SYSPRO Analytics > SYSPRO Analytics Viewer

SYSPRO Analytics Viewer

You use this program to view company data in grid and chart layouts, which you can then manipulate to analyze and make business decisions.

The grids and charts in the SYSPRO Analytics Viewer (referred to as views), are merely visual representations of the OLAP data structures that were built when SYSPRO Analytics was configured. These views can either be the ones predefined in SYSPRO Analytics or your own custom creations.

A number of activities can take place in the SYSPRO Analytics Viewer:

  • View and analyse company data in both chart and grid format

  • Change the content of the chart and/or grid and synchronize between the two

  • Format the chart and grid

  • Manipulate chart and grid layouts

  • Add books with your own categories containing custom chart and grid views

This program can be run standalone, or from the Viewer tab in the SYSPRO Analytics Setup program.

Toolbar and menu

Field Description
File  
New Book Create a new book.
Maintain Book Maintain an existing book.
Print Export the data currently displayed in the Grid Pane to Microsoft Excel which then prints this data to a Windows printer.
Print Preview Preview the data currently displayed in the Grid Pane in Microsoft Excel before printing.
Export  
Export to PowerPoint Export the data currently displayed in the Grid Pane to a new slide in Microsoft PowerPoint.
Export to Word Export the data currently displayed in the Grid Pane to a new document in Microsoft Word.
Exit Exit the SYSPRO Analytics Viewer.
View Select to show or hide the following items in the Viewer Menu:

  • Analytics Templates

  • Books

  • OLAP Cubes
Build  
Execute Execute the MDX statement to return data to the SYSPRO Analytics Viewer.
[Note]

You need to select a specific template before this option becomes available.
Synchronize Synchronize the Chart Pane and the Grid Pane (i.e. changes you make in one of the panes are then automatically reflected in the other pane).
Auto Execute Automatically execute the MDX statements as you select templates, create a view in a book or view the selected cube.
Auto Synchronize Automatically synchronize the Chart Pane and the Grid Pane.
Tools  
Logging
Option Description
Client side Create logging files for troubleshooting on the SYSPRO Analytics client workstation.

This is the same as entering the system diagnostics code SAN001 in the System Setup program.
Server side Create logging files for troubleshooting on the SYSPRO Analytics server.

This is the same as entering the system diagnostics code SAN002 in the System Setup program.
Save additional logging data Save the return values from business object calls and Analytics server side calls as XML.

This is the same as entering the system diagnostics code SAN004 in the System Setup program.
Save T-SQL scripts Save the executed SQL scripts to the temp folder.
Options Change any of the SYSPRO Analytics options.
Help  
Contents Open the SYSPRO Help window.
About SYSPRO Analytics View information regarding the version of SYSPRO Analytics installed on the client workstation.
Main Menu Show the Menu pane (left pane) if this pane was closed.
Summary List Show the Task pane (right pane) if this pane was closed.
Available Sites Select one of the available sites.

The default site selected here is defined in the SYSPRO Operators pane within the SYSPRO Analytics Setup program.

Viewer Menu

Field Description
New Add a new book to the Viewer Menu pane. When you select this, the SYSPRO Analytics Book window is displayed.
Maintain Maintain an existing book.
Delete Delete an existing book.
Reload Viewer menu Refresh the Viewer Menu.
View Show/hide the Analytics Templates, Books or OLAP Cubes menu items.
[Note]

You cannot hide all three of these items; one of them must always be selected.

View items

There are three View items available within the Viewer Menu pane.

Field Description
Templates

Analytics templates refer to a series of predefined key performance indicators (KPIs) or measures that are shipped standard with SYSPRO Analytics.

As you select a KPI against a template, the MDX statements are executed against the OLAP database and the results are displayed in the Chart Pane and Grid Pane.

