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Mixed - Formula - 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 - 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.
This page will concentrate on providing details on Adding, Editing, Duplicating, Deleting, Moving or Expanding a Formula Series on 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 Formula 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 Formula Series being created will show on the report.
Select the best option for the report being created.
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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.
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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 Formula Result 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 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.
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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 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.
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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 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.
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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.
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Next the "/" symbol with be added with a space before and after.
Type this in the Formula field after the Series Name.
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Last item, in this example, is adding the Total Incidents tag by clicking on the tag under the Available heading.
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The image below shows the final Formula with the Series Names (Tags) and math function.
Create the appropriate Formula for the needs of the report being created.
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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.
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Click in the Name field to edit the name of the series.
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Click on the Visible toggle to either show the Formula Result on the report cell or not show it.
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Click on the Show Values toggle to either show the value of the Formula Result on the report cell or not show it.
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Click on the swatch in the Color field to change the color of the Formula Bar, Line or Area on the report cell.
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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 current graphic type (Bar, Line or Area).
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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.
Mixed-Formula-Series-37.png

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.
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In the Formula field, make any changes needed. The field uses plain text, edit the text accordingly.
The Series (Tags) under the Available heading can be added by clicking on the appropriate one.
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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.
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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 enter the correct name.
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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 Series has been setup, it can be removed from the report.
Click on the Delete icon for the Series that needs to be removed.
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There will be no warning message, the Series will be automatically removed.
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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.
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For a 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 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 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 Series selected will open/expand to show the details. Any Series that was previously opened/expanded will automatically collapse.
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