Adding Charts to a Report

Overview

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.

Example

The goal of this example is to create a Report, group the Report results by a column, add a Chart to the Report, and run the Report to view the Chart.

1. Begin in the Studio by navigating to a Designer Folder.
2. Select CREATE REPORT from the bottom action panel.
3. In the resulting Create Report window, select and name the default Report, then click CREATE.
4. In the Report Designer, configure the Data Source by clicking Add and locating Common > Folder Data Source.
5. Under the Data Fields column, click Add and select the columns Entity Name, Folder Type Name, and Nesting Level.
6. 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 beside the triangle when hovering over the field to be grouped.

   

7. To add a chart, click Add in the Views section of the Report Designer. 
8. Scroll down to the Charts category and select the desired type.
9. In the resulting Add Pies Chart window, fill in the Title field with “Columns” and select Count(folder_type_name) in the Field drop-down list. Click OK.
10. A new Columns icon, named after the chart, will appear. When clicked, it will show a preview of the chart.
11. Save and close the Report Designer. 
12. In the Designer Folder, select the Report, right-click to open its Action menu, select Run Report.
13. In the new window, select the View Mode: Chart option to see the Report data.

Adding the Sum to a Column

1. In the Report Designer, navigate to the Properties panel > Results > Sub Totals selector and click Add New.
2. In the Add Sub Totals window, select the Nesting Level Field from the drop down menu.
3.  Locate Aggregation type and select Sum. Click OK.
4. Notice the appearance of Sum(nesting_level) for the Nesting Level of the Folders grouped by Folder Type Name.