Deltek Vantagepoint Help

Using the Help Search

Invoice Transaction Detail Chart Tab

Use the Chart tab to choose the type of chart to be displayed on your report.

Chart Type

Use this section to select the type of chart that you want.

If you haven't grouped by a field on the report, when you select a chart type, Vantagepoint prompts you to choose a 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.

Field	Description
No Chart	Do not create a chart for this report.
Column Chart	A column chart renders bars vertically. If you select this option, then for each group that you specify on the X axis, you can specify up to three columns or series for the Y axis. For example, you can set up a column chart that displays cost amount, billing amount, and budget amount for each project groups by project and .
Bar Chart	A bar chart renders bars horizontally. If you select this option, 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 pie chart renders data as proportional areas or slices within a circle. Use this type when you want to define slices of a pie.
Pie Chart Exploded	An exploded version 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 doughnut chart 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	An exploded version of the chart 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.
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: Drag the 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.
Y Axis Title	This option appears only on column and bar charts. Enter a label for data listed on the Y axis. When you make selections in the Display Data field, `Vantagepoint` displays a default title, but you can change it.
X Axis Title	This option appears only on column and bar charts. The default title for the X axis is the label of 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.
Slice By	This field appears only if you select a Pie or Doughnut chart. This field displays the first selected group on the Columns & Groups tab. For example, if the first sorting/grouping item is Project Type, each slice of the pie or doughnut chart represents the type 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. This option is often used to display a 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, change the group, 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 the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50). The chart title, legend, and chart will display in the area defined.
Chart Width	Specify the width of the chart area in inches or millimeters, based on the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50). The chart title, legend, and chart will display in the area defined.
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 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, set the Top and Left options to 0 (zero).
Left Alignment	Specify the left margin in inches or millimeters, based on 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.

Set Chart Data

Field	Description
Display Timeframe	Select the time frame that is covered by the graph data.
Display Data	Select the data to be graphed by selecting a number or currency field (for example, Billed Amount or Budgeted Amount). 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.
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 the type of chart selected. 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 in the Columns grid of the Columns and Groups tab. For example, to graph Labor Billed, you must also select Labor Billed in the Columns grid.

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Invoice Transaction Detail Chart Tab

Use the Chart tab to choose the type of chart to be displayed on your report.

Chart Type

Use this section to select the type of chart that you want.

If you haven't grouped by a field on the report, when you select a chart type, Vantagepoint prompts you to choose a 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.

Field	Description
No Chart	Do not create a chart for this report.
Column Chart	A column chart renders bars vertically. If you select this option, then for each group that you specify on the X axis, you can specify up to three columns or series for the Y axis. For example, you can set up a column chart that displays cost amount, billing amount, and budget amount for each project groups by project and .
Bar Chart	A bar chart renders bars horizontally. If you select this option, 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 pie chart renders data as proportional areas or slices within a circle. Use this type when you want to define slices of a pie.
Pie Chart Exploded	An exploded version 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 doughnut chart 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	An exploded version of the chart 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.
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: Drag the 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.
Y Axis Title	This option appears only on column and bar charts. Enter a label for data listed on the Y axis. When you make selections in the Display Data field, `Vantagepoint` displays a default title, but you can change it.
X Axis Title	This option appears only on column and bar charts. The default title for the X axis is the label of 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.
Slice By	This field appears only if you select a Pie or Doughnut chart. This field displays the first selected group on the Columns & Groups tab. For example, if the first sorting/grouping item is Project Type, each slice of the pie or doughnut chart represents the type 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. This option is often used to display a 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, change the group, 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 the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50). The chart title, legend, and chart will display in the area defined.
Chart Width	Specify the width of the chart area in inches or millimeters, based on the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50). The chart title, legend, and chart will display in the area defined.
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 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, set the Top and Left options to 0 (zero).
Left Alignment	Specify the left margin in inches or millimeters, based on 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.

Set Chart Data

Field	Description
Display Timeframe	Select the time frame that is covered by the graph data.
Display Data	Select the data to be graphed by selecting a number or currency field (for example, Billed Amount or Budgeted Amount). 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.
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 the type of chart selected. 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 in the Columns grid of the Columns and Groups tab. For example, to graph Labor Billed, you must also select Labor Billed in the Columns grid.