Chart Wizard for page report

This wizard is displayed when you select the Chart layout in the New Page Report Tab dialog or New Page Report dialog and click OK, or right-click a chart in a page report and click Chart Wizard from the shortcut menu. It helps you create or modify a chart.

The wizard consists of the following screens:

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating or modifying the chart and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays this help document.

Data screen

Specifies the dataset for the chart. See the screen.

Define a dataset for the object

Specifies the dataset you want to use to create or modify the chart.

Type screen

Specifies the type of the chart. You can refer to the section Chart types which describes each of the chart type in detail. See the screen.

Single chart

Specifies to create a single chart.

Combo chart

Specifies to make more than one type use the primary or secondary axis. The types should be featured as Combination charts. Two types of data markers are used to represent different data values.

Display screen

The Display screen differs with chart types: common chart types, org chart, or heat map.

Display screen for common chart types

Specifies the data displayed on the chart. See the screen.

Resources

Lists all the available data resources in the selected dataset.

Adds the selected fields to be displayed in the chart.

Removes the selected fields from the chart if they are not required.

Replaces the selected field in the chart with the specified field in the Resources box.

Category/Series

Lists the field you want to display on the category/series axis of the chart.

For a real time chart, if no field is specified on the category axis, Use System Refresh Time will be automatically displayed in the Category box, namely, the time at which the chart refreshes itself will be used as the category value; the series axis will be disabled.

Show Values

Lists the values you want to show in the chart. For a real time chart, the values you add must be of Numeric type and cannot be summary fields.

Display screen for org chart

Specifies the data displayed on the chart. See the screen.

Child

Specify a field from the drop-down list which identifies the entity.

Parent

Specify a field from the drop-down list which shows the "reporting to" relationship among the entity members, that is, which child field member reports to or belongs to which child field member.

Resources

Lists all the available resources that can be added in the org chart.

Properties

The Properties box presents a node model of the org chart. Data fields, labels and images can be inserted into the node as the information about the entity in the org chart.

Display screen for heat map

Specifies the data displayed on the chart. See the screen.

Groups

Lists the fields used to group the data. There should be at least one group.

Summaries

Lists the summaries used as size-by/color-by or displayed in the innermost rectangle.

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.

Filter screen

Specifies to filter the data used in the chart. This screen is available only when you create a chart. See the screen.

For details about options in the screen, see Edit Filter dialog.

Layout screen

The Layout screen differs with chart type: common chart types, org chart, or heat map.

Layout screen for common chart types

Specifies the layout of the chart elements. See the screen.

Data

Notes:

Title

Axis

Wall

Gridlines

Legend

Export

Layout screen for organization chart (org)

Specifies the layout of the chart elements. See the screen.

Type

Specifies the layout mode of the org chart.

Title

Export

Layout screen for heat map

Specifies the layout of the chart elements. See the screen.

Title

Legend

Style screen

Specifies the style of the chart. See the screen.

Style

Lists the available styles.

Preview

Displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Specifies whether to make the chart take the style of its parent. This options is available only when you modify a chart and the chart is inserted into a banded object or table in a page report.

Page Setup

Opens the Page Setup dialog to specify page properties. Available only when creating a page report.

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