Chart Dialog Box: General, Sharing, Query, and Project Filter Tabs

Tab

Field

Description

General

Name

Type chart name as you want it to display in Charts menu. Chart name is mandatory. You cannot have two charts with same name.

Next to the Name field,

displays, indicating that the chart is a favorite. Favorites are Windchill RV&S objects (queries, charts, reports, and dashboards) that you created and use.

Is Admin Provided

To convert the chart to an admin provided object, enable Is Admin Provided. Admin provided objects are objects that are used by your administrator to define the Windchill RV&S solution template for all users. For more information, see your administrator.

• This option is available only if the createSharedAdmin or Admin permission is assigned to you.

• Once user object is converted to admin provided object, you cannot revert to user object again.

• Selecting Is Admin Provided option automatically adds currently logged in user to Sharing tab with edit permissions.

Title

Type chart title as you want it to display on chart. Title is optional. To choose font for title, click Font, then select font and size from Select Font dialog box. If no font selected, default font is assigned.

Description

Type chart description. Description is optional.

Show Description

Select to show description on chart. To choose font for description, click Font, then select font and size from Select Font dialog box. If no font selected, default font is assigned.

Footnote

Type chart footnote. Footnote is optional. To choose font for footnote, click Font, then select font and size from Select Font dialog box. If no font selected, default font is assigned.

Sharing

To select the principals (users and groups) you want to share your chart with, click Choose Principals and use the data filter.

• The list of available groups is limited to those with the same project permissions as the group you are in.

• You cannot share a chart to the everyone group unless you are an administrator or you have the ShareToEveryone permission. Contact your administrator for more information.

To allow assigned principals to edit the chart, select the principal’s check box under the Modify column. To deny assigned principals the ability to edit the chart, clear the principal’s check box under the Modify column. By default, all assigned principals are denied the ability to edit a chart.

Query

Click the Query list and select a query to base the chart on. Any filters used in the query apply to the chart.

• You should base charts on queries that do not have defined project filters. This enables you to re-use the same chart for different projects by applying the project filter at run time.

• You cannot select a query for a trend chart.

Project Filter

Select the project(s) you want to filter the chart data on when it is run.

You can also define project filters for dashboards. Depending on how you design your dashboard, when you run a chart in a dashboard, the dashboard’s project filter may override the chart’s project filter.