Create Chart wizard for page report

This wizard appears when you click Insert > Chart on the menu bar, click the Insert Chart button on the Insert toolbar, or drag Chart from the Toolbox panel into a page report. It helps you to create a chart in a page report, and consists of the following screens:

• Data Screen
• Type screen
• Display screen
• Filter screen
• Layout screen
• Style screen

Back

Goes back to the previous screen.

Next

Goes to the next screen.

Finish

Finishes creating a chart and closes this wizard.

Cancel

Does not retain changes and closes this wizard.

Help

Displays this help document.

Data screen

Specifies the dataset that you want to use to create the chart. See the screen.

Define a dataset for the object

Specifies the dataset on which the chart will be built.

• New
  If checked, select a data source from the catalog resources to create a dataset that will be used to build the chart. When you choose to create the dataset from a query, you can click the Modify button to edit the query in the Query Editor if required.
• Existing
  If checked, select a dataset from the ones existing in the open report to create the chart. Click the Modify button to edit the dataset in the Dataset Editor if required.
• Current
  If checked, the current dataset used by the parent object will be applied to 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.

• Chart Type
  Lists all the chart types that can be used to create a single chart.
• Sub Type
  Lists all the sub types of the selected chart type.
• Description
  Displays the description of the selected chart type.

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.

• Chart Type
  Lists all the chart types that can be added as a combo chart.
• Sub Type
  Lists all the sub types of the selected chart type.
• Description
  Displays the description of the selected chart type.

• Chart Type Groups
  Lists all the chart types that are to be used in the combo chart.
  • Primary Axis
    
    • <Add Combo Type>
      Adds a chart type to the primary axis.
  • Secondary Axis
    
    • <Add Combo Type>
      Adds a chart type to the secondary axis.
• 
  Removes a specified chart type from the Chart Type Groups box.

Display screen

The Display screen differs with chart type: 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.

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, the text 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.

• Special Group
  Opens the User Defined Group dialog to define how to group information.
• Special Function
  Opens the Special Function dialog to define some special function to the field.
• Order/Select N
  Opens the Category Options dialog or Series Options dialog to specify the sort order of the category or series values and define the number of the category or series values that will be displayed in the chart.

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.

• 
  Opens the Edit Additional Value dialog to edit an additional value. Available only when a constant value or an average value is selected in the Show Values box.
• 
  Moves the selected value one step up.
• 
  Moves the selected value one step down.
• 
  Adds a new pair of Y Axis and Radius for the bubble chart.
• 
  Removes the selected field from the bubble chart if they are not required.
• X Axis
  Lists the value you want to show on the X axis of the bubble chart.
• Y Axis
  Lists the value you want to show on the Y axis of the bubble chart.
• Radius
  Lists the value you want to show as the bubble radius.

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.

• Color by
  Specifies whether to color by a group. 0-n groups can be used as the color-by fields.
• Label by
  Specifies whether to show a group field in the innermost rectangle. 0-n groups can be used as the label-by fields.
• Special Group
  Opens the User Defined Group dialog to define how to group information.
• Special Function
  Opens the Special Function dialog to define some special function to the field.
• Order/Select N
  Opens the Group Options dialog to specify the sort order of the group values and define the number of the group values that will be displayed in the chart.

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.

• Size by
  Specifies to size by one summary or none.
• Color by
  Specifies to color by one summary or none.
• Label by
  Specifies whether to show a summary in the innermost rectangle. 0-n summaries can be used as the label-by fields.

Filter screen

Specifies to filter the data used in the chart. See the screen.

For details about the other 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 settings of some of the chart elements. See the screen.

Data

• Category Start Offset
  Specifies the start offset of category from which the chart will be displayed.
• Category End Offset
  Specifies the end offset of category to which the chart will be displayed.
• Series Start Offset
  Specifies the start offset series from which the chart will be displayed.
• Series End Offset
  Specifies the end offset of series to which the chart will be displayed.
• Reverse Category
  Specifies whether to reverse the display order of the categories.
• Reverse Series
  Specifies whether to reverse the display order of the series.
• Swap Groups
  Specifies to display values from different data fields by switching data between the category and series axes, the category and values axes.

Title

• Chart Title
  Specifies the title of the chart.
• Category(X) Axis Title
  Specifies the title of the X-axis.
• Value(Y) Axis Title
  Specifies the title of the Y-axis.
• Value(Y2) Axis Title
  Specifies the title of the Y2-axis.

Axis

• Show Category(X) Axis
  Specifies whether to show the category(X) axis in this chart.
• Show Value(Y) Axis
  Specifies whether to show the value(Y) axis in this chart.
• Show Value(Y2) Axis
  Specifies whether to show the value(Y) axis in this chart.
• Show Series(Z) Axis
  Specifies whether to show the series(Z) axis in this chart.

Wall

• Show Wall
  Specifies whether to show the wall in this chart.
• Show Floor
  Specifies whether to show the floor in this chart.

Gridlines

• Show Category(X) Axis Gridlines
  Specifies whether to show the gridlines of category(X) axis.
• Show Value(Y) Axis Gridlines
  Specifies whether to show the gridlines of value(Y) axis.
• Show Value(Y2) Axis Gridlines
  Specifies whether to show the gridlines of value(Y2) axis.
• Show Series(Z) Axis Gridlines
  Specifies whether to show the gridlines of series(Z) axis.

Legend

• Show Legend
  Specifies whether to show the legend in this chart.

Export

• Mapping Component
  This option is disabled when creating a chart. It specifies the component to which the chart will be mapped (for details, see Creating dynamic chart in Excel).

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.

• Top down
  The org chart tree expands from top to bottom.
• Bottom up
  The org chart tree expands from bottom to top. It is the reverse of the top down type.
• Left right
  The org chart tree expands from left to right.

Title

• Chart Title
  Specifies the title of the chart.

Export

• Mapping Component
  Specifies the component to which the chart will be mapped. For details, see Creating dynamic chart in Excel.

Layout screen for heat map

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

Title

• Chart Title
  Specifies the title of the chart.

Legend

• Show Legend
  Specifies whether to show the legend in this chart.

Style screen

Specifies the style of the chart. See the screen.

Style

Specifies the style of the chart.

Preview

Displays the selected style and layout effects.

Inherit Style

Specifies whether to make the chart take the style of its parent. Available only when the chart is to be inserted into a table or banded object in a page report.

Related topics:

• Inserting a chart