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In this example, we have filters to narrow the data set to just those where the "ManagedVendor" T/F control is unchecked, or "is false."
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Bar
Bar and Column charts are used to plot categorized data values and are well suited for plotting multiple related data values per category side-by side. It is best to limit the number of categories and to keep categories clearly spaced on the chart. Bar charts are a good choice when you have long data labels, as they provide space for each bar to be labelled. Avoid time period categorization with horizontal bar charts (time is best plotted on the X axis).
The Bar Chart Styles tab allows you to customize the axis labels and styles, the background, border and grid colors, and the color palette for the bars.
In this example, we've used expressions to create the values shown in the X and Y axes. For the Dimension, the expression concatenates the manager's first and last name. This creates the categories in which to display the metric, which is set to the following expression which calculates the amount the total is over the budget allowance.
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sum((GrandTotal > BudgetAllowance) ? (GrandTotal - BudgetAllowance) : 0) |
The filter ensures only Submitted and approved orders are included in the data set. It also works with the "StartOfPeriod" and "EndOfPeriod" filter controls on the dashboard, which allows the user to alter the data set at run time.
Column
Bar and Column charts are used to plot categorized data values and are well suited for plotting multiple related data values per category side-by side. Column charts are especially well-suited for plotting chronological data for analyzing trends. You might also choose a column chart if you plan to represent negative values, which will be shown in an easy-to-interpret downward direction. It is best to limit the number of categories and to keep categories clearly spaced on the chart. Here is an example of chart designed to show both PO's within budget and total PO Submissions by month. It's clear to see that while total submissions are increasing, orders within budget are going down in relation to the total orders.
Area
Line
Scatter
Scatter Line
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