[Note]

If you select templates and the chart/grid panes are not updated with data, then you need to either select Execute or Auto Execute.
Books

Books are customized views and could include:

  • significant changes you have made to any of the predefined views

  • your own views that you have created by using the raw cubes

If you make any changes to the chart or grid displayed in the SYSPRO Analytics Viewer, and you exit SYSPRO Analytics, then your changes are not saved.

Since personalizing views can take considerable time, you don't want to have to redo this work at every refresh. Therefore to save your changes you complete the following steps in sequence:

  1. Create a new book.

  2. Add a category to the book.

  3. Add a new view to the category.

  4. Select the new view from the Viewer Menu.

  5. Use the Update View option in the SYSPRO Analytics Viewer to save the changes you made to the chart/grid.
OLAP Cubes

OLAP Cubes are data structures that consist of numeric facts categorized by dimensions.

When setting up Analytics, you enabled one or more companies for analysis. Based on the company's relational database structure and data content, Analysis Services proceeded to build (by means of pre-defined templates) multi-dimensional cubes that are more efficient to query. These cubes are used to generate different data views which are shown in the SYSPRO Analytics Viewer.

You can also work with the raw OLAP cubes to create your own views of the data, summarizing and filtering exactly what you would like to see. This means that you do not have to know the MDX query language in order to analyze the information and that you can analyze data directly from the cube instead of working with predefined categories and views.

By default, when you execute an OLAP cube in the SYSPRO Analytics Viewer, only a category total is displayed. You use the Field List option from the functionality menu to add dimensions and measures to the view.

Viewer Menu - functionality menu

When you right-click within the Viewer Menu pane, a functionality menu is displayed, containing the following options:

Field Description
New Book Add a new book. When you select this, the SYSPRO Analytics Book window is displayed.
Maintain Book Maintain an existing book.
Add Category Add a category to this book.

You can organize customized views into categories (for example sales, purchases, etc.) and then you can save these within the book.

These user-defined categories are created specifically for Books, and are not the same as the templates created within SYSPRO Analytics.
Add View Add a view to a category within a book.
[Note]

This option is only available if you selected a category within a book from the Viewer Menu.
Delete Delete a view, category or book.
Rename Rename a view, category or book.
Export to PowerPoint Export the data currently displayed in the Grid Pane to a new slide in Microsoft Powerpoint.
Export to Word Export the data currently displayed in the Grid Pane to a new document in Microsoft Word.
View Show/hide the Analytics Templates, Books or OLAP Cubes menu items.
Reload Menu Refresh the Viewer Menu.

SYSPRO Analytics Book - Properties window

Field Description
Description Enter a description for the book.
Author This indicates the author/creator of the book and defaults to the current operator.
Password Optionally enter a password for the book.
Repeat password Re-enter the password for the book.
Analytics users Select the operators that can access this book.

The creator of the book is selected by default.
Save Save the book.
Cancel Cancel this action and return to the Viewer Menu.

Viewer pane

The Chart Pane and Grid Pane are displayed by default in the Viewer pane.

When you open the SYSPRO Analytics Viewer for the first time after the OLAP data structures were built, no data is displayed in the grids and charts. Therefore you need to Execute the MDX query (defined within each template) first, and you do this from within the Viewer pane.

The operations that can be applied to the grids and charts in the Viewer pane are derived from the set of functions for Microsoft Excel's PivotTables and PivotCharts.

Viewer pane toolbar

Field Description
Print Export the data currently displayed in the Grid Pane to Microsoft Excel where you can then print the data to a Windows printer.
Update View Save the changes you made to the chart/grid in the selected view.
Execute Execute the MDX statement to return data to the SYSPRO Analytics Viewer.
Synchronize

Synchronize the Chart Pane and the Grid Pane.
Export  
Export to PowerPoint Export the data currently displayed in the Grid Pane to a new slide in Microsoft Powerpoint.
Export to Word Export the data currently displayed in the Grid Pane to a new document in Microsoft Word.

