While regular reporting is a great tool for optimizing and analyzing, it's always good to have something visual to summarize the data as well. That's where visual reporting using charts comes in. Charts are a great addition to your regular reports. They sum up the data to give you the best possible overview of everything that's going on.
- Owners and Administrators have the ability to create new Public, Shared and Private Charts. They can access all Public and Shared Charts of the account, as well as any Private Charts they previously created.
- Users can only create Private Charts for personal use, if they have Create and edit private reports permissions. They can access either Public or Shared Charts or Shared ones only, depending on the User's Report access permissions.
- All Charts created are private by default. To make them accessible to other Users, use the Report sharing options.
- Visual Charts are accompanied by a data table that can be exported in CSV format.
- Visual Charts can be printed out or saved as a PDF file using the browsers Print options.
- Manage, open and add new Charts from the Report and Charts List that can be accessed via the Reports icon on the left Sidebar.
Creating a Chart
- There’s 2 ways to add a new Chart.
Click the + Add New icon at the top of the left Sidebar From the menu that opens, click the Chart icon. This will open the Chart Settings.
Click the Report icon from the left Sidebar. This will open the Reports and Charts List. At the top, click Add new, and select Chart. TheChart Settings will then open.
- Name your Chart. It can be edited later.
- Select a Chart type. You can come back to select the Chart type after you have selected the Chart values to test which Chart type works the best with your data. For example, all of the Charts below are created using the same data.
Stacked Bar Chart:
- Select the horizontal axis' time units.
- Select Chart values for the vertical axis. You can choose from Task, Project and Resource data. Data from custom Data Fields is available to select. Click on a label to make your selection.
- Select a data series value. Selected vertical axis' Chart value will be displayed by that. The Data Table is placed below the Chart.
- Click Save on top when done. The Chart Settings will close and the new Chart will load.
NB! Return to the Report Settings by clicking the Hamburger menu at the top of the Report.
- Select a time period. Your Chart will only display data from the selected time period. This can be updated and refreshed as needed for daily, weekly, monthly, quarterly, or yearly Charts. There’s 2 ways to do this.
- Select dates from the Calendar at top of the Chart. This option is better if you’re interested in a one-off Chart that won’t be constantly updated.
- Select the Time period icon from the Toolbar. To have a fixed default Chart time period, open the Time Period section and apply suitable default time period intervals. After making your From and To selections, click on Save. This option is better if your Chart will be updated and viewed often
- Apply filters, if needed.
- To update the Chart with the latest data without changing the settings, click Show chart.
Visual Reports & Charts in Action
In Ganttic, it's always about your data and what you want to do with it, here’s a few ways to make better use of the tool’s visual reporting and charts.
- You can use the charts to report to upper management about the state of Projects or Resource usage.
- If you are the upper management, you can use the charts to summarize the data and to make more informed financial decisions based on it.
- As a project manager, you can decide if the department or the team can take on a new project.
- For resource managers, charts are a great way to see if you need to take on new resources to optimize the workload. As well as see where additional resources need to be reallocated.
Learn how to create regular data Reports.