Sales & Operation Planning

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Creating Graph Cards
Graphical representation of XA Data
Jim Boyer
[email protected]
Creating Graph Cards
XA PowerLink
[email protected]
Graph Types
– Bar or horizontal bar
– Line
– Pie
– Stacked bar
– Stacked line
– Stacked pie
Graph Types
Graph Data
• A Graph Can Be Created For Any Numeric Data
That Can Be Displayed Using A List Card In
Power-link.
• A Graph Can Be Created For Any Numeric
Values On An Attribute Card
Types Of Graph Data
• One Record With Multiple Similar Values
– Item Cost Elements
Types Of Graph Data
•One Record With Multiple Similar Values
•Item Cost versus Sales
Types Of Graph Data
• Multiple Records With One Value
– Order Values For A Customer
Types Of Graph Data
Card Navigation
Building Graph Cards
• Terminology
– Message ( information to display in the label)
– Series
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Content (customer invoices)
Series Size (number of records to include)
Subset (selected records)
Sort (the order in which to present the data)
– Sample
• Values to Use in the chart
Building Graph Cards
• Terminology (continued)
– Options (graph format)
– Labels (how to display data names )
– Linking (relating data to the graph)
Series
Message = data to display on the label
Series size
= number of records selected (eg. 10 for top 10 report)
Subset
= the records to include (eg. Open orders)
Sort
= display sequence (very important for top 10 graph)
Sample = Chart Values
Options
Labels
Creating A Graph Card
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•
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•
Customize Cards
Create A New Card
Determine The Graph Type
Select The Data
– Series
– Sample
– Limit
• Format The Card
• Assign The Card To A Card File
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Customer Invoice -Top 10
Change text
Customer Invoice -Top 10
1 Record Multiple Values
Item Revision Profit
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Item Profit Graph
Add The New Card To The Card File
Item Profit Graph
Open The Item Revisions
Object
Item Profit Graph
New Card
Item Profit Graph
Graphs in Compound Cards
PowerLink
Graphs in Compound Cards
Graphs in Compound Cards
Graphs in Compound Cards
Graphs in Compound Cards
Graphs in Compound Cards
Graphs in Compound Cards
Stacked Bar Chart
Data can now be displayed using stacked bar
graphs.
Bar graphs are great for comparison, such as
showing planned and actual data side-by-side.
Stacked bars go one better, by letting the bar
itself represent multiple data elements.
Stacked Bar Chart
PowerLink Graphs
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•
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Series of data
Top 10
Comparative Data
Graph Types
Linking List and Graphs
Stacked Bar Graphs
Graph Cards
Questions
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