Creating a Graphic Output

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Creating a Graphic Output

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Creating a Graphic Output

 

1.

Let’s create a graph of % of fund equity based upon property type.

a.

First left click in the column you wish to graph, then right click and choose Add column and choose the option % of total.

b.

Next right click in the pivot table and check Chart Optionsga6

 

c.

Next put a check in “Show simple series

d.

Select the columns to include in your graph

 

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e.

Then configure chart Appearance and click OK

 

ga8

 

f.

Create a Chart Title using the right click Pivot Table options link ga9

 

g.

To display the chart use right click Show Chart ga10 to return to the pivot table, use the right click option of Show Pivot

 

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Note 1 : At the present time, you need to drag the Title field in to the upper grey area if you want the totals without including the properties in the graph.  We will be adding a “Summary” flag shortly.

 

Note 2: For more complex dashboards, export each ManagePro dashboard to Excel and then build them in Excel.