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Chart

You can add charts to your reports. The query object option selected by default is Use Parent's but you can also uncheck it and choose a new query from the drop-down menu. You can also apply changes while viewing the chart simultaneously on the left pane of the report.

To edit the chart on the Classic Report, click the Query Editor link. To edit the query in a Smart Report, click the + icon located at the bottom of the report. Values are divided in fields (Y-Axes and X-Axis) and properties (General, Chart, Miscellaneous, Sort and Split Order) tabs.

To create a chart, specify values for the following:

Setting

Description

Title

(Only for Classic Reports)

Title of the chart.

Chart Type

Select a chart type from the drop-down list.

To select a chart type from Smart Reports, click the general > chart type under the properties tab.

Link

Choose to link the chart to either report fields or a matrix.

To add a link from Smart Reports, click general > link under the properties tab.

Available Fields

Available Fields are drawn from the report query. Using the > button, assign these fields to Value Fields (Y-axes on the chart) or Group Fields.

To select the fields from Smart Reports, go to the fields tab. Then, simply drag and drop the fields where needed.

Settings
  • Show Title (only in Classic Reports): if selected, the chart title displays.
  • Show Legends: if selected, the chart will show legends for each field. Use the drop-down to select where it needs to be displayed: left, right, top, or bottom.
  • Show Point Labels: if selected, a label is shown with the number of matches for a value of a field in a chart.
  • Show Description: If selected, a description is displayed.
  • Align (only in Classic Reports): Select an alignment for chart placement.

  • Level (only in Classic Reports): Select a level from which to draw data for the chart:

    • Report: Data will be plotted with data from entire report
    • Page: Data will be plotted with data from the page where the chart is located)

To display the legends, point labels, and description from Smart Reports, go to the chart section under the properties tab.

Sort Order

Select a sort order for the chart.

To sort the order from Smart Reports, click the sort order section under the properties tab.

Split Order

Determine how to split the chart.

To split the chart from Smart Reports, click the split order section under the properties tab.

Description Add a description of the chart. For more details, see Annotating Report Charts.

Assigning Fields

You can set value and sort fields for a chart.

To Set Value Fields (Y-Axis):

  1. Click and drag the field in Series (Y-Axis) section. In Classic Reports, you can use the button (Add field) to add the selected field.
  2. In Classic Reports, select summary function for the field.
  3. In Smart Reports, set the function, series type, trend and info graphics as needed. To re-position fields in Classic Reports, select a field and click the or arrows as needed.
    4. Tip: To change the size of the chart labels, the user must set the Axis.maxHeight property in the bar.ict file

To Set Group Fields (X-Axis):

  1. Click and drag the field in Categories (X-Axis) section. You can also select the field and click the arrow. In Classic Reports, you can use the button (Add field) to add the selected field.

  2. Select the method to group (for Numeric or date type).

    You can specify groups in numeric fields. For example, to have groups of 10, specify 10 in Groups box.

    You can specify groups in date fields. From the box select from Day, Week (Sunday to Saturday), Month, Quarter (Jan-Mar, Apr - Jun, Jul - Sep, Oct - Dec), Year.

    Tip: To remove fields from Value fields (Y-Axis) or Group Fields (X-Axis), drag them out of the respective box or use the arrow (Remove field) on selected fields.

In Classic Reports: To display one chart per field, go the field line and click split. To remove all settings and contents of the current chart, click Clear Chart. To specify the screen percentage space, use the Max Height value. To establish the maximum number of characters for view in the chart label, use Max Characteres value.

In Smart Reports, select the display field and group drop-down as well as the pivot or split boxes as needed.

To save a chart as an image:

  • 1. Right-click on the chart and choose the saving format.
  • 2. Click Save.