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Charts (Admin)

Charts (Admin)


A Chart is a way to visualize report data.

Configure

To configure a chart:

  1. Under Admin > Company > Reports, first configure a report that includes the data you want to chart. See the Reports (Admin) article for more information.
  2. Under Admin > Company > Charts, click the New Chart button. 
  3. A new row will display. Enter the information:
    1. Name - The name of the chart that will display in the Models > Viewer > Charts tab. 


    2. Format - Select the chart format. Examples include:
      1. Pie


      2. Bar 


    3. Report - Select the report that includes data for the chart. Your report can only include one Report Field so the the report will provide a list of items with the quantity of each. Below is an example chart report:


      1. Format - Set the Format = CSV.
      2. Part Filter - You can apply a part filter to the report.
      3. Assembly Filter - You can apply a assembly filter to the report.
      4. Header - The Header is the column heading. It is also used as the Series X or the X-axis in the chart.
      5. Sort Index - Enter a 1 if you want to sort the report data items alphabetically.
      6. Merge Like Values - Set to Yes in order to group the data items together.
      7. Show Quantity - Set to Yes to provide a total number of that item.

      8. Run the report in the Models Viewer to see the data you are charting. For example:


    4. Series X - Enter the name of the Header used in the Report.
    5. Series Y - Enter the field that includes the Y-axis data. This will almost always be Quantity. This is because when Show Quantity is set to Yes, STRATUS automatically includes a Quantity field in the report.
  4. You might end up with a several charts similar to these:


  5. Once done, run the chart in the Models > Viewer > Charts tab.

Videos

STRATUS 06-13-19 Implementation Webinar (Charts: Visualizing Your Data 18:01)




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