Modifying a chart

The functionality Modify a chartfeature on the K inventory software makes it easy to customize graphs by modifying the title, report template, display format and data sources.

This feature is only available on the Web version.

1. In the left-hand menu, click on the Reports

2. Click on the icon of a graph, then on the Edit icon

3. In the Graphic properties section of the Modify graph window, you can modify :

The title
The report template
Display format (for custom graphics only)
Data sources (for Custom Graphics only)

main template chart

Model graphics

main custom chart

Custom graphics

Depending on the type of chart (Chart with default template or Custom chart) you can modify different fields:

In the Chart data, for a default model you can modify :

The files
Categories
(Optional) References

For a custom graphic you can modify it:

Horizontal axis data
The legend
Measurement value
Type of measurement

Default model
Customized model

4. In the Custom filters, the fields below can be modified:

In the Folder field, change the location(s) on which data will be filtered
In the Categories field, modify the reference category(ies)

Customized filters section

5. In the Dates sectionTo compare two periods on a graph, in the Dates section, click on and select a second period for comparison.

compare date chart

Selecting periods to compare

6. Save your changes by clicking on the Save

4. In the Graphic propertiessection, modify the Display format

Different displays are available to suit different graphics.

Columns
Curves
Lines
Sectors
Table
Text

chart type listing

Display format

5. In the Graphic propertiessection, modify the Data source

Various sources of data are available for better monitoring of activity:

References (products + equipment)
Products
Equipment
Interventions
Controls
Order items
Transactions
Transactions (entries)
Transactions (outputs)

Data type listing in chart

Data sources

6. In the Chart data section, edit the fields:

Horizontal axis data
Legend
Measurement value
Measurement type

The field Horizontal axis data field divides the data according to a criterion.
For example, this allows you to display imported part numbers day by day, or by category

The Legend field can be used to select a measurement separation criterion, such as the category
In this way, it is possible to view the import of references day by day, with a curve for each category.

The field Measurement value field is used to select the criterion to be measured, such as the quantity or alert threshold of imported references.

The field Type of measurement field is used to change the calculation mode
In number mode, the number of imported references is counted, while in sum mode the total quantity is calculated.

7. To add a location filter, complete the field Locations field in Custom filters

custom filter chart

Filter on product location

8. To optimize the filters applied to the graph, click on the Advanced filters tab, then modify the advanced filter

Advanced filter example

You can compare with a fixed value or in relation to the data in a field.
In the following example, the filter value should be equal to Alert threshold for sending to be validated

Column condition

To switch from one type of reference value to the other, click on the or

To create the filter in the example above

Select Alert threshold, then Above
Click on the Sort by field to compare data for two fields (Alert Threshold and Product Quantity)
select Quantity

For more information on managing advanced filters, click on this link

9. Save your changes with the Save button

Default model