The chart editor and chart controls

Charts live on a report’s Analysis tab, grouped in analyses. This page describes the analysis index, the analysis title dialog, the dialog for adding a chart, and the controls on a chart. Those who can edit the report’s analyses see all the controls; users who cannot edit them see the charts read-only, without the editing controls.

Analysis index

Control	What it does
Analysis index	The list of the report’s analyses.
CREATE NEW	Creates a new analysis.
Graph name, Creator, Locked	The analysis’s name, who created it, and whether it is locked.
Delete	Deletes the analysis.

Analysis title dialog

Control	What it does
Title (“Type analysis name”)	The analysis’s name, optionally with translations.
Locked	Only the creator can save changes. Others see: “You cannot save these changes because the analysis is locked by the creator.”
Hidden	Hides the analysis from others.

Add new Chart

Add new Chart opens the chart dialog. In an empty analysis, the empty area also says: “This graph is currently empty. Click here to add a chart and visualize your data.”

Control	What it does
Chart Title	The chart’s title, optionally with translations.
Graph type	The kind of chart. The types on offer are shown in the list.
Select Fields / Choose a field	The report field the chart is based on.
Number Fields	Optional. “Choosing a number field will calculate the sum of values from this field for the documents included in the graph, instead of showing the count.”
Choose a date field	Optional. The date that places documents in time.
Show by months / Show by weeks	Groups the chart by month or week. Disabled while a trend is set: “Clear the trend configuration before enabling ‘Show by Months’” (or Weeks).
Show data chronologically	“Display the data as a continuous month-by-month timeline instead of grouping all years under each month”.
Show total	Shows the total.
Show numbers	Shows the numbers on the chart.
Show legend	Shows the legend.
Create / Apply / Close	Create adds a new chart, Apply saves changes to an existing chart in the analysis, and Close closes the dialog without changes.

If the chart’s field is no longer in the report: “The chart field is no longer available in the list. please choose another one.” A chart without a field says: “This chart is missing a main field. Please edit it and select one.”

Controls on a chart

Control	What it does
Filters	Limit the chart to a period: From and To dates, a Year, the current month, last month, the current quarter, last quarter, last year, or the year to date. Select all and Deselect all pick values.
Top	Shows only the top values.
Sort	Sorts the chart’s values.
Trend	Adds a trend; see below.
Compare with field:	Splits the chart by a second field. Clear compare field removes it.
Sum using number field	Sums a number field instead of counting documents.
Chart Settings	Opens the chart dialog again to change the chart.
Get link to share	Gives a link to the chart.
Documents	Lists the documents behind a bar or segment, with Document Name.
“Unsaved changes” / “Saved changes”	Shows whether your changes are saved. Save before leaving.
Save graph	Saves the analysis with its charts.

When the filters leave nothing to show: “No data available for the selected filters or time frame.”

Trend settings

Control	What it does
Calculate by	“Count documents / values”, or “Sum the selected number field” (only number fields can be summed).
Time range	The period for the trend. “The trend will be calculated for the selected period.”
Values to include	For list fields, the values to include. For text fields, either all text values or specific ones; “When no specific text values are entered, all text values will be included in the trend.”
Clear trend filters	Removes the trend.

Next step

Create an analysis with charts