Executive Console - SnapShot Compare Chart Setup Window

Use the SnapShot Compare Chart Setup Window to define the Data Series for a Compare View, which is a defined view for a chart.  A Data Series is one or more data buckets used to compare the Categories among different series.  Each series adds an additional X-axis to the chart for comparison.  For example, you can display the aging dollars for more than one bucket (data series), such as Current, 30-day, and 60-day.  The table following the window example describes the SnapShot Compare Chart Setup Window for the Executive Console.

For additional information, click More.

Tips:

 

Directions:

1.  Open the Executive Console.

2.  Click Compare View  in the Key Performance Indicators Panel.
Tip
:  Each time you open a Compare View chart, a new sub-panel for the chart opens in the Content View Panel.  You can scroll to see all of the open KPI charts.

3.  Click a KPI.
Tip
:  You may have to click Plus  to open one or more headings before revealing a specific KPI.  To close heading levels, click Minus .

4.  To display the Compare Parameters Window:

5.  Fill in the Compare Parameters.
Tip
:  You can skip the Name if you want, for now.

6.  To display the SnapShot Compare Chart Setup Window, click Chart .

1.  Define the settings in the SnapShot Compare Chart Setup window, and then to return to the Compare Parameters window, click OK .

2.  If you want to save the Compare View definition for future use, enter the Name and click Save  at the Compare Parameters Window.

3.  To display the chart in the Content View Panel, click OK at the Compare Parameters Window.
Tip
:  You can alternatively display the chart in the SnapShot Compare Window.

 

Executive Console - SnapShot Compare Chart Setup Window Example:

 

Tip:  To see a diagram of the elements of a chart, click More.

 

SnapShot Compare Chart Setup Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Data Series - Chart Values

Displays the Data Series values that have been added to the chart.

Directions:  To remove a Data Series from the Chart Values list:

1.  Click to highlight the value.

2.  Click Remove.
Keyboard Shortcut
:  [ALT + r]

Removes a Data Series value from the Chart Values list.

Keyboard Shortcut:  [ALT + r]

Data Series - Available Values

Displays the Data Series values available for the chart.

Directions:  To add a Data Series to the Chart Values list:

1.  Click to select one or more values.
Tip
:  If you select more than one value, the values are merged (summed) into a single X-axis.

2.  Optionally enter a Data Series Label.
Tip
:  Leave the Label blank if you want the default value to appear on the chart.

3.  Click Add.
Keyboard Shortcut:  [ALT + a]
Tip
:  Each time you click Add, a new X-axis is added to the chart.

Tip:  The Available Values are predefined in the software for the KPI.

Data Series Label

Enter the Data Series Label that will be used on the chart for the X-axis.  This optional label replaces the default value that appears in the Available Values list.  (unlimited characters)

Adds a Data Series value to the Chart Values list.

Keyboard Shortcut:  [ALT + a]

To close the SnapShot Setup window and return to the Compare Parameters Window, click OK or press [ENTER].

Keyboard Shortcut:  [ALT + o]

To cancel the SnapShot Setup window, click Cancel.

Keyboard Shortcut:  [ALT + c]

Chart Example

As you maintain the Data Series values, you can immediately see the effect on the chart.

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