Adding a Chart
The Chart for the Dashboard provides visual representation of your data. The example Chart created using this tutorial is a Bar chart that displays Users and Sales totals.
Adding a Chart consists of the following tasks:
■ To Add a Chart Dashboard Part
To Add a Chart Dashboard Part
| 1. | Click and drag the Chart Dashboard Part from the Palette to the upper-left corner on the canvas below the Label. |
Leave enough room between the Label and the Chart. You will need to have enough space to insert a Drop-down List (see To Add a Drop-down List Dashboard Part) later in this tutorial.
| 2. | Use the Arrow keys on the keyboard to move the Chart, or place the cursor on the part and then click and drag the part to refine the location. |
NOTE: You can use the canvas’ grid points to help align the various components on the Canvas.
| 3. | the shape by placing the cursor over any of the resize points around the active Dashboard Part, then click and drag the resize point to the desired size. |
Chart properties must be set after adding the Chart (see To Set the Chart Properties).
To Set the Chart Properties
| 1. | Click the Chart Dashboard Part to select it. |
| 2. | In the Properties pane, make the following changes: |
Property
○ 3D Depth: 20
○ 3D Mode: True
○ Back Color: Control
○ Color Scheme: Solid
○ Colored Values: True
○ Girdlines: None
○ Inside Color: Window
○ Key Axis Title: User Name
○ Stacked: No
○ Title: Closed Sales by Users
○ Value Axis Title: Total Sales
○ View Mode: Bar
Data
○ DataBinding: Closed Sales by Users (see To Bind Data to the Chart)
○ Retain Source Order: True
Format
○ Keys: None
○ Keys Decimals: 0
○ Values: Number
○ Values Decimals: 0
General
○ Name: Closed Sales Chart
Layout
○ Anchors: False, False, False, False
| 3. | Click the View button to preview the Chart. |
| 4. | Click the Design button to return to the Designer. |
| 5. | Make any changes to the size or position of the Chart and preview it again until satisfied. |
To Bind Data to the Chart
| 1. | Click the ellipsis button (...) to the right of the Data Binding field. |
| 2. | Click the Mode tab and select Multiple Series in Multiple Columns. |
| 3. | Click the Details tab and set the following: |
○ Data source category: Closed sales
○ Data source: Closed Sales by Users
○ Data are summarized by: USERID
○ Summarized values: Amount
| 4. | Click OK to set the Chart Data Binding. |
To Create a Stacked Chart
A typical chart is defined by X and Y coordinates (Key and Values) as defined in the Action
The Automated Process action is the activity performed when triggered.’s Properties (see Viewing the Events and Actions Dialog Box). You can also create a “stacked” chart, like the one located on the Closed sales tab on predefined Lead Dashboard. A “stacked” chart is one that uses the Series field, which is defined on the Action’s properties for a Drill down Action.
When you want to create a “stacked” chart you must set options on the Action’s Properties and Chart Data Binding Properties dialog boxes.
Action’s Properties
■ On the Action’s properties dialog box:
○ Select any Action from the drop-down list that contains the options to set the Runtime Parameter(s).
- Refresh a dashboard part based on user selection
- Set runtime parameter for a dashboard part without refreshing
- Drill Down
○ In the Runtime Parameter area, select the Runtime (from part) option.
○ Select Series from the Field from drop-down list (right-click the dashboard part, select Event Step-by-step instructions contained in an Automated Process, or track, that GoldMine must evaluate to perform a specified series of activities. An event consists of a trigger and an action. An Automated Process consists of a sequence of one or more events. to add/edit the action.
Chart Data Binding Properties
■ On the Chart Data Binding dialog box, click the Details tab:
○ Set the Series distinguishing (optional) field as Result.
○ Set the Series legends (optional) field as Result.