Chart Pane

A graphical representation of the selected template is displayed in the Chart Pane and reflects a visual illustration of the data as it is structured in the Grid pane.

The Chart Pane enables you to:

  • compare data sets

  • analyze trends over a given period

  • identify patterns in time series data

  • drill in and out of data

  • combine several charts into a single view

  • format the chart colors, size and text

Dimension fields essentially describe the category axis (x-axis) and series of the chart, while Data fields define the value axis (y-axis). Fields can be added or removed as required.

Chart Pane toolbar

Additional functions are available from the toolbar within the Chart Pane.

[Note]

If you cannot see this toolbar, then you need to select Toolbar from the functionality menu that is displayed when you right-click within the pane.
Field Description
About Microsoft Office Web Components Display version and licensing information of the installed Microsoft Office Web Components on the client workstation.
Chart Type Change the chart type from more than 50 different chart types.
Undo Undo any of your previous actions.
Delete Selection Delete any chart component that you have selected.
Show/Hide Legend Show or hide the chart legend.
By Row/Column Swap the Series and the Category drop areas.
Sort Ascending Sort the data in the selected drop area in ascending order.
Sort Descending Sort the data in the selected drop area in descending order.
AutoFilter Toggle between auto filtering set on or set off.

When auto filtering is set on, the selected filters are applied.

When it is off, all the data is displayed.
[Note]

  • If you don't want to retain your filters, then make sure the AutoFilter option is not enabled before you start selecting items to filter.

  • If this option is not enabled, selecting new items to filter automatically turns filtering on and removes your former filter settings.
Show Top/Bottom Items Filter a series or point for the top or bottom n values, or for a percentage when using conditional filtering.
AutoCalc This option is not available in the SYSPRO Analytics Viewer.
Collapse Collapse items in series or category fields to hide more detailed information for a particular item.
Expand Expand items in series or category fields to show more detailed information for a particular item.

Expanding is similar to drilling except items on the same level are not hidden.
Drill Out Drill out of an item in an outer category field to remove detailed information for that item.
Drill Into Drill into an item in an outer category field to focus on detailed information for that particular item.

Drilling is similar to expanding, except that when you drill into an item, other items on the same level are hidden.

[Note]

You can also drill into the details of the chart by double-clicking on the chart components.
Refresh Refresh the data displayed in the chart.
Commands and Options Open the Commands and Options window to format the grid and chart in the SYSPRO Analytics Viewer for an enhanced visual presentation.
Field List Display the Chart Field List (PivotTable), which indicates all the available fields that you can use on the chart.

See also: Hints and tips.
Chart Wizard Swap the Series orientation within the Data Details tab.

Do not change any of the data source settings as the chart is based on MDX queries that are performed against the OLAP database.

[Note]

You cannot change the chart type using this option.
Help Open the Microsoft Chart Component help.

Functionality menu

When you right-click within the Chart Pane a functionality menu is displayed, providing you with different options depending on where the focus was when you right-clicked.

Field Description
Expand Expand items in series or category fields to show more detailed information for a particular item.

Expanding is similar to drilling except items on the same level are not hidden.
Collapse Collapse items in series or category fields to hide more detailed information for a particular item.
Drill Into Drill into an item in an outer category field to focus on detailed information for that particular item.

Drilling is similar to expanding, except that when you drill into an item, other items on the same level are hidden.

[Note]

You can also drill into the details of the chart by double-clicking on the chart components.
Drill Out Drill out of an item in an outer category field to remove detailed information for that item.
Sort Select to sort the data.
OptionDescription
Sort AscendingSort the data in the selected drop area in ascending order.
Sort DescendingSort the data in the selected drop area in descending order.
Ascending by TotalYou cannot use this option within the SYSPRO Analytics Viewer.
Descending by TotalYou cannot use this option within the SYSPRO Analytics Viewer.
Show Only the Top Filter a series or point for the top n values, or for a percentage (conditional filtering).
Show Only the Bottom Filter a series or point for the bottom n values, or for a percentage (conditional filtering).
Show All Select this to show all the items.
Data Open the Commands and Options window.
Passive Alert Show passive alerts for errors.
Refresh Data Refresh the data displayed in the chart.
Toolbar Show or hide the toolbar in the Chart Pane.
Drop Areas Show or hide the drop areas in the Chart Pane.

