×
Menu

How to create a Chart


A chart can be used to graph numeric client information collected in Bp Allied over a number of consultations, e.g. weight.
 
If new information is to be displayed in the chart save the client details and Click Show Chart to refresh the information displayed.
 
How to create a Chart
 
1

Items to include in chart

1. Items to include in chart
Tick the boxes for the fields to include in the chart. In this example Weight and BMI are displayed.
2

Show Chart button

2. Show Chart button
  • Click Show Chart to display the ticked items.
  • Select All - will select all of the items available to include in the chart
  • Select None - will deselect all of the items available to include in the chart
3

Chart

 
3. Chart
A chart displaying Weight and BMI over time
The appearance can be changed via the Chart Wizard, Chart Types and Appearance Options.
4

Chart Legend

4. Chart Legend
The chart legend indicates which field is displayed in which colour in the Chart
  • This can be changed via the Chart Wizard
5

Chart Wizard

5. Chart Wizard
Use the Chart Wizard at any time to change the details about the chart including the Title, Axis Labels, Legend and much more.
6

Chart Types

6. Chart Types
Change the type of a chart using these options e.g bar chart, line chart or pie chart. Your choice will depend on the information being displayed.
 
7

Appearance Options

7. Appearance Options
Use these to change the colour scheme from the defaults.
8

Save and Open

8. Save and Open
A chart template can be saved for future use via the Save button and retrieved via the Open button.
9

Output Options

9. Output Options
- Previews the Chart in Print Preview
- Print
- Copy the Chart. This can then be pasted into a document created in Letters
- Export the chart out of Bp Allied into one of the options given including PDF, XLS and XLSX