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

• 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 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