreadsheet into a KaiNexus Chart, consider using the Chart import function.

NOTE: You can use the import function to update data and add rows of data, but not to add new series or delete existing rows.

For more information on importing data, check out this support page.

To import data for one or more Charts in KaiNexus at a time, check out this support page for more information.

 

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