Check box

[Former Member]

Hi guys,

                   I have a sales man data of three fields like discount to customer,sales volume and commission to sales man.I am using  a combination chart to show the data in three series that is yearly,quaterly and monthly.So i have used three check boxes so that only the corresponding data of the year,month or quater is selected.what i want to see is when  a select year i need to see only year data,when month selected  only month data and quarter check box to see the quarter data.Please help me to figure this out.Thanks in advance

Thanks

Hari.

[former_member184839]

Hi Hari,

You can still go with your combination chart and check the "check box" saying "enable/hide series at the run time " in the layout section of the appearance tab. This is for the series selection as you mentioned that you have 3 series viz. "discount to customer,sales volume and commission to sales man".

For the yearly , monthly , And quarterly data :

You ll need 3 combination charts to display yearly , monthly , and quarterly data.

With the use of check box even multiple sets(yearly quarterly and monthly) can be selected. you should preferably go with ,  either the use of radio button or the label based menu or a tab set ( tab set is not advisable as it ll hinder the performance of the dashboard). Like the one shown here in the attached file is with the label based menu.

With the use of dynamic visibility , and "nested if" formula , you can make it .

If i've understood your problem and if this reply matches with your requirements,  and you need further clarifications on the suggestions mentioned here please do write back.

Thanks ,

Sara

[former_member192430]

Hi Hari,

Depending upon the nature of the problem you have at your hand, you can use multiple options in this particular case.

From what I understand you need to depict 3 KPIs on the same chart but the axes need to be changed on selection.

This can be achieved by:

• Using radio button instead of check boxes and by default you can select the year option. Set the dynamic visibility on the three overlapping combination charts on top of each other so that which ever option -year, monthly, quarterly is selected, that particular chart pops up or gets displayed. Of course this would need data and the charts to be maintained to support such charts.
• Other option is two use one table itself with different characteristics - year, month, quarter which can be selected by the user and it will be displayed over the same axes for the entire period of selection.

Hope I understood your problem correctly and the response above will be of some use to you.

Regards,

Abhishek

[Former Member]

Hi Abhishek,

                          Thanks for ur reply.I can do the way as u have explained me.But i want it to be done by check box instead of using some combo boxes or radio buttons.You have understood my requirement well.Hope u could help me out of this.

Thanks

Hari

[former_member192430]

Dear Hari,

If you want to use check-boxes then your requirement changes, as when you tick the check box of both year and quarter then you would expect the report, which is a simple combination chart, to report on both year and quarter using the same axes[x,y].

If that is what you want then I would suggest you to go for the second option[use stacked column chart instead of column chart] where you will need to maintain the data such that all the representation can be made for the entire time period.

Regards,

Abhishek

[Former Member]

Dear Abhishek,

                            Thanks for ur reply.ok if i use a stacked column chart in a single series that is in each bar i can show quater,year and month. But what i want is i need to use three check boxes for year,quater and month.So that when anyone of them is deselected it should  not appear .If month is deselected then only year and quater should be shown.Hope u can understand my requirement well.

Thanks in Advance

Hari.

[former_member192430]

Dear Hari,

Can you please send me a document for the same as I believe there is an option in Appearance -> Layout -> Enable Hide/Show Chart Series at Run-Time: Interaction as Check Box of the stacked column chart which you can use to implement the same, however you will need to maintain Cal month/year at the axes and only one KPI can be reported but in three formats.

This is my understanding of your issue here which can be resolved this way.

Kindly, let me know of the requirement with some help in the form of screen shots.

Regards,

Abhishek Sharma