Adding Charts to a Report
  • 05 Aug 2022
  • 4 Minutes to read
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Adding Charts to a Report

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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

Setting NameDescription
Series 1 The series is what the chart will be grouped by. If a Report has multiple groupings, they will be available to choose from in this drop-down. As well as the option to add a series to the chart to make a Multi Series Chart.

Chart Settings

TitleName of the Chart.
Show TitleWhen selected, this shows the Title above the chart.
Chart Labels

Name and ValueDisplays the name and value of the corresponding data as the label.

NameDisplays the name of the corresponding data as the label.

ValueDisplays the value of the corresponding data as the label.

NoneRemoves the label.
Show Data ButtonDisplays 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' categoryGroups data into an 'Other' column if the value is over a specified amount.
Specify Step ValueChanges the frequency of the numbers on the Value section of the Chart
Shorten Long Axis LabelsShortens the labels to a maximum length. 
Use Custom Colors

User Defined Colors


NameMust specify the exact name of the corresponding data field.


ColorAllows color customization for the data field.
Base ColorsAllows color customization for the data set.
Show TooltipsAllows information to be displayed while hovering over data sets within the chart.
Tooltip Type

Name and ValueDisplays the name and value of the corresponding data while hovering over a Chart.

NameDisplays the name of the corresponding data while hovering over a Chart.

ValueDisplays the value of the corresponding data while hovering over a Chart.
Stack DisplayUsed on Multi Series Charts to stack data.
Set Minimum ValueSets a minimum value for the Chart.
Set Maximum ValueSets a maximum value for the Chart.
Change Label OrientationChange the angle of a label by a specified degree. This assists in making room for longer labels. 
Show Element LabelsShows the total count/avg/sum of the data set on the corresponding column, pie slice, etc.
Sorting

NoneThe chart does no additional sorting of original results from the Data Source

Value AscendingData sets will be displayed by value, smallest to largest.

Value DescendingData sets will be displayed by value, largest to smallest.

Label AscendingData sets will be displayed by label, alphabetically ascending (A-Z)

Label DescendingData sets will be displayed by label, alphabetically descending (Z-A)
Large Data Render ThresholdSpecify 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 CountLimits the data groups displayed to the specified number. Default is All or 0.
Entries Axis LegendProvide a name for the Entries axis (Example: Department).
Values Axis LegendProvide a name for the Values axis (Example: Count of Employees).

Download > Show Data Table

Bubbles SettingsOnly Available on Bubbles Charts.


Minimum Point SizeThe minimum pixel size of bubbles.


Maximum Point SizeThe maximum pixel size of bubbles.

Legend Settings > Legend PositionDisplays a Legend of the Chart in the Chart's North, South, East, or West sections.

Number Formats 


Label FormatChanges the format of the number displayed on the Label.


PrecisionHow many total digits before rounding.


Tooltip FormatChanges the format of the number displayed in the Tooltip.


PrecisionHow many total digits before rounding.
Bullet SettingsOnly Available on Bullet Charts.

Target ValueDefines the Target value to the chart.

Ok Value
Defines a fair value to the chart.

Good ValueDefine the acceptable value on the chart.

Bullets Type


PositiveMoreThis is a standard Bullet chart.


PositiveLessInverts 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.


NegativeMoreThis inverts the PositiveMore chart. The Chart should be read from right to left.


NegativeLessThis 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 FormatChanges the format to the number or percentage displayed on the Label.

Bullet LayoutChanges the Layout of the Bullets to Horizontal or Vertical.

Bullet Title PositionSets the Title Position to the left or the right side of the chart.

Range ColorsAllows color customization to Ranger bars.

Measure ColorsAllows color customization to Data bars

Marker ColorsAllows color customization to Target bars.
Win Loss SettingsOnly Available on Win Loss Charts.

Threshold ValueDifferentiates between Win and Loss.

Win LabelDisplays the Name of the Win Label.

Loss LabelDisplays the Name of the Loss Label



For further information on Reports, visit the Decisions Forum.

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