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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} ||Type||Icon||When to Use|| |*Meter*|!chart_meter.png!|You want to measure the rate of change of a measure against pre-defined targets. Useful for dashboard reporting.| |*Thermometer*|!chart_meter_therm.png!|Vertical representation of the meter chart, indicating a range of qualitative indicators.| |*Dial*|!chart_meter_dial.png!|Used to communicate key performance indicators.| |*Numeric Display*|!chart_big_num.png!|Shows the value of a metric on a digital display.| h3. Chart Data Options ||Option||Description|| |SeriesMeasure|Typically a numeric value such as $. An item that you want to measure on your Chart| h2. Meter Chart Tutorial {styleclass: Class=topLink}[top|#top]{styleclass} h3. Summary In order to set up a Meter Chart you will need: # Create a report with chart display ## Select a field to use as the *MetricMeasure* # Create your chart, selecting *Meter* as the type # Provide the *MetricMeasure* option and *Refresh* # Customise the Chart as required # Proceed *Close*to the Chart*Output* Builderstep # Apply Conditional Formatting if the chart requires it # *Save* your report h3. Tutorial {section} {column:width=30%} *1.* Start creating a chart as you did with the other charts by clicking on the {color:#357CB6}Create{color} link. *2.* On the Report Data page, drag and drop the !rpt_metric.png! *Invoiced (Pref Currency)* metric into the *Column Fields* area, and the !rpt_dim.png! *Invoiced Date* field into the *Filters* area. *3.* Make sure that you select the *Chart Only* option as you have for the other charts. *4.* Click on !step_right_on.png! at the top of the page to move to the next step. {column} {column:widhth=70%} !9b.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *5.* On the *Filters* page, set *Invoiced Date* to be *Greater than or equal to*. *6.* Click on the {color:#357CB6}Change{color} link to set the value. *7.* Select *Current Date - 1 Year*. {color:#C00000}*Note:*{color} You may need to change the number of years to get results. Try 2, 3, etc. until there is sample data. *8.* Click *Submit* to save your changes. *9.* Click on !step_right_on.png! at the top of the page to move to the next step. {column} {column:widhth=70%} !9.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *10.* On the Report Preview page, click on the Pie Chart image as before. *11.* Click on the *Chart* Menu and select *Meter* as the Chart Type and *Meter* as the subtype (click on the picture on the left). *12.* Click *Save* to load the options for a *Meter Chart*. {column} {column:widhth=70%} !10.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *13.* Set the Chart Data settings. *14.* Select *Sum Invoiced (Pref Currency)* for the Metric. *15.* Click *Refresh* to generate your chart. {column} {column:widhth=70%} !11.png! {column} {section} {section} {column:width=30%} *16.* You should now have a chart that looks like this. *17.* Click on the !menu_close.png! *Close* button to go back to the Report Preview page. {column} {column:widhth=70%} !12.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *18.* Now you are going to add some coloured Conditional Formatting Alerts to your chart. *19.* Now select the {color:#357CB6}Columns{color} tab at the top of the page and select *Sum Invoiced (Pref Currency)* from the drop down menu. {column} {column:widhth=70%} !13.png! {column} {section} {section} {column:width=30%} *20.* Click on the *Conditional* Menu under the *Data Format* header to. *21.* Click on the {color:#357CB6}Add Rule{color} link to add a conditional formatting rule to your chart. *22.* Leave the *Display Style* set to *Cell*, this means that the colour of the cell (if it were in a table) would be changed according to the rules set, or in this case, the colour of the meter section that matches each rule. *23.* Leave the *Type* to *Value*, meaning that the value of the field will be compared to a value set in the rule (which you will do next), rather that being compared to another column or %. *24.* Set the first rule to *Red*, *Less than 2000000*. This will colour any section of the chart where the value is less than 2,000,000. *25.* Set the second rule to *Yellow*, *Between 2000000* and *4000000* *26.* Set the third rule to *Green*, *Between 4000000* and *6000000*. *27.* Click *Save* to apply the rules to your chart. {column} {column:widhth=70%} !14.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *28.* Your chart should now look like this. {column} {column:widhth=70%} !15.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *29.* Using the same steps as before, *Save* and *Activate* your Chart. *30.* Click on the !menu_close.png! {color:#357CB6}Close{color} button to go back to the Report Preview page. *31.* Click on the *Save* Menu and use *Meter Chart Tutorial* as the Name. *32.* Type *This Meter Chart was created using the Charts Tutorial* as the Description. *33.* Enter *Tutorial* as the Category and *Charts* as the Sub Category. *34.* Click *Activate*. {column} {column:widhth=70%} !16.png|thumbnail,border=1! {column} {section} {section} {column:width=100%} The steps you just followed can be applied to the other meter chart types by simply changing the selection made in Step 11. Below are examples of Thermometer, Dial, and Numeric Display charts. {column} {section} {section} {column: width=100%} !meter10.png|thumbnail,border=1! !meter11.png|thumbnail,border=1! !1a.png|thumbnail,border=1! {column} {section} \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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