Views Chart Options

The Charts View enables you to see pictorial representations of various statistics with option to drill down, filter, select chart format, etc.

1. Main Toolbar

Data Levels: This shows the drill-down data levels available on each view. You can either select the Data Level by clicking on the Level Name. Alternatively you can ‘left mouse’ on the chart diagram to drill down one level at a time and ‘right mouse’ to go back up the levels

Selection within Level: If you click on the field to the right of each Level then a drop-down list is presented showing all the options within that level. Selecting from the drop-down list will restrict the display to that option

Customize Chart: Clicking on this button will allow you to customise the presentation. The presentation options are:

Series: Within this panel you can select:

•	Select the field(s) to be displayed

•	Drag and drop the field to the required appearance order

Data Groups: Not currently used

Options: Within this panel you can:

•	Define the position of the Chart’s Legend

•	Define, within the above selection, where the Legend is to appear

•	Define the orientation of the Legend

•	Define if the Legend has a border around it

•	Define if the Legend ‘key’ has a border around it

•	Define the position of the Chart’s Title

•	Define, within the above selection, where the Title is to appear

•	Define where the Toolbar is to appear

•	Define if the Toolbar has a border

•	Identify if the Diagram selector is to be visible

•	Select if you want ‘hints’ to be visible when curso is moved over the display

Column Diagram: From the drop-down list select the display format of the Chart. The options are:

•	Column Diagram

•	Bar Diagram

•	Line Diagram

•	Area Diagram

•	Pie Diagram

2. Output Options

Print: You can output the current view to your screen prior to printing or print directly to a selected printer.

Email: The drop-down list provides the following options

PDF - Generates a Portable Document Format (PDF) document of the displayed information and then opens up the Emailing routine on your PC with this PDF document as an attachment

XLS - Generates an XLS (spreadsheet) from the displayed information and then opens up the Emailing routine on your PC with this XLS document as an attachment

HTML - Generates an HTML format and displays this in the ‘body’ of the generated email

XML - Generates an XML document, which can be called and displayed as a standard Web form. It also creates an XSL document showing the source document from the displayed information. The program then opens up the Emailing routine on your PC with the XML and XSL documents attached.

CSV - Generates an CSV (Comma Separated Value) document from the displayed information and then opens up the Emailing routine on your PC with this CSV document as an attachment

Export: The drop-down list provides the following options

PDF - Generates a Portable Document Format (PDF) document. This file can then printed and/or attached to an email

XLS - If this is selected then a panel will appear for you to save the current displayed data as an Excel Spreadsheet. You may then call up Excel and manipulate the data as required.

HTML - If this is selected then a panel will appear for you to save the current displayed data as an HTML file. This file can then be called and displayed as a standard Web form using your Browser.

XML - If this is selected then a panel will appear for you to save the current displayed data as an XML file. Two files are created.

•	An XML document that can be called and displayed as a standard Web form using your Browser.

•	An XSL document showing the source document

This file can then be called and displayed as a standard Web form using your Browser.

CSV - If this is selected then a panel will appear for you to save the current displayed data as a Comma Separated Value file. This can be used as an import format to external systems. You may also call up the CSV file in Excel (File Type = .csv) and manipulate the data as required.