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Click Generate Chart for Results to create a chart of training records.
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| title | Example 2: Chart Overdue Training by User |
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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 chart above shows 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.
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 2: Chart Overdue Training by User |
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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.
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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 PivotTable, click the arrow next to Column Labels, and deselect Overdue? = “No”.
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Here’s the resulting PivotChart of overdue training by employee.
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