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Difference between revisions of "Charts"

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:::'''Width:''' Width of the chart, in pixels
:::'''Width:''' Width of the chart, in pixels


===Options for Line and Bar Charts===
===Advanced Options for Pie, Doughnut, and Funnel Charts===
:*'''Chart Location:''' Above or Below the data table
:*'''Chart Location:''' Above or Below the data table
:*'''Chart Font:''' Style of the font used in the chart
:*'''Chart Font Size:''' Size of the font used in the chart


:*'''Value Labels:''' Show or hide the labels
:*'''Color Palette:''' Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: <tt>#ff0000,#0a68dd,...</tt><br>''Learn more:'' [http://www.w3schools.com/html/html_colors.asp HTML Colors]
:*'''X-Axis Label:''' Show or hide the label
:*'''Y-Axis Label:''' Show or hide the label


:*'''Y-Axis Ticks:''' The number of ticks displayed
:*'''Legend Position:''' Right, Bottom, Hide
:*'''X Axis Tick Angle'''
:*'''Y-Axis Maximum Range:''' The largest value displayed on the Y-Axis
:*'''Y-Axis Minimum Range:''' The smallest value displayed on the Y-Axis


====Additional Options for Line Charts====
===Advanced Bar Chart Options===
:*'''Trend Line:''' Show, Hide
:*'''Chart Location:''' Above or Below the data table
:*'''Markers:''' Show, Hide. Empty or filled Circle, Diamond, or Square
:*'''Shadows:''' Show or hide shadows


====Additional Options for Bar Charts====
:*'''Bar Color:''' Different color, Same color
:*'''Bar Color:''' Different color, Same color
::Determines whether each bar in the chart displays with the same or a different color
::Determines whether each bar in the chart displays with the same or a different color
:*'''Color Palette:''' Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: <tt>#ff0000,#0a68dd,...</tt><br>''Learn more:'' [http://www.w3schools.com/html/html_colors.asp HTML Colors]
:*'''Bar Width (px):''' Width of each bar, in pixels
:*'''Bar Padding (px)'''
:*'''Bar Margin (px)'''
:*'''Y Padding'''
:*'''X Padding'''


:*'''Y Axis Number Format:''' Shown for vertical bar, line, and area charts
{{:Common:Chart Options}}
::Options:
:::* %% - a percent sign
:::* %c - a character with the given number
:::* %s - a string
:::* %d - a signed integer, in decimal
:::* %u - an unsigned integer, in decimal
:::* %o - an unsigned integer, in octal
:::* %x - an unsigned integer, in hexadecimal
:::* %e - a floating-point number, in scientific notation
:::* %f - a floating-point number, in fixed decimal notation
:::* %g va floating-point number, in %e or %f notation


:*'''X Axis Number Format:''' Shown for horizontal bar charts
:*'''Data Value Position:''' Inside or outside the data column
::Options: Same as those show for Y Axis Number Format, above
:** '''Inside Columns -''' Value is shown inside the
:** '''Outside Columns -'''


:*'''Edge Tolerance'''
====Advanced Line Chart Options====
:*'''Display value as stacked:''' Show values stacked on top of the other, rather than as adjacent bars
:*'''Chart Location:''' Above or Below the data table
:*'''Hide Zero Point Labels:''' If the value is zero, don't show it.
:*'''Point Label Location''' Where the value is displayed, relative to the end of the bar


===Meter Gauge Options===
{{:Common:Chart Options}}
 
===Advanced Meter Gauge Options===
:*'''Chart Location:''' Above or Below the data table
:*'''Chart Location:''' Above or Below the data table
:*'''Value Labels:''' Show, Hide
:*'''Value Labels:''' Show or Hide
:*'''Gauge Start Value'''
:*'''Gauge End Value'''
:*'''Gauge End Value'''
===Options for Pie, Doughnut, and Funnel Charts===
:*'''Chart Location:''' Above or Below the data table
:*'''Chart Labels:''' Show Values, Show Percentages, None
:*'''Chart Border:''' Show or hide the chart border
:*'''Chart Label Position:''' Offset of each label from the corresponding chart segment, in pixels. (Not an option for a funnel chart)
:*'''Shadows:''' Show or hide shadows
:*'''Legend Position:''' Left, Right, Bottom, Hide
:*'''Legend Placement''' Outside Grid, Inside Grid, Outside,
::where the "grid" is the box the chart is displayed in.
:*'''Legend Columns:''' The number of columns in the legend

Revision as of 21:13, 4 April 2012

Charting options provide the ability to create graphical representations of your data in Reports.

