Mixed - Formula - Series
From VersaVision Support
- 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 - Formula 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.
- The Formula type allows the user to use simple math functions that can be shown on a graph/report.
- Example: Average Response Time.
- This would involve the Formula dividing the Total Response Time by the Total Number of Incidents.
- In order to create or use a Formula Series, the user must setup the Data Series that will be used in the formula before creating.
- Total Response Time Data Series and the Total Number of Incidents Series would have to be created first.
- Example: Average Response Time.
- This page will concentrate on providing details on Adding, Editing, Duplicating, Deleting, Moving or Expanding a Formula Series on a Mixed Report Cell.
- NAVIGATION
Delete | Move | Open/Expand
- ADD SERIES
- By default, the Visible switch will be ON.
- This indicates that the Formula Series being created will show on the report.
- Select the best option for the report being created.
- By default, the Show Values option will be OFF.
- Turning the option ON will display the Formula Result on the Bar, Line or Area of the report.
- 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.
- Click on the down arrow on the Series Type field.
- This is where the user will define how the Formula Result will appear on the report (Bar, Line or Area).
- On the drop down list select an option.
- The Y-axis is defined in the Appearance section.
- There are 2 Y-axes available - Right & Left.
- Select which Index (Axis) the Formula 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.
- Select the appropriate Axis Name for the Series being created.
- By default, 1 will be selected.
- Click on the Decimal Places arrow to see the available list and change the setting.
- The list will show 0 to 5. If the Formula Result needs to show a specific number of decimal places on the graph, select a 1, 2, 3, 4 or 5.
- If the Formula Result should only show a whole number, select 0.
- The Formula field is where the user will enter the math process.
- Under the Formula field there is an Available area.
- All of the Data or Formula Series that have been created will show in this area.
- This is where the user will define what data is to be filtered/included.
- Next the "/" symbol with be added with a space before and after.
- Type this in the Formula field after the Series Name.
- Last item, in this example, is adding the Total Incidents tag by clicking on the tag under the Available heading.
Delete | Move | Open/Expand
- EDIT SERIES
- If there is only 1 Series in the report simply follow the instructions below by selecting the appropriate field.
- If there are multiple Series in the report, click on the Expand icon to open the Series Properties.
- Click on the Show Values toggle to either show the value of the Formula Result on the report cell or not show it.
- Click on the swatch in the Color field to change the color of the Formula Bar, Line or Area on the report cell.
- Click on the down arrow on the Series Type field to change the current graphic type (Bar, Line or Area).
- On the drop down list select the appropriate option.
- Bar - this will represent the Result on the report as a bar.
- Line - this will represent the Result on the report as a horizontal line.
- Area - this will represent the Result on the report as a wave.
- Click on the Y-axis arrow to see the available list.
- The Y-axis is defined in the Appearance section.
- There are 2 Y-axes available - Right & Left.
- Select which Index (Axis) the Formula Series is to be associated with.
- Click on the Decimal Places field to change what is displayed for the Formula Result.
- The list will show 0 to 5. If the Formula being created needs to show a specific number of decimal places on the graph, select a 1, 2, 3, 4 or 5.
- If the Formula Result should only show a whole number, select 0.
Delete | Move | Open/Expand
- DUPLICATE SERIES
- Once a Series has been setup, it can be Duplicated.
- Click on the Duplicate icon for the series that needs to be duplicated.
- 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.
Delete | Move | Open/Expand
- DELETE SERIES
- Once a Series has been setup, it can be removed from the report.
- Click on the Delete icon for the Series that needs to be removed.
Delete | Move | Open/Expand
- MOVE SERIES
- When there are multiple Series in a report, the user can change the order.
- If the Series is set to be Visible, the order will change where the Bar, Line or Area is on the report cell.
- For a Series at the Top of the order, click on the Down icon to move it down in the order.
Delete | Move | Open/Expand
- OPEN/EXPAND COLLAPSED SERIES
- When there are multiple 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.
Delete | Move | Open/Expand