Copying records to a chart

When the results of an Information Store Quick Search or Visual Query are displayed, you can choose to create chart items that contain copies of the records. To add information to a chart, you must select records from the search results and choose the chart that you want to target.

Procedure

  1. If the search results contain many records, you can filter the results by clicking one or more listed properties or types.
  2. In the Information Store Quick Search window or the Information Store Visual Query window, select the check boxes next to the records that you want to chart. To select them all, select the check box at the top of the list.
  3. Click Copy to Chart.
    The Copy to chart pane opens. A list of open charts is displayed with the current chart selected.
  4. Click the chart in which to create items with copies of the selected records.
    If you click New Chart or select a chart that does not have a charting scheme, you must select the charting scheme that you want to use when the items are added to the chart. If you require changes to a charting scheme or want a new charting scheme, contact your administrator.
  5. To close the Information Store window, you can do one of the following:
    • Click Finish. The Information Store window is reset. Next time that you search the Information Store, you must start from a blank search or query.
    • Click the relevant ribbon button (Quick Search or Visual Query). Next time that you start a search or query, the window opens containing the criteria from the last time.

    To proceed with further search operations, click Search Again.