Default values, if available, shown in bold. Click a link below to go directly to the chart type:
BASIC DETAILS |
|
Chart Size |
Medium (350x450), Extra Small, Small, Large, Extra Large, Extra Extra Large, Wide, Extra Wide |
Chart Heading |
Enter a title for the report. |
Chart Sub-heading |
Enter a sub-title for the report. |
X-Axis Label |
Enter a label for the X axis. |
Y-Axis Label |
Enter a label for the Y axis. |
Display Bubble Name |
Yes, No |
Dimensions |
3D, 2D |
Prorate portfolio components by % to include |
Yes, No Because a percentage of a project can be designated to a portfolio, this setting ensures that any aggregate fields in the report are prorated by the value of the "% to include" field. You can disable this setting if you wish to see the whole cost of a project, rather than just those values contributing to the portfolio. |
ADVANCED FORMATTING |
|
General Chart Formatting |
|
Legend Position |
Bottom None, Right |
Display Mouse Over Text |
Yes, No |
Display Axis Labels |
Yes, No |
Axis Label Options |
Wrap, Auto, Rotate, Stagger |
Display X-Axis Grid Lines |
No, Yes |
Display Y-Axis Grid Lines |
Yes, No |
Numbers |
|
X-Axis Min Value |
Enter value |
X-Axis Max Value |
Enter value |
Y-Axis Min Value |
Enter value |
Y-Axis Max Value |
Enter value |
Number Prefix ($) |
Can be any text, currency or otherwise. For example, FTE for Full Time Equivalent. |
Number Suffix |
|
Format Numbers |
Yes |
Number Scaling |
No |
Number of Decimals |
0 |
Decimal Separator |
. |
Thousands Separator |
, |
Colors/Text |
|
Color Theme |
Theme 1, Theme 2, Theme 3, Theme 4, Theme 5 |
Background Color |
choose from palette |
Font Color |
choose from palette |
Legend Font Color |
choose from palette |
Font Family |
|
Font Size |
|
Bubble Quadrants |
|
Display Quadrants |
No, Yes |
Quadrant Label - Top Left |
|
Quadrant Label - Top Right |
|
Quadrant Label - Bottom Left |
|
Quadrant Label - Bottom Right |
|
Quadrant Label Padding (pixels) |
|
Quadrant Line - X-Axis Value |
|
Quadrant Line - Y-Axis Value |
|
Quadrant Line - Thickness (pixels) |
|
Quadrant Line - Color |
|
Quadrant Line - Transparency (1-100) |
|
Dashed Quadrant Line |
No, Yes |
Dash Length (pixels) |
|
Dash Gap (pixels) |
|
Bubble Chart Zones |
|
Display Bubble Chart Zones |
No, Yes. |
X-Axis Zone1 - Display Zone |
No, Yes. Set this value to Yes if you wish to add categories along the X axis. |
X-Axis Zone1 - Name |
The name of Zone 1. Displays under the Zone 1 range on the X axis. |
X-Axis Zone1 - Start Value |
The lowest value of Zone 1; must be within the range of the X axis. |
X-Axis Zone1 - End Value |
The highest value of Zone 1; must be within the range of the X axis. |
X-Axis Zone1 - Trend Zone |
|
X-Axis Zone1 -Mouseover Text |
|
X-Axis Zone1 -Color |
|
X-Axis Zone1 -Transparency |
|
* Note: The Zone settings are available for up to 5 Zones. |
|
Y-Axis - Display Zone |
No, Yes. Set this value to Yes if you wish to add categories along the Y axis. |
Y-Axis Zone1 - Name |
The name of Zone 1. Displays along the Zone 1 range on the Y axis. |
Y-Axis Zone1 - Start Value |
The lowest value of zone 1; must be within the range of the Y axis. Start and End values can be the same number to render a straight line across the chart. |
Y-Axis Zone1 - End Value |
The highest value of zone 1; must be within the range of the Y axis. Start and End values can be the same number to render a straight line across the chart. |
Y-Axis Zone2 - Name |
The name of Zone 2. Displays along the Zone 1 range on the Y axis. |
Y-Axis Zone2 - Start Value |
The lowest value of Zone 2; must be within the range of the Y axis. Start and End values can be the same number to render a straight line across the chart. |
Y-Axis Zone2 - End Value |
The highest value of Zone 2; must be within the range of the Y axis. Start and End values can be the same number to render a straight line across the chart. |
Y-Axis Zone1 - Trend Zone |
|
Y-Axis Zone1 -Mouseover Text |
|
Y-Axis Zone1 -Color |
|
Y-Axis Zone1 -Transparency |
|
*Note: The Zone settings are available for up to 5 Zones. |
Options apply to both crosstab and non-crosstab column charts unless otherwise labelled.
