Customize the summary

Customize how the summary appears in the dashboard report.

Summary settings

On the Summary Settings tab, you can affect the following parts of a summary.

A: Title
The name of the variable to summarize. To edit the title, click it and type.
B: Subtitle
The selected time component for the summary. You can show or hide the subtitle, but you cannot edit it.
C: Scale
The scaling factor that is used in table numbers and graph data labels. By default, numbers in a summary are scaled automatically; however, you can choose your own scale from the Scale menu.
D: Table
A tabular view of the aggregated project data for the selected variables.
E: Graph
A visual representation of the aggregated project data for the selected variables.
F: Layout
How the main elements of the summary are displayed. You can include a table, a graph or both; arrange the position of the table; and set the width of the summary to 1-, 2-, or 3-columns.

Table settings

On the Table Settings tab, you can affect the following parts of a summary.

A: Headings
The name of the variables represented in the rows and columns of the table. You can show or hide headings. To edit a heading, click it and type.
B: Rows and Columns
The horizontal and vertical lines of data values in the table. When you transpose the rows and columns, the data values are switched. Totals can be a sum, a count, or an overall average. You can show or hide row and column totals.
C: Grand Total
The total of all rows and columns. You can show or hide the grand total.

Graph settings

On the Graph Settings tab, you can affect the following parts of a summary.

A: Legend
The color key to the data plotted on the graph. You can swap which variable is represented on the x-axis of the graph.
B: Data Labels
The numeric value of the visual component of the graph. You can show or hide data labels, but you cannot edit them.
C: Graph
The visual representation of the aggregated project data for the selected variables. You can choose different graph types and change the color palette.
D: Headings
The name of the variables represented in the graph. You can show or hide headings. To edit a heading, click it and type.

Graph types

When you customize a summary, web app previews the best graph based on your selections. However, you can change the graph to any of the following types:

Bar chart

You can choose from the following bar chart options:

Basic
Use to compare categories of data. Each bar represents a category. The following example compares quarterly hard savings year-to-date.
Vertical
Horizontal
Cluster
Use to compare sub-categories of data. Each cluster of bars represents a category, divided into sub-categories. Sub-categories are the bars within a cluster. The following example compares quarterly hard savings by belt level.
Vertical
Horizontal
Stacked
Use to compare the contribution of each sub-category to a category's total. Each bar represents the category total, divided into stacked sub-categories. The following example shows how much each belt level contributes to total quarterly savings.
Vertical
Horizontal
Stacked %
Use to compare the percent contribution of each sub-category across the categories. Each bar represents a category, scaled to 100% and divided into stacked sub-categories. This bar chart option shows the percent contribution from each sub-category. The following example shows which belt level contributes the most to total quarterly savings.
Vertical
Horizontal

Line chart

Use to show data trends, typically over time. The following example shows monthly hard savings year-to-date.

Pie chart

Use to show the proportion of each category relative to the total of all categories. Each slice represents a category. The following example shows the proportion of quarterly hard savings relative to the total hard savings for the year.
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