Add or Edit the Data Series for the Chart

The chart will be empty until you add the data series you want in the chart.

Large amounts of data can increase the time it takes to display a chart. If there is data that you do not need or need to analyze, you can improve performance by filtering the data in the query. For example, if the view contains information for 2010-2015 and you only need data for the first quarter of 2014, you can add a filter in the query. For more information, refer to Filter the Data in Lists and Grids.

Prerequisites

The data that you add to a chart must be in the Selected Property list for the view. If you need to add properties to the view, refer to Specify the Type of Data Displayed

Access Method

Select the Views tile > Explore Views tile > select a view in the Views Explorer window > select Chart in the View Type list.

Procedure to Add or Edit a Data Series

You can specify a maximum of one data series if you selected Pie.

  1. If the Chart Configuration window is not displayed, select Show Chart Configuration.

  2. In the Data Series box, select Add Data Series.

  3. Specify and select the appropriate values.

    Value

    Action to Take

    Legend Name

    Specify the name you want in the legend for the series.

    Value Field

    Select the Property that you want aggregated. In most cases, this will be a numerical value. If you want to count a Property that is not a numerical value, select Id. Id will compare the Property in the Category field to every occurrence in your view and count the number of occurrences.

    Category Field

    Select the Property that Anthology Student uses to categorize the data before it is aggregated.

    Aggregate

    Select how the data is aggregated.

    • average (Average the values.)

    • count (Totals the number of occurrences found.) 

    • first (Use the first occurrence found.) 

    • max (Use the largest value found.)

    • min (Use the smallest value found.)

    • sum (Sums all of the values found and displays 0 if no values are found.) 

    • sum or null (Sums all of the values found and displays NULL if no values are found.) 

  4. If you selected Bar or Column for Chart Type, repeat steps 2-3 until you have added all of the data.

  5. Select Apply. A progress bar indicates that the chart is being generated and then it is displayed.

  6. If you want to save your changes so that they are displayed the next time you select the Chart in the View Type list, select Save on the toolbar.

Examples

Example Task

Object in the Query

Values to Select for the Data Series

Value Field

Category Field

Aggregate

Chart the average cost of new and used books by publisher.

Books for Course

Price - New

Publisher

average

Price - Used

Publisher

average

Chart the number of documents by status.

Documents

Id

DocumentStatus.Name

count

Chart the number of tasks due on specific dates.

Tasks

Id

Task Due Date

count

Chart the total amount invoiced by lead sources.

Lead Source Expense

Invoice Amount

LeadSource.Name

sum

Additional Tasks for Data Series

If you need to delete a series, select the X next to the data series in the Data Series box.