Adding Charts to a Report

Last Updated: 09/21/2018 Introduced in Version: 2.0

Charts represent report results in a graphical form.  To create a chart from a report, a column in the report must have its results grouped.

To add a chart to a report, select the column to be charted and in its Action menu, select Group.  The charts of the Components Panel will expand to display a component for each type of chart usable for that specific column.  To add a chart of the selected column’s results, drag a chart component into the workspace.


The goal of this example is to:

  1.  Create a report and group the report results by a column.
  2. Add a chart to the report.
  3. Run the report to view the chart.

Begin in the portal by navigating to a Designer Folder.  Select the Create Report button.


In the resulting New Report pop-up window, the new report a name and click Create.



Define a data source for the report by selecting Folder Data Source. Go to Data Sources > Common > Folder Data Source.


Under the Data Fields column, click Add and select the columns Entity Name, Folder Type Name, and Nesting Level to the workspace.


Next, group the results of the Folder Type Name column by selecting its header and in its Action menu select Group.  To add a chart, at least one column must be grouped. In order to group a column, click the icon indicated by the red square. 


To add a chart, click Add in the Views section of the Report Designer.  Scroll down to the Charts category and select the desired type.


In the resulting Add chart popup window, fill in the Title field with “Columns” and select Count(folder_type_name) in the Field drop down list.  Then click the OK button.


A new Columns icon, named after the chart, will appear.  When clicked, it will show a preview of the chart.


This completes the report.  Save it and close the Report Designer.  Click the Save Report option on the menu bar, then click Save and exit. Back in the portal, select the Report and, in its Action menu, select Run Report.



The report will open in a new window.  Select the Chart option to see a chart illustration of the number of folders that fall into each Folder Type.


Additional Resources