Inserting a chart

To insert a chart into a report or a library component, follow the steps below:

1. Position the mouse pointer at the destination where you want to insert the chart. A chart can be inserted in the report areas listed in Component placement.
2. Do one of the following to open the Create Chart wizard:
   • Click Insert > Chart on the menu bar.
   • Click the Insert Chart button on the Insert toolbar.
   • Drag Chart from the Toolbox panel to the destination.
3. In the Data screen of the wizard,
   • If you are inserting a chart into a page report, define or select the dataset on which the chart will be created.
     • New
       If checked, the chart will be built on a new dataset created from the catalog resources.
     • Existing
       If checked, specify the dataset in the current report from which the chart will be created.
     • Current
       If checked, the chart will be built on the dataset which is used by its parent.
   • If you are inserting a chart into a web report or a library component, select a business view in the current catalog on which the chart will be created.
4. In the Type screen, specify the type of the chart. For web report or library component, only 2-D types are supported.
   • To create a single chart, check the Single Chart radio button, and then select the required type from the Chart Type box and its subtype accordingly.
   • To create a combo chart, check the Combo Chart radio button. You can see that the Chart Type Groups box lists the two value axes: the primary axis (Y1) and the secondary axis (Y2), and an <Add Combo Type> item is displayed for each axis. A default chart subtype has been added to the primary axis. To add an additional subtype to an axis, click the corresponding <Add Combo Type>, and you will find that a subtype has been added. To change any subtype listed in the box, select it, then choose your required chart type from the Chart Type box, and click the thumbnail for the subtype you want in the Sub Type box. To delete a subtype, select it and click .
5. The Display screen varies with chart types: common chart, organization chart, heat map.
   • For common chart types

     Add the required fields from the Resources box to be displayed on the category axis, series axis and value axis of the chart, and define some special group, special function and Order/Select N condition on the category/series field if required.

     If you select the bubble chart type, you need to specify the fields to be shown on the bubble X axis, Y axis and the value you want to show as the bubble radius in the Show Values box. Note that when you specify a value for the bubble X axis, this value will be displayed on the category axis instead of the one specified in the Category box. However, the value defined in the Category box will also be included in data calculation.

     You can also add additional values including constant values and average values to be displayed on the value axis of the chart. To achieve this:

     1. From the Resources box, select Constant Value/Average Value in the Additional Value node and click beside the Show Values box. The Edit Additional Value dialog appears.
     2. In the Name text box, specify the display name for the constant/average value.
     3. Input the constant value with numeric type in the Value text box, or select a summary/formula field based on which the average value will be calculated from the Based On drop-down list.
     4. Click OK, and the defined constant/average value will be added into the Show Values box.

        If you want to further modify a constant/average value, select the value in the Show Values box, then click . In the Edit Additional Value dialog, edit the value as required.

     If you are inserting a chart into a web report or a library component, you can also specify a title for the chart in the Title text field, and choose to make the chart a real time chart or a motion chart.

   • For organization chart
     1. Select a field from the Child drop-down list which defines the entity that the org chart nodes are mapped to.
     2. Select a field from the Parent drop-down list which defines the ownership or reporting to relations among the entity members. For example, if the child field is Employee ID, the parent field can be the one about IDs showing which employee ID reports to which employee ID. Note that the parent field should use different one from the child field.
     3. The Properties box displays a node model in the org chart. You can add objects, including data fields, labels and images, from the Resources box into the node and then adjust their positions and sizes in the node and the size of the node. Those added objects will be displayed in each node as the information about the entity members.
        • To add an object, dragging it from the Resources box and dropping to the specific position in the node area in the Properties box, or select it from the Resources box and then click .
        • To remove an object from the node, select it and then click or press Delete on the keyboard.

     For more information about this chart type, see Organization chart.

   • For heat map
     1. Add the fields used to group the data into the Groups box. Define some special group, special function and Order/Select N condition on the group field if required.
     2. Add proper summaries into the Summaries box.

        The summaries should match the groups. For example, if the groups level is A > B > C, the static summaries grouped by C can be inserted into the Summaries box, but the static summaries grouped by A, B or other fields cannot.

        If no group is specified in the Groups box, you can insert any static summary. And its group-by field will be inserted into the Groups box automatically.

     3. From both Groups and Summaries boxes, specify the fields to do color by and size by, and select the fields as label-by fields to display in the innermost rectangle in the heat map.

     For more information about this chart type, see Heat Map.

6. To apply some filters to the chart so as to reduce the data displayed in the chart, go to the Filter screen and define the filter conditions.
7. In the Layout screen,
   • For common chart types, with the Data category selected in the Options list box, you can specify the category/series start and end offset, whether or not to reverse the category/series field value sequence, and whether or not to swap groups. Besides, you can set whether or not to show the titles, axes, walls, gridlines, and legend if available. If yes, set the titles for the chart, the category axis and the value axis respectively. If you choose not to display a certain axis, the labels and tick marks along the axis will be hidden as well.
   • For organization chart, in the Type category, choose a way of expanding the org chart tree. Then configure the other settings if required.
   • For heat map, you can specify the chart title and whether to show the chart legend.
8. In the Style screen, select a style for the chart.

   If you have specified to insert the chart into a table or a banded object in a page report, by default the chart will inherit its parent's style. If you want to apply another style to the chart, uncheck the Inherit Style option and then select the required style from the Style box. For more information, see Inheriting the style from a data container.

9. Click Finish to insert the chart.

   If you have used the menu or toolbar command to insert the chart and specified to insert it to position other than the report body or tabular cell, after clicking Finish in the wizard, you need to click the mouse button in the destination once again in order to insert the chart there.

See also the Create Chart wizard for page report or web report/library component for detailed information about options in the wizard.

When a chart has been created, you can further format its elements according to your requirements. You can also customize its appearance and behavior by setting properties in the Report Inspector, which can be saved as a CSS style for future use (for details, see Creating a CSS style).

For a 2-D chart of bar, bench, line, area or stock type, you can select the values you are interested in to have them zoomed in at Designer preview and at runtime (not available for page reports running in Page Report Studio). To do this:

1. Drag the mouse from the start value to the end value you want to select, then release the mouse. The selected values will be zoomed in. If the chart is equipped with a scroll bar, the bar will be adjusted automatically at the same time.
2. If you want to return to the initial status, just click the return button on the upper right corner of the chart paper.