Adding and Modifying Charts

Nakisa Portfolio Management Suite allows users to create custom charts, or insert pre-existing charts to their dashboards.

ClosedTo create a new custom chart or modify an existing chart in a custom dashboard:
  1. Click Add Chart > New Chart in the top right corner of the dashboard to create a new chart, or click Edit Chart in the Chart Options toolbar of an existing chart to edit it. The Add Chart (or Edit Chart) page opens.
  2. At the top of the page, click Type to select the chart type. Depending on the dashboard type, some chart types might not be available.
  3. In the Title tab, set the following information for the title and sub-title:
    • Enter the name for the chart in the Text field.
    • Select the font size in the Size drop-down.
    • Select the text alignment.
  4. In the Theme tab, you can select the color-scheme for the chart.
  5. In the Advanced tab (if available), you can set a sub-set of the following options (based on the selected chart type):
    • Select the checkboxes Horizontal Zoom and/or Vertical Zoom to add zoom bars along the axes.
    • In the Orientation settings, you can set the appropriate Type based on the chart type:
      • Interchange the x and y-axes by selecting a horizontal or vertical orientation.
      • Set whether the chart is an angular or radial chart.
    • Set the Circular layout settings:
      • Min Radius defines the inner radius of the circular chart.
      • Max Radius defines the outer radius of the circular chart.
      • Radius Gap defines the space in between each ring of the chart.
    • Select Show Labels to show the labels of each section of the chart.
    • In Color Settings:
      • Click to set the Color of the Operation value and/or Text Color for the Description text.
      • Select the Enable Default Color checkbox and click Color ranges to specify color ranges. These colors are used if they are applied to an operation in the Operations section.
        1. Enter the numerical range, making sure to include two decimal places.
        2. Click and select the color for the specified range and click OK.
        3. Click to add a color range. A row for the color definitions appears below.
        4. Repeat as many times as required, then click Save.
    • In Map Settings:
      • Click Enable Map Control to allows users to move the map by clicking and dragging.
      • Zoom Level adjusts the focus of the map. Click to zoom out and click to zoom in.
    • In the map center settings:
      • Drag the Latitude slider to adjust the default latitude of the map.
      • Drag the Longitude slider to adjust the default longitude of the map.
  6. In the first drop-down field in the left panel, select the Dataset used for this chart.
  7. In the Category, Axis, X-Axis, Second Axis, Time Axis, Geo Map Value, and/or Value Axis sections:
    • The Name field is auto-populated based on the technical name for Field that you select. You can enter a different name for the operation or axis, but note that it must be unique in the chart.
    • Select the Dataset Field for all the axes.
    • Depending on the selected field, Selection values will vary:
      • Values: Show all values and set the Sort order.
      • Interval: The values should jump by the amount specified in the Interval field.
      • Range: Only display values within the specified Range fields.

      Note: Certain chart types allow you to add additional axes. If you require more than one axis, click Multiple Axes and click Add Axis as many times as required.

  8. The Lines Label section allows you to add multiple lines to a line chart.
    • Select the Dataset Field for the additional lines.
  9. The Group Bar Chart section allows you to define a second axis where the data can be displayed either stacked or unstacked by selecting the Stack/Unstack Bars checkbox.
  10. In the Content section for Info Cards, enter the text you want to display. To include fields defined in the Operations section below, add the field name enclosed in double-square brackets (e.g. There are [[premises]] premises with the leased type Lease Internal).
  11. In the Y-Axis or Operations section:
    • The Name field is auto-populated based on the technical name for Field that you select. Enter a different name for the operation or axis, but note that it must be unique in the chart.
    • Select the Field.
    • Select the Operation Type to perform on the data, which will allow you to apply certain groupings to the chart.
    • If you have a default color defined in the Advanced tab for an Info Card or Metric Chart, you can select Apply Default Color to automatically set the color of the operation based on the value.

    Note: Certain chart types allow you to add additional operations. If you require more than one operation, click Add Operation as many times as required.

  12. Certain chart types allow you to add additional filters in the Filters section:
    1. Click Add Filters and select the required Field.
    2. Depending on the selected field, Selection values will vary:
      • Values: Enter the required values in the Values field. Note that the Values field is case-sensitive.
      • Range: Only display values within the specified Range field.
    3. Click to exclude data matching the value or range from the chart, or click to include only the data matching the value or range in the chart. You can include/exclude multiple values and ranges.

    Note: If you require more than one filter, click Add Filters as many times as required.

  13. Once complete, click to save the chart and return to the dashboard.
ClosedTo insert an existing chart:
  1. Click Add Chart > Existing Chart, or Settings > Manage Charts to open the Manage Charts window.
  2. From the list of Available Charts on the left of the window, select the charts you would like to add to your dashboard. A preview of the most recently selected chart appears in the center of the window.
  3. Click to add the selected charts to the Displayed Charts list on the right of the window.
  4. To remove charts from the list, select the charts you would like to remove and click . Note that custom charts cannot be removed from this list and must be deleted separately.
  5. Once you have added or removed the desired charts, click Save.

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