Chart Tab

Use the Chart tab on individual report forms to select the chart type, choose other graphical characteristics, and set up chart data.

Contents

Field Description
Chart Type

On the Chart Type section, click a chart type radio button to select one of the following chart types:

  • Column Chart: a type that renders bars vertically.
  • Bar Chart: a type that renders bars horizontally.

    If you select Bar Charts, then for each group that you specify on the Y axis, you can specify up to three columns or series for the X axis. For example, you can set up a bar chart that groups by project and displays cost amount, billing amount, and budget amount for each project.

  • Pie Chart: a type that renders data as proportional areas or slices within a circle.
  • Pie Chart Exploded: a type that expands sections of the pie chart. Use this type when you want slices of a pie chart to stand out without changing its data.
  • Doughnut Chart: a type that renders data as proportional areas or sections within a doughnut chart. Each data series that you plot in a doughnut chart adds a ring to the chart. The first data series is displayed in the center of the chart.
  • Doughnut Chart Exploded: a type that expands a section of a doughnut chart. Use this type when you want a section of a doughnut chart to stand out without changing its data.

If you haven't grouped by a field on the report, when you select a chart type, Vantagepoint prompts you to choose group on the Name dialog box. In the By What Option Would You Like to Group? field, click to select a group from the drop-down list.

Make Chart 3D Use this toggle if you want to render the chart type as a three dimensional model.

Example:

Drag the toggle to the on position () if you want the chart to look like this...

...or drag toggle to the off position () if you want the chart to look like this:

Chart Options

Field Description
Chart Title Enter a title for the chart.
Chart Labels Select a type of label (for example, Label, Amount, Percent, or a combination of these). The choices vary depending on the chart type.
X Axis Title This coordinate appears only on column and bar charts. The default title for the X axis in this field is based on the first level of grouping on the report. You can change that default text. If you change the first level of grouping, Vantagepoint updates X Axis Title to match the new first level.

The only time that the first grouping level is not considered is when you add a slice for a pie chart. For example, if you group by project and select Revenue for a slice, you get one slice for each project that has revenue. If you add a slice and select Cost, you get one slice for total revenue and one slice for total cost.

Y Axis Title This coordinate appears only on column and bar charts. Enter a label for data listed on the Y axis. When you make selections in Display Data, Vantagepoint displays a default title, but you can change it.
Slice By This field appears only if you select a Pie or Doughnut chart. This field displays the first selected item on the Sorting/Grouping tab. That is the item used to "slice" the data selected in Display Data. For example, if the first sorting/grouping item is Project Number, each slice of the pie or doughnut chart represents the data for a project.
Show Select the location (first or last page) where you want the chart to appear on the report. To generate the report with the chart but without the columns of data, set the Show option to Chart Only. You can also display just the chart on your Dashboard.
Show Legend Select the location of the chart legend.

The legend provides a color key to all graphed items. Regardless of the number of graphed items and the height of the legend, all of the graphed items are displayed. This can result in an unreadable legend because the items overlap. To correct that situation, change the record selection criteria for the report to reduce the number of graphed items, increase the height that you specify for the chart, or specify a smaller font size for the chart.

Font Size Specify the font size for the chart. Vantagepoint uses this font size for all text and amounts associated with the chart.
Chart Height Specify the height of the chart area in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50).

In the area defined by your entries in Height and Width, Vantagepoint displays the chart itself, the chart title, and the legend.

Chart Width Specify the width of the chart area in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50).

In the area defined by your entries in Chart Height and Chart Width, Vantagepoint displays the chart itself, the chart title, and the legend.

Display Lines to Labels Pie or doughnut charts only: Select this option to display a line that connects each slice to its label.
Top Alignment Specify the top margin in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, enter decimals for fractions of an inch. For example, enter 1.5 for an inch and a half.

If you intend to display the chart on your Dashboard, we recommend that you set the Top and Left options to 0 (zero).

Left Alignment Specify the left margin in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, enter decimals for fractions of an inch. For example, enter 1.5 for an inch and a half.

If you intend to display the graph on your Dashboard, we recommend that you set the Top and Left options to 0 (zero).

Set Chart Data

Field Description
Display Data

Select the data to be graphed by selecting a period and a type of data (for example, Billed Amount or Budgeted Amount). The options available vary depending on the grouping.

For column and bar charts, Vantagepoint combines these settings to create a default title for the Y Axis Title. You can change that default title.

To graph a type of data, you must also select it on the Columns grid of the Columns and Groups tab. For example, to graph Billed Hours, you must also select Billed Hours for the report on the Columns grid.

Display Amounts In In this field, indicate whether you want to show chart amounts in the standard number or currency format for the corresponding report column, in thousands, or in millions.

For bar charts, your selection becomes the default title in Y Axis Title. You can change that default.

Bar/Slice 2 and Bar/Slice 3 For these two layout options, the label appears as either Bar or Slice, depending on whether you have selected a column/bar or a pie/donut chart. Use either one or both of these fields to select additional series for your chart.

To graph a series, you must also select the corresponding type of data on the Columns grid of the Columns and Groups tab. For example, to graph Labor Billed, you must also select Labor Billed on the Columns grid.