See also: Hints and tips.
Field List Display the Chart Field List (PivotTable), which indicates all the available fields that you can use on the chart.

See also: Hints and tips.
Commands and Options Open the Commands and Options window to format the grid and chart in the SYSPRO Analytics Viewer for an enhanced visual presentation.
Help Open the Microsoft Chart Component help.
About Display version and licensing information of the installed Microsoft Office Web Components on the client workstation.

Commands and Options window (Charts)

The Commands and Options window, when accessed from the Chart Pane, allows you to:

  • change font and color schemes

  • organize group structures

  • set captions and titles

  • add labels, trend lines and error bars

  • apply conditional formatting

  • alter axis properties

  • generate different chart types

  • create a multiple chart view

Depending on the area you have focus on before selecting the Commands and Options window, different tabs and options are available.

Field Description
General  
Undo/Delete Undo your previous action or delete the selected area of the chart.
Select Select the chart component you wish to action. Depending on your choice, different options become available.
Add Select to add any of the following:

  • Category Axis

  • Title

  • Legend

  • Multiple charts
Chart Adjust the size dimensions of the graph.
Format Maintain the text's format and/or position in the chart.
Border/Fill  
Border color, weight, dash Select the color, thickness and type of line you want to use as the chart border.
Fill type, color Fill the Chart Pane with a pattern or a specific color.
Line/Marker Change the color and/or weight of the chart axis lines.
Data Details You cannot change the data source details, as the data source is pre-defined as the OLAP database.

However you can swap the Series and the Category drop areas in the Series Orientation field under Plot Details.
Type Select the chart type from more than 50 different chart types.
Series Groups  
Series Groups Select one or more series and create a new group on the chart.
Add axis Add the group to an axis.
Show/Hide Show or hide different options.
Scale Change the crossing axes and/or scales.
Conditional Format  
Conditionally color data points Apply conditional formatting to the chart.
Style Select the style you want to apply for the conditional formatting.
Color Select the color you want to apply for the conditional formatting.

Graduated colors are used to indicate relative values (i.e. colors graduate evenly between the smallest and the largest value, based on the value you enter.
Value Enter the value that the conditional formatting must be based on.

You can also select to use a percentage instead of a value.
Conditional format based on data value field Select this if the conditional formatting must be based on a data value field.
Filter and Group  
Display the Apply a conditional filter to series or points to show the top or bottom n items based on a total.
Items Select the number of items to use in the conditional filter (items or percentages).
Based on Select the basis of the conditional filter from the drop-down list.
Allow selecting multiple items when in filter area Allow multiple selection of items when you apply a filter.
Group items by You cannot group items on the chart.
Axis  
Major tick marks Select if the major tick marks must be inside or outside of the axis.
[Note]

Major tick marks appear at each major unit of measure on the axis scale.
Minor tick marks Select if the minor tick marks must be inside or outside of the axis.
[Note]

Minor tick marks appear at each minor unit of measure on the axis scale.
Major/Minor gridlines Select this to use major and/or minor gridlines.

These are lines you can add to a chart that make it easier to view and evaluate data.

Gridlines extend from the tick marks on an axis across the plot area.
Split Axis Select this to split the axis at specific values and enter a value where the axis must begin and stop splitting.

Grid Pane

An interactive table that can be used to analyze data dynamically is displayed in the Grid Pane. It comprises of data fields that contain the actual numerical totals and dimension fields according to which the data fields are categorized.

This is essentially a PivotTable that displays data in a two-dimensional format.

