Adding Charts to a Portal Page

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

Overview

Charts represent report results in a graphical form.

To add a chart to a portal page, first ensure that a report has had a chart built for it in the Report Designer.  Then, in the Page Designer, drag a chart component into the workspace from the Reports > Chart category of the Toolbox Panel.  In the Chart Data section of the Properties Panel, use the Source selector to select the report and value that will be added to the chart’s data source.


Example

The goal of this example is to:

  1. Create a portal page and add two charts to it.
  2. View the charts by previewing the page.

Begin by navigating to the Designer Folder and clicking Create Report/Page > button.

                       

In the Create Page/Dashboard pop-up window, give the new page a name and click OK.

Add the first chart to the page by dragging the Bubbles chart component into the workspace. You can find the Bubbles chart component by searching for it (shown below) or navigating to it via Reports > Charts category of the Toolbox Panel.

To set the data source for the Bubbles chart component, click on the component. Then, in the Properties Panel on the right under Chart Data > Source, click Pick.

 

In the Pick Chart Source pop-up window, select the report and value to be used as the chart’s data source.

 2017-01-25_161734

Next, add a second chart to the page by dragging a Bars component into the workspace from the Reports > Charts category in the Toolbox Panel.

To set the data source for the Bars chart component, click on the component. Then, in the Properties Panel on the right under Chart Data > Source, click Pick.

In the Pick Chart Source pop-up window, select the report and value to be used as the chart’s data source.

 2017-01-25_161734

This completes the page, save it and close the Page Designer.

 

Back in the Designer Folder, to  preview your page, right-click the page and click View > Preview Page.

The page and its two charts will appear in a new window.  The Bubbles and Bars charts show the same data in a different format.

 

Additional Resources