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Switch to chart view

Switch between grid and To switch from the standard grid to a chart view using the icons shown below.

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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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Chart options 
Chart legends

select the chart icon. You can switch between grid and chart using these icons. The active icon will be green. 

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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 informationHow chart appearsWhen this chart type is available

Bar

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Summary view

All modes apart from transaction.

With a dimension selected

All modes apart from transaction and search.

Bullet

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Summary view

Stream and period modes.

With a dimension selected

Stream and variance modes. 

Column

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Summary view

All modes apart from transaction.

With a dimension selected

All modes apart from transaction and search.

Line

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Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from search, variance, stream, total and transaction.

Pie

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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.

Area

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Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from search, variance, stream, total and transaction.

Bubble

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Summary view

All modes apart from transaction mode.

With a dimension selected

All modes apart from moving mode and transaction.

Combo

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Summary view

All modes apart from transaction and total.

With a dimension selected

All modes apart from period, moving mode and transaction.

Gauge

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Summary view

Not available.

With a dimension selected

All modes apart from transaction.

Summary

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Summary view

Not available.

With a dimension selected

All modes apart from transaction.

Map chart

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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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Select and focus on a chart segment

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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.

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Export from the dashboard

To export a chart directly from the dashboard, select the camera icon on the widget toolbar.

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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.

 

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