Who is this article for?

Users who want to create an index chart for their performance data.

Chart_Create permissions are required.

Index charts plot Performance Indicator (PI) values against targets, with values below the target line showing as red, and values exceeding the target showing as blue. This guide will walk you through the process of creating an index chart and how to get the most out of it.

In this article:

1. Setting up index charts
2. Customising index charts
3. Further reading

1. Setting up index charts

To set up an index chart:

1. Start creating a new chart.
   Move onto the next step once you've opened the wizard.
2. Select 'Index Chart'.
3. Switch to the 'Performance Indicator' section.
4. Click the dots-in-the-box.
   You will see a pop-up where you can search for the PI you need.
5. Choose your PI from the list.
   The page will refresh to allow you to set your basic Chart options.
6. Set 'Collection Frequency' to 'Months'.
7. Leave the 'Start the X-Axis' and 'Start the Y-Axis' settings at 'Earliest/Latest' to maximise the amount of data we can see.
8. Move to the 'Appearance' section.
9. Select your series type from the available options.
10. Move to the 'Review And Confirm' section.
11. Click 'Create Chart'.

You will be taken to the notebook for your newly created chart.

2. Customising index charts

Index charts include a tool to change the colour pattern if you are plotting an 'Aim to Max' PI. 

To edit this:

1. Open your Chart.
2. Click 'Series Name▼' (under 'Appearance' in the 'Set Up' tab).
3. Select 'Options'.
4. Switch to 'Columns'.

For an 'Aim to Min' PI, the 'Options' section should be set to plot positive values as red; for an 'Aim to Max' PI, the 'Options' section should be set to plot negative values as red. 

3. Further reading

• Visualising performance data with Charts
• Including benchmark values in Charts
• Using Risk Queries in Charts