Charts

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:

• 

  Pie Chart

• 

  Funnel Chart
  
  

• 

  Vertical Bar Chart

• 

  Horizontal Bar Chart
  
  

• 

  Line Graph

• 

  Meter Gauge
  
  

• 

  Vertical Stacked Bar Chart

• 

  Horizontal Stacked Bar Chart
  
  

• 

  Vertical Grouped Bar Chart

• 

  Horizontal Grouped Bar Chart

X-Axis and Y-Axis in Charts

X-Axis

• The X-Axis displays values horizontally (left-right).
• X-Axis options in charts are defined via the Group tab

To select 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

• The Y-Axis displays values vertically (up-down)
• Y-Axis options in charts are defined via the Compute tab

To select Y-Axis Options:

1. From the Compute tab, click the checkbox 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 choices in the Advanced Options section depends on the type of chart.

Common Options

• Title: Chart Title
• Size: The chart size: Small, Medium, Large or Custom

If Custom is selected:

Height: Height of the chart, in pixels

Width: Width of the chart, in pixels

Options for Line, Area, and Bar Charts

• Chart Location: Above or Below the data table
• Chart Font: Style of the font used in the chart
• Chart Font Size: Size of the font used in the chart

• 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

Options:

• %% - a percent sign
• %c - a character with the given number
• %s - a string
• %d - a signed integer, in decimal
• %u - an unsigned integer, in decimal
• %o - an unsigned integer, in octal
• %x - an unsigned integer, in hexadecimal
• %e - a floating-point number, in scientific notation
• %f - a floating-point number, in fixed decimal notation
• %g va floating-point number, in %e or %f notation

• X Axis Number Format: Shown for horizontal bar charts

Options: Same as those show for Y Axis Number Format, above

• Y-Axis Ticks: The number of ticks displayed
• X Axis Tick Angle
• Y-Axis Maximum Range: The largest value displayed on the Y-Axis
• Y-Axis Minimum Range: The smallest value displayed on the Y-Axis
• Bar Width(px): Width of each bar, in pixels
• Bar Padding(px)
• Bar Margin(px)
• Y Padding
• X Padding
• Edge Tolerance
• Display value as stacked
• Hide Zero Point Labels

• Markers: Show or hide the markers
• Point Label Location

Additional Options for Line Charts

• Trend Line: Show or hide the trend line

Meter Gauge Options

• Chart Location: Above or Below the data table
• Value Labels: Show, Hide
• Gauge Start Value
• Gauge End Value

Options for Pie, Doughnut, and Funnel Charts

• Chart Label Position: Above Data Table, Below Data Table
• Chart Labels: Show Values, Show Percentages, None
• Chart Border: Show or hide the chart border
• Chart Label Position: Offset of each label from the chart segment
• Shadows: Show or hide shadows
• Legend Position: Left, Right, Bottom, Hide
• Legend Placement Outside Grid, Inside Grid, Outside,

where the "grid" is the box the chart is displayed in.

• Legend Columns: The number of columns in the legend