Configuring a graph

  1. In Display content as, select graph as your display type.
  2. Click Configure.
  3. In the graph view settings, specify this information:
    Chart type
    Select a chart type from the list.
    Note: If you select the Stacked Bar and Stacked Column options, the Stack Column drop-down becomes available.
    Label Column
    Select a label column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.
    Stack Column
    Select the category that defines several subgroups that are present and compared in all columns.
    Rotate label
    Switch this option to rotate the labels to a readable angle.
    Note: This option is only available to column, line, and area chart types.
    Display Y-Axis label
    Switch this option to show the label specified on the Y-Axis Label field.
    Note: This option is only available to column, line, and area chart types.
    Y-Axis Label
    Specify a label to be displayed vertically on the graph.
    Note: This option is only available to column, line, and area chart types. The label can also be translated into multiple languages.
    Translations
    Click this option to configure the language of the Y-Axis label.
    Note: For the translated label to reflect, you must set the equivalent language in the user settings of Infor OS. See details about changing the site default language in Infor OS Portal User Guide.
    1. Click Add Translation.
    2. On the Add Translation dialog box, specify this information:
      Language
      Select your preferred translation for the label.
      Y-Axis Label
      Specify the translation to be reflected on the graph.
    3. Click Add.
    4. On the Translation dialog box, click OK.
    Value Column(s)
    Select the value column from the list. The values are taken from the fields selected in the MI Output Configuration above, step 4.
    Group by label column
    If enabled, data is aggregated by value type.
    Group by type
    Select between count or by sum.
    Enable debit/credit conversion
    Switch this option to specify values for the Debit sign or Credit sign fields.
    Configure Drilldown
    Click this option to configure the drilldown of data to be displayed in the graph.
  4. To configure a drilldown, specify this information:
    Program
    Click the look-up button. Search for M3 programs, for example CRS610, or provide a description to filter the results. Click a record from the programs list and click Select.
    Transaction
    Click the look-up button. Search for a transaction, for example SearchCustomer, or provide a description to filter the results. Click a record from the transactions list and click Select.
    Input
    Click the look-up button. On the data grid, you can perform these tasks:
    • Select Input to identify the input fields to be submitted to the API transaction.
    • Specify the input field's value in the Value column, for example specify BLCD:[0 TO 8]; for SQRY.
    Output
    Click the look-up button. On the data grid, you can perform these tasks:
    • Select Output to identify the output fields to be submitted to the API transaction.
    • Specify a value under the View Order column to specify the order of the output fields for display, for example CUNO;CUNM;STAT;CUCL.
    • Select a maximum record count.
    • Optionally, enable a bookmark. If selected, you can configure additional fields.

      See Enabling bookmark in a record.

    Map drill parameters
    Retrieves data from output field after clicking a data from the graph. Although, you can use this to see the available fields and values for your mapping in the output field.
    Display content as
    Select a format for the data that is displayed after performing a drilldown.
  5. Click OK.