AgileApps Support Wiki Pre Release

Charts

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Revision as of 01:53, 19 February 2011 by imported>Aeric (Text replace - '#Click '''Save'''' to '#Click '''[Save]'''')
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Charting options provide the ability to create graphical representations of your data in Reports.

Add a Chart to a Report

  1. In a new or existing Report, click the [Group] tab
  2. In the Row Group section, select one or two fields to define grouping
    • Charts can contain information grouped by one or two levels
    • Column grouping is not used in Charts
  3. Click the Chart tab and select the type, size and location for the chart you want to display
    Learn more: Customizing Charts
  4. Enter Title, Size and Legend information
  5. Click the [Preview] button to check that the chart displays as intended
  6. Click [Save]

Customizing Charts

The following features are available in charts:

  • Choose the chart type: Pie, Doughnut, Funnel, Line, Area, Bar Chart, Meter Gauge
  • Choose the data set to include in the chart (X-Axis and Y-Axis)
  • Choose the chart size (height and width), title, legend, orientation, location, etc., as appropriate for the chart type

Chart Formats

Available chart formats for Reports:

X-Axis and Y-Axis in Charts

  • The X-Axis displays values horizontally (left-right)

X-Axis options in charts are defined via the Group tab

  • The Y-Axis displays values vertically (up-down)

Y-Axis options in charts are defined via the Compute tab

X-Axis

Selecting X-Axis Options
  1. From the Fields tab, select fields to display in the report
  2. From the Group tab, use the Row Group section to create X-Axis options

Y-Axis

Selecting Y-Axis Options
  1. From the Compute tab, click the checkbox Checkboxicon.gif icon to select available Y-Axis field(s)
    • Fields that have a Numeric Return Type (i.e., Number (integer or decimal), Percent or Currency) are displayed in the Compute grid, and become available as Y-Axis options
    • The options for these fields are Total, Average, Minimum, and Maximum

Advanced Options for Charts

The available Advanced Options choices differ based on the chart type selected:

  • Title: Chart Title
  • Size: The chart size: Small, Medium, Large or Custom
If Custom is selected, complete the following information:
Height: Height of the chart, in pixels
Width: Width of the chart, in pixels
  • Chart Location: Above or Below the data table
  • Value Labels: Show or hide the labels
  • X-Axis Label: Show or hide the label
  • Y-Axis Label: Show or hide the label
  • Y Axis Number Format: Shown for vertical bar, line, and area charts
  • X Axis Number Format: Shown for horizontal bar charts
  • Y-Axis Ticks: The number of ticks displayed
  • X Axis Tick Angle
  • Y-Axis Maximum Range
  • Bar Width(px)
  • Bar Padding(px)
  • Bar Margin(px)
  • Markers: Show or hide the markers
  • Shadows: Show or hide shadows
  • Legend Position
  • Legend Row: The number of rows in the legend
  • Legend Columns: The number of columns in the legend
  • Trend Line: Show or hide the trend line
  • Gauge Start Value
  • Gauge End Value
  • Chart Border: Show or hide the chart border
  • Chart Labels: Show Values, Show Percentages, None
  • Chart Label Position