Adding Charts to a Report
- 05 Aug 2022
- 4 Minutes to read
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Adding Charts to a Report
- Updated on 05 Aug 2022
- 4 Minutes to read
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Print
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DarkLight
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
- In a Report, group a Data Field by selecting the Group icon
in the header row of the column.
- 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.
- Configure the Chart based on the project requirements using the following settings.
Chart Data
Setting Name | Description |
---|---|
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
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 ![]() | ||
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 |
For further information on Reports, visit the Decisions Forum.
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