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Switch to chart view
Switch between grid and chart view using the icons shown below.
Select a chart type
Charts are grouped into clusters. Select a chart type to reveal similar options. E.g., Select the Bar icon to reveal bar, column and combo chart types, as shown below.
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Overview of chart types
The chart types available in Phocas are listed below. Some chart types only work with certain sets of data, so buttons may be grayed out.
| Chart type and link to more information | How chart appears | When this chart type is available |
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| Summary view All modes apart from transaction. With a dimension selected All modes apart from transaction and search. | |
Summary view Stream and period modes. With a dimension selected Stream and variance modes. | ||
| | Summary view All modes apart from transaction. With a dimension selected All modes apart from transaction and search. |
| | Summary view All modes apart from transaction and total. With a dimension selected All modes apart from search, variance, stream, total and transaction. |
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| Summary view All modes apart from period, moving, stream and transaction. With a dimension selected All modes apart from search, variance, stream and transaction. |
| | Summary view All modes apart from transaction and total. With a dimension selected All modes apart from search, variance, stream, total and transaction. |
| | Summary view All modes apart from transaction mode. With a dimension selected All modes apart from moving mode and transaction. |
| | Summary view All modes apart from transaction and total. With a dimension selected All modes apart from period, moving mode and transaction. |
| | Summary view Not available. With a dimension selected All modes apart from transaction. |
| | Summary view Not available. With a dimension selected All modes apart from transaction. |
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Select and focus on a chart segment
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Export a chart as an image
If you want to print a chart or add it to a document or email, the simplest method is to download it as an image via Export > image, as shown below. You can then save the image and use as required.
Export from the dashboard
To export a chart directly from the dashboard, select the camera icon on the widget toolbar.
Amount of data displayed in a chart
By default, only the first 25 rows are included in a chart. Your administrator can change this setting. Chart options on this page summarizes ways of customizing a chart, e.g., displaying a sum instead of individual values.
Charts are only available if you are connected to the internet.