The new Charts module is a web-friendly, Chart building tool, allowing users to create Charts directly from the Browser application. Charts can be accessed and created via the ‘Reporting’ section of the ‘Go To…’ menu. This is available to Site Admins by default, but other users will need to be given access via the 'Go To...' Menu settings.
For further clarification on the terminology used in these guides, please look at our Jargon Buster article
A list of all Charts in your site may be accessed through the highlighted ‘Charts’ link or a specific one may be searched for in the search bar at the top of the panel.
A new Chart can be created directly using the ‘+New’ button and selecting the ‘Chart’ option. This will initiate the ‘Chart Wizard’ which will guide you through the initial set-up.
A new set of permissions have been created specifically for the new Charts module:
- 'Chart Create' - allows the user to create a Chart;
- 'Chart Delete' - allows the user to delete a Chart which they are the owner of.
Users who own a Chart will be granted permission to edit it; users with visibility will be able to see the Chart and select it for usage in Portals and PIs.
NOTE: Classic Charts can still be used in all modules where they are currently available, but these must still be edited in Classic.
New Charts may be included in Portals. For more information please see our ‘Charts in Portals’ guide.
The Charts notebook follows the normal notebook structure:
- Chart title and main menu.
- A panel where the Chart is displayed.
- A ‘Set Up’ tab, where the Data Sources settings can be configured,
- A 'Options' tab where settings including the ‘X-Axis’, ‘Y-Axis’ and ‘Other Options’ panels, as well as a drag-and-drop interface for building and changing chart settings.
- A ‘Related To’ tab where items can be linked to the Chart.
- A ‘More’ tab which displays ownership of the Chart.
The ‘X-Axis’ and ‘Y-Axis’ panels provide settings for labelling axis and ordering data series. The ‘Y-Axis’ panel also allows you to manually set the minimum and maximum values for the axis.
We suggest allowing the chart data to create these settings as the system can and will override these functions to draw an appropriate graph.
Many different types of Charts can be created to display your data: