Charts - Join the Conversation! https://forums.datanyx.com/community/charts/ Datanyx Support Forum en-US Fri, 17 Apr 2026 13:11:55 +0000 wpForo 60 I need to delete the chart that I have created. How do I do this? https://forums.datanyx.com/community/charts/i-need-to-delete-the-chart-that-i-have-created-how-do-i-do-this/ Mon, 19 Dec 2022 10:01:56 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below). 

Step 4: Select delete option. (Refer to the image below).

Step 5: A warning pop-up appears.  

Step 6: Click on “OK” to confirm the file deletion. (Refer to the image below).

]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-delete-the-chart-that-i-have-created-how-do-i-do-this/ I need the file transfer to be secure and the file must be in PDF/ Excel format. How do I do this? https://forums.datanyx.com/community/charts/i-need-the-file-transfer-to-be-secure-and-the-file-must-be-in-pdf-excel-format-how-do-i-do-this/ Mon, 19 Dec 2022 09:58:36 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below). 

Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).
Step 5: A pop-up appears. To send the report/ chart, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: Enter the SFTP Sites (Optional) then Enter Name of the Site, Host Address, Port number. 

Step 7: Enter the Username & Password then enter Server location. Lastly, enter the File Name which you want to store.  

Step 8: Select between PDF & Excel File Type.  

Step 9: Click on ‘Upload to SFTP’. 

]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-the-file-transfer-to-be-secure-and-the-file-must-be-in-pdf-excel-format-how-do-i-do-this/ I need to mail the chart to other users and in a PDF/ Excel format. How do I achieve this? https://forums.datanyx.com/community/charts/i-need-to-mail-the-chart-to-other-users-and-in-a-pdf-excel-format-how-do-i-achieve-this/ Mon, 19 Dec 2022 09:55:15 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below). 

Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).
Step 5: A pop-up appears. To send the report/ chart, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: In the email feature the user can send the report/ chart to multiple users by typing their email addresses which should be separated by comma.  

Step 7: The user can also select the format in which it needs to be sent. Click on the send button. 

]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-mail-the-chart-to-other-users-and-in-a-pdf-excel-format-how-do-i-achieve-this/ I need to send the chart that has been created to specific users. How do I send it to their inbox? https://forums.datanyx.com/community/charts/i-need-to-send-the-chart-that-has-been-created-to-specific-users-how-do-i-send-it-to-their-inbox/ Mon, 19 Dec 2022 09:50:40 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below). 

Step 4: Click on the send button to send the report/ chart to different users. (Refer to the image below).  

Step 5: A pop-up appears. To send the report/ chart, the user can choose from the different options available. The user can choose ‘Secure Inbox/ Email/ SFTP radio buttons. (Refer to the image below). 

Step 6: Click on ‘Secure Inbox’ radio button. 

Step 7: Select the users to share with and the roles. Along with this, select the type in which the report/ chart should be shared. Click on “send” button. 

]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-send-the-chart-that-has-been-created-to-specific-users-how-do-i-send-it-to-their-inbox/ There is a need to share the chart with multiple users on a specific schedule. How do I select the users and assign roles to them? https://forums.datanyx.com/community/charts/there-is-a-need-to-share-the-chart-with-multiple-users-on-a-specific-schedule-how-do-i-select-the-users-and-assign-roles-to-them/ Mon, 19 Dec 2022 09:45:26 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below). 

Step 4: The schedule button aids in the sharing of the chart based upon the schedule fixed.  

Step 5: A ‘Schedule’ pop-up appears once the user clicks on the schedule icon. (Refer to the images below). 

Step 6: The chart created by the user can be scheduled for display for different users. 

Step 7: Now, the user is able to add title and schedule options. The user needs to select category of display i.e., how the schedule is categorized. (Refer to the image below).  

Step 8: Post this, the user has an option of scheduling the display of the chart with the users he wants to share it with. He can also choose the individual roles of the user. (Refer to the image below). 
Step 9: Finally, a description for the chart can be added by the user. Click on save button.
]]> Charts Nikhila https://forums.datanyx.com/community/charts/there-is-a-need-to-share-the-chart-with-multiple-users-on-a-specific-schedule-how-do-i-select-the-users-and-assign-roles-to-them/ I need to access the URL of the chart that has been created. How do I do this and send it to different users? https://forums.datanyx.com/community/charts/i-need-to-access-the-url-of-the-chart-that-has-been-created-how-do-i-do-this-and-send-it-to-different-users/ Mon, 19 Dec 2022 09:41:55 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below). 

