This is the name that will appear in the Chart's Title area. The Chart's title can use System Variables, which Process Director will parse to display properly.

You can select the type of chart you wish to display from this dropdown control. The available Chart types are:

• Area
• Bar
• Column
• Pie
• Donut
• Line
• Linear Gauge
• Radial Gauge
• For Process Director v 6.0.100 and higher, a new chart type, the Gantt Chart, is also configurable.

Checking this box will display the chart legend.

Checking this box will display labels for the category axis.

Checking this box will display labels for the value axis.

You can select an image from the Content List that will display as the background image for the chart.

This option enables you to select an image from a dropdown control that contains a number of stock background images, and will use that image as a background image for the Form.

Next to the image dropdown, an additional Background Image Sizing dropdown enables you to specify how the background image will appear on the form. The following options are available:

• Cover: The image will expand to fill the entire page background.
• Center: The image will appear in its actual size, centered on the page vertically and horizontally.
• Tile: The image will appear in its actual size, aligned to the top left of the window, and will tile vertically and horizontally.
• Tile X: The image will appear in its actual size, aligned to the top left of the window, and will tile along the X-axis only.
• Tile X: The image will appear in its actual size, aligned to the top left of the window, and will tile along the Y-axis only.

Finally, an Opacity Level property enables you to set the opacity percentage by setting a value from 0 to 100.

You can apply CSS styles to the chart to control the visual properties of the chart's body, such as background colors, etc.

You can select a large number of different visual color styles for your chart from this dropdown.

You can set the autosize options for your chart so that it displays properly in different viewports that display in different sizes. The available options are:

• Height and Width
• Height Only
• Width Only
• Fixed Size

If you choose "Fixed Size", Width and Height settings controls will appear that enable you to set a specific height and width, either as a percentage of the viewport size, or in a fixed number of pixels.

You may enter the number of seconds you'd like to pass before the chart auto-refreshes with the most recent data. The default value for this setting is '0". When the automatic refresh is set to "0", the chart won't auto-refresh.

Checking this option will hide the Chart from the Items I can Run Knowledge View.

This Object Picker enables you to browse through the Content List to select the data source object for the Chart. You can choose either a Business Value or a Knowledge View as the data source for the Chart.

Once you've selected a data source, this dropdown control will display all of the columns in the data source. Selecting a column will set that column as the X-Axis of the chart, and will group all of the Chart's Y-Axis values by the column value that you select here.

If the chart column is date-based, you can set the time interval you'd like to use to add an additional grouping by date. The available options are:

• None
• Minute
• Hour
• Day
• Day of Week
• Week
• Month
• Year
• Quarter

For Process Director v5.44.1100 and higher, this property appears when you select a grouping level for which some groupings will produce no values, e.g., grouping by hour, when some hours have no data. Checking this property box will display the empty group with the appropriate group label and a 0 value for that group on the chart. If this property box isn't checked, the chart will skip that group in the series, and the 0 value won't be displayed on the chart, which is the default behavior.

The data field used to provide the ID of each task.

This checkbox will, when checked, display the Task ID as a column in the Gantt Chart. This property is unchecked by default.

The data field used to provide the start date for each task.

The data field used to provide the end date for each task.

The data field used to provide the title or name for each task.

The data field used to provide the ID for each task's parent task.

The data field used to provide the completion status for each task. This fields data should be in percentile format, e.g., "75%", rather than in decimal format, e.g., "0.75".

The data field used to specif the order in which each task is shown, from top to bottom.

The calendar element you'd like to use for the overall cale of the Gantt chart, e.g., Day, Week, Month, etc.

The field that contains the Chart's data. This Field is selected from a dropdown control. A condition can also be set to show the series under whatever evaluable condition the user desires.

The Chart Type setting will only be displayed when the Line, Area, or Column Chart Types are selected in the Chart Options section. If you choose the Column, Line, or Area chart types in the Chart Options section, then you may choose either Column, Line, or Area as the Chart Type for your chart. You can, therefore, have multiple Y-Axes, in which case you might wish to display each Y-Axis differently. For example, you might wish to have one series display as a column, and a second series display as a line, in order to create a combination chart.

