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HELP CENTER NAVIGATION: Contents :: Chart Config :: Create A New Chart :: Text Tutorial
Create A New Chart
Chart Config is where to go to setup or edit individual charts. Once a chart has been created via Chart Config it can be then mapped to a scorecard. A scorecard is a dashboard or series of individual charts in the one view/page.
eBMS Tip: The more well thought you your scorecard/chart concepts, KPI’s and measures are; the high chance you have of correctly continually improving your business.
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| Step 1 |
Click the Chart Config tab
Type a new name for the chart in the Name text field
If there is an associated scorecard that is already existent then select it from the dropdown |
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| Step 2 |
Select either KPI or measure (dependent on what data you are looking to show)
Select the name of the measure/KPI
Result: A value in the formula column should appear |
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| Step 3 |
Select the appropriate values for Data Type, Chart Type, Colour, Line Style, 3 Months MovAvg, 12 Months MovAvg, 2nd Y Axis
Now move down to the Format option and you will have a series of options; X Axis Format, Axis Format, 2nd Y Axis Format, Y Axis Unit, 2nd Y Axis Unit, Y Axis Scale
Select the appropriate options that apply to your graph.
Click the Save button up the top along the navigation menu. |
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Additional
Notes |
Data Type: Select from Actual, Forecast, Target or KPI to choose the type of data you are looking to view
Chart Type: Select from either a bar or line chart
Colour: Select the colour that the data will be represented by in the graph.
Line Style: From here you can select the type of line you would like eg. Continuous, dotted, dashed
3 Months MovAvg: Force the chart to take a 3 month average from this value
12 Months MovAvg: Force the chart to take a 3 month average from this value
X Axis Format: The type of formatting values available for the X axis
Y Axis Format: The types of formatting values available for the Y axis eg. 0, 0.00, 0.000, $0, $0.00, 0%, 0.00%
Y Axis Unit: Select the type of unit the Y axis is associated with eg. Kwh, g, kg, mb, units
Y Axis Scale: Select the Y axis scale from either thousands or millions. |
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Related Topics |
Create A Measure
Create A KPI
Add a Process
Assign Process to Business
Add Measure Type
Data Entry
Update Data From Excel File
Manage Business Structure
Add A New User
Assign Permissions to User
Charts Info
System Variables
Edit an Existing Chart
Delete an Existing Chart
Create a Scorecard
Using the Scorecard
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