Step 5: A ‘Embed Link’ pop-up appears. 

Step 6: A URL will be available to the user under the URL option. The users can Share/ Copy/ Paste the URL in a new window.  

Step 7: The person with the URL is able to generate and view the contents of the chart. “None” and “Anonymous” type do not require login credentials to view the same. (Refer to the image below).

]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-access-the-url-of-the-chart-that-has-been-created-how-do-i-do-this-and-send-it-to-different-users/ The contents of the chart have been displayed in a single page but I want to be able to scroll the same. How do I achieve this? https://forums.datanyx.com/community/charts/the-contents-of-the-chart-have-been-displayed-in-a-single-page-but-i-want-to-be-able-to-scroll-the-same-how-do-i-achieve-this/ Mon, 19 Dec 2022 09:38:21 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below). 

Step 5: A ‘Embed Link’ pop-up appears. 

Step 6: Under display type, the users are able to choose between “Fit and Scroll”. 

Step 7: Click on ‘Fit’ to generate the contents in a single page. 

Step 8: Click on ‘Scroll’ to view the contents when you scroll down the page. (Refer to the image below). 

Step 9: Click on save button. The changes made are successfully saved. 
]]> Charts Nikhila https://forums.datanyx.com/community/charts/the-contents-of-the-chart-have-been-displayed-in-a-single-page-but-i-want-to-be-able-to-scroll-the-same-how-do-i-achieve-this/ I need to ‘Embed Link’. I need to share the link such that any user with the link can access it. How do I do this? https://forums.datanyx.com/community/charts/i-need-to-embed-link-i-need-to-share-the-link-such-that-any-user-with-the-link-can-access-it-how-do-i-do-this/ Mon, 19 Dec 2022 09:34:20 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the “embed” link icon under actions. (Refer to the images below).

Step 5: A ‘Embed Link’ pop-up appears.  

Step 6: Under type, the users are able to choose between “Secure, None and Anonymous”.  

Step 7: Click on ‘Secure’. Now, the user is able to protect the URL and the said URL cannot be viewed anonymously.  

Step 8: Click on ‘None’. Now, the user is able to share this with anyone and no username or password is required to open it. 

Step 9: Click on ‘Anonymous’. Now, the user is able to share this with anyone. There is no requirement of username or password to open it. (Refer to the image below).  

Step 10: Click on save button. The changes made are successfully saved.
]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-embed-link-i-need-to-share-the-link-such-that-any-user-with-the-link-can-access-it-how-do-i-do-this/ I need to edit the chart that has been created. How do I edit the multiple charts that I’ve created? https://forums.datanyx.com/community/charts/i-need-to-edit-the-chart-that-has-been-created-how-do-i-edit-the-multiple-charts-that-ive-created/ Mon, 19 Dec 2022 09:30:21 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click on the edit button to make changes in the existing charts that have been created. The user is redirected to the chart page wherein the changes can be made. (Refer to the image below).
Step 5: Click on save to update the changes successfully.
]]> Charts Nikhila https://forums.datanyx.com/community/charts/i-need-to-edit-the-chart-that-has-been-created-how-do-i-edit-the-multiple-charts-that-ive-created/ The charts that have been created need to be shared with other users. How do I share it with multiple users and assign a specific role to them? https://forums.datanyx.com/community/charts/the-charts-that-have-been-created-need-to-be-shared-with-other-users-how-do-i-share-it-with-multiple-users-and-assign-a-specific-role-to-them/ Mon, 19 Dec 2022 08:14:39 +0000 Step 1: On the main navigation bar click on Library. (Refer to the image below). 

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Charts”. Under ‘My Charts’, the user is able to perform different actions. (Refer to the image below).  

Step 4: Click the share button to share the chart to different users based upon the roles. (Refer to the image below). 

Step 5: Share pop-up appears. You can share the chart to a specific user and can assign a role to that user by clicking on the ‘Select User and Select Role’ drop drown provided. (Refer to the image below). 
]]> Charts Nikhila https://forums.datanyx.com/community/charts/the-charts-that-have-been-created-need-to-be-shared-with-other-users-how-do-i-share-it-with-multiple-users-and-assign-a-specific-role-to-them/