Chart Grants Screen
The Chart Grants Screen is used to chart the distribution of recently awarded grants specific to a particular grantmaker. Professional subscribers can access the Chart Grants Screen by clicking the Chart Grants Tab from within a grantmaker record. The default chart view is by Recipient Type for all fiscal years available. To change the chart view parameters, click the check boxes of the fiscal years you want to include and the chart will refresh automatically. To change the chart view parameters from Recipient Type to Primary Subject, click the Primary Subject tab.
Each column in the chart represents a Recipient Type or Primary Subject category, as indicated in the horizontal, or X, axis. The length of each column in the chart corresponds to a total grant amount, as indicated in the vertical, or Y, axis. The total grant amount, total number of recipients, and total number of grants represented in the chart appear above the chart. The total grant amount, total number of recipients, and total number of grants represented in the chart for each Recipient Type or Primary Subject category can be viewed by moving your mouse over any column in the chart.
A table below the chart displays an aggregated list of the grants represented in the chart in four columns: Recipient Type or Primary Subject; Amount; Recipient Count; and Grant Count. The default sort order displays the list by Amount from highest to lowest. You can re-sort the list by clicking a column heading. Clicking Recipient Type or Primary Subject, for example, will sort the list by recipient type or primary subject from A to Z. Clicking a second time will change the display to descending order. A small arrow will appear within the column heading of the column that has been sorted, pointing up or down to indicate the order in which the information is being displayed.
Click on a column in the chart or on a category in the table below the chart to chart the distribution of recently awarded grants specific to a particular category. This process can be repeated a second time to chart the distribution of recently awarded grants specific to a particular secondary category. To return to the secondary category chart or primary category chart, click the appropriate link located above the chart view options or at the bottom of the page. For tertiary category charts, click on a column in the chart or on a category in the table below the chart to view a list of grant recipients specific to a particular tertiary category.
Recipient List
The Recipient List displays a list of grant recipients specific to a particular tertiary category in four columns: Recipient Name; Location; Amount; and Grant Count. The default sort order displays the list by Amount from highest to lowest. You can re-sort the list by clicking a column heading. Clicking Recipient Name, for example, will sort the list by recipient name from A to Z. Clicking a second time will change the display to descending order. A small arrow will appear within the column heading of the column that has been sorted, pointing up or down to indicate the order in which the information is being displayed.
The Recipient List has several components:
Click on a recipient name to view a list of grant records specific to a particular recipient. If a recipient is associated with just one grant, clicking on a recipient name will open the Grantmaker-Specific Grant Record Display Screen.
Grant List
The Grant List displays a list of grant records specific to a particular recipient in four columns: Recipient Name; Location; Year Authorized; and Grant Amount. The default sort order displays the list by Grant Amount from highest to lowest. You can re-sort the list by clicking a column heading. Clicking Year Authorized, for example, will sort the list by year authorized from least recent to most recent. Clicking a second time will change the display to descending order. A small arrow will appear within the column heading of the column that has been sorted, pointing up or down to indicate the order in which the information is being displayed.
The Grant List has several components:
To view a grant record, click on a recipient name to open the Grantmaker-Specific Grant Record Display Screen.
Chart Grants Screen Tools
The Chart Grants Screen provides a number of utilities used to extract charts and chart data from FDO. Descriptions of each tool are provided below:
To copy a chart, click the Copy Chart link at the top of the screen. A new browser window will open displaying an image of the chart. Right-click on the image of the chart to copy it for pasting. For help, please refer to the documentation included with your web browser.
To print a chart and its associated data table, click the Print/Save link at the top of the screen. Printing requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying an image of the chart and its associated data table. Use the tools at the top of the screen to print the file. For help, please refer to the documentation included with the Adobe Reader application.
To save a chart and its associated data table, click the Print/Save link at the top of the screen. Saving requires the use of the most recent version of the free Adobe Reader. Download the latest version of the Reader. A .pdf file will be generated in Adobe Reader displaying an image of the chart and its associated data table. Use the tools at the top of the screen to save the file. For help, please refer to the documentation included with the Adobe Reader application.
To export the data table associated with a chart, click the Export Data link at the top of the screen. Exporting requires the use of a spreadsheet application, such as Microsoft Excel. An .xls file will be generated in your spreadsheet application containing the data from the data table associated with a chart.
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