Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Wiki Markup
{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||
|Measure|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 *Measure*
# Create your chart, selecting *Meter* as the type
# Provide the *Measure* option 
# Customise the Chart as required
# Proceed to the *Output* step
# Apply Conditional Formatting if the chart requires it
# *Save* your report

h3. Tutorial
{section}
{column:width=40%}
*1.* Click the *Create* link in the main navigation bar of the system, and select the *Report* option. 
{column}
{column:width=60%}
!01.png!
{column}
{section}

{section}
{column:width=40%}
*2.* You will now be on the Report Initialisation page. Ensure the *Drag and Drop Builder* has been selected to use for report creation.

*3.* Click on the *Ski Team* view in order to use the fields defined within it for creating the report. 
{column}
{column:width=60%}
!02.png|thumbnail,border=1!
{column}
{section}

{section}
{column:width=40%}
*4.* Add *Camp Rating* to *Columns*.
{column}
{column:width=60%}
!03.png!
{column}
{section}

{section}
{column:width=40%}
*5.* Apply basic *Conditional Formatting* to *Avg Camp Rating* following these rules:
* *Red < 5*
* *Orange Between 5 and 7*
* *Yellow Between 7 and 8*
* *Green Between 8 and 10*

The conditional formatting will be used to highlight the meter in order to indicate how the metric is tracking against a goal.
{column}
{column:width=60%}
!04.png|thumbnail,border=1!
{column}
{section}

{section}
{column:width=40%}
*6.* Proceed to the *Charts* step of the builder.
{column}
{column:width=60%}
!05.png!
{column}
{section}

{section}
{column:width=40%}
*7.* Select the *Dial* chart from the *Meter* section of the charts panel on the right of the screen.

The Chart Data options for Meter charts are the same, so this exercise can be used for any of those types, just by changing the selection made in this step to Meter or Thermometer.
{column}
{column:width=60%}
!06.png!
{column}
{section}

{section}
{column:width=40%}
*8.* Set the *Measure* to * Avg Camp Rating*
{column}
{column:width=60%}
!07.png!
{column}
{section}

{section}
{column:width=40%}
*9.* *Save* your report
{column}
{column:width=60%}
!08.png|thumbnail,border=1!
{column}
{section}

\\
\\
{horizontalrule}
{styleclass: Class=topLink}[top|#top]{styleclass}