Charting/graphing options are available for all of the RefTracker reports described above, where charts are relevant.  To create reports with charts, go to System>Statistics>Statistics reports where you will find up to three parameters according to which, if any, are relevant to that report.  Charts are ONLY applicable when Output type is Display.

 

Charts - X and Y Summary provides two charts -- X vs Y and Y vs X charts of the type that you select at this parameter – options are pie, line, bar and column charts, plus stacked Column and stacked Bar charts.
Charts - X axis item provides individual charts in the format that you select here – one for each of the X values – options are pie, line, bar and column charts
Charts - Y axis item provides individual charts in the format that you select here – one for each of the Y values – options are pie, line, bar and column charts.

The amount of data that can be effectively shown in a chart is limited.  RefTracker charts will show a maximum of 12 X axis (horizontal values), 10 Y axis (vertical values), and 8 values in a pie chart.  They will be the largest values.  All smaller values will be grouped into an “Other” values that will also be displayed in the chart/graph. 

The data used to create the charts, can be seen by expanding the Analysis division at the bottom of the screen.  Totalled values for data grouped into “Other” are shown here.  If a graph would present no information it will not be displayed.

Not all types of charts will make sense for the values in the data you have collected.  Please always check that the graph is correctly depicting the point that you want to make.  We recommend the following Summary charts for these common reports:
Time period by Time period - Line chart
Relationship type by code table – Columns (stacked)
Target date by code table – Columns (stacked)
Timeliness by code table – Columns (stacked)
Time expended by code table – Columns (stacked)
Cost by Code table – Pie chart
Code table by Code table –Pie chart if only one row or column, otherwise Columns (stacked)

The data on which the charts are built displays first, followed by the charts you select.  Leave the appropriate chart parameter set to “None” if you do not want that type of chart.

The largest segment of a pie chart will be exploded to provide more interest to the pie chart. The segments are displayed clockwise from largest to smallest.

Place your cursor on a segment of a chart and a tool tip will show you the name of that segment.

Pie charts fit two to a line and will automatically expand in size as the size of the browser window expands, so use a full screen browser to see a big chart, or squeeze the browser width to see a smaller pie chart.

To copy a chart to WP, take a snip.

-Where a legend appears on the right hand side of a graph or chart, clicking an item in the legend removes it or reinstates it from the graph e.g. in the screen print below you can see that “Phone” and “RefTracker external” have been clicked as they are greyed out in the legend and are not appearing in the vertical bars.

Bar, column and line charts will scale down as the size of browser window decreases, but have a maximum size of 900 pixels.  The values appear in these charts in the order specified by the code table you are charting.