Add and Edit Charts

A chart dashboard can host multiple charts.

ebs intel dashboard

The chart ribbon hosts the chart function buttons.

Chart ribbon hosts the function buttons

These buttons are described in the following table.

Button Button name Does this...
Notifications button Notifications Displays the notification screen.
Full screen button Full Screen Expands the dimensions of the chart display to full screen.
Chart tools button Chart tools Expands the right sidebar menu, displaying further buttons.

The Chart Tools button reveals further buttons, described in the following table.

Button Button name Does this...
Back to top button Back to top Drill to the top of the chart.
Up one level button Up one level Drill up one level of a chart.
Full screen button Full screen Expands the dimensions of the chart display to full screen.
Refresh chart button Refresh chart Refreshes the data displayed in the chart.
Close button Close Closes the chart tools menu.
Chart information button Chart information Displays information about the chart.
Edit Chart button Edit chart Displays the chart screen.
Edit chart temporary filters button Edit chart temporary filters Displays the edit filters window.
Create new chart button Create new chart Adds a new chart to the dashboard.
Split top and bottom button Split top and bottom Splits the dashboard horizontally, adding a row style to the display.
Split left and right button Split left and right Splits the dashboard vertically, adding a column style to the display.
Remove cell button Remove cell Removes the chart cell from the display.
Remove cell button Replace chart from library Displays a list of available charts that can replace the current selection.
Download data button Download data Downloads chart data to CSV.
Export to PDF button Export to PDF Downloads chart data to PDF.
Export to Excel button Export to Excel Downloads chart data to Excel.

Dashboards can be adjusted to host multiple charts, which can be edited to change the output colours and the display format and so on.

To open a chart dashboard:

  1. Click the Menu button from the dashboard ribbon.

    Menu button

    The left-hand sidebar menu is displayed.

    Menu displayed

  2. Select the relevant category.

    The relevant dashboard is displayed.

    Category without any charts

  3. The chart ribbon contains the following function buttons.

    Chart ribbon

These buttons are described in the following table.

Button Button name Does this...
Create a new chart button Create a new chart Adds a new chart to the dashboard.
Split top and bottom button Split top and bottom Splits the dashboard horizontally, adding a row style to the display.
Split left and right button Split left and right Splits the dashboard vertically, adding a column style to the display.
Remove cell button Remove cell Removes the chart cell from the display.
Replace chart from library button Replace chart from library Displays a list of available charts that can replace the current selection.

Back to top

To customise a chart dashboard:

  1. Select the relevant chart dashboard.

    The relevant dashboard is displayed.

    Category without any charts

  1. You can adjust your display to use rows and columns to host charts.

    Use the Split left and right button to add columns.

    Split left and right button

    Columns are added.

    Three columns displayed

    Use the Split top and bottom button to add rows.

    Split top and bottom button

    Rows are added.

    Columns and rows displayed

  2. Click Save.

Back to top

You can view the following video for a demonstration on adding a chart:

ebs intel: charts overview

To add a new chart:

  1. Click the Create new chart button.

    Create New Chart button

    The chart screen is displayed.

    Create a new chart page

  2. Add a title to your chart.

    Chart title field

  3. Select the Data tab followed by the relevant data connection.

    The available columns are displayed.

    Select the relevant data connection

  4. Select a column.

    The column is added to the X Axis field.

    X Axis

  5. Select the Y Axis field.

    The available filters are displayed.

    Choose filters

  6. Select the relevant filter.

    The filter is added to the X Axis.

    Y Axis

    The data based on the X and Y axis entries is displayed.

    Chart displayed with X and Y axis added

  7. Click Save.

Back to top

To sort the data contained in an existing chart:

  1. Click the Chart tools button.

    Chart Tools button

    The Chart Tools ribbon is displayed. Click the Edit Chart button.

    Edit Chart button

    The chart screen is displayed

    Chart screen

  2. Select the Sorting tab.

    The Sorting tab is displayed.

    Sorting tab

  3. Click the + button.

    Sorting tab Add button

  4. Use the drop-down list at the top of the screen to choose the value to sort, if required.

    Sorting drop-down list

    The sort options are displayed.

    The sorting options are dispalyed

  5. Select the sort option.

  6. Select the Ascending or Descending radio buttons to adjust the chart.

    Acending or decending radio buttons

  7. Click Save.

Back to top

To filter the data contained in an existing chart:

  1. Click the Chart tools button.

    Chart Tools button

    The Chart Tools ribbon is displayed. Click the Edit Chart button.

    Edit Chart button

    The chart screen is displayed.

    Chart screen

  2. Select the Filters tab.

    The Filters tab is displayed.

    Filters tab

  3. Click the + button.

    Filters tab Add button

  4. Click the drop-down list to choose the x axis chart data value.

    Chart value to filter

    The x axis chart data values are displayed.

    Axis chart data

  5. Select the relevant value.

  6. Select the relevant operator from the drop-down list (for example: equal to, not equal to, and so on).

    Select operater

  7. Click the filter drop-down list to display the relevant values.

    Filter drop down

    The available values are displayed.

    Filter values drop-down list

  8. Select the relevant value.
  9. Click Save.

Back to top

To alter the colours used in an existing chart:

  1. Click the Chart tools button.

    Chart Tools button

    The Chart Tools ribbon is displayed. Click the Edit Chart button.

    Edit Chart button

    The chart screen is displayed.

    Chart screen

  2. Select the Colours tab.

    The Colours tab is displayed.

    Colours tab

  3. Click the + button to set a colour for the x-axis value.

    Add button

  4. Select the relevant operator and enter the relevant value (for example: greater than 500) .

    Operator value

  5. Select a colour from the colour picker bar, which can be defined in the colour palette. Alternatively, enter the Hex value.

    Colour picker bar

  6. Click the Use colour from the colour palette field to update the colour used.

    Use colour from the colour palette field

    The chart colours are updated. You can set further colour values by clicking the + button.

  7. Click Save.

Back to top

To adjust the chart type displayed in an existing chart:

  1. Click the Chart tools button.

    Chart Tools button

    The Chart Tools ribbon is displayed. Click the Edit Chart button.

    Edit Chart button

    The chart screen is displayed.

    Chart screen

  2. Select the Chart tab.

    The Chart tab is displayed.

  1. Select the relevant chart type.

    Chart types

  1. Click Save.

Back to top

Note: Charts created in ebs: intel can be displayed in ebs: ontrack Hub. Refer to Manage Controls for further information.