The By Years charts are a collection of three kinds of chart which are used to visualize change in your portfolio year over year. The By Years chart types available are:
- vertical bar chart
- horizontal bar chart
- line chart
The visibility of projects in the chart is controlled by the project list under the chart. Only projects visible in the list are visible in the chart.
| Chart Control |
Description |
| Left |
Selects a field with values that you want to see changing over time.
- In the vertical bar and line charts, this field creates the left axis
- In the horizontal bar chart, this field creates the bottom axis.
TIP
You can select multiple fields by holding Ctrl or Command key while selecting fields.
|
| Group |
Selects the entities that are tracked in the chart.
- In the bar charts, this field defines the segments of each bar.
- In the line chart, this field defines what each line in the chart is.
|
| Color |
Selects a field to color the bars or line. |
| Compare |
Selects a field with reference values to compare the chart data against. This option is only available to the bar charts. |
| Annotate |
Options to make additional data like names visible in the chart. These options are only available to the bar charts.
|
Chart options
You can use the Chart Options Panel to add additional elements that can highlight or otherwise enhance parts of the chart.
To access the Chart Options Panel:
- Open the by years chart in your portfolio.
- Click the three parallel lines icon in the upper-right corner of the chart area.
This opens the Chart Options Panel. The chart options are described in the tables below.
Legend Controls
| Chart Option |
Description |
| Legend font size |
The slider adjusts the legend's font size. Move the slider to right to increase size for better readability or to the left to decrease size and fit more items in the legend. |
| Legend on bottom |
Check the box to render the legend at the bottom of the chart instead of the right. |
| Legend title |
Enter a title here to override the default legend title. You can also type a space to have no title. |
Total controls
| Chart Option |
Description |
| Totals font size |
This slider adjusts the totals sizing for readability. |
Delta controls
| Chart Option |
Description |
| Show delta value between categories |
Show or hide deltas between bar categories |
| Show % change between categories |
Show or hide the percent change between categories. |
| Calculation type |
Choose how deltas are calculated: between categories or within categories when grouped. |
| Deltas font size |
This slider adjusts the deltas sizing for readability. |
Sizing controls
| Chart Option |
Description |
| Block annotation font size |
Adjust the size of bar chart in-block annotation labels. |
| Uniform block annotation sizes |
Make all block annotations the same size. Labels that do not fit will not be displayed. |
Axis controls
| Chart Option |
Description |
| Axis label font size |
Adjusts the sizing of the axis labels. This does not affect the axis tick labels. |
| Axis labels outside |
Display the axis labels on the outside of the chart axes, rather than their default position. |
| Left axis label |
Enter a label to override the default left axis label text. You can also type a space to display nothing. |
|
Bottom axis label
|
Enter a label to override the default bottom axis label text. You can also type a space to display nothing. |
| Bottom axis number formatting |
Select an option to override the default number format of the x-axis. |
| Left axis number formatting |
Select an option to override the default number format of the y-axis. |
|
Left axis range
|
Enter minimum and maximum values to override the y-axis range. Suffixes are allowed. |
| Lines on secondary/right y-axis |
Use a secondary y-axis to render comparison lines on a bar chart. |
| RIght axis range |
Enter minimum and maximum values to override the calculated secondary y-axis range. |
| Hide axis tick labels |
Remove the tick labels from numeric axes. |
| Skip x-axis labels |
Skip every other x-axis label. |
| Rotate category labels |
Rotates the x-axis tick labels 45 degrees counter-clockwise. |
| Show median left axis value |
Add a horizontal marker line at the median on a numeric y-axis. |
| Show mean left axis value |
Add a horizontal marker line at the mean on a numeric y-axis. |
| X-axis on top |
Display the x-axis at the top of the chart. |
Miscellaneous controls
| Chart Option |
Description |
| Show gridlines |
Extends the axis ticks into the graph area as gridlines. |
| Separate category totals |
For categories that contain both positive and negative values, display a totals label at the top and bottom of the category. |
| Area chart |
Interpolate between bars to create an area chart. |
| Chart presence not value |
Reduce all non-zero values to one. This is helpful when charting simple membership in a grouped bar chart rather than actual quantity. |
| Custom series sort |
This activates the ability to sort the series in a custom order. This only works when there are 15 or fewer series. |
