Turn data into a chart
11:34 minutes total learning time
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
Phocas product
5 videos in this learning module
1
Turn data into a chart
1:44
2
Chart options
2:19
3
Bullet charts
1:34
4
Summary charts 1
3:42
5
Summary charts 2
2:15
5 videos in this learning module
1
Turn data into a chart
1:44
2
Chart options
2:19
3
Bullet charts
1:34
4
Summary charts 1
3:42
5
Summary charts 2
2:15
Turn data into a chart
Learn how to quickly turn analysis results into a chart by simply switching from grid to chart view. This video shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export.
Supporting documentation

Presented by David Chambers
Solutions Consultant
Chart options
See how to change an axis starting point (using auto-axis scale), stack the chart values on top of each other rather than side by side or select and focus on a segment.
Supporting documentation

Presented by Andy Bass
Implementations Consultant
Bullet charts
Learn how to use a bullet chart to display KPI performance against target for different areas or by total.
Supporting documentation

Presented by Andy Bass
Implementations Consultant
Summary charts 1
Learn how to display margin as a simple color-coded 'smiley'on the dashboard, using a summary chart. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.
Supporting documentation

Presented by Andy Bass
Implementations Consultant
Summary charts 2
Use a summary chart to turn a favorite into a simple color-coded dashboard widget. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch.
Supporting documentation

Presented by Andy Bass
Implementations Consultant
Phocas product
Related learning modules
Phocas QuickStart: Analytics
This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
Grid customization basics
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
Choose your own date ranges
The data you see in the grid is determined by the period (or date range) you have selected. Learn about selecting, changing and creating periods in Phocas.