Add a Chart to a Report

  1. In a new or existing Report, click the [Group] tab
  2. In the Row Group section, select one or two fields to define grouping
    • Charts can contain information grouped by one or two levels
    • Column grouping is not used in Charts
  3. Click the Chart tab and select the type, size and location for the chart you want to display
    Learn more: Customizing Charts
  4. Enter Title, Size and Legend information
  5. Click the [Preview] button to check that the chart displays as intended
  6. Click [Save]

Customizing Charts

The following features are available in charts:

  • Choose the chart type: Pie, Doughnut, Funnel, Line, Area, Bar Chart, Meter Gauge
  • Choose the data set to include in the chart (X-Axis and Y-Axis)
  • Choose the chart size (height and width), title, legend, orientation, location, etc., as appropriate for the chart type

Chart Formats

Available chart formats for Reports:

  • Pie Chart

  • Funnel Chart

  • Vertical Bar Chart

  • Horizontal Bar Chart

  • Line Graph

  • Meter Gauge

  • Vertical Stacked Bar Chart

  • Horizontal Stacked Bar Chart

  • Vertical Grouped Bar Chart

  • Horizontal Grouped Bar Chart

X-Axis and Y-Axis in Charts

X-Axis

  • The X-Axis displays values horizontally (left-right).
  • X-Axis options in charts are defined via the Group tab

To select X-Axis Options:

  1. From the Fields tab, select fields to display in the report
  2. From the Group tab, use the Row Group section to create X-Axis options

Y-Axis

  • The Y-Axis displays values vertically (up-down)
  • Y-Axis options in charts are defined via the Compute tab

To select Y-Axis Options:

  1. From the Compute tab, click the checkbox Checkboxicon.gif icon to select available Y-Axis field(s)
    • Fields that have a Numeric Return Type (i.e., Number (integer or decimal), Percent or Currency) are displayed in the Compute grid, and become available as Y-Axis options
    • The options for these fields are Total, Average, Minimum, and Maximum

Advanced Options for Charts

The choices in the Advanced Options section depends on the type of chart.

Common Options

These options are available in every chart:

  • Title: Chart Title
  • Size: The chart size: Small, Medium, Large or Custom
If Custom is selected:
Height: Height of the chart, in pixels
Width: Width of the chart, in pixels

Advanced Options for Pie, Doughnut, and Funnel Charts

  • Chart Location: Above or Below the data table
  • Color Palette: Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: #ff0000,#0a68dd,...
    Learn more: HTML Colors
  • Legend Position: Right, Bottom, Hide

Advanced Bar Chart Options

  • Chart Location: Above or Below the data table
  • Bar Color: Different color, Same color
Determines whether each bar in the chart displays with the same or a different color
  • Color Palette:
Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: #ff0000,#0a68dd,...
Learn more: HTML Colors
  • Value Labels: Show or hide the labels
  • X-Axis Label:
    • Auto - Let the system decide the best way to show the labels.
    • Wrapped - Keep labels short, wrapping text as needed
    • 90 degree - Write the labels going upwards, instead of horizontally
    • Slanted - Angle the labels for readability
    • Staggered - Offset the labels, so they can be slightly longer without overlapping
  • Data Value:
    • Normal - In line with the data (best for a horizontal bar chart)
    • 90 degree - at 90 degrees to the data (best for vertical bar or line chart)
  • Data Value Position: Inside or outside the data column
    • Inside Columns - Value is shown inside the
    • Outside Columns -

Advanced Line Chart Options

  • Chart Location: Above or Below the data table
  • Color Palette:
Comma separated list of one or more hexadecimal color values, used one after the other for bar chart colors. For example: #ff0000,#0a68dd,...
Learn more: HTML Colors
  • Value Labels: Show or hide the labels
  • X-Axis Label:
    • Auto - Let the system decide the best way to show the labels.
    • Wrapped - Keep labels short, wrapping text as needed
    • 90 degree - Write the labels going upwards, instead of horizontally
    • Slanted - Angle the labels for readability
    • Staggered - Offset the labels, so they can be slightly longer without overlapping
  • Data Value:
    • Normal - In line with the data (best for a horizontal bar chart)
    • 90 degree - at 90 degrees to the data (best for vertical bar or line chart)

Advanced Meter Gauge Options

  • Chart Location: Above or Below the data table
  • Value Labels: Show or Hide
  • Gauge End Value
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