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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 - rather than scrolling across multiple columns, you can visualize the row(s) 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 time.

Switch to chart view

You can switch from the default grid view to the chart view any any stage in your analysis.

Click the Chart (blue star) button in the top right corner above the grid. You can then select a different type of chart and configure the chart to meet your needs. 

Select a chart type 

The type of charts that are available depend on the type of data you are viewing and the mode you have selected. The table below lists all the chart types. Click the links to view more detailed information and examples.

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.

 Click here to expand...

Chart

Availability

Category

Type

In Summary view

When a dimension is selected

Bar

Bar

All modes except for Transaction.

All modes apart except for Transaction and Search.

Column

All modes except for Transaction.

All modes except for Transaction and Search.

Combo

All modes apart from transaction and total.

All modes apart from period, moving mode and transaction.

Pareto

Waterfall

Line

Line

All modes except for Transaction. and Total.

All modes except for Search, Variance, Stream, Total and Transaction.

Area

All modes apart from transaction and total.

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

% Area

Pie

Pie

All modes except for Period, Moving, Stream and Transaction.

All modes except for Search, Variance, Stream and Transaction.

Donut

Gauge

Gauge

Not available.

All modes except for Transaction.

Bullet

Stream and Period modes.

Stream and Variance modes. 

Summary

Not available.

All modes except for Transaction.

Ring Summary

Bubble

Bubble

All modes apart from transaction mode.

All modes apart from moving mode and transaction.

Radar

Radar

Marker

Marker

Circle

Heat

Map

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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