Graphics Extension

Adds the Graph View to Basic and Detail Analysis, adds the Report/Graph button and Graphs to the Income Statements and Lease Analysis, adds Graph Controls to the graphs in Sensitivity and Risk Analysis, adds the Report/Chart button and Pie Charts to the Acquisition Report, Sale Report, APOD Report, Annual Statements, and Rent Roll, and allows the printing, editing, and exporting of any graphs shown on the screen. (Requires planEASe Base)

Video Title: planEASe Graphics Extension Video Publication_Date: Jan 01, 2009 Video Duration: 4:00 minutes

The optional planEASe Graphics Extension adds the Graph View to Basic and Detail Analysis, adds the Report/Graph button to the Income Statements, adds Graph Controls to the graphs in Sensitivity and Risk Analysis, adds Pie Charts to the Acquisition Report, Sale Report, APOD Report, Annual Statements, and Rent Roll, and allows the printing, editing, and exporting of any graphs shown on the screen. The screen below shows the Allocation of Effective Income graph from the Basic Analysis of the Los Amigos Apartments.



There are two types of graphic styles in the Graphics Extension: Graphs and Pie Charts. Below is an example of the available Pie Charts. This one is taken from the APOD Report for the Redondo Professional Building.



Below (or above in some cases) either of these styles are the Graph Controls. These controls allow you to customize the graph or chart�s appearance to your specifications.

Graph (graph only) allows you to choose between 10 different graph types to present your data: Column , Bar, Area, Column Stacked, Bar Stacked, Area Stacked, Column Stacked %, Bar Stacked %, Area Stacked %, and Line. The graph above is shown as a Column Stack. The percentage formats are only appropriate when multiple variables (like Expenses, Debt Service and Cash Flow here) are being graphed. Choosing Column when graphing a single variable provides a very colorful graph that many prefer.

3D (graph or chart) adds an attractive 3D effect to the graph, but can obscure accurate reading of the data. This effect can also interfere with the proper graphing of negative values.

Color (graph or chart) specifies the first color shown. The remaining colors are automatically generated from the internal color list. Thus Lt Blue above specifies that Cash Flow will be shown in Light Blue.

Gridlines (graph only) allows you to set grid lines to Horizontal, Vertical, None or Both

Font (graph or chart) controls the typeface used to display the graph labels and numbers. The Body font corresponds to the Body font you choose in the Page Setup Dialog.

#�s (graph only) lets you include the numeric values inside the graph. The Cumulative setting shows the total value plotted (in stacked graphs), whereas the Normal setting (used here) shows the internal value (in stacked graphs).

Data (graph or chart) allows you to choose between various available graphs or charts.

Explode Segment (chart only) allows you to explode any segment of the Pie Chart to emphasize it for presentation.

$ Labels (chart only) adds $ values to the segment labels of the Pie Chart

% Labels (chart only) adds percentage values to the segment labels of the Pie Chart,

Label Lines (chart only) adds lines leading to the segment labels of the Pie Chart

Perspective

In addition to these effects, you may add Perspective to your graphs by using the scrollbars you see at the left (chart or graph) and bottom (graph only) of the graph/chart window. Vertical Perspective allows you to look down at the top of the graph from above , or up at the graph from below, by rotating it on an invisible horizontal axis. Likewise, Horizontal Perspective allows you to look at the graph from either the left or right side by rotating it on an invisible vertical axis. Below we have added some perspective to the graph you saw above.



For all graphs and charts, perspective is automatically turned Off when first viewing the Chart or Graph. You may turn it On by clicking the Off Button at the bottom right of the window. Turning it Off at any time will eliminate all Perspective and return the Chart or Graph to its appearance before Perspective was applied.

You add Perspective by sliding the scrollbars to the desired position when the bottom/right Button says On. After you have added Perspective, and while it is shown, printing the Graph/Chart will show your Perspective in the printed graph/chart.

Adding Perspective may only be performed with graphs/charts when the 3D checkbox has been checked. Likewise, the #�s display is not compatible with graphs shown in Perspective. Therefore, 3D is automatically turned on when you turn the Perspective Button On, and #�s is automatically turned off. When you return the Perspective Button to Off, these controls are returned to their former settings.

