You can view your data in a chart or graph to see trends at a glance. Charts are particularly useful when the grid has a lot of columns and you are only interested in one row or a few rows data - rather than scrolling across through multiple columns or rows, you can visualize the row(s) data instead. You can switch between different types of charts and configure how the data displays in each one. You can save the chart as a favorite or add it to a dashboard for quick access next timeto the data insights.
Switch to chart view
You can switch from the default grid view to the chart view any any stage in during your analysis.
Click the Chart 
button in the top right corner above the grid. A default chart displays. You can then select :
When you switch to chart view, a default chart displays, with chart category buttons on the left. Click a category button to view the chart type options, then click the chart you want to view.
The type of charts that are available during your analysis depend on:
The type of data you are viewing.
Whether you are in Summary view or have selected a dimension.
The mode you have selected.
The following table lists all the charts, organized by category, along with brief information on when they are available. Click the links to view more detailed information and examples for each type of chart.
Chart category and type
Availability
Bar
In Summary view: All modes except for Transaction.
When a dimension is selected: All modes apart except for Transaction and Search.
In Summary view: All modes except for Transaction.
When a dimension is selected: All modes except for Transaction and Search.
In Summary view: All modes apart from Transaction and Total.
When a dimension is selected: All modes apart from Period, Moving and Transaction.
In Summary view: Not available.
When a dimension is selected: Total mode only.
In Summary view: Period mode only.
When a dimension is selected: Variance mode only.
Line
In Summary view: All modes except for Transaction and Total.
When a dimension is selected: Period and Moving mode.
In Summary view: All modes except for Transaction and Total.
When a dimension is selected: All modes except for Search, Variance, Stream, Total and Transaction.
% Area
In Summary view: All modes except for Transaction.
When a dimension is selected:
Pie
In Summary view: All modes except for Period, Moving, Stream and Transaction.
When a dimension is selected: All modes except for Search, Variance, Stream and Transaction.
Donut
In Summary view:
When a dimension is selected:
Gauge
In Summary view: Not available.
When a dimension is selected: When a dimension is selected: All modes except for Transaction.
In Summary view: Stream and Period modes.
When a dimension is selected: Stream and Variance modes.
In Summary view: Not available.
When a dimension is selected: All modes except for Transaction.
Ring Summary
Bubble
Radar
Marker
Circle
Heat
Save the chart as a favorite.
Add the chart to a dashboard.
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By default, only the first 25 rows of a grid are included in the chart. If you have a requirement for additional rows to be displayed, your Phocas consultant can assist with this. You can also display a sum instead of individual values (see Chart options). |
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