Part 2: Generate a Report using a Pie Chart

In this part of the exercise, you generate a report that includes a pie chart.

1. Click the Reports tab, and then click + Add new report.
2. Provide MyOrdersReport as Report name and select My Reports as the target folder from the Folder name drop-down.
   
   
   
   
3. In the Select data tab, for Report category field select Orders.
4. From the Available fields box select the following fields to include in the Selected field (press <Ctrll> for multi-select) and click >. The following fields get displayed in the Report:

   • Case Number
   • Created By
   • Date Created
   • Description
   • Owner
   • Priority
     
     

5. Change the sequence of the fields by using the Up and Down arrows in the selected fields to match the following screenshot.
   
   
   
   
6. Under the Sort by tab, select Priority in the Primary sort by field. Keep the option Ascending selected as it is. Click Next.
7. Under the Color code tab, select Priority in the Field drop-down, enter P1 in the Value text box, and enter #FFFF33 in the Color field for the records to be displayed in the Yellow color.
   
   
   
   
8. Under the Group tab, specify Primary grouping the information by as Owner and sorted in Ascending sequence. Click Next.
   
   
   
   
9. Under the Computing tab > Compute section, keep the default things as they are, and click Next.
10. Under the Chart tab. Select Pie for Type. Leave all other values unchanged.
11. Click Save.
12. The MyOrdersReport report is displayed as shown in the following figure:
    
    

 

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