BASIC DETAILS |
|
Chart Size |
Medium (350x450), Extra Small, Small, Large, Extra Wide, Extra Extra Wide Default chart size is used when this output type is displayed as a standalone report. When you change the output type in the report container, the new output will use the size of the previous chart. Default height is used when you drilldown to this report output type from another report or dashboard. This setting does not affect dashboards, as sizing for dashboards is set in the dashboard configuration.
(Crosstab Charts) Extra wide is default |
Chart Heading |
Enter a title for the report. Heading text is displayed centered, at the top of the report. |
Chart Sub-heading |
Enter a sub-title for the report. Sub-heading text is displayed centered, below the chart heading. |
X-Axis Label |
Default is the category field name, or the display name if one is specificed. |
Y-Axis Label |
Default is the data series field, or the display name if specified. |
Dimensions |
(non-Crosstab Charts) 3D, 2D (Crosstab Column Chart) 2D Note that if a target line is configured, 3D dimension only is available. |
Chart Type |
Bar, Cylinder option available only if chart Dimension is 2D. |
Pareto |
No, Yes |
Orientation |
Vertical, Horizontal For time-series column charts (for example Resource Planning reports with date on X-Axis), default is Vertical and read-only. For other column charts, the orientation default is vertical but can be changed to Horizontal. |
Prorate portfolio components by % to include |
Yes, No Because a percentage of a project can be designated to a portfolio, this setting ensures that any aggregate fields in the report are prorated by the value of the "% to include" field. You can disable this setting if you wish to see the whole cost of a project, rather than just those values contributing to the portfolio. |
ADVANCED FORMATTING |
|
General Chart Formatting |
|
Enable Animation |
Yes, No |
Legend Position |
Bottom, None, Right |
Legend Percent |
15% Determines what percentage of the chart area to be used by the legend. If legend text is long, increase the setting. |
Display Data Values |
Yes, No |
Rotate Data Values |
No, Yes |
Data Value Position |
Automatic, Inside columns, Outside Columns |
Display Mouse Over Text |
Yes, No |
Display Axis Labels |
Yes, No |
Axis Label Options |
Wrap, Rotate, Stagger |
Display Y-Axis Grid Lines |
Yes, No |
Numbers Sub-Section (Primary Y-Axis and Secondary Y-Axis) |
|
Display Totals for Stacked Lines |
Yes, No |
Y-Axis Min Value |
Enter value |
Y-Axis Max Values |
Enter value |
Number Prefix ($) |
Can be any text, currency or otherwise. For example, FTE for Full Time Equivalent. |
Number Suffix |
|
Format Numbers |
Yes |
Number Scaling |
No |
Number of Decimals |
0 |
Decimal Separator |
. |
Thousands Separator |
, |
Target Line |
|
Display Mode |
Target Line |
Target Line Color |
choose from palette |
Target Line Thickness |
|
Target Line Style |
Solid Line, Dotted Line |
Colors/Text |
|
Color Theme |
Theme 5 (Crosstab Column chart) Theme 1 |
Background Color |
choose from palette |
Font Color |
choose from palette |
Data Values Font Color |
choose from palette |
Font Family |
|
Font Size |
|
X-Y Axis Label Font Color |
choose from palette |
BASIC DETAILS |
|
Chart Size |
Automatic |
Display Grand Totals |
Yes |
Display Subtotals |
Yes |
Number of Decimals |
0 |
Value Fields Orientation |
Column |
Legend Position |
None |
Field Name Display Type |
Prefix |
Prorate portfolio components by % to include |
Yes, No Because a percentage of a project can be designated to a portfolio, this setting ensures that any aggregate fields in the report are prorated by the value of the "% to include" field. You can disable this setting if you wish to see the whole cost of a project, rather than just those values contributing to the portfolio. |
