Adding Ad Hoc Charts to a Report at Runtime

Last Updated: 05/03/2018 Introduced in Version: 2.0

When viewing a report, a user can add a chart to display the report’s data in a different format. There are many chart types to choose from, including Pie, Bars, and Columns.

A report must already contain a chart (for example, data columns) for a user to be able to add a chart at runtime. There also must be multiple groupings for your chart to display. If there is only one group the Add an Ad-hoc Chart button will not appear.

Example


This example creates a portal page, adds a Data View component for the report Folder Report to it, previews the page, and adds a Columns chart to the report.

The Folder Report was created for this example and contains a chart.  To begin, navigate to the My Designs folder or a specific Designer folder and click the Create Report/Page button at the bottom of the window, then click Create Page/Dashboard.

In the resulting pop-up window, name the page and click OK to open it in the Page Designer.

 

To add the report to the portal page, in the Toolbox Panel on the right, expand the Reports > [Existing Reports] > [Current Folder] > Report: Folder Report, and drag a Data View component to the workspace.

 

Save the page and close the Page Designer.

To view the report, click the page and select View > Preview Page from its Action menu.

 

The report will open in a new window.  Be sure the Charts view mode for the report is selected.  This can be accomplished by clicking on the Charts icon.

 

Next, in the upper right, click on the Add an Ad-hoc chart button.

 

In the resulting pop-up window select chart type from the Type drop down list.  In the Title field, enter a title and click Add Chart.

 

The ad-hoc chart will appear alongside the default chart. To remove the ad-hoc chart, click the Remove Ad-hoc Chart button. 

 

Additional Resources