Managing the display options
Once your recipe is created and your ingredients are assigned, your next step is to setting your display options.
Some chart options can be individually customized by members of your team, but the options you select during recipe creation will serve as the default view for how your recipe will initially appear to everyone on your team.
Jama Analyze™ currently supports bar, line, number, stack, and multiline charts.
Charts that are bars, lines, or numbers will accurately reflect the calculated total based on your recipe.
Stack and multiline charts will create a segment for each ingredient in your formula. And in the case of stack charts, these segments will simply be stacked on top of each other, regardless of the ingredients' position in your formula.
The value format of your recipe can be used to indicate if your recipe is a percentage, currency, or plain number. For percentage based recipes, Jama Analyze automatically moves the decimal point for you. So if you report 0.8, that value total will be shown as 80%
The trend option should be used to indicate whether the metric you are tracking is meant to be increasing (like revenue), or decreasing (like expenses).
The display period for your recipe indicates how often the chart should be updated. For example, you might want to track your data every week and have it be updated on Fridays.
To define your display period, you'll need to select the frequency (daily, weekly, biweekly, quarterly, monthly, yearly), the date the period ends, and the day you want the chart to update (the day of or the day after).
Any new ingredients you create at this time will assume a reporting schedule that matches the initial display period set while creating the metric. For any existing ingredients you use, they will maintain their existing reporting schedule.
Here are a few helpful hints to keep in mind when setting the display period:
- The x-axis labels will match the end date of your reporting period. If you are tracking data monthly and want the data reported at the end of the month, we recommend selecting the day after. Your chart will then show the correct month associated with the data, but your team members will be asked to report it the day after the month ends, so you can include the final day in the reported values.
- Email reminders to report on data will be sent on the days when the chart should be updated. In other words, if you are tracking something weekly, and your periods end on Sunday, but you set the update state to the day after, then reporters on your team will receive reminders to report each Monday. And the report will be considered overdue on Tuesday.
- Display periods can be edited after you create your recipe, but it will only affect the recipe, not the ingredients' reporting dates.