In the Edit Chart Layout window, you can select the fields your graph is based on, your graph's type (pie, bar, or line), and the sort order of the graph. You can also change the title that displays on your graph.
To edit your graph's layout
- Under Searches and Reports, click the Graphs tab.
- In the drop-down list, select the appropriate module* and click *Go .
- In the upper sidebar, select the graph you want to work with, then click Customize.
- On the Report Options tab, select the appropriate options and click Preview.
- Click Edit Chart Layout .
- In the Edit Chart Layout window, select the appropriate options under Summary Calculation, Graph Type, "Other" Pie Slice, and Sort Order.
- Click OK to return to the customization window.
- Click Preview. Your graph displays in the preview pane.
Enter the title that you want to display above your graph.
- SUM — Select to calculate your graph based on the grand total for the field the graph is subtotaled by. For example, if you calculate the SUM of Gift Amount subtotaled by Fund Description in the Giving Statistics Graph, the graph displays the total amount given to each fund for the selected transaction year.
- Average — Select to calculate your graph based on the average value for the field the graph is subtotaled by. For example, you can calculate the average age of your members by selecting Average and Age, and subtotaling your graph by Member Status in the People Statistics Graph.
- Count — Select to display a graph that shows the values in the field the graph is subtotaled by. For example, to find out how many individuals in ACS are members, regular attendees, and prospects, select Count, subtotaled by Member Status in the People Statistics Graph. Or, you can calculate a graph of gender and family position by selecting Count, subtotaled by Gender and then by Family Position in the People Statistics Graph.
- Max — Select to calculate your graph based on the maximum value for the field the graph is subtotaled by. For example, to find the maximum age of your members, calculate the Max of Age, subtotaled by Member Status in the People Statistics Graph.
- Min — Select to calculate your graph based on the minimum value for the field the graph is subtotaled by. For example, to find the youngest participants in the praise band, select the praise band's Master Group or Level in Group Options. Then, in the Activities Statistics Graph, calculate the Min of Age, subtotaled by Roster Group or Category.
- Subtotaled by — Select the field on which to base your graph's calculation.
- Then by — To narrow down your graph, select another field by which to subtotal the graph.
- Pie Chart — Select to preview your selections as a pie chart. Pie charts are helpful for showing groups of data in proportion to the whole data set.
- Bar Graph — Select to preview your selections as a bar graph. Bar graphs are helpful for comparing groups of data for analysis.
- Line Graph — Select to preview your selections as a line graph. Line graphs are helpful for tracking how data, such as pledge amounts or membership numbers, changes over time.
"Other" Pie Slice
The "other" pie slice is used when your graph's Subtotaled By selection has many values, some of which have small amounts of people or funds in them. If you're using a bar or line graph, these fields will be grayed out.
In the drop down list, select the style for the "Other" pie slice.
- Auto — Select to apply the default settings for the "other" pie slice. By default, the legend displays 13 fields with values less than or equal to 10.
- Below Percent — Select to group fields with a value less than a specified percentage in the "other" pie slice. If selected, enter the percentage in the Value field.
- Below Value — Select to group fields with a value less than a specified number in the "other" pie slice. If selected, enter the number in the Value field.
- None — Select to display all fields in the graph, regardless of value or percentage. If selected, the graph does not contain an "other" pie slice.
If Below Percent or Below Value is selected, enter the percentage or value in this field.
Enter the label name for the "other" pie slice. By default, Other displays in the legend, but you can change this to read "Other Funds", "Other Membership Statuses" or "Other Classes".
If your graph is a Line or Bar Graph, select which order in which to sort the lines or bars. You can sort by the calculation value or the Subtotaled By field.