Skip to main content
Conga Support

Using the Charting Portlet

Charting is a special portlet that allows you to generate a color-coded illustration, representing one or more elements of the contract, company, or project data stored in Novatus. You must first create a search query that will generate the type and amount of data you want to display visually, and then you must determine the type of chart that best represents the search results.

There are three options for displaying information in the Charting portlet: Pie Chart, Bar Chart, and Time Line.

Generating a Pie Chart

A pie chart can be used when you want to visually represent data as a percentage or a proportion. The data in a pie chart is determined by the field(s) you select to be represented in the chart, and filtered by a saved search query that you have created, or a global search shared by another user.

1.  From the Dashboard, click Icon Portlet.png.

2.  In the Add Portlet window, scroll down to Charting, and click its Icon Add Portlet.png button.

3.  Populate the portlet:

  • In the Charting header, click .
  • In the Chart Design window:
    • Populate the Chart Name field.
    • Select Pie Chart in the Chart Type list.
    • Locate the saved search in the Search Query Filter list, and click on it to select it.
    • Drill down to the appropriate field in the hierarchy in the X-Axis or Group By Field list.
    • Click OK.

You do not have to select an option in the Y-Axis field for a pie chart.

4.  (Optional) Reposition and resize the portlet.

In the Chart Design window below, the selection in the Search Query Filter field ensures only active companies are displayed, and Company Type is selected in the X-Axis (or Group By) Field list to define how the data in the pie chart will be grouped. When the pie chart displays in the Charting portlet, companies are divided by type (Customer, Supplier, Distributor, and Both [Customer and Supplier]).

PieChart.png

  If you use only one variable in your pie chart, the call-out sections of the pie will show the calculated total for each section of the pie based on the variable you selected in the X-Axis Field. If you use more than one variable by making a selection in the Y-Axis Field and then selecting the Aggregate option, the call-out sections of the pie will display only the calculation for the Y-Axis Field.

Generating a Bar Chart

A bar chart is a very common way to visually display comparisons between categories of data. The data for a bar chart must be linked to a search query. Therefore, you must first create and save a search query before representing the results in a bar chart.

A bar chart is generated from the Dashboard using the Charting portlet.

Note: If you are not on the Dashboard, click on My Place in the Navigation Toolbar, and select Dashboard in the menu. You can also quickly return to the Dashboard by clicking on the Novatus logo (or other company logo) located in the top left-hand corner of every screen.

image359.png

A

Add Portlet button

Click to display the Add Portlet window.

B

Portlet list

Scroll down and locate Charting in the list.

C

Add button

Click to add the Charting portlet to the Dashboard.

In the following example, a bar chart is being generated to show the value of the contracts in your Novatus system based on their current status (e.g., Active, In Negotiation, In Process, On Hold, Pre-Creation, Terminated, and Expired).

image360.png

D

Portlet Options icon

Click the  icon to display the Chart Design window with options for displaying the bar chart.

Note: This icon only displays when you hover over the Portlet header with your mouse.

E

Chart Name field

Enter a name for the bar chart.

F

Chart Type list

Select Bar Chart in the list.

G

Search Query Filter list

Locate the appropriate search query in the list, and click on it to select it.

Note: The Search Query drives the display for the bar chart since the results from the query are used in the chart's display. Therefore, the criteria used in the search query should extract the information you want displayed in the bar chart.

In this example, the search query is Contract Value by Status and the bar chart is Valuation of Contracts by Status.

H

X-Axis or Group By Field list

Click on the first list arrow  to display the primary categories of Company and Contract. Drill down in the appropriate folder to locate the field you want displayed along the bottom (or X-Axis) of the chart. In this example, we want to display contracts by their current status, so clicking on the Contract folder, and then selecting the Contract Status sub-folder will define how the data in the bar chart will be grouped.
I Y-Axis Field Click on the first list arrow to select an additional display option for the bar chart using the same procedure used to select the Group By option (X-Axis). The field selected will determine what is displayed on the Y-Axis axis. In this example, we also want to display the value of contracts by their status, so the Contract Value field is selected.
J Aggregate Options radio buttons

Select the Sum or Average radio button to display the Y-Axis data as a total or an average of the total. Select the Min or Max option if you want to display only the high end and low end of your data.

