Adding and Modifying Charts

Nakisa Portfolio Management 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. Set the Title and Subtitle for the chart. You can also set the font size and alignment for each title.
  3. Select the desired chart type. Depending on the dashboard type, some chart types might not be available.
  4. Select the Dataset. If a secondary dataset is enabled, select the Primary and Secondary Datasets.
  5. In the Data section, available fields vary depending on the selected chart type. Fill out the following fields:
    • In the Category, Axis, X-Axis, Second Axis, Time Axis, Geo Map Value, or Value Axis sections:
      • Select the Dataset Field.
      • 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.

    • The Add Lines Label option allows you to add multiple lines to a line chart.
    • The Add Group Bar Chart option allows you to define a second axis where the data can be displayed either stacked or unstacked by selecting the Stack/Unstack Bars checkbox.
    • 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 [[contract]] contracts with the principal position lessee).
    • In the Y-Axisor 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.
    • You can also add filters to some charts. To add a new filter, click .
      • Select the Dataset Field for the filter.
      • Set the Selection.
      • Set the Values of the filter.
      • Click Exclude to exclude data matching the value or range from the chart, or click Include to include only the data matching the value or range in the chart. You can include/exclude multiple values and ranges.
  6. In the Customize section, you can alter the chart's appearance. The available options are dependent on the selected chart type:
    • In the Themes section, select a color theme for the 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.
    • The Show Data Points option allows you to see specific numbers in your charts.
    • Select the Horizontal Zoom and/or Vertical Zoom options 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.
    • Select Show Labels to show the labels of each section of the chart.
    • The Dataset Settings section allows you to configure a secondary dataset to use in the chart. Click the Secondary Dataset option to enable the additional dataset fields.
    • 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.
  7. Once complete, click Create to save the chart and return to the dashboard.
ClosedTo insert an existing chart:
  1. Click Add Chart > Default 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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