Chart View Settings

You can configure the following settings for a chart view:

Chart Type

Select the type of chart in the drop-down list at the top right of the screen. Chart type refers to the format of your chart, such as bar graph or pie chart.

Title and Description

Click the pencil icon and specify the following:

• View Title: Enter a title for the view.
• Description: Enter a description for the view.
• Keywords: Keywords are important to help other users find your view in a search. When users enter these keywords into the view search, your view is included in the search results.

Time

• Date Field: Select the date field type in the drop-down list. The date field types that are available depend on the data source for your view.
• Time Unit: Select the time unit used for grouping date values together, for example, week, month, or year.
• Time Period: Select the time period for which you want to include data.
• Show Another Year: Select an option in the drop-down list and the view shows a comparison against a previous year.

Filters

Click the pencil icon and then click Add Filter. You can configure the following options for a filter:

• Field: Select the field by which you want to filter the data. The list includes all fields available in the data source you selected for the view.
• Comparator: Specify the comparator to use for the filter.
• Filter: Specify the value for the filter.

Drilldowns

You can create drilldowns on your views to create links between them. View drilldowns link a field in your view to another view, while dashboard drilldowns link a field in your view to another dashboard. Users can click the specified field to go to the drilldown view or dashboard. Configure these options for a drilldown:

• Field: Select the drilldown field from the drop-down list.
• Drilldown View/Dashboard: Select the target view or dashboard for your drilldown.

Headers and Footers

Click the pencil icon to open the editor and enter a header or footer for your view. Headers and footers can include links to external websites, images, and tables.

Chart options

This section contains options that are specific to chart views:

• Display Value As: Select how you want to show values in the view.
• Variance Period: Select whether the view will show values as a variance.
• Show As Year To Date: Select the checkbox and Dayforce shows data in the view from the beginning of the year to the current date.
• Axis Display Interval: Enter the number of horizontal lines with numeric indicators to show on the chart.
• Y Axis Lower Limit: Enter the lower limit for the y-axis.
• Y Axis Upper Limit: Enter the upper limit for the y-axis.

Value Filters

The value filters section contains settings related to how many values and which records will be shown in the chart.

• Value: Select which values in the chart will be altered by the Direction and Number of Records settings.
• Direction: Select Top to show the top n number of values in the chart. Select Bottom to show the bottom n number of values.
• Number of Records: Enter the number of values to be shown in the chart.

For example, if you select the Headcount field with the Top direction, and the number of records as 3, the chart will show the top three head count values.

Available Fields

You can enter terms in the search field or filter by field type to find the fields you want to include in your view. Click and drag any field to any of the three column options:

• Numeric Values: Drop fields in the Numeric Values box to determine the y-axis value of the chart as a numeric value. In the example chart below, the numeric value is the Headcount field.
• Category (X Axis): Drop fields in the Category box to determine the x-axis value of the chart. In the example chart below, the x-axis category is the Time Period field.
• Group By (Series): You can drop a field in this area to group by the value of that field. In the example below, the data is grouped by Org Level 1, so head count data is shown for organization level 1.

Note: If you include the Headcount field in a chart view, you must also include the Time Period field in the x axis. If you don’t include the Time Period field, Dayforce adds up the head count for each month and shows the total.