![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.45.42.png\" "\\"Volume")
<\/p>\n
- \n
- Volume of order per months and year in a bar chart:<\/strong><\/li>\n<\/ul>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.46.07.png\" "\\"Volume")
<\/p>\n- \n
- Volume of order per month, per year and per type of client in a line chart:<\/strong><\/li>\n<\/ul>\n
Analyse your data with a Line chart:<\/em><\/p>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.46.32.png\" "\\"Volume")
<\/p>\nAnalyse your data with a curved line chart:<\/em><\/p>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.46.58.png\" "\\"Volume")
<\/p>\nStep\u00a01: Volume of order per year in a pie chart<\/strong>.<\/h2>\n
- \n
- Go to ‘Data<\/strong>‘ -> ‘Charts<\/strong>‘.<\/li>\n
- Click on ‘New Chart<\/strong>‘.<\/li>\n
- The\u00a0General settings<\/strong> appears. Select the\u00a0form\u00a0on which you wish to work by clicking on the scroll-down menu ‘Select a form<\/strong>‘. In our example, we select the ‘Purchase order<\/strong>‘ form.<\/li>\n<\/ul>\n
![\"select](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.54.18-1024x255.png\" "\\"select")
<\/p>\n- \n
- Select the type of chart you wish to work by clicking on the\u00a0scroll-down menu ‘Select chart type<\/strong>‘. By default, the\u00a0Pie chart<\/strong> is selected.
\nTo realise our first chart, we select the\u00a0Pie chart<\/strong>.<\/li>\n<\/ul>\n![\"Select](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.56.47.png\" "\\"Select")
<\/p>\n- \n
- You can add values in your chart by clicking on the scroll-down menu ‘Values’<\/strong>. You can select ‘Amount of data<\/strong>‘, in the ‘System values<\/strong>‘ rubric, to use the number of the data entry, or select specific value of your form in the rubric ‘Form’s fields<\/strong>‘.
\nIn our example, we select ‘Amount of data<\/strong>‘.<\/li>\n<\/ul>\n![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.58.08.png\" "\\"You")
<\/p>\n- \n
- By checking ‘Sum<\/strong>‘ or\u00a0‘Average<\/strong>‘, you can decide if your graph should use the total of your data or the average.
\nIf you select ‘amount of data<\/strong>‘ on the scroll-down menu ‘Values<\/strong>‘, you can not check ‘Average<\/strong>‘ as the average of the amount of data is 1.<\/li>\n<\/ul>\n![\"By](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-17-at-17.59.11.png\" "\\"By")
<\/p>\n- \n
- Select the variable of your form on which you wish to group \u00a0with the previous\u00a0data by clicking on the scroll-down menu ‘Group by<\/strong>‘. We select ‘Date<\/strong>‘.<\/li>\n<\/ul>\n
![\"select](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.16.29.png\" "\\"You")
<\/p>\n- \n
- By clicking on the corresponding checkbox, you can group your data by day<\/strong>, month<\/strong> or year<\/strong>.
