Using Quick Chart

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Explanation

Quick Charts provide and instant graphical view of selected data in IFS Applications table/overview pages. The chart may be printed, saved to file or copied to the clipboard for easy sharing. The Quick Chart option is available via the Context Menu Quick Chart. A Quick Chart has an X-axis and an Y-axis which are defined by the user.

A Quick Charts is connected to the page where it's defined. It’s possible to save the definition of a quick chart so it can be reused later. The Quick Charts are personal and stored in the user profile which means they may also be distributed via the base profile by a System Administrator.

Figure 1: Quick Chart example

Prerequisites

You must have the permission to view Quick Charts to be able to see the option in the Context Menu.

You must have the permission to configure Quick Charts to be able to configure.

System Effects

The Quick Charts are stored in your user profile.

Window

N/A

Related Window Descriptions

[Quick Chart]

Procedure

View Quick Chart

Populate a table window with information and select Quick Chart via the right-mouse button Context Menu. If you don't see this option the page does not display any numerical columns or you don't have the permission to use Quick Charts.

Figure 2: Context Menu Quick Chart

You will get a question which rows you want to base the chart on, selected rows or all populated rows.

There are now two scenarios:

  1. There are Quick Charts already defined for the page. The Quick Chart will be displayed using the last chart settings. In the Charts drop-down list you can select to from your saved chart definitions. If you have the permission to define chart settings you can click on the Cogwheel button in the right hand corner of the dialog to open the definition panel. See section Define Quick Chart.

Figure 3. View Quick Chart Example

  1. There are no Quick Charts defined for the page, e.g. Quick Charts have not been used for this page before. The Quick Chart dialog will open with the chart definition panel open and you must define which data to display in the chart before you can view it. See section Define Quick Chart.

Figure 4: View Quick Chart Example, Quick Charts have not been used for the page before

Actions on Quick Chart

Click and drag on the chart area to zoom. Via right mouse button you have the option to reset the zoom again.

The following options are also available via the context menu, right mouse click on the chart area to open the context menu.

Define Quick Chart

You change Quick Chart definitions in the Chart Definition panel. Open it by clicking on the Cogwheel button in the right hand corner of the dialog.

The chart definition panel has three tabs, Series, Style and Titles.

Series Tab

In order to view the chart you must define X-axis and Y-axis in the Series tab. In the drop-down list by the X-axis you can choose from all columns in the table window, the first column is suggested. Then you define which values you want in the Y-axis, all numerical columns in the table window are possible to choose from. Check the check boxes for the columns you want to use. Once you mark a check box the chart will be drawn, in this example all columns are selected, see below.

Note that the chart will show each selected row from the table window, the information is not grouped or summarized. If you want to summarize data you can use specify the grouping conditions in the Grouping tab.

Figure 5: Quick Chart Series tab

Style Tab

In the Style tab you have the option to change palette, type of chart etc. There are a number of predefined chart types to choose from, bars, columns, stacked columns, line, pie chart etc. Note that when you select Chart Type you highlight the series you want to apply the type for.
E.g. if you want the same type for all series, highlight all series before selecting Chart Type. I you want one of the series to have a different type than the others, highlight that series and select Chart Type. In the example below two types are combined. Total Net Amt/Base is using "Column" and Total Gross Amt/Curr is using "Line".

It is also possible to change the legend text. In the example below the legend text "Total Gross Amt/Curr" is changed to "Total" in the Custom Legend Text field.

Figure 6: Quick Chart Style tab

Title tab

In the Title tab you have the option to change the title for the chart and for the X- and Y-axis, see example below.

Figure 7. Quick Chart Titles tab

Grouping Tab

In the grouping tab you can specify grouping conditions if you want to summarize or count the values in the chart. In the example below Status is selected as X-Axis in the Series tab. In the Grouping tab it's selected to group by Status (X-axis) and to Summarize the values by checking the Sum Radio button. Note that it's also possible to Count.

Figure 8: Example Quick Chart using grouping

In the example below the amounts are presented per status and site. This is defined by selecting Site in the Split series by column drop down list.

Figure 9. Example Quick Chart using grouping on Status split by Site

Save Quick Chart

Save the chart definition if you want to reuse it later, the chart definition will be stored in your user profile for the specific table window. Click the Save as  button and the dialog below will
be displayed. Enter the title of the chart and click OK to save.

Figure 8. Save Quick Chart dialog.

If you are making changes in the definition of an already saved chart you click the Save button to save and the Save as button to save as a new chart definition.

Export/Import Quick Chart

Export the chart definition into an XML file which can be shared and reused later. You can export both saved and unsaved chart definition types. Export the quick chart definition by using button.

You can import an exported quick chart definition from an XML file into the relevant form by using button.