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Click Generate Chart for Results to create a chart of training records.

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title	Example 1: Quantity of Training Completed by Month

Select the chart options shown below and click Generate Chart.

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title	Example 2: Chart Overdue Training by User

Select the chart options shown below and click Generate Chart.

If the search results include only overdue records, the secondary chart method is not needed.

The charts above show the users with the top ten number of training records. Users outside of the top ten are combined into the “Other Values” group. The number of users displayed on the chart cannot be changed.

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title	Example 3: Chart Overdue Training by Department

Select the chart options shown below and click Generate Chart.

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If the search results include only overdue records, the secondary chart method is not needed.

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The charts above show the departments with the top ten number of training records. Departments outside of the top ten are combined into the “Other Values” group. The number of departments displayed on the chart cannot be changed.

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title	Example 4: Chart Overdue Training by Month

Select the chart options shown below and click Generate Chart.

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If the search results include only overdue records, the secondary chart method is not needed.

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Example 5: Chart the number of days to complete training

Select the chart options shown below and click Generate Chart.

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If the search results include only overdue records, the secondary chart method is not needed.

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The charts above show the time to complete training in 30-day increments. Neither the number of increments nor their duration can be changed.

📘 Training metrics using Excel

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On the next page, click the Export Results to Excel button. Open the exported CSV file and save it as an Excel Workbook (*.xlsx). In the Excel workbook, click Insert → PivotTable.When prompted, place the PivotTable on a new worksheet.

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title	Example 1: Quantity of Training Completed

Select the PivotTable Fields shown below.

Drag the Months (Training Completed Date) field to the Rows box.
Drag the Training Completed field to the Values box.

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Here’s the PivotTable generated from the fields selected above.

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Select the Pivot Table and click Insert → PivotChart. Here’s the corresponding PivotChart.

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title	Example 2: Chart Overdue Training by User

Select the PivotTable fields shown below.

Drag the User field to the Rows box.
Drag the Training Overdue? field to the Columns box.
Drag the Training Overdue? field to the Values box.

Here’s the PivotTable generated from the fields selected above.

Select the Pivot Table and click Insert → PivotChart. Here’s the corresponding PivotChart.

To display only the overdue training records, go back to the PivotTable, click the arrow next to Column Labels, and deselect Overdue? = “No”.

Here’s the resulting PivotChart of overdue training by employee.

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title	Example 3: Chart Overdue Training by Department

Select the PivotTable fields shown below.

Drag the Department Name field to the Rows box.
Drag the Training Overdue? field to the Columns box.
Drag the Training Overdue? field to the Values box.

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Here’s the PivotTable generated from the fields selected above.

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Select the Pivot Table and click Insert → PivotChart. Here’s the corresponding PivotChart.

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To display only the overdue training records, go back to the Pivot Table, click the arrow next to Column Labels, and deselect Overdue? = “No”.

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Here’s the resulting PivotChart of overdue training by department.

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title	Example 4: Chart Overdue Training by Month

Select the PivotTable Fields shown below.

Drag the Months (Training Completed Date) field to the Rows box.
Drag the Training Overdue? field to the Columns box.
Drag the Training Overdue? field to the Values box.

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Here’s the PivotTable generated from the fields selected above.

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Select the Pivot Table and click Insert → PivotChart. Here’s the corresponding PivotChart.

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To display only the overdue training records, go back to the Pivot Table, click the arrow next to Column Labels, and deselect Overdue? = “No”.

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Here’s the resulting PivotChart of overdue training by month.

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title	Example 5: Chart the number of days to complete training

Delete or hide all columns in the exported data except Training Overdue?, Training Completed Date, and Training Record Created Date. Add a new column “Days to Complete Training” to the worksheet. In this example, the days to complete training is computed by subtracting the Training Record Created Date from the Training Completed Date. Fill the formula down the entire “Days to Complete Training” column.