Xera: Charting with iView

Charting Data with iVIEW
Charting data enables quick identification of important dates, documents, and custodians in the document collection; you can also use iVIEW to quickly map out how many documents are contained in each folder in the database. With iVIEW, you can focus on data relevant to your investigation, and then choose the best graph to showcase the data in insightful ways.


Data displayed in the Table View grid is the starting point for your graph: choose between graph styles, different fields (set up by your administrator), and date ranges to display and then assess key data in the collection.


Graph Example  
Before Starting
If you are working in a large database that contains many unique items, consider adding documents to folders before creating a graph. If you do not, the graph may only display a maximum of 500 items, but you will receive a yellow warning indicating that not all items have been included in the graph.
To chart data:
1. In Table View, click the graph type that you want to create. (Once you have mapped the data, you can change any of the parameters – including the graph type – as necessary.)
The iVIEW section opens.
*NoteOnce you have created an iVIEW graph in your session, you may not see the Choose a Type section. If you do not, click the left arrow (or Previous) to return to that section.
2. Select one of the following as necessary:
*To view data or folders from Table View, select Display by Field or Folder Data.
*To view reviewed data, select Display by Folder/Tag (Reviewed Data).
3. Click the right arrow to go to the iVIEW Settings section.
4. Select the data that you want to view from the first list. Data available for selection includes fields that your administrator has set up, and a Folder/Coding Object option.
*For example, to review key e-mail correspondence by custodian, select Custodian from the list.
*To review the location of specific documents, select Folder(s)/Coding Object(s). Select a panel, and then check the applicable boxes to select one or more folders from the list. Repeat to select folders on another panel, or click Close when you have finished.
*NoteEmpty folders will not be displayed in the graph.
5. Select the field by which the data will be numerically spread from the By list.
*If you have selected a date field for the By section, then select a Date Format to choose a date range.
*TipChoose a broad date range to start; you can refine the date range when the graph is displayed.
6. If you are in an active document group and want to review the data by parent, then click More Options and check the Display By Document Group check box
7. Click Go.
The graph opens in the iVIEW tab.
Once the graph is created, you can do the following:
Change the Graph. In the iVIEW tab, you can change the graph type, the data, and the graph’s labels. See Changing a Graph and Customizing a Graph.
Save the Graph. See Saving a Graph. Once one or more graphs have been saved, you can retrieve it from the iVIEW Templates list.
Save the graph as a tile on the Project Dashboard. See Saving a Graph to the Project Dashboard.
Flexible Content Display. Click on a legend item to enable or disable it in the graph. If you have more than 200 unique data items, only the first 200 will be enabled in the graph.
• When you have many unique data items, numbers at the bottom of the legend indicate how many legend sections there are. Use the down- and up-arrows to scroll through additional content.
• Change sorted legend items (pie graph only): Pie graphs display data alphabetically. You can re-sort the display by selecting A-Z Sort.
• Enable or disable all legend items by clicking . The label – and display – for this icon changes (as illustrated in the image above) depending on whether the whole data set was graphed.
• Hover over an item in the graph to review the plotted data value and its number.
*TipIf your graph contains a substantial amount of data, you may need to zoom in to a particular section to adequately review the data. Click and drag your mouse to zoom into the chart.

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