Bar chart with%

Hello,

on the website: https://www.phocassoftware.com/software/dashboards
is a bar chart with% watching how can i generate this?

Bild1

How do I have to create my data that this is feasible?
Does the output have to be formatted as Sea Target?

greeting

It’s a Bullet Chart as follows:

image

Best use might be to use a Steam mode and compare Actual Sales vs Budget.

You should then get the Actual Sales as the Budget and the Budget as the outer bar, with the percentage of budget achieved.

You can then use the Reb, Yellow, Green section to highlight where a particular bar is on target, slightly under or critical.

OK, I found the diagram, but it’s gray for me, I can not choose it.

Bild2

I did not really understand that with the data :frowning:

as it looks like with me:

As a test, just pick the “Stream” mode and pick two related streams (presume you have budgets in?)

You need two streams to do the bullet chart with percentages as the percentage is effectively the variance between the two.

Phocas will grey out any option where the data won’t work with that type of chart. Looking at your custom view you only have one set of data.

You need the actual data, not a percentage calculation.

This what columns using the Stream mode adds:

I have been working with Phocas only recently, please excuse me if I do not understand so much.

Modus = Stream

I can choose the diagram :slight_smile:

Now all I have to do is get out of here I let the period and months show me.

The Stream “Budget” exists. However, if it is still at 0, the days are still recorded, it was said to me.

Presume you have some missing data there, looking at it the bullets will show the sales as expected but you have no budget in for 2018 so it’s not able to calculate the %

Do you have a period with a budget and sales to at least show it working?

Unfortunately, I have not yet registered a budget with me.
I hope that this will come soon.

How can I customize the stream?
If I click Customize under Mode and do not change anything, the chart will not work anymore.

You’ll need to talk to your Phocas developer then, if you haven’t got two streams of related data the report won’t work.

You may also want to discuss custom options such as displaying your budget by daily increments. (An idea we borrowed from members of this forum). If you do that be sure to consider what days you are open for business. In our
case we sometimes process billing on the weekend but we are not open for business, so our sales correctly increments by day but the budget does not increment on weekend days. We load budgets to phocas by the month, and phocas breaks those numbers out by day
in SQL.

Steve Shuman

262-504-3617

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I believe even standard Variance mode will let you use the KPI Bullet chart as well. Bullet just needs a comparison, so yes, budget stream is a great example, but year on year, or month on month variances works too.

:slight_smile: Mode: Variance (as long as you have enough data going back in time to compare to.

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The stream budget will be uploaded in the next few days.
When he’s there I’ll test again and play.
I give feedback then.