Adding Charts to a Report

Charts can be created to represent Report data in a graphical form. A column in the Report must be grouped to add Charts to a Report. This article will walk through adding a chart to a Report and the settings available for Charts.

Configuration

1.  In a Report, group a Data Field by selecting the Group iconin the header row of the column.
2.  Select Add under the Views header. Charts available are: Areas, Bars, Bubbles, Bullet, Columns, Dots, Lines, Mixed Bars, Pies, Ring, Simple Bars, Stacked Bars, and Win Loss Bars. Pick a Chart type to add. In the Add Chart dialog, provide a Title, then select OK. 
3. Configure the Chart based on the project requirements using the following settings.

Chart Data

Chart Settings

Title			Name of the Chart.
Show Title			When selected, this shows the Title above the chart.
Chart Labels
	Name and Value		Displays the name and value of the corresponding data as the label.
	Name		Displays the name of the corresponding data as the label.
	Value		Displays the value of the corresponding data as the label.
	None		Removes the label.
Show Data Button			Displays a button in the upper right corner of the Chart that will open a report displaying the data sets. This is to be used on Pages.
Put any group over X into 'Other' category			Groups data into an 'Other' column if the value is over a specified amount.
Specify Step Value			Changes the frequency of the numbers on the Value section of the Chart
Shorten Long Axis Labels			Shortens the labels to a maximum length.
Use Custom Colors
	User Defined Colors
		Name	Must specify the exact name of the corresponding data field.
		Color	Allows color customization for the data field.
Base Colors			Allows color customization for the data set.
Show Tooltips			Allows information to be displayed while hovering over data sets within the chart.
Tooltip Type
	Name and Value		Displays the name and value of the corresponding data while hovering over a Chart.
	Name		Displays the name of the corresponding data while hovering over a Chart.
	Value		Displays the value of the corresponding data while hovering over a Chart.
Stack Display			Used on Multi Series Charts to stack data.
Set Minimum Value			Sets a minimum value for the Chart.
Set Maximum Value			Sets a maximum value for the Chart.
Change Label Orientation			Change the angle of a label by a specified degree. This assists in making room for longer labels.
Show Element Labels			Shows the total count/avg/sum of the data set on the corresponding column, pie slice, etc.
Sorting
	None		The chart does no additional sorting of original results from the Data Source
	Value Ascending		Data sets will be displayed by value, smallest to largest.
	Value Descending		Data sets will be displayed by value, largest to smallest.
	Label Ascending		Data sets will be displayed by label, alphabetically ascending (A-Z)
	Label Descending		Data sets will be displayed by label, alphabetically descending (Z-A)
Large Data Render Threshold			Specify the number of data points that will switch the Chart from SVG to Canvas. This will turn off certain animations and limit label axis ticks and gridlines to provide a quicker rendering of large charts. The default value is 200.
Take First Count			Limits the data groups displayed to the specified number. Default is All or 0.
Entries Axis Legend			Provide a name for the Entries axis (Example: Department).
Values Axis Legend			Provide a name for the Values axis (Example: Count of Employees).
	Download > Show Data Table
	Bubbles Settings		Only Available on Bubbles Charts.
		Minimum Point Size	The minimum pixel size of bubbles.
		Maximum Point Size	The maximum pixel size of bubbles.
	Legend Settings > Legend Position		Displays a Legend of the Chart in the Chart's North, South, East, or West sections.
	Number Formats
		Label Format	Changes the format of the number displayed on the Label.
		Precision	How many total digits before rounding.
		Tooltip Format	Changes the format of the number displayed in the Tooltip.
		Precision	How many total digits before rounding.
Bullet Settings			Only Available on Bullet Charts.
	Target Value		Defines the Target value to the chart.
	Ok Value		Defines a fair value to the chart.
	Good Value		Define the acceptable value on the chart.
	Bullets Type
		PositiveMore	This is a standard Bullet chart.
		PositiveLess	Inverts the axis, and the color of the chart also throws validation at Ok Value to set more than Good Value and less than the Minimum Value.
		NegativeMore	This inverts the PositiveMore chart. The Chart should be read from right to left.
		NegativeLess	This inverts the PositiveLess chart. The chart should be read from right to left. Inverts the color of the chart and throws validation at the Ok Value to set more than Good Value and less than the Minimum Value.
	Bullet Label Format		Changes the format to the number or percentage displayed on the Label.
	Bullet Layout		Changes the Layout of the Bullets to Horizontal or Vertical.
	Bullet Title Position		Sets the Title Position to the left or the right side of the chart.
	Range Colors		Allows color customization to Ranger bars.
	Measure Colors		Allows color customization to Data bars
	Marker Colors		Allows color customization to Target bars.
Win Loss Settings			Only Available on Win Loss Charts.
	Threshold Value		Differentiates between Win and Loss.
	Win Label		Displays the Name of the Win Label.
	Loss Label		Displays the Name of the Loss Label