You can aggregate the values in the Y-Axis by using one of the following mathematical aggregation functions:

• None: No aggregation will be applied.
• Count: The number of records that match a given Group value.
• Sum: The sum of all records that match the Group value.
• Average: The average value of all records that match the Group value.
• Min: The lowest value contained in all records that match the Group value.
• Max: The highest value contained in all records that match the Group value.
• Average Exclude 0: The average value of all records that match the Group value, excluding those records that have a zero value from the calculation.
• First: The first value contained in all records that match the Group value.
• Last: The last value contained in all records that match the Group value.

You can enter a name for the chart series, which will appear as the title of the series in the Chart Legend.

You can click the Condition Builder link to create a condition to use to filter the data series.

You can select a Custom color to display for the series by selecting the custom color from a color selector.

This dropdown enables you to set the Value as the primary or a secondary Y-Axis. Charts can have multiple axes, and chart styles with multiple aces can be displayed as combined charts, e.g., column and line charts with primary and secondary axes.

This setting enables you to set the stack type for stacked bar and column charts. The available stack types are:

• None
• Normal
• 100%

When a stack type other than "None" is selected, the Group Name text box will appear, enabling you to label each group type in the stack.

For certain types of chart, such as line charts, this dropdown control provides options on how you'd like the chart to display missing values in the data. The following choices are available:

• None: The missing data isn't displayed in the chart, and the chart series skips the display of these data points so that the remaining data points are displayed seamlessly without a gap in the data.
• Gap: Display a gap in the chart where the missing data should be.
• Zero: Display the missing data as having a value of 0.
• Interpolate: Missing data will be displayed as having a value that is the median between the prior and subsequent data points.

For certain types of chart, such as line charts, , this option enables you to select the shape of the marker denoting each data point. The options for the marker are:

• Circle
• Cross
• Square
• Triangle

Checking this box will display a value label for each data item.

When this setting is checked, a Value Label Template text box appears that enables you to define how the label should appear. The template requires the use of chart syntax to display the values you wish to display. The values are denoted by Chart keywords. The following Keywords are available:

Keywords must be surrounded with pound (#) symbols and prefaced with an equal (=) sign:

#=value#

Keywords can be combined with other keywords and non-keyword text to create labels:

#=value# #=category#(s)

#=series.name# -- #=value#

Use \n to create a line break in your label

#=series.name#: \n #=value#

Numbers contained in the series label can use Telerik's Kendo Formatting extensions to specify the number's format. Some examples of the syntax might be:

Available Formats

Conditional Logic

You can use if statements to apply label values conditionally with the following syntax:

#if (condition) {# expression #} else {# expression #}#

Example

# if ( value == "0" ){# No Hours #} else {# #=value# Hours #}#

If the value is "0" the label displays "No Hours"; otherwise, the value displays as "X Hours", where X is the number of hours.

Other Documentation

For more information about Kendo UI Templates, see Telerik's documentation on the Kendo UI.

You can display a tooltip that will appear when users mouse over the chart. If you select this option, the Tooltip Template text box will appear, into which you can enter the template for the tooltip's text, just as you did with Value Labels.

You can set a drill down target that will appear when you click on the data series. You can choose to show the drill down data in a content object such as a Knowledge View, or at a custom URL. If you choose a Content Object for the drill-down data, the Content Picker will appear to enable you to select the desired object. Similarly, if you choose a custom URL, a text box will appear, into which you can type the URL for the Drill down target. For users of Process Director v5.26 or higher, the drilldown URL can contain system variables, which will be parsed and replaced by the appropriate text at run-time.

For Gantt Charts in Process Director v6.0.205 and higher, the Drill-Down Target is generated automatically by referencing the Form Instance from which the data is generated.

