Graph Tab of the Options Dialog Box (Desktop)

For some reports, you can use Graph tab options to include a graph on the report. Use the Graph tab to select graph settings for the report. You can also drill down on graphs.

To generate the report with the graph but without the columns of data, set the Show option to Graph only in the Graph Location and Size group box. You can also display just the graph on your Dashboard.

If you plan to include a user-defined field in graphs, select the Total option for the user-defined field when you set it up in Configuration. If you do not select this option, DPS cannot set the scale appropriately for the graph. To select the Total option, click Settings > General > User Defined Tabs on the Navigation menu, and click the Fields tab.

The Graph tab for the Resource Utilization by Organization report contains options not available for other reports.

Contents

Field Description
Show Graph Select this option to indicate that you want to include a graph on the report. All options are disabled until you select Show Graph.

To set up a graph, you must first select at least one item on the Sorting/Grouping tab.

Title Enter a title for the graph.
Type Select the graph type. If you select Bar Charts, then for each group that you specify on the Y axis, you can specify up to three columns or series for the X axis.

For example, you can set up a bar graph that groups by project and displays cost amount, billing amount, and budget amount for each project.

Show 3D Select this option if you want the graph to appear to have three dimensions.

Example:

Select 3 Dimensional if you want the graph to look like this...

...rather than like this:

Labels Select a type of label. The choices vary depending on the graph type.
Display Lines to Labels Pie or doughnut charts only: Select this option to display a line that connects each slice to its label.
Flip Axes Bar charts only: Select this option to change the orientation to have the bars extend horizontally rather than vertically.
Y Title Bar charts only: Enter a label for data listed on the Y axis. When you make selections in Display Data, DPS displays a default title, but you can change it.
Display Data

Select the data to be graphed by selecting a period and a type of data (for example, Billed Amount or Budgeted Amount).

For bar charts, DPS combines these settings to create a default title for the Y axis in Y Title. You can change that default title.

To graph a type of data, you must also select it on the Columns tab. For example, to graph Billed Hours, you must also select Billed Hours for the report on the Columns tab.

Add Series Bar charts only: You can select one or two additional series of data to display on the report. Select the Add Series check box and select the type of data from the drop-down list.

To graph a series, you must also select the corresponding type of data on the Columns tab. For example, to graph Labor Billed, you must also select Labor Billed on the Columns tab.

Add Slice Pie or doughnut charts only: You can select one or two additional "slices" of data to display on the report. Select the Add Slices check box and select the type of data from the drop-down list.

To graph a slice, you must also select the corresponding type of data on the Columns tab. For example, to graph Labor Billed, you must also select Labor Billed on the Columns tab.

Display Amounts In In this field, indicate whether you want to show graph amounts in the standard number or currency format for the corresponding report column, in thousands, or in millions.

For bar charts, your selection becomes the default title in Y Title. You can change that default.

X Title The default title for the X axis in this field is based on the first level of grouping on the report. You can change that default text. If you change the first level of grouping, DPS updates X Title to match the new first level.

The only time that the first grouping level is not considered is when you add a slice for a pie chart. For example, if you group by project and select Revenue for a slice, you get one slice for each project that has revenue. If you add a slice and select Cost, you get one slice for total revenue and one slice for total cost.

Slice By For all types of charts except a bar chart, this field displays the first selected item on the Sorting/Grouping tab. That is the item used to "slice" the data selected in Display Data. For example, if the first sorting/grouping item is Project Number, each slice of the pie or doughnut chart represents the data for a project.

If you select Bar in Type or you select one of the Add Slice check boxes, this field does not display.

Show Select the location of the graph in the report. If you select Graph only, the report displays the graph but does not display columns of data.
Legend Select the location of the graph legend.

The legend provides a color key to all graphed items. Regardless of the number of graphed items and the height of the legend, all of the graphed items are displayed. That can result in an unreadable legend because the items overlap. To correct that situation, change the record selection criteria for the report to reduce the number of graphed items, increase the height that you specify for the graph, or specify a smaller font size for the graph.

Font Size Specify the font size for the graph. DPS uses this font size for all text and amounts associated with the graph.
Width Specify the width of the graph area in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50).

In the area defined by your entries in Height and Width, DPS displays the graph itself, the graph title, and the legend.

Height Specify the height of the graph area in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, use decimals for fractions of an inch (for example 3.50).

In the area defined by your entries in Height and Width, DPS displays the graph itself, the graph title, and the legend.

Top Specify the top margin in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, enter decimals for fractions of an inch. For example, enter 1.5 for an inch and a half.

If you intend to display the graph on your Dashboard, we recommend that you set the Top and Left options to 0 (zero).

Left Specify the left margin in inches or millimeters based on which one you selected in the Unit of Measure field on the Layout tab. If you use inches, enter decimals for fractions of an inch. For example, enter 1.5 for an inch and a half.

If you intend to display the graph on your Dashboard, we recommend that you set the Top and Left options to 0 (zero).