Difference between revisions of "Charts"

Revision as of 00:32, 10 November 2011

Charting options provide the ability to create graphical representations of your data in Reports.

In a new or existing Report, click the [Group] tab
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
Click the Chart tab and select the type, size and location for the chart you want to display
Learn more: Customizing Charts
Enter Title, Size and Legend information
Click the [Preview] button to check that the chart displays as intended
Click [Save]

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

Available chart formats for Reports:

To select X-Axis Options:

To select Y-Axis Options:

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

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

If Custom is selected, complete the following information:

Height: Height of the chart, in pixels

Width: Width of the chart, in pixels

@@ Line 34: / Line 34: @@
 ==X-Axis and Y-Axis in Charts==
-:* The X-Axis displays values horizontally (left-right)
-:: X-Axis options in charts are defined via the [[Report Group|Group]] tab
-: *The Y-Axis displays values vertically (up-down)
+===X-Axis===
-: Y-Axis options in charts are defined via the [[Report Compute|Compute]] tab
+:* The X-Axis displays values horizontally (left-right).
+:* X-Axis options in charts are defined via the [[Report Group|Group]] tab
-===X-Axis===
+To select X-Axis Options:
-;Selecting X-Axis Options:
 #From the [[Report Fields|Fields]] tab, select fields to display in the report
 #From the [[Report Group|Group]] tab, use the ''Row Group'' section to create X-Axis options
 ===Y-Axis===
-;Selecting Y-Axis Options:
+:* The Y-Axis displays values vertically (up-down)
+:* Y-Axis options in charts are defined via the [[Report Compute|Compute]] tab
+To select Y-Axis Options:
 #From the [[Report Compute|Compute]] tab, click the checkbox [[File:checkboxicon.gif|link=]] 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