Adding Charts to a Report
- Updated on 10 Oct 2013
- 2 minutes to read
Chart s 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:
Create a report and group the report results by a column.
Add a chart to the report.
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.