\nIn our example, we want to group our data by year.<\/li>\n<\/ul>\n![\"you](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.18.26.png\" "\\"Vous")
<\/p>\nIn the insert ‘Graph preview<\/strong>‘, we can:<\/p>\n
- \n
- Refresh the graph.<\/li>\n
- Give a name to our graph in the input field ‘Graph name<\/strong>‘.<\/li>\n
- Classify our\u00a0graph in\u00a0Heading <\/strong>by\u00a0filling in the\u00a0heading<\/strong> field.<\/li>\n
- Click on\u00a0‘Save Graph<\/strong>‘ to save your configuration.<\/li>\n<\/ul>\n
![\"save](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.22.16.png\" "\\"save")
<\/p>\nStep\u00a02:\u00a0Volume of order per months and year to analyse your data in a bar chart.<\/strong><\/h2>\n
- \n
- Select the\u00a0form\u00a0on which you wish to work by clicking on the scroll-down menu ‘Select a form<\/strong>‘. In our example, we select the ‘Purchase order<\/strong>‘ form.<\/li>\n
- On the\u00a0scroll-down menu ‘Select chart type<\/strong>‘,\u00a0we select the\u00a0Bar\u00a0chart<\/strong>.<\/li>\n
- We can choose to have a\u00a0Stacked bar graph<\/strong> by clicking on the check box ‘Stacked bar graph<\/strong>‘.<\/li>\n
- We select ‘Amount of data<\/strong>‘ on the scroll-down menu ‘Values’<\/strong>.<\/li>\n
- ‘Sum<\/strong>‘ is checked.<\/li>\n
- Select the variable of your form on which you wish to group with the previous\u00a0data by clicking on the scroll-down menu ‘Group by (legend)<\/strong>‘. We select ‘Date<\/strong>‘ and check ‘Year<\/strong>‘.<\/li>\n<\/ul>\n
![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.28.54.png\" "\\"You")
<\/p>\n- \n
- Select a third\u00a0variable of your form on which you wish to group with the previous\u00a0data by clicking on the scroll-down menu ‘Group by (abscissa)<\/strong>‘.<\/li>\n<\/ul>\n
![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.31.24.png\" "\\"You")
<\/p>\nWe select ‘Date<\/strong>‘ and this time, as we would like to know the volume of the month, we check ‘Month<\/b>‘.<\/p>\n
In the insert ‘Graph preview<\/strong>‘, we can:<\/p>\n
- \n
- Give a name to our graph in the input field ‘Graph name<\/strong>‘.<\/li>\n
- Classify our\u00a0graph in\u00a0Heading\u00a0<\/strong>by\u00a0filling in the\u00a0heading<\/strong>\u00a0field.<\/li>\n
- Click on\u00a0‘Save Graph<\/strong>‘ to save your configuration.<\/li>\n<\/ul>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.33.36.png\" "\\"Volume")
<\/p>\nStep 3:\u00a0Volume of order per month, per year and per type of client in a line chart.<\/strong><\/h2>\n
- \n
- In the ‘General\u00a0<\/strong>setting<\/b>‘, select your form. We select our form\u00a0‘Purchase order’.<\/li>\n
- On the\u00a0scroll-down menu ‘Select chart type<\/strong>‘, you can\u00a0select the\u00a0Line chat<\/strong> or the\u00a0Curved line chart<\/strong>.<\/li>\n
- We select ‘Amount of data<\/strong>‘ on the scroll-down menu ‘Values’<\/strong>.<\/li>\n
- Select the variable of your form on which you wish to group \u00a0with the previous\u00a0data by clicking on the scroll-down menu ‘Group by (legend)<\/strong>‘. We select ‘Type of customer<\/strong>‘.<\/li>\n<\/ul>\n
![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.39.17.png\" "\\"You")
<\/p>\n- \n
- Select a third\u00a0variable of your form on which you wish to group with the previous\u00a0data by clicking on the scroll-down menu ‘Group by (abscissa)<\/strong>‘. We select ‘Date<\/strong>‘ and check ‘Month<\/strong>‘ and ‘Year<\/strong>‘ as we want to obtain the volume\u00a0of order per type of client per month and year.<\/li>\n<\/ul>\n
![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.40.29.png\" "\\"You")
<\/p>\nIn the insert ‘Graph preview<\/strong>‘, we can:<\/p>\n
- \n
- Give a name to our graph in the input field ‘Graph name<\/strong>‘.<\/li>\n
- Classify our\u00a0graph in\u00a0Heading\u00a0<\/strong>by\u00a0filling in the\u00a0heading<\/strong>\u00a0field.<\/li>\n
- Click on\u00a0‘Save Graph<\/strong>‘ to save your configuration.<\/li>\n<\/ul>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.41.37.png\" "\\"Volume")
<\/p>\nNote:<\/strong><\/em><\/p>\n
In the graph key, we can find:<\/p>\n
- \n
- The ‘Empty<\/strong>‘ key.\u00a0It appears when you add a field in the ‘Group by (legend)<\/strong>‘ while some users did not fill it.