BASIC DETAILS |
|
Chart Size |
Wide (400x700), Extra Small, Small, Medium, Large, Extra Extra Large, Wide, Extra Wide |
Color By Field | Controls the color coding of the Gantt bars. |
Gantt Bar Label | |
Gantt Date Range | |
Gantt Sheet Width (%) | |
Prorate Portfolio Components By % To Include | |
Show % Complete based on |
BASIC DETAILS |
|
Display name for merged entity |
No, Yes When columns are merged in a hierarchical list report, there are no longer column headings to distinguish what data is being displayed. For example, the report might be displaying titles for several different entities. Set this option to Yes to print the type of entity in parentheses next to the data. For example, (Task). |
Display subtotals at top of grouping |
No, Yes By default, subtotals are displayed at the bottom of the grouping. Set this option to Yes to display the subtotal at the top of each grouping. |
Display Portfolio Hierarchy |
Yes, No. By default, show root portfolio that matches the filter, plus everything below it in the hierarchy (children and grandchildren). Note that if your filter returns portfolios that are in the same hierarchy, then you will see repeated values. No. Only show root portfolio. |
Prorate portfolio components by % to include |
Yes, No Because a percentage of a project can be designated to a portfolio, this setting ensures that any aggregate fields in the report are prorated by the value of the "% to include" field. You can disable this setting if you wish to see the whole cost of a project, rather than just those values contributing to the portfolio. |
Options apply to both simple and crosstab pie charts unless otherwise labelled (Simple Pie Charts) or (Crosstab Pie Charts).
BASIC DETAILS |
|
Chart Size |
(Simple Pie Charts) Medium (350x450), Extra Small, Small, Large, Extra Large, Extra Extra Large (Crosstab Pie Charts) Extra Extra large (600x700), Medium, Extra Small, Small, Large, Extra Large |
Chart Heading |
Enter a title for the report. Heading text is displayed centered, at the top of the report. |
Chart Sub-heading |
Enter a sub-title for the report. Sub-heading text is displayed centered, below the chart heading. |
Dimensions |
(Simple Pie Charts) 3D, 2D (Crosstab Pie Charts) 2D |
Chart Type |
Pie, Donut |
Prorate portfolio components by % to include |
Yes, No Because a percentage of a project can be designated to a portfolio, this setting ensures that any aggregate fields in the report are prorated by the value of the "% to include" field. You can disable this setting if you wish to see the whole cost of a project, rather than just those values contributing to the portfolio. |
ADVANCED FORMATTING |
|
General Chart Formatting |
|
Enable Animation |
Yes, No |
Legend Position |
Bottom, Right, None |
Display Data Values |
Yes, No |
Data Value Position |
Automatic, Inside Pie, Outside Pie |
Display Mouse Over Text |
Yes, No |
Starting Angle for Pie |
(Simple Pie Charts) 0 (Crosstab Pie Charts) not applicable |
Numbers |
|
Display Zero Pies |
(Simple Pie Charts) No, Yes (Crosstab Pie Charts) not applicable |
Display Percent Values |
No, Yes |
Display Percent Values in Mouseover |
No, Yes |
Number Prefix($) |
|
Number Suffix |
|
Format Numbers |
Yes, No |
Number Scaling |
No, Thousands, Millions |
Number of Decimals |
0 |
Decimal Separator |
. |
Thousands Separator |
, |
Colors/Text |
|
Color Theme |
(Simple Pie Charts) Theme 5 (Crosstab Pie Charts) Theme 1 |
Background Color |
choose from palette |
Font Color |
(Simple Pie Charts) choose from palette (Crosstab Pie Charts) Black |
Legend Font Color |
choose from palette |
Data Values Font Color |
choose from palette |
Font Family |
|
Font Size |
|