Pie Chart - Formula - Series
From VersaVision Support
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 Pie Chart report cell.
A series is a way to define data to be used on a Pie Chart. The Formula type allows the user to use simple math functions to display data on the Pie Chart.
A good example of the use of a Formula would be to show the Average Response Time. This would involve the user dividing the Total Response Time by the Total Number of Incidents.
NOTE: 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. Using the example above, the Total Response Time Data Series and the Total Number of Incidents Series would have to created first.
This page will concentrate on providing details on Adding, Editing, Duplicating, Deleting, Moving or Expanding a Formula Series from a Pie Chart Report Cell.
When a Report Cell has been selected on the layout and it is setup as a Pie Chart 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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Select a Cell in the Report Layout that has been setup as a Pie Chart. Click on the Add a Series button under the Series heading.
A pop-up menu will load above the Add a Series button - select Formula from the menu.
The Series Properties will load. Click in the Name field to enter a name for the series.
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.
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.
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.
Using the example of Average Response Time, the Total Response Time available component would be added first by clicking on the tag under the Available heading. This will place the Series Name (Tag) into the Formula.
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.
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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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.
The Series Properties will load. Click in the Name field to edit the name of the series.
Toggle the Visible switch to make the series show or not show on the report.
Toggle the Show Values switch to make the series show or not show values on the report.
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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Once a Series has been setup, it can be Duplicated. Click on the Duplicate icon for the series the needs to be duplicated.
NOTE: Only 1 Series can be shown on a Pie Chart. Ensure the correct Series is set to Visible.
The duplicated series will show at the bottom of the Series list as "(Name) Copy".
Click on the Expand icon for the duplicated series.
Click in the Name field to change it and remove the Copy text.
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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Once a Series has been setup, it can be removed from the report. Click on the Delete icon.
There will be no warning message, the Series will be automatically removed.
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When there are multiple Series in a report, the user can change the order.
If the Series is set to be Visible, moving it above an existing Visible Series will allow it to be shown on the Pie Chart, thus removing the lower Series from view.
For a Series at the Top of the order, click on the Down icon to move it down in the order.
For a Series at the Bottom of the order, click on the Up icon to move it up in the order.
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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When there are multiple Series in a report, only the active/selected Series will show its properties. To change between series the user will need to open/expand the closed series.
Click on the Expand icon.
The Series selected will open/expand to show the properties. Any Series that was previously opened/expanded will automatically collapse.
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