3. Add Chart

Note: For more information on adding charts, click here for specific examples. 

Report Group and Data Source Name

A common—and effective—approach to understanding what data is required is to identify the key results areas (KRAs) of a group, then the key performance indicators (KPIs) needed to monitor and manage to improve performance in the areas of responsibility. For instance, select the Report Group this is your Key Result Area which is displayed along the horizontal axis. Then select the Data Source Name, this is your Key Performance Indicator which is the definition or title of the chart.

Report Criteria

Decide what metrics are required. Once the Report Group and the Data Source Name are selected (these fields are required), choose the Report Criteria:

• 1. If a Report Group other than store (i.e. advisor, technician or user) is selected, the data returned is for all groups/all stores; select either a Group or Store in the Report Criteria section.

     1. If Group is selected, data is returned for that particular group across all stores.

     2. If Store is selected, data is returned for the selected store.

     3. If Group and Store are selected, data returned is for the selected group for the selected store.

  2. If by Store is selected for the Report Group, the data returned is by group then store (for all other selections it's by Group).

Note: Store or Group are always required fields as well as Time Frame.

Report Criteria for Linear and Angular Gauges

To create a Linear and/or Angular Gauge chart, the Report Group selected must have the option for Linear and Angular charts. For example, the Report Group by Store has the option for gauges. 

• • Select Report Group-> by Store (remember not all Report Groups render gauge charts).

  • Select one of the gauge charts.

  • In section Report Criteria, decide which metrics are required for the chart, and select a Group and/or Store (this is required). Note: the option is there to select the drop down for Employee, but it's not required.

  • Select Time Frame.

Color Range

Define the minimum and maximum value which will be plotted on the gauge scale. For this example, a gauge chart is plotted for the month for Appointment Counts, so 0 would be the minimum value and 1000 will be the maximum value.

Divide the gauge scale into 3 regions. Select the color ranges for the chart. In the example below, red is chosen to demonstrate low appointment counts, yellow for a moderate amount of appointment counts, and green for high appointment counts.

Note: The gauge charts offer 5 ranges. For this example only 3 are being utilized.

• • Check the Color Range box.

  • A text box box appears next to the label Color Range. Click inside the text box (see image below).

• • Choose a color from the pallet that is presented on the screen. For this example step, select red.

• • Select OK.

  • Enter the label for the color range: i.e. key "Low" in the Label text box. Give the low range its Minimum and Maximum values, key 0 for the Min value and 350 for the Max

  • Continue with the above steps for the rest of the ranges; i.e. yellow and green.

Chart Settings

Different users require different information in order to make informed decisions and take appropriate action. Decide what metrics are needed, how the data should be displayed, and then select the appropriate chart type. 

The Chart Labels will automatically populate. You can keep the default labels or delete and/or add to the labels. 

Chart Settings for Angular and Linear Gauges

• • Select a Chart Type for the correlating Data Source. For example, if you select a Data Source for Appt Count by Appt Date Angular Gauge, you select a Angular Gauge Chart Type. 

  • To display the charts limits, check the Show Limits box. 

  • Key in a title for the Lower Label; for example, Low.

  • Key a value for the Lower Limit. This is typically a value of 0.

  • Key in a title for the Upper Label; for example, High.

  • Key a value for the Upper Limit. For this example the maximum value of 1000 is used; therefore, key the value 1000.

  • You can opt to show every nth tick value. This will result in major tick mark's value being shown. For example, if you select 5 color ranges, click show ticks, key a value of 1 in the Tick Step, the chart displays a value for every color range; therefore, it displays all major ticks. 

Add Chart

To add the chart, simply click Add Chart.

Below is an example of the Angular Gauge chart: