Help Center

Genius Charts

 

Defining a Genius Chart
Chart Tab
Filter and Labels Tab
Options Tab

Genius Chart is a powerful built-in engine that allows for the display of data (in views or documents) in an easily readable chart. There are many chart types available offering a wide range of possibilities to better expose existing data.

This is done simply by creating a Chart setup document used to define each chart’s parameters. Charts are defined in the chart tab of the “Administration and Setup” console of each Module/database.

Defining a Genius Chart

To define a Genius Chart:

  • Navigate to the 'Setup & Administration' module of one of the databases where you want to define a chart.
  • Click on the 'Charts' tab.
  • Click the «New chart» button on the action menu bar.
  • Fill in the Chart setup document that opens.

Chart Tab

Field

Use

Title

The title of the chart. Free text.

Type

The main type of the chart. Single selection field. Options are:

  • Columns
  • Bars
  • Lines
  • Pie
  • Doughnut
  • Areas
  • Stacked columns
  • Bubble
  • Scatter

Default value is 'Columns'.

Subtype

The chart subtype depends on the main type.

  • If the main type is 'Columns', 'Pie', 'Doughnut' or 'Stacked columns', the subtype options are 2D and 3D representations. Other chart types are always in 2D.
  • If the main type is 'Areas', 'Lines', 'Stacked columns', 'Scatter' or 'Bubble', the chart is always 'Multi-series'.
  • If the main type is 'Pie', the chart is always 'Mono-series'
  • Other chart types ('Columns' or 'Bars') can be 'Mono-series' or 'Multi-series'.

Dimensions

The dimensions (width x height) of the charts. Default dimensions are 750 x 350.

View

The view where the chart will be available  

Columns

Not visible if 'Type' is 'Bubble' or 'Scatter'. 

The columns of the view corresponding to the series of the chart.

Note: If the 'subtype' is 'Mono-series', only one column must be chosen

Columns as lines

Only visible for the charts 'Columns 2D', 'Columns 3D' and 'Stacked columns 3D'. The columns selected here will be displayed as a 'Line' chart overlaying the columns.

Columns as areas

Only visible for the chart 'Columns 2D'. The columns selected here will be displayed as an 'Areas' chart overlaying the columns.

Scroll bar

Only visible for the charts 'Area 2D', 'Lines 2D', 'Columns 2D' and ' Stacked columns 2D'. Determines if a scroll bar is displayed in the chart.

Filter and Labels Tab

Filter

Field

Use

Filter the view

'Yes' or 'No'. To indicate whether the view data will be filtered in the chart. 

If 'Yes', the view must be categorized. The filter will be done on the category. Default value is set to 'No'.

Filter label

The field label for the drop down filter box when 'Use a different chart for each category' below is set to 'No'.

In this case, the default value of the drop down filter box is retrieved from the document currently selected.

Use a different chart for each category

If 'Yes', then a chart will be displayed on the page for each category. 

If 'No', then a combo box will be displayed, containing the list of categories and allowing the selection of the category to display in the chart.

Field of the selected document to be used as the filter parameter

The name of the field that will be used to retrieve the default value for the filter if the option 'Use a different chart for each category' above is set to 'No'. Free text.

Note: The field name must be the same as the one in the first categorized column of the view


Labels

This table does not appear if the main type of the chart is 'Pie', 'Doughnut', 'Bubble' or 'Scatter'. It allows the input of the axes titles.

Field

Use

Horizontal axis

The title of the horizontal axis. Free text.

Vertical axis

The title of the vertical axis. Free text.

Text

Direction of the text for the horizontal axis:

  • Horizontal
  • Vertical

If the labels for the horizontal axis are too long, it is possible to display the text vertically. Default value is 'Horizontal'.

Legend

Indicates where the legend will be placed on the page. Possible values are:

  • At the bottom
  • To the right
  • Hidden

Past/ forecast separator

To say if a Past/Forecast separator must be displayed on the current day or not. Only meaningful if the chart has a time series on the horizontal axis. 

If 'Yes', it is possible to specify in which format the 'Date format' field will be displayed in for the separator. 

For example, 'yyyy', 'yy-mm' or 'dd.mm.yy'.

Maximal height

To force the maximal value of the vertical axis. If 'No', the chart will be scaled according to the maximum value in the data, for example if the chart shows percentage, and the maximum in the data is 22%, then the resulting chart vertical axis will not go beyond 22.


Options Tab

 

Fields

Use

Percentages

Indicates whether the columns contain percentages to ensure data is displayed correctly. Otherwise it will display the absolute value (0.25) instead of the percentage (25%)

Invert the view sorting

Visible only if the field 'Data source' is set to 'View'. 'Yes' or 'No'. 

May be useful for views where the documents are displayed from the most recent to the oldest and the chart must be displayed in chronological order.

Default value is set to 'No'.

View

To specify how the column must be processed in the chart.

  • Values: uses the values displayed in the column.
  • Counter: only considers the number of documents for the series (for example number of open issues).

Default value is set to 'Values'.

Regroup data

Visible only if the chart subtype is 'Multi-series'.

 

By columns: the series are based on the columns. By lines: the series are based on the lines Default value is set to 'Columns'.

Display the values

'Yes' or 'No'. To indicate if the values themselves are displayed on the chart or not.  Default value is set to 'No'.

Numbers accuracy

Specifies the number of decimal places. Default value is set to 2.

Only browse the categories

'Yes' or 'No'. To indicate that only the categories must be considered and not the subentries themselves.

Sum the values

Indicates whether to sum up the values for each chart entry, allowing S-curves.

Fields

Use

View

To specify if and how the trend lines should be displayed in the chart,  'None': Trend lines will not be displayed.

'Lines': The trend lines will be displayed as lines.

'Zones': The trend lines will be displayed as zones.

'Function': A unique trend line will computed according to a formula or a predefined function

Title

Only visible if 'View' is set to 'Function'. The title of the computed trend line. Free text.

 

Formula

Only visible if 'View' is set to 'Function'. The predefined function or a formula. Free text.

The predefined functions are:

GetProjectAvailabilities: Get the total availability per period for a given project.

GetDepartmentAvailabilities: Get the total availability per period for a given cost center.

GetPersonAvailabilities: Get the total availability per period for a given resource.

GetResourceTypeAvailabilities : Get the total availability per period for a given resource type.

GetOBSAvailabilities: Get the total availability per period for a given OBS entry

GetResponsibleAvailabilities: Get the total availability per period for a given resource responsible.

The formula's format is the @Formula language (see the 'Lotus Domino Designer Help' for more information). The formula must return an array of values, one value for each entry in the chart. If the chart is filtered, a '%1' in the formula will be replaced by the value of the filter.

Fields

Use

Title

The title of the trend lines. Free text. Multiple values must be separated with a carriage return.

Start

The start value of the trend lines. Number. Multiple values must be separated with a carriage return. To specify a percentage, input the absolute value (i.e. 0.5 for 50%).

End

The end value of the trend lines. Number. Multiple values must be separated with a carriage return. To specify a percentage, input the absolute value (i.e. 1 for 100%). If no end is specified for a trend line, it will be horizontal.

Color

The color of the trend line, in hexadecimal format. For example: red = FF0000, green = 00FF00, blue = 0000FF, white = FFFFFF, black = 00000. If the chart type is 'Columns', then the columns that are over the value of a trend line will take the color of the trend line.

This section is used to specify whether a second chart will be opened when clicking on the current chart. The drilldown chart will then be filtered depending on the value clicked on in the first chart.

This section is used to specify the availability of the chart.

Fields

Use

Name of the views where this chart will be available

The views the chart will be available from. Multiple selection field.

Name of the forms where this chart will be available

The types of documents the chart will be available from. Multiple selection field.

The resulting charts can be printed, but they cannot be saved in the application.

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