\nIn our example, some users did not fill the ‘Type of customer<\/strong>‘ field.<\/li>\n- ‘No defined<\/strong>‘ key.\u00a0It appears in the ‘Group by (legend)<\/strong>‘\u00a0when you add this\u00a0field to the form while some data have already been entered.<\/li>\n<\/ul>\n
step\u00a04: Filter settings.<\/h2>\n
In the ‘Filter settings<\/strong>‘ part, by clicking on ‘Add a filter<\/strong>‘, you can add a filter to your graph.<\/p>\n
![\"you](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.42.43.png\" "\\"you")
<\/p>\n![\"You](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-09.55.34.png\" "\\"You")
<\/p>\nYou can select a\u00a0simple filter<\/strong>,\u00a0dynamic date filter<\/strong> or customisable\u00a0filter<\/strong>\u00a0by clicking on the scroll-down menu ‘Type of filter<\/strong>‘.<\/p>\n
The simple filter:<\/h3>\n
- \n
- After\u00a0the scroll-down menu ‘Type of filter<\/strong>‘, you can select a filter in the System values<\/strong> or in Form’s field<\/strong>.<\/li>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
For example, for our Line bar\u00a0<\/strong>‘Volume of order per month, per year and per type of client<\/strong>‘ we would like to filter the ‘Type of customer<\/strong>‘ for our chart. We want to ignore the\u00a0irregular customer<\/strong>. So, we select the ‘Type of customer<\/strong>‘ field in the heading ‘Form’s field<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.04.40.png\" "\\"")
<\/p>\nWe select ‘Does not contain<\/strong>‘ and ‘Irregular customer<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.05.42.png\" "\\"")
<\/p>\n![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.31.16.png\" "\\"")
<\/p>\nDo not forget to save your filter<\/strong>!<\/p>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.07.39.png\" "\\"Diagramme")
<\/p>\nDynamic date filter:<\/h3>\n
- \n
- After\u00a0the scroll-down menu ‘Type of filter<\/strong>‘, you can select a filter in the\u00a0System values<\/strong>\u00a0or in\u00a0Form’s field<\/strong>.<\/li>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
For example, for our\u00a0Line bar\u00a0<\/strong>‘Volume of order per month, per year and per type of client<\/strong>‘ we would like to filter the ‘Date<\/strong>‘ for our chart. We want to obtain the order over a rolling 12 months period. So, we select ‘Date<\/strong>‘ in the heading ‘Form’s field<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.40.36.png\" "\\"")
<\/p>\nWe select ‘\u2265<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.42.16.png\" "\\"")
<\/p>\nThen, we configure the date part:\u00a0from<\/strong> 12\u00a0months<\/strong>.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.43.04.png\" "\\"")
<\/p>\nDo not forget to\u00a0save your filter<\/strong>!<\/p>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-10.43.58.png\" "\\"Volume")
<\/p>\nCustomisable filter:<\/h3>\n
This filter makes it possible to produce a customisable graph according to the current data or the value chosen by default. It can be useful when exporting the chart in a custom-made Word<\/a>\/Excel<\/a>. The result varies depending on the data we export.<\/p>\n
- \n
- From\u00a0the scroll-down menu ‘Type of filter<\/strong>‘, you can select a filter in the\u00a0System values<\/strong>\u00a0or in\u00a0Form’s field<\/strong>.<\/li>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
For example, for our “ Volume of order per months and year<\/strong>” bar chart, we want to filter the “Region” field. When exporting our custom report, our graph will only display the orders placed by our customers who have the same area as our store.\u00a0That is to say, our shop based in the region PACA, will have in its graph only its customers who would have ordered in his shop and who live in the region PACA. Our customers from PACA who have placed orders in our Occitania shop would not be counted.<\/p>\n
First of all, we have to configure our first filter. It will allow to only use the data, that the region of companies is the same to that present in our report. If the society, in our export, is that of Normandy; only the other data with the company is also in Normandy will be used to create our graph.<\/p>\n