You may edit and export graphs and charts, as discussed on the following pages. All settings discussed here, including Perspective, will be shown on exported graphs/charts.

Graph Additions/Overlay

In addition to the capabilities described above, the Graphics Extension adds the capability to add two or more items within the same graph, and overlay another item within that same graph when using the Graphics Extension in the Income Statements function of the Reporting Extension. Please see the description of these capabilities in the Income Statements section of the Reporting Extension.

Editing Graphs

Double-clicking on any graph or chart displays an Edit Graph (or Chart) Dialog (below, showing the values for the Allocation of Effective Income from the previous screen), allowing you to edit the graph contents (the dialog is slightly different for charts, and does not include the clipboard). All edits are reflected in the graph on screen when you press OK, and the edited graph is what is printed if you request printing. Editing is useful to change X or Y Axis titles and/or text when the planEASe default values are inappropriate.



Row and Column (On the Edit Dialog Menu Bar) allow you to Cut, Copy, Paste, Add, Insert, and Delete Rows and Columns in the Graph Data Grid. The first row and column (the Titles) may not be deleted, and you may not insert rows and columns in front of them. Change Signs allows you to change the signs of all the entries in a row (or column), a convenience when structuring Lease/Buy Analysis Graphs.

Exporting Graphs

You may Export any Graph or Grid showing on screen to either the Windows Clipboard or to a disk file of your choice by choosing the Print/Export (or File/Export) Menu Option. If a Graph is being displayed, the Export Graph Dialog appears (as shown below), so you may specify the way in which you want to export the graph. If you export the graph to the Clipboard, you can switch to any other Windows program accepting graphs (like Word, WordPerfect, Ami Pro, Excel, Quattro, Lotus 123, Publisher, et cetera) and paste the graph into that application using the Edit/Paste command in the application.



Graph Export Format may be set to:

Metafile (Vector) Format which copies the graph as a collection of sizable lines which many drawing and graphing programs (like CorelDraw) will allow you to edit. This is a smaller file than a Bitmap file, and it responds better to being sized in the receiving application, so it is typically the preferred format for transfer to other programs.

Bitmap Format Copies the graph as a picture (that you can edit pixel by pixel with Paintbrush and other picture editing programs). This is typically not the preferred transfer format, but you may want to use it for applications where a bitmap format is required.

JPEG Format copies the graph as a picture which is compatible with the Internet and Web Browsers. This format is not compatible with the Windows Clipboard, so it is not available (as shown here) when the Graph Destination is the clipboard. The planEASe Save as Web Page menu option saves all graphs as JPEG files.

Graphed Data Matrix Copies a Table of the data in the graph, rather than the graph itself. Use this when you want to transfer the data to, for instance, Excel, and then use Excel�s graph capabilities to graph the data.

Graph Destination may be set to Windows Clipboard or Disk File, controlling where the Graph is exported. If you choose Disk File, you are asked to set the file name and directory.

Aspect Ratio allows you to control the width to height ratio for the exported graph. A graph twice as wide as high has an aspect ratio of 200%, whereas a graph twice as tall as it is wide has an aspect ratio of 50%. The aspect ratio of your computer screen is 4:3 or 133%. For the best results with your exported graph in its new home, you should set this value as close to the final aspect ratio in the receiving application as possible, although the exported graph will accept some sizing in that application.

Add Title to Graph allows you to add a title (normally printed in the shaded title box when printed by planEASe) to the Exported Graph by checking this (and entering/editing the title you want). The added title consumes space at the top of the graph that changes its appearance slightly when exported.

Adds the Graph View to Basic and Detail Analysis, adds the Report/Graph button and Graphs to the Income Statements and Lease Analysis, adds Graph Controls to the graphs in Sensitivity and Risk Analysis, adds the Report/Chart button and Pie Charts to the Acquisition Report, Sale Report, APOD Report, Annual Statements, and Rent Roll, and allows the printing, editing, and exporting of any graphs shown on the screen. (Requires planEASe Base)