The Grid Pane enables you to:

  • drag and drop dimension and data fields onto the grid

  • make custom calculations

  • create percentage columns based on data totals

  • export grids to Microsoft Excel for further manipulation

  • filter dimension fields

  • sort items under the various dimension fields

  • add subtotals and other calculations to the grid

  • group items

Dimension fields constitute a matrix of rows and columns that define the level of data that is shown and can be added or removed as desired. As fields are added to the grid they create a hierarchy with the preceding fields. The ordering of the hierarchy can also be manipulated to allow you to drill in and out of data as needed.

The MDX pane is a tab within the Grid Pane and displays the MDX statement related to the selected template/cube.

Grid Pane toolbar

Additional functions are available from the toolbar within the Grid Pane.

[Note]

If you cannot see this toolbar, then you need to select Toolbar from the functionality menu that is displayed when you right-click within the pane.
Field Description
About Microsoft Office Web Components Display version and licensing information of the installed Microsoft Office Web Components on the client workstation.
Copy Copy the selected fields to the clipboard.
Sort Ascending Sort the data in the selected drop area in ascending order.
Sort Descending Sort the data in the selected drop area in descending order.
AutoFilter Toggle between auto filtering set on or set off.

When auto filtering is set on, the selected filters are applied.

When it is off, all the data is displayed.
[Note]

  • If you don't want to retain your filters, then make sure the AutoFilter option is not enabled before you start selecting items to filter.

  • If this option is not enabled, selecting new items to filter automatically turns filtering on and removes your former filter settings.
Show Top/Bottom Items Filter a series or point for the top or bottom n values, or for a percentage when using conditional filtering.
AutoCalc This option is not available in the SYSPRO Analytics Viewer.
Subtotal You cannot create a subtotal in the SYSPRO Analytics Viewer.
Calculated Totals and Fields  
Create Calculated Total Create a calculated total. When you select this, the Commands and Options window is displayed.
Create Calculated Detail Field You cannot create a calculated detail field in the SYSPRO Analytics Viewer.
Show As Indicate how you want to display the data values.
Collapse Collapse items in rows or columns to hide more detailed information for a particular item.
Expand Expand items in series or category fields to show more detailed information for a particular item.

Expanding is similar to drilling except items on the same level are not hidden.
Show/Hide Show or hide details.
Refresh Refresh the data that is displayed in the Grid Pane.
Export to Microsoft Office Excel Export the grid to Microsoft Excel.
Commands and Options Open the Commands and Options window to format the grid and chart in the SYSPRO Analytics Viewer for an enhanced visual presentation.
Field List Display the PivotTable Field List which indicates all the available fields that you can use on the grid.

See also: Hints and tips.
Help Display the Microsoft PivotTable Component help.

Functionality menu

When you right-click within the Grid Pane a functionality menu is displayed, providing you with different options depending on where the focus was when you right-clicked.

Field Description
Copy Copy the selected fields to the clipboard.
Delete Delete calculated totals you have added.
[Note]

You cannot delete data from the PivotTable.
Remove Field/Remove Total Remove a specific field or the total from the grid.
Sort Ascending Sort the data in the selected drop area in ascending order.
Sort Descending Sort the data in the selected drop area in descending order.
Clear Custom Ordering You can drag and drop fields manually to create a custom order. Select this to clear this custom ordering.
Filter by Selection Filter the field by manually selecting items to show/hide.
Show Only the Top Select this to only show the fields with top n values. By default you can select 1, 2, 5, 10 or 25 (as numbers or percentages). You can also specify other values.
Show Only the Bottom Select this to only show the fields with bottom n values. By default you can select 1, 2, 5, 10 or 25 (as numbers or percentages). You can also specify other values.
Group Items Select to create a group of the selected items.
[Note]

