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Mixed - Data - Series

From VersaVision Support


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OVERVIEW

Reporting is where the user can generate reports based on the data collected by the VersaVision software.
There are multiple components inside Reporting, this page is focused on the Series - Data component for a Mixed Type report cell.
A series is a way to define data to be used on Bar, Line or Area of the report.
This page will concentrate on providing details on Adding, Editing, Duplicating, Deleting, Moving or Expanding a Data Series from a Mixed Report Cell.


NAVIGATION

When a Report Cell has been selected on the layout and it is setup as a Mixed type, the Series field will be visible on the right side of the layout under the Cell heading.
All sections available under this heading are addressed in the information on this page.
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ADD SERIES

Select a Cell in the Report Layout.
Click on the Add a Series button under the Series heading.
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A pop-up menu will load above the Add a Series button - select Data from the menu.
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The Series Properties will load.
Click in the Name field to enter a name for the series.
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By default, the Visible switch will be ON.
This indicates that the data series being created will show on the report.
If you are creating a piece of data for a Formula, the Visibility should be turned off.
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By default, the Show Values option will be OFF.
Turning the option on will display the numeric value of the data on the Bar, Line or Area of the report.
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Click on the swatch in the Color field.
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A color picker interface will load on the screen. Pick a preset color or mix a custom color.
The color selected will be the Bar, Line or Area color on the report.
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Click on the down arrow on the Series Type field.
This is where the user will define how the data will appear on the report (Bar, Line or Area).
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On the drop down list select an option.
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Bar - this will represent the data on the report as a bar.
Line - this will represent the data on the report as a horizontal line.
Area - this will represent the data on the report as a wave.

Click on the Y-axis arrow to see the available list.
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The Y-axis is defined in the Appearance section.
There are 2 Y-axes available - Right & Left.
Select which Index (Axis) the Data Series is to be associated with.
By default the system will show Index 1 & Index 2 until they have been defined/named in the Appearance section.
Example:
User creates a Series for Downtime and another Series for Incidents.
Index 1 (Left Y-axis) would be named "Minutes". Index 2 (Right Y-axis) would be named Incidents.
The user would select Minutes for the Downtime Series and select Incidents for the Incidents Series.
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By default, 1 will be selected.
Click on the Decimal Places arrow to see the available list and change the setting.
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The list will show 0 to 5. If the Series being created needs to show and specific number of decimal places on the graph, select a 1, 2, 3, 4 or 5.
If the Series should only show a whole number, select 0.
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Click on the down arrow on the Function field.
This is where the user will define what type of data is to be filtered/included.
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There are 4 options available.
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Random - this option will allow the report to create random data not linked to the system. This can be helpful when testing a report layout.
Click Here for details on this option.
Number of Incidents - this option will allow the report to provide a total number of times a monitoring point was activated.
Click Here for details on this option.
Duration - this option will allow the report to provide a period of time a monitoring point was activated.
Click Here for details on this option.
Count - this option will allow the report to provide a count for specific monitoring points.
Click Here for details on this option.

The Advanced Options can be enabled by clicking the toggle switch on.
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When Advanced Options is enabled, the user will have 5 additional sections available - Start Date, End Date, Data Filter, Schedule and Time Filter.
The user would select one of these options to override or append the parameters that have been previously setup.
Click Here for details on setting up Advanced Options.


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EDIT SERIES

If there is only 1 Data Series in the report simply follow the instructions below by selecting the appropriate field.
If there are multiple Data Series in the report, click on the Expand icon to open the Series Properties.
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Click in the Name field to edit the name of the series.
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Toggle the Visible switch to make the series show or not show on the report.
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Toggle the Show Values switch to make the series show or not show values on the report.
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Click on the swatch in the Color field to change the color of the Bar, Line or Area.
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A color picker interface will load on the screen.
Pick a preset color or mix a custom color.
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Click on the down arrow on the Series Type field to change the graph to a Bar. Line or Area.
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Click on the down arrow on the Y-axis field to associate the Series with a different Axis.
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Click on the down arrow on the Decimal Places field to select a different setting from 0 to 5 places.
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Click on the down arrow on the Function field to change it.
There are 4 options available.
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Random - this option will allow the report to create random data not linked to the system. This can be helpful when testing a report layout.
Click Here for details on this option.
Number of Incidents - this option will allow the report to provide a total number of times a monitoring point was activated.
Click Here for details on this option.
Duration - this option will allow the report to provide a period of time a monitoring point was activated.
Click Here for details on this option.
Count - this option will allow the report to provide a count for specific monitoring points.
Click Here for details on this option.

The Enable or Disable the Advanced Options by clicking the toggle switch on/off.
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When Advanced Options are enabled, the user will have 5 additional sections available - Start Date, End Date, Data Filter, Schedule and Time Filter.
The user would select one of these options to override or append the parameters that have been previously setup.
Click Here for details on setting up Advanced Options.


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DUPLICATE SERIES

Once a Data Series has been setup, it can be Duplicated.
Click on the Duplicate icon for the series the needs to be duplicated.
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The duplicated series will show at the bottom of the Series list as "(Name) Copy".
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Click on the Expand icon for the duplicated series.
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Click in the Name field to change the it and remove the Copy text.
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Edit any of the other fields that need to be changed.
Refer to the "Edit a Series" section about for details on altering the fields - Click Here.


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DELETE SERIES

Once a Data Series has been setup, it can be removed from the report.
Click on the Delete icon.
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There will be no warning message, the Data Series will be automatically removed.
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MOVE SERIES

When there are multiple Data Series in a report, the user can change the order.
If the Data Series is set to be Visible, the order will change where the Bar, Line or Area is on the report.
For a Data Series at the Top of the order, click on the Down icon to move it down in the order.
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For a Data Series at the Bottom of the order, click on the Up icon to move it up in the order.
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For a Data Series in the Middle of the order, click on the Up or Down icon to move it up or down in the order.
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OPEN/EXPAND COLLAPSED SERIES

When there are multiple Data Series in a report, only the active/selected Series will show.
To change between series the user will need to open/expand the closed series.
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The Data Series selected will open/expand to show the details.
Any Data Series that was previously opened/expanded will automatically collapse.
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