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The following features are available in charts:
The following features are available in charts:
*Choose the chart type: Pie, Doughnut, Funnel, Line, Area, Bar Chart, Meter Gauge
*Choose the chart type: Pie, Funnel, Line, Area, Bar Chart, Meter Gauge
*Choose the data set to include in the chart (X-Axis and Y-Axis)
*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
*Choose the chart size (height and width), title, legend, orientation, location, etc., as appropriate for the chart type
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===Common Options===
===Common Options===
These options are available in every chart:
:*'''Title:''' Chart Title
:*'''Title:''' Chart Title
:*'''Size:''' The chart size: Small, Medium, Large or Custom
:*'''Size:''' The chart size: Small, Medium, Large or Custom
::If ''Custom'' is selected:
::If ''Custom'' is selected:
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:::'''Width:''' Width 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 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
===Advanced Options for Pie Charts and Funnel Charts===
:*'''X-Axis Label:''' Show or hide the label
:*'''Color Palette:''' Comma separated list of one or more hexadecimal color values, used one after the other. For example: <tt>#ff0000,#0a68dd,...</tt><br>''Learn more:'' [http://www.w3schools.com/html/html_colors.asp HTML Colors]
:*'''Y-Axis Label:''' Show or hide the label
 
:*'''Y Axis Number Format:''' Shown for vertical bar, line, and area charts
:*'''Legend Position:''' Right, Bottom, Hide
::Options:
 
:::* %% - a percent sign
===Advanced Options for Bar Charts===
:::* %c - a character with the given number
:*'''Bar Color:''' Different color, Same color
:::* %s - a string
::Determines whether each bar in the chart displays with the same or a different color
:::* %d - a signed integer, in decimal
 
:::* %u - an unsigned integer, in decimal
{{:Common:Chart Options}}
:::* %o - an unsigned integer, in octal
 
:::* %x - an unsigned integer, in hexadecimal
:*'''Data Value Position:''' Inside or outside the data column.
:::* %e - a floating-point number, in scientific notation
 
:::* %f - a floating-point number, in fixed decimal notation
===Advanced Options for Line Charts===
:::* %g va floating-point number, in %e or %f notation
{{:Common:Chart Options}}
:*'''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
==== <span id="multiline">MultiLine Charts</span>====
:*'''Point Label Location'''
: When a chart specifies a grouping on the X-axis, multiple variables can be selected on the Y-axis. Each selected variable produces a line in the chart, connecting the values for that variable for each group.


===Additional Options for Line Charts===
::'''Note:''' Multiline charts are supported only for single level Row Grouping.
:*'''Trend Line:''' Show or hide the trend line


===Meter Gauge Options===
:For example, this chart is grouped by Last Name on the X-axis, showing values for units, price, and sales on the Y-axis:
:*'''Chart Location:''' Above or Below the data table
::[[File:MultiLineChart.png]]
:*'''Value Labels:''' Show, Hide
 
:*'''Gauge Start Value'''
{{Tip|<br>When a multiline chart displays values with different formats, the format of the ''first value in the list'' is used for the Y-axis and for each point on the chart. In such situations, it is generally best to specify the value with the simplest formatting.
 
For example the values price and units are in Currency and Number formats, respectively. If price is specified first, then the unit-values displayed in the chart is formatted as though it were a currency, which could be confusing. Instead, specify units first. The price-values will then display as numbers, which is more readable.}}
 
===Advanced Meter Gauge Options===
:*'''Value Labels:''' Show or Hide
:*'''Gauge End Value'''
:*'''Gauge End Value'''
<noinclude>


===Options for Pie, Doughnut, and Funnel Charts===
[[Category:Design]]
:*'''Chart Label Position:''' Above Data Table, Below Data Table
</noinclude>
:*'''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
<!--:*'''Legend Row:''' The number of rows in the legend-->

Latest revision as of 01:54, 20 March 2014

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, 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 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 choices in the Advanced Options section depends on the type of chart.

Common Options

These options are available in every chart:

  • 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
  • Chart Location: Above or Below the data table

Advanced Options for Pie Charts and Funnel Charts

  • Color Palette: Comma separated list of one or more hexadecimal color values, used one after the other. For example: #ff0000,#0a68dd,...
    Learn more: HTML Colors
  • Legend Position: Right, Bottom, Hide

Advanced Options for Bar Charts

  • Bar Color: Different color, Same color
Determines whether each bar in the chart displays with the same or a different color
  • Color Palette:
Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: #ff0000,#0a68dd,...
Learn more: HTML Colors
  • Value Labels: Show or hide the labels
  • X-Axis Label:
    • Auto - Let the system decide the best way to show the labels.
    • Wrapped - Keep labels short, wrapping text as needed
    • 90 degree - Write the labels going upwards, instead of horizontally
    • Slanted - Angle the labels for readability
    • Staggered - Offset the labels, so they can be slightly longer without overlapping
  • Data Value:
    • Normal - In line with the data (best for a horizontal bar chart)
    • 90 degree - at 90 degrees to the data (best for vertical bar or line chart)
  • Data Value Position: Inside or outside the data column.

Advanced Options for Line Charts

  • Color Palette:
Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: #ff0000,#0a68dd,...
Learn more: HTML Colors
  • Value Labels: Show or hide the labels
  • X-Axis Label:
    • Auto - Let the system decide the best way to show the labels.
    • Wrapped - Keep labels short, wrapping text as needed
    • 90 degree - Write the labels going upwards, instead of horizontally
    • Slanted - Angle the labels for readability
    • Staggered - Offset the labels, so they can be slightly longer without overlapping
  • Data Value:
    • Normal - In line with the data (best for a horizontal bar chart)
    • 90 degree - at 90 degrees to the data (best for vertical bar or line chart)

MultiLine Charts

When a chart specifies a grouping on the X-axis, multiple variables can be selected on the Y-axis. Each selected variable produces a line in the chart, connecting the values for that variable for each group.
Note: Multiline charts are supported only for single level Row Grouping.
For example, this chart is grouped by Last Name on the X-axis, showing values for units, price, and sales on the Y-axis:
MultiLineChart.png

Thumbsup.gif

Tip:
When a multiline chart displays values with different formats, the format of the first value in the list is used for the Y-axis and for each point on the chart. In such situations, it is generally best to specify the value with the simplest formatting.

For example the values price and units are in Currency and Number formats, respectively. If price is specified first, then the unit-values displayed in the chart is formatted as though it were a currency, which could be confusing. Instead, specify units first. The price-values will then display as numbers, which is more readable.

Advanced Meter Gauge Options

  • Value Labels: Show or Hide
  • Gauge End Value
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