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Edit a Threshold Chart

Who can edit a Chart?

  • Any of the Authors

  • Anyone with the "Chart Administrator" permission

 

How do I edit a Threshold 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.

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

 

How do I edit a Threshold Chart’s data?

To edit a Threshold Chart, 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.

Edit_Threshold_Chart.jpg

 

In the resulting window, 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.

Date_or_category_-_Threshold_Chart.jpg

 

Add a data series

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

Create_series_-_Threshold_Chart.jpg

 

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.

  • 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 “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 markers 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.

Build out the "Actual" series in that resulting window:

  • Under the "Type" heading, select either "Line" or "Bar."

  • 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.

  • Be sure to add the threshold series to which this “actual” series should be compared to the“Target Threshold” field.

  • 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.

  • Click 2018-05-29_1606.png.

 

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.

Edit_series_-_Threshold_Chart.jpg

 

Add rows

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

Build_Rows_-_Threshold_Chart.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 2018-05-29_1606.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.

Add_Row_-_Threshold_Chart.jpg

 

Edit the Chart's advanced options

To edit the Chart's advanced options, click 2018-02-23_1426.png.

Options_-_Threshold_Chart.jpg

 

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.

    • 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 -45 degrees.

    • 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 2018-05-29_1606.png when you're done configuring the advanced options.

 

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 2018-05-29_1606.png.

 

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