You can change the caption of the group in the Commands and Options window.
Ungroup Items Remove the custom group you have created.
Expand Items Expand items in rows or columns to show more detailed information for a particular item.
Collapse Items Collapse items in rows or columns to hide more detailed information for a particular item.
Show Details Show all the item details.
Hide Details Hide all the item details.
Hyperlink This option is not available in the SYSPRO Analytics Viewer.
Show Properties in Report You cannot select this option in SYSPRO Analytics as there are no custom properties set for the fields.
Show Properties in Screen Tips You cannot select this option in SYSPRO Analytics as there are no custom properties set for the fields.
Subtotal View subtotals and a grand total in the grid.
Field List Display the PivotTable Field List. This indicates all the available fields that you can use on the grid.

See also: Hints and tips.
Commands and Options Open the Commands and Options window to format the grid and chart in the SYSPRO Analytics Viewer for an enhanced visual presentation.
Export to Microsoft Office Excel Export the grid to Microsoft Excel
Refresh Data Refresh the data that is displayed in the Grid Pane.
Toolbar Display the toolbar in the Grid Pane.
Drop Areas View the drop areas in the Grid Pane.
Help Display the Microsoft PivotTable Component help.
About Display the version and licensing information of the installed Microsoft Office Web Components on the client workstation.

Commands and Options window (Grid)

The Commands and Options window, when accessed from the Grid Pane, allows you to:

  • change font and color schemes

  • organize group structures

  • set captions and titles

  • change the behavior of some the grid elements

  • set item properties

  • rearrange report totals

Depending on the area you have focus on before selecting the Commands and Options window, different tabs and options are available.

Field Description
Format  
General commands Apply general commands on the selected field.

The available options may change based on the type of field selected.
Select Select the field to apply the formatting to.
Text Format Select different text formatting to apply to the field (e.g. bold, italic etc.).
Cell Format Select the formatting to apply to the cell that the field is displayed in.

You can set the background color, change the column width and autofit the field.
Filter and Group  
Display the Apply a conditional filter to rows or columns to show the top or bottom n items based on a total.
Items Select the number of items to use in the conditional filter. You can use items or percentages.
Based on Select a measure from the drop-down list as the basis for the conditional filter.
Allow selecting multiple items when in filter area Allow multiple selection of items when you apply a filter.
Item Properties You cannot apply any formatting to item properties, as there are no custom properties set against the fields.
Captions  
Select caption Select the Field, Fieldset or Report title bar that you want to format.
Caption Enter a new caption for the Field, Fieldset or Report title bar.
Format Select the formatting you want to apply to the Field, Fieldset or Report title bar.
Advanced information This indicates the item's unique name, the field name and/or the field and data type (depending on what type of Field, Fieldset or Report title bar you selected).
Calculation  
Name Enter a name for the calculated total.
Calculation Enter the calculation. Use the Insert Reference To option to select items to build up the formula.
Insert Reference To Select the required fields/items you need from the drop-down list and select this to insert a reference to the field/item into the calculation area.
Change Select this to apply the calculated total.
Behavior  
Expand indicator Enable this to display the expand indicator next to the field caption in the rows/columns.
Drop areas Enable this to display the drop areas.
Title bar Enable this to display the title bar.
Toolbar Enable this to display the toolbar.
Expand items by default Select this to expand the items in the rows/columns by default.
Expand details by default Select this to expand the details of the items in the rows/columns by default.
Auto fit the control Enable this to auto fit the items and details. You also need to enter a maximum height and width.
Display right to left Enable this to display the row drop area on the right instead of the left. The data will then be displayed from right to left.
Report  
Display totals as Indicate if totals must be displayed as column headings or row headings.
Calculate totals based on Indicate if calculated totals must be based on visible items only or if they must include hidden items.
Always display Indicate to always display any of the following:

  • Empty rows

  • Empty columns

  • Calculated items

  • ScreenTips

Notes and warnings

SYSPRO Analytics Viewer prerequisites

Ensure that you install the following components on the Client machine that will run SYSPRO Analytics Viewer:

  • Microsoft .NET Framework 4.0

  • Windows XP, 2000, 2003, Vista, 7, 8, 8.1

  • MSXML 6

  • Office Web Components 11

    (OWC must be installed after installing SYSPRO, and is available from the Microsoft website)

  • SQL Server Analysis Services OLEDB Providers

    (The SYSPRO install includes providers for 2005, 2008 and 2012, whereas the data provider for 2014 is separate)

Program access

  • Ensure that the Analytics Viewer option has been enabled against the operator.

