Who is this article for?

Users who want to create a trend chart for their performance data.

Chart_Create permissions are required.

Trend charts show how one or more data points have changed over a specified period, revealing patterns and relationships in the data. This guide will teach you how to create one and set it up in a way that makes it most effective.

In this article:

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

1. Setting up trend charts

To set up a trend chart:

1. Start creating a new chart.
   Move onto the next step once you've opened the wizard.
2. Select 'Trend 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. Move to the 'Appearance' section.
7. Select your series type from the available options.
8. Move to the 'Review And Confirm' section.
9. Click 'Create Chart'.

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

2. Customising trend charts

To add a target line series onto your trend chart, click the chosen 'Data Source' in the ‘Set Up’ tab and select ‘Add Line Series’.  

This will open a modal allowing you to configure the new data series. Here, we need to select ‘Target’ from the ‘Field’ option and ensure that ‘Collection Frequency’ and the date selections are configured in the same way as the original data series.

As this target series is taken from the same data source, any changes to the data source will also alter the target source.  

3. Further reading

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