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The Add/Edit Chart Form

The title and subtitle are optional.


Chart Types

The chart types are split into two categories, simple and complex. The main difference being that in simple charts each series only has one data result each (eg total pathway completions in the last 3 months, or total pathway completions for a specific pathway). Also, simple charts do not have any axis’ (the marked lines going along the left side or the bottom). 

Complex charts often have multiple data points per series. (eg pathway completions per month, or pathway completions per pathway.)


    Simple Charts:

    Pie/Donut charts: The data from all series is added to a circle, with each series being represented by a slice of the pie chart. The data label shows the percentage value of each series. A user can hover over each slice of the pie chart to see more data like the series name and actual data value (instead of the percentage). Max 18 series. If all series each have data of 0 then the chart cannot be displayed and will show an appropriate error message instead.

    Gauge/Radial: Only two series can be selected for a radial or gauge chart. One value and one total. The value is shown as a percentage of the total and represented as either a circular bar (Radial) or a semi-circular bar (Gauge). The percentage value is displayed in the centre of the chart. Any text added to the ‘Radial Text’ input area on the form will be displayed above the percentage value in the centre. If the data of the ‘Total’ series is 0 then the chart cannot display and an error message will show instead. (cannot divide by 0)


    Statistic: The statistics panel is not really a chart as such and just shows a number with some text (title and subtitle) accompanying it. For a normal statistic type panel only one series is allowed, and the data of this series will be the number displayed. Percentage type statistic panels work a bit like Radial/Gauge charts and only two series are allowed, one for the Value and one for the Total. The data from these two series are used to calculate the percentage, which is displayed below the title and subtitle.


    Text: The text added will be displayed in a chart container. No series are added. 


    Complex Charts

    Area: A line connects each data point in a series to form a line across the chart. The area underneath the line is shaded in the series colour. Max 18 Series.

    Line:  Line charts are identical to area charts but without any shading under the line.

    Bar: Each data point in a series is represented by a bar of the same colour. In stacked bar charts the bars appear stacked on top of each other rather than side by side. In 100% stacked bar charts each stacked bar fills up 100% of the space allotted to it and the data points appear as percentage values. A user can hover over each section to see the actual data value. Max 18 series.

    HeatMap: Each data point in a series is represented by a block of colour matching the series colour. A higher saturation of the colour indicates a higher result. Section with little or no colour indicates a low result. A user can hover over each section to see the actual data value. Max 18 series.


Within Timeframe:

    This input allows the user to select whether the series added will have their data restricted to within the time frame, or use “all time” data.


Grouping: (not available for simple charts)
    Determines the way the data points on each series are divided. It can be either ‘Text’ or ‘Date’. 


Charts with ‘Date’ grouping will have a date range displayed along one axis. The date range is determined by the current timeframe. Eg if the current timeframe is 3 months before today. The date range will show this month and the last 2 months along one axis and the data from each series will be split into 3 data points, one for each month.


    Charts with the ‘Text’ grouping will have text labels along one axis. The text grouping is selected by the Group By select. An example of this would be ‘User Profile Field’:’Organisation’. If selected each series would have one data point for each result for each user within that organisation.

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