  • The functionality of the SYSPRO Analytics Viewer is based on the Microsoft Office Web Components, therefore you need to install this component as part of the prerequisites for SYSPRO Analytics.

  • You allow/disallow access to templates, books and OLAP cubes in the SYSPRO Operators pane of the SYSPRO Analytics Setup program.

Data viewer options

You can view the Analytics data in one of the following viewers:

  • SYSPRO Analytics Viewer

  • Microsoft Office Excel (recommended)

  • Sharepoint Server 2010

  • SQL Server Reporting Services

  • PerformancePoint Server 2007 (shipped standard with a SharePoint installation)

  • Other OLAP Viewers

Print and Export considerations

  • You cannot include the chart when you select to Print or Export data currently displayed, only data in the Grid Pane is exported/printed.

  • When you export to Excel, only the fields visible on the grid are exported (i.e. you will be unable to see the hidden columns and fields).

    Ensure that all the information you want exported is displayed before exporting.

Hints and tips

PivotTable Field List

The PivotTable Field Lists contain all the Data and Dimension fields from the source data that can be used in the grid or chart.

There are two different types of fields:

  • Measure fields represent the actual numerical data that is displayed in the grid or chart.

  • Dimension fields can be seen as categories that determine which data is displayed from the data field(s).

    Dimension fields can also be seen as containers for items (e.g. the Area Description dimension field is a list of all the areas where your company's products are sold).

Because the chart is based on source data from an OLAP database, you'll notice that some fields can be moved only to the series, category, and filter areas, and that fields in the data area cannot be moved to other areas.

In the field list, you can scroll and expand indicators next to a field set to show or hide fields. Fields that are in bold are already displayed on the grid, while other fields are available but not displayed. Fields can be added or removed as required.

The content of the PivotTable Field List changes according to the view that is selected (i.e. different views have different sets of data and dimension fields).

Drop areas

Drop areas can be seen as containers into which you can drop fields from the PivotTable Field List. A blue line indicates that you are allowed to drop the selected field in that area.

Chart Pane drop areas

The default drop areas of the Chart Pane include the following:

  • Filter

    Filter fields allow you to confine the view to a particular part of the available data.

  • Data

    Data fields provide the values to be summarized in the chart. When you move a field to the Data area, the values from the field are used as the data being measured in the chart.

    Data fields can only be dropped in the Data drop area.

  • Category

    When you move a field to the Category area, the unique items of data are displayed as categories, or related groups of data. Each category consists of one point from each data series. Category labels usually appear across the category (x) axis of the chart, although this can vary depending on the type of chart you are using. The Category drop area corresponds to the Column drop area of the grid.

  • Series

    When you move a field to the Series area, the unique items of data within the field are displayed as data series in the chart. These series are represented by colored data markers, and their names appear in the chart legend. The Series drop area corresponds to the Row drop area of the grid.

[Note]

If multiple charts are plotted, you might see a drop area for Multi-chart fields. This type is not displayed for single charts.
Grid Pane drop areas

The default drop areas of the Grid Pane include the following:

  • Filter

  • Column

  • Row

  • Data

The Microsoft Office 2003 PivotTable Component Help provides you with an overview for using the grid. The help component describes all the features that are available in the grid and also illustrates how they can be implemented.

In order to access the help component, right-click in the Grid Pane (away from the actual grid) and select Help.