Retail - Create a Chart in a Dataview

Create Charts

Managers can generate charts directly from the Dataview or Home page that they have permission to access and personalize.

You can perform the following actions with charts.

From the Home page

1. Click the gear icon at the top right of the screen to open the Tile Library.
2. Continue to step 3.

From a Dataview

1. Click the word Charts below the Dataview.
2. Click Tile Library to open the Tile library.
3. From the Tile library, scroll to My Charts and click Create Chart.
4. Click a Chart type:
   
   a. Vertical Bar
   b. Horizontal Bar
   c. Line
   d. Pie

5. Click each item under Select Data to select the data for the chart.

a. Select a category, for example, Name, ID, or Location.
b. Select a metric, for example, Daily Hours or Wage Rate.
c. The Values Calculation defaults to whatever value is set in the Dataview itself. So, if
Avg aggregation is applied to the Accrued Vacation Hours column, Avg appears in
this field. You can select another value.

6. Click On under Limit Data? to keep the view to a subset of values in which you are most
   interested. For example, you can view the top 5 values for the largest amount of vacation
   time. Use the following settings as delimiters:

a. Range - Select the Top or Bottom values to view, for example, the top or bottom five
values by hourly rate.
b. Number of values - Select the number of values to view
c. If you check Group remaining values as “Other”, all values outside the limit are
consolidated and are plotted as one value, labeled “Other.”

7. Set Display Options:

a. To hide the display options, such as the chart title, set the switch to Off.
b. To display the options, set the switch to On. The options are based on the context of
the chart. The following options are a sample of what is available to display in the
chart:

• • Chart title (defaults to the selected category and metric)
  • Category title
  • Metric title
  • Category labels
  • Data labels - (Pie chart only) Depending on the context of chart, you might select
    Percent (%), Value, or Both to see these labels in the chart.
  • Colors - Select the drop-down arrow to choose from one of four color themes

Show/Hide charts using the Tiles library

From the Home page:

1. Click Settings at the top-right of the screen.
2. Skip to step 4.

From a Dataview:

1. Click the word Charts below the Dataview.
2. Click Tile Library to open the Tile library.
3. From the Tile library, scroll to My Charts.
4. To show a chart, select it. The tiles containing a check mark are displayed in the home page.
5. To hide a chart, select a chart with a check mark and it changes to a minus sign. The charts
   containing a minus sign are removed from the home page.
6. Click Apply.

Chart drill-down

Click the title in the chart to see the entire underlying Dataview, or click a chart segment to see the Dataview filtered to that selection. If you select a specific area, the resulting Dataview displays a message at the top of the table to alert you that the visible content is a subset of the original Dataview.

Chart interaction image

Click the down arrow in the upper right corner of the chart to reveal the actions you can take, such as Edit and Copy In the Settings dialog box, confirm or select the following settings:

Edit a Chart

1. On the Home page or Dataview, click the down arrow in the upper right corner of the chart
   that you want to edit. (The drop-down menu contains actions that you can take on the Chart, including Edit, Copy, Refresh, and Hide.)
2. Click Edit to edit the chart.
3. Make changes to the available options.
4. Click Save to complete the action.

Copy a Chart

Copying a chart is a simple way to duplicate a chart and edit it, without altering the original chart.

1. On the Home page or Dataview, click the down arrow in the upper right corner of the chart
   that you want to copy. (The drop-down menu contains actions that you can take on the Chart, including Edit, Copy, Refresh, and Hide.)
2. Click Copy to copy the chart.
3. Make changes to the available options.
4. Click Save to complete the action and create another chart from the copied chart.

Refresh a Chart

Select Refresh to update your view of the chart.

Hide a Chart

1. On the Home page or Dataview, click the down arrow in the upper right corner of the chart that you want to hide.
2. Click Hide to immediately hide the chart from your view.

Maximize Charts (Full Screen)

You can enlarge the size of charts to make them easier to read.

1. On the Home page or Dataview, click the down arrow in the upper right corner of the chart that you want to maximize.
2. Click Full Screen to maximize the chart.
3. Click the chart title to view the underlying Dataview. Click a chart segment to see the Dataview filtered to that selection.
4. Click X to dismiss the chart.

Delete a Chart

You can delete the charts that are listed under My Charts.

1. In the Tiles library > My Charts section, click the chart that you want to delete. The check mark turns into a minus sign.
2. Click Delete.
3. Click Yes to confirm the deletion. 
4. Click OK in the Success dialog box.
5. Click the X to close the Tiles library.