Additionally, you can direct where the drill down object will appear by selecting it from the Drill down opens dropdown that offers the following options:

• Popup: A popup window will display the drill down object.
• Replace: The current chart will be replaced in its location by the drilldown object.
• Above: A split screen will appear, displaying the drill down object above the original chart.
• Below: A split screen will appear, displaying the drill down object below the original chart.
• Left: A split screen will appear, displaying the drill down object to the left of the original chart.
• Right: A split screen will appear, displaying the drill down object to the right of the original chart.
• Portlet 1: If the original chart appears in a workspace portlet, the object in Portlet 1 will be replaced by the drill down object.
• Portlet 2: If the original chart appears in a workspace portlet, the object in Portlet 2 will be replaced by the drill down object.
• Portlet 3: If the original chart appears in a workspace portlet, the object in Portlet 3 will be replaced by the drill down object.
• Portlet 4: If the original chart appears in a workspace portlet, the object in Portlet 4 will be replaced by the drill down object.

If you select a portlet that doesn't exist in the workspace, the drill down object will appear in a popup window.

When using the Chart in a Dashboard instead of a Workspace, the "portlet" selections above can also be used to open a Dashboard portlet as the target by configuring the Name property of the Dashboard portlet to match the portlet you select in the Drill down target property of the chart series. For example, if you select the "Portlet 1" selection from the Drill down Target dropdown, you can change the Name property of another Dashboard portlet to "Portlet 1"and the renamed portlet will be used as the dropdown target for the chart series.

When using the drill-down feature of a chart series, the Chart object can pass a series of variables to the drill-down object. For example, you may want to use a Knowledge View as a Drill-Down object, so that when you click on a chart's data series, Process Director opens a Knowledge View containing a logical view of the series data. In order for this to work properly, you must pass the appropriate variables to the Knowledge View's to filter the data. The Chart, therefore, passes the following variables to drill-down objects.

bpcCategory: The Category of a Data Series, taken from the Group By field, if any.

bpcSeriesType: The Series Type of a chart Data Series, i.e., Bar Column, Pie, etc.

bpcSeriesName: The Series Name of a chart Data Series. This will be the name of the series from the Series Name property if you've given the series a name, or the field name of the series if you've not entered a Series Name. This is the value that is displayed in the Chart's Legend for the series.

bpcValue: The value of the Data Series.

bpcPercentage: The percentage value of the Data Series in decimal format. This variable is only available with Pie, Doughnut and 100% Stacked charts.

Sometimes, variables must be passed through multiple objects before reaching a Knowledge View, or other object. For instance, you may have a Form that calls a Chart, which, in turn, calls a Knowledge View via a drill-down. The data on the Form is passed to the Chart via a variable that is accessed using the normal {VAR:ParmName} syntax. However, when the chart does a drill-down to a Knowledge View, the Knowledge View does not have access to the original {VAR:ParmName} variable. Instead you need to append two underscores and the number "2" (__2) to the variable name, e.g. {VAR:ParmName__2}. When you do so, Process Director treats the "{VAR:ParmName__2}" in the in the Knowledge View as a pointer to the original value for {VAR:ParmName}, so that the proper value is automatically available to the Knowledge View.

Drill-down Variables Implementation Example

Let's assume that we want to use a Knowledge View as the data source for our charts. Any of the variables listed above can be used directly in the Filter tab of a Knowledge View as variables. Here's a simple example:

The Chart will pass the variable values automatically, and a simple Knowledge View will return the correct data based on the filters that get passed via the variables.

But, now let's look at a more complex scenario. For this next example, let's assume we have a Knowledge View that returns some information about a fleet of vehicles. As part of this information, the Knowledge View has a Mileage column for each vehicle the Business Value returns. This Mileage column gets its data from a Business Value that returns the mileage for a specific vehicle. The Business Value has two parameters, the Location and the Vehicle, from which it determines what vehicle to use to return that vehicle's mileage to the Knowledge View column. The underlying Business Value for the Mileage column might be configured like this:

So, how do we make this return the proper data to the Knowledge View's Mileage column?

In the Columns tab of the Knowledge View, when you configure the Business Value to use for the Mileage column, you can use a Chart Variable as one of the Business Value's parameters, as shown below.

The Chart will pass the bpcSeriesName variable to the Knowledge View, which will, in turn, pass it along to the underlying Business Value as a parameter, so that the mileage for the specified vehicle is returned from the Business Value to populate the Mileage column.

Enables you to set the range on the primary or secondary axis.

The value that begins the range.

The Value that ends the range

Enables you to set the color for the range.