Add a bar chart

You can add to a dashboard a bar chart widget based on any inquiry window of Visma Net.

Open the Add widget dialog box:

  1. On the dashboard title bar, click Design to switch to design mode.
  2. In one of the place holders in the widgets area, click Add a new widget to open the Add widget dialog box.
  3. In the list of widgets, click Chart, and then click Next to open the Widget properties dialog box.

For a detailed description of the Widget properties dialog box for charts, see: Add widget dialog box for chart widgets.

Specify the settings that are common for all chart types as follows

  1. In the Inquiry screen field, select the inquiry window that should provide the source data for the widget.
  2. Optional: Click Inquiry parameters to change the default parameters for the selected inquiry.
  3. Optional: In the Shared filter to apply field, select the shared filter that should be used to filter the data shown in the widget.
  4. Optional: In the Caption field, type the name of the widget to be displayed on the dashboard.
  5. Click Configure to open the Chart settings dialog box.
  1. In the Chart type field, select Bar.
  2. Optional: In the Legend position field, change the location of the legend on the widget.

In the Categories section, do the following:

  1. In the Value field, select a column from the source window to be displayed on the horizontal axis and used as a source for the data area.
  2. In the Aggregation field, select the aggregate function to be applied to the field selected in the Value field.
  3. In the Format field, specify the format of the numeric and date fields if it should differ from the original format.
  4. Click OK to save your changes and close the Chart settings dialog box.
  5. In the Widget properties dialog box, click Finish to add the chart to the dashboard.
  1. In the Legend field, select a column from the source window to provide the values for the vertical axis.
  1. Define the sorting of the values. In the Sort by fields, select the sequence to be sorted and the sorting order.
  2. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the Maximum number of values shown field. (The system selects the largest values first.)
  3. If you want to display the sum of the remaining values as a single element on the chart, select the Show sum of other entries check box.
  4. Optional: If you have selected a date field in the Legend field, in the Date rounding field, select the part of the date field that will be shown on the widget.
  5. In the Format field, specify the format of the numeric and date fields if it should differ from the original format.

Optional: In the Series section, do the following:

  1. In the Legend field, select the column from the source window whose values will be displayed as separate lines in the data area of the chart.
  2. Define the sorting of the values. In the Sort by fields, select the sequence to be sorted and the sorting order.
  3. If you want to change the default maximum number of values (10) to be individually shown on the chart, specify the maximum number of values in the Maximum number of values shown field. (The system selects the largest values first.)
  4. If you want to display the sum of the remaining values as a single element on the chart, select the Show sum of other entries check box.
  5. Optional: If you have selected a date field in the Legend field, in the Date rounding field, select the part of the date field that will be shown on the widget.
  6. In the Format field, specify the format of the numeric and date fields if it should differ from the original format.
  7. Optional: In the Colour field, specify the custom colours of chart elements for values defined in the Series section.
    Use expressions to specify a colour depending on a value.
    For example: To make a chart element red if a field value is USD and blue if a field value is EUR, specify the following expression: =Switch(Value = 'USD', '#FF0000', Value = 'EUR', '#0A26FF').

In the Values section, do the following:

  1. In the Value field, select the column from the source window to provide the values for the categories.
  2. In the Aggregation field, select the aggregate function to be applied to the field selected in the Value field.
  3. In the Format field, specify the format of the numeric and date fields if it should differ from the original format.
  4. Click OK to save your changes and close the Chart settings dialog box.
  5. In the Widget properties dialog box, click Finish to add the chart to the dashboard.