View and Analyze Audit Chart

Explanation

Use this activity to view and analyze audit information.

Prerequisites

At least one audit, connected to a user allowed company and/or site must exist.

System Effects

None

Window

Audit Chart

Related Window Descriptions

Audit Chart

Procedure

The audit information can be viewed and analyzed by applying different features in any order

  1. Date Range Filter
  2. Draw Chart
  3. Content Filter
  4. Chart Types
  5. Saved Filters
  6. Additional Features

A.   Date Range Filter

The date range filter is used to define the date range for the audit chart.

  1. To view the audit chart for a specific year, click the required year. Several years can also be selected at the same time.
  2. To view the audit chart for a specific quarter for the year range defined in step 1, click the required quarter. Several quarters can be selected at the same time.
    Note: If one or more quarters are selected, but a year is not selected in step 1, then the chart will display all audits for the selected quarters regardless of year.
  3. To view the audit chart for a specific month for the year range defined in step 1, click the required month. Several months can be selected at the same time.
    Note: If one or more months are selected, but a year is not selected in step 1, then the chart will display all audits for the selected months regardless of year.

    Note: The default start year for the audit chart is set to three years prior to the current year. i.e., if the current year is 2013, the default start year will be 2010. To change the start year, right-click anywhere in the header of the Audit Chart window and then click Define Year Range.

    Note: The default start year for the audit chart is set to three years prior to the current year. i.e., if the current year is 2013, the default start year will be 2010. To change the start year, right-click anywhere in the header of the Audit Chart window and then click Define Year Range.

B.   Draw Chart

The draw chart options are used to define if the audit chart should display the selected date range as aggregated, yearly or quarterly.

  1. In the Draw Chart By area, select the required option. The available options are Aggregated, Quarterly and Yearly.

Note: If Quarterly is selected, at least one quarter must be selected in the date range filter to view data on the audit chart.

C.   Content Filter

The content filter is used both to select which audit attribute to display in the chart, i.e. to decide the chart title, and also to filter the chart data by applying audit attribute value filters.

  1. Click the Content Filter tab.
  2. To select which audit attribute to display in the chart, click Status, Business Area ID, Audit Type ID, Authority ID, Focus Type , Company or Site.
  3. To apply a content filter, select one or more attribute values for one or more audit attributes.

Note: Information about the currently used date range and content filter settings is displayed in the Current Filter text box.

Note: Click Clear to clear all current content filter and date range settings.

Note: You can show or hide content filter attributes by right-clicking and then clicking on the attribute in the Content Filter tab.

D.   Chart Types

The audit data can be presented in different type of charts.

  1. Select Bar, Column, Line or Pie based on the type of chart you need to have.
  2. Select 3D to display the chart selected in step 1 in a 3D format.
  3. Select Stacked to display the chart selected in step 1 as stacked.

Note: The Pie chart option can only be selected if aggregated chart data is displayed.

Note: The Stacked option can only be selected if the chart data is displayed yearly or quarterly.

E.   Saved Filters

It is possible to save current date range and content filter settings as a saved filter.

To create a new saved filter.

  1. Click Save.
  2. The Save Chart dialog box opens.
  3. In the Chart Description field, enter a description of the saved filter. Entering a value in this field is mandatory.
  4. Select the Global check box if the filter should be available for all users.
  5. Click OK to save the filter.

Note: If the Global check box is selected, the saved filter will be available for all users. Otherwise it will be only available for the user who created the filter.

To use existing saved filters.

  1. Click Populate.
  2. Click the Saved Filters tab.
  3. Select the required saved filter. Right-click and then click Draw Chart. The saved filter settings are applied to the audit chart immediately.

F.   Additional Features

Additional features that is available in the Audit Chart window.