We select the Region\u2019 <\/strong>field in the \u201cForm\u2019s field<\/strong>\u201d heading.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.02.19.png\" "\\"")
<\/p>\nwe select the ‘Type of customer<\/strong>‘ field in the heading ‘Form’s field<\/strong>‘.<\/p>\n
Then, we select \u2018=<\/strong>‘ and \u2018Region<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.03.54.png\" "\\"")
<\/p>\nDo not forget to\u00a0save your filter<\/strong>!<\/p>\n
Now, we have to configure our second filter. This will allow to only use the data that the region of our customer and our company are the same to that of our report. That is to say, if, in our report, our company is based in the Corsica region, only customers and the company whose region is also Corsica in the same data will be added.<\/p>\n
We select the Customer Region<\/strong>\u00a0field in the Form\u2019s field<\/strong>\u00a0heading.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.12.10.png\" "\\"")
<\/p>\nThen, we select \u2018=<\/strong>‘ and \u2018Region<\/strong>‘.<\/p>\n
![\"](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.14.33-1.png\" "\\"")
<\/p>\nDo not forget to\u00a0save your filter<\/strong>!<\/p>\n
![\"Volume](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.17.39.png\")
<\/p>\nNote: We used a stacked bar graph.<\/p>\n
Step 5: Add a graph to your custom-made report.<\/h2>\n
You can add any chart to your custom-made Word<\/a> or Excel<\/a> to make it easier to read your data.<\/p>\n
Save your chart then click “Quit” or go directly to the homepage of your charts.<\/p>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
- And then, configure the\u00a0Type of filter<\/strong>.<\/li>\n<\/ul>\n
- ‘No defined<\/strong>‘ key.\u00a0It appears in the ‘Group by (legend)<\/strong>‘\u00a0when you add this\u00a0field to the form while some data have already been entered.<\/li>\n<\/ul>\n
- Classify our\u00a0graph in\u00a0Heading\u00a0<\/strong>by\u00a0filling in the\u00a0heading<\/strong>\u00a0field.<\/li>\n
- Give a name to our graph in the input field ‘Graph name<\/strong>‘.<\/li>\n
- On the\u00a0scroll-down menu ‘Select chart type<\/strong>‘, you can\u00a0select the\u00a0Line chat<\/strong> or the\u00a0Curved line chart<\/strong>.<\/li>\n
- Classify our\u00a0graph in\u00a0Heading\u00a0<\/strong>by\u00a0filling in the\u00a0heading<\/strong>\u00a0field.<\/li>\n
- Give a name to our graph in the input field ‘Graph name<\/strong>‘.<\/li>\n
- On the\u00a0scroll-down menu ‘Select chart type<\/strong>‘,\u00a0we select the\u00a0Bar\u00a0chart<\/strong>.<\/li>\n
- Classify our\u00a0graph in\u00a0Heading <\/strong>by\u00a0filling in the\u00a0heading<\/strong> field.<\/li>\n
- By clicking on the corresponding checkbox, you can group your data by day<\/strong>, month<\/strong> or year<\/strong>.
- Select the variable of your form on which you wish to group \u00a0with the previous\u00a0data by clicking on the scroll-down menu ‘Group by<\/strong>‘. We select ‘Date<\/strong>‘.<\/li>\n<\/ul>\n
- By checking ‘Sum<\/strong>‘ or\u00a0‘Average<\/strong>‘, you can decide if your graph should use the total of your data or the average.
- You can add values in your chart by clicking on the scroll-down menu ‘Values’<\/strong>. You can select ‘Amount of data<\/strong>‘, in the ‘System values<\/strong>‘ rubric, to use the number of the data entry, or select specific value of your form in the rubric ‘Form’s fields<\/strong>‘.
- Click on ‘New Chart<\/strong>‘.<\/li>\n
- Go to ‘Data<\/strong>‘ -> ‘Charts<\/strong>‘.<\/li>\n
- Volume of order per month, per year and per type of client in a line chart:<\/strong><\/li>\n<\/ul>\n
![\"Add](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.20.28.png\" "\\"Add")
<\/p>\n![\"Add](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.22.00.png\" "\\"Add")
<\/p>\n![\"display](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.29.24.png\")
<\/p>\n![\"display](\"\/\/kizeoformscom.kinsta.cloud\/wp-content\/uploads\/2017\/01\/Screen-Shot-2017-01-18-at-15.30.28.png\" "\\"display")
<\/p>\n