Note: The date fields are reserved for the Time Line Chart.

K OK button  Click to generate the bar chart.

image361.png

L

Bar Chart

View your bar chart in the Charting portlet. Mouse over a section of the chart to highlight and display a pop-up showing additional information.

M

Collapse icon

Click on the  icon to collapse the portlet if you want to increase the viewing area in the Dashboard. The portlet header will remain and you can re-expand the portlet by clicking on the Expand  icon.

Note: These icons only display when you hover over the Portlet header with your mouse.

N

Delete icon

Click on the  icon to remove the portlet from the Dashboard.

Note: This icon only displays when you hover over the Portlet header with your mouse.

Generating a Time Line

A time line is a chart that tracks data or resources over a specific time period. The data for a time line must be linked to a search query. Therefore, you must first create and save a search query before representing the results in a time line chart.

A time line chart is generated from the Dashboard using the Charting portlet.

Note: If you are not on the Dashboard, click on My Place in the Navigation Toolbar, and select Dashboard in the menu. You can also quickly return to the Dashboard by clicking on the Novatus logo (or other company logo) located in the top left-hand corner of every screen.

A

Add Portlet button

Click to display the Add Portlet window.

B

Portlet list

Scroll down and locate Charting in the list.

C

Add button

Click to add the Charting portlet to the Dashboard.

In the following example, a time line is being generated to show the total value of contracts that will expire in the upcoming year.

D

Portlet Options icon

Click the icon to display the Chart Design window with options for displaying the pie chart.

Note: This icon only displays when you hover over the Portlet header with your mouse.

E

Chart Name field

Enter a name for the time line.

F

Chart Type list

Select Time Line in the list.

G

Search Query Filter list

Locate the appropriate search query in the list, and click on it to select it.

Note: The Search Query drives the display for the time line since the results from the query are used in the chart's display. Therefore, the criteria used in the search query should extract the information you want displayed in the time line. In this example, the query is Active Contracts and the time line chart is Annual Value of Expiring Contracts.

H

X-Axis or Group By Field list

Click on the first list arrow to display the primary categories of Company and Contract. Drill down in the appropriate folder to locate the field you want displayed along the bottom (or X-Axis) of the chart. In this example, we want to display expiring contracts by their expiration date, so clicking on the Contract folder, and then selecting the Current Exp Date sub-folder will define how the data in the time line chart will be grouped.

I Y-Axis Field Click on the first list arrow  to select an additional display option for the time line chart using the same procedure used to select the Group By option (X-Axis). The field selected will determine what is displayed on the Y-Axis axis. In this example, we also want to display the total value of expiring contracts in the upcoming year, so the Contract Value field is selected.
J Date Options fields Enter the start date to begin tracking data in the Start field, and then enter the end date in the End field. You can also click on the Calendar icon to use the pop-up calendar in the date fields.
K Date Group Options radio buttons Select Day, Month, or Year to indicate which timeframe should be used to group the data.
L Aggregate Options radio buttons

Select the Sum or Average radio button to display the Y-Axis data as a total or an average of the total. Select the Min or Max option if you want to display only the high end and low end of your data.          

Note: The None option is not valid in a time line if Month or Year is selected in Date Group Options

M OK button Click to generate the time line chart.

N Time Line Chart View the results of your time line in the Charting portlet on your Dashboard. Mouse over a point on the time line to display a pop-up showing additional information.

O

Collapse icon

Click on the icon to collapse the portlet if you want to increase the viewing area in the Dashboard. The portlet header will remain and you can re-expand the portlet by clicking on the Expand icon.

Note: These icons only display when you hover over the Portlet header with your mouse.

P

Delete icon

Click on the icon to remove the portlet from the Dashboard.

Note: This icon only displays when you hover over the Portlet header with your mouse.