Chart Wizard

This wizard is displayed when you do one of the following:

• Select a chart, then click Menu > Edit > Wizard.
• Select a chart, then click the Chart Wizard button on the Context toolbar.
• Right-click the icon of a chart or any part of a chart other than the legend and label, then select Chart Wizard from the shortcut menu.

It helps you to edit a chart and varies with different chart types: common chart types, organization chart, heat map.

OK

Applies the changes and closes the wizard.

Cancel

Cancels the changes and closes the wizard.

Help

Displays this help document.

For common chart types

Chart Title

Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.

Specifies the font properties of the chart title.

Data Source

Displays the business view that has been used in the chart.

Filter

Opens the Query Filter dialog to specify the filter which you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Adds the selected resource to 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 aggregation objects.

• Primary Axis
  Adds a chart type to the primary axis.
• Secondary Axis
  Adds a chart type to the secondary axis. Active only when the option Secondary Axis is checked.
• 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.

Adds a combo chart to the Primary Axis or Secondary Axis.

Opens the Edit Additional Value dialog to edit the selected additional value.

Moves the selected view element one level up.

Moves the selected view element one level down.

Adds a new pair of Y Axis and Radius for the bubble chart.

Secondary Axis

Specifies whether to show the secondary axis in the chart.

Category

Lists the group object that will be displayed on the category axis of the chart.

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

Series

Lists the group object that will be displayed on the series axis of the chart. Not available to real time chart.

Opens the Category Options dialog or Series Options dialog to define the sort order of the category or series values and specify the number of the category or series values that will be displayed in the chart.

Lists the group object you want to use as the motion field. A motion field can only be of Integer, Date or Time data type. Available to single bar, bench and bubble chart types only.

• Special Function
  Available only when the motion field is of Date data type. Click it to define the special function.
  • Field
    Displays on which field the special function will be applied.
  • Function
    Specifies the special function to the field.
  • OK
    Accepts the special function settings and leaves the dialog.
  • Cancel
    Cancels the special function settings and leaves the dialog.

Real Time

Specifies to run the chart in real time mode, which means it will be updated automatically by using real time data. Available to single bar, bench, line, and area chart types only.

• Use System Time for Category
  Specifies to use the time at which the chart refreshes itself as the category value.
• Refresh Interval
  Specifies the time interval at which the chart will get data and refresh itself automatically.
• Show Most Recent N Points
  Specifies the number of records that will be kept for the real time data on the chart.
• Incremental Fetch
  Opens the Unique Key dialog to configure a unique key for the real time chart.

Removes the selected resource.

For organization chart

See the wizard.

Chart Title

Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.

Specifies the font properties of the chart title.

Data Source

Displays the business view that has been used in the chart.

Filter

Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Show Values

• Primary Axis
  Select Org from the chart type drop-down menu.
• Child
  Adds a field from the Resources box which identifies the entity by selecting both the field and Child and then clicking .
• Parent
  Adds a field from the Resources box 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, by selecting both the field and Parent and then clicking .
• 
  Removes the selected child or parent field.

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, by using . By default all added objects are placed at the left top of the node, you need to adjust their positions and sizes in the node. You can also resize the node if required.

To remove an object from the node, select it and then click .

For heat map

See the wizard.

Chart Title

Specifies the title of the chart. The title is a special label bound with the chart. Though it can be positioned freely in a report, once you remove the chart from the report, the title will be removed too.

Specifies the font properties of the chart title.

Data Source

Displays the business view that has been used in the chart.

Filter

Opens the Query Filter dialog to specify the filter you want to apply to the selected business view.

Resources

Displays the resources that can be added to the chart.

Adds the selected field into the Groups or Summaries box.

Removes the selected field from the Groups or Summaries box.

Show Values

Displays Heat Map as the selected chart type.

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.
• 
  Moves the selected group field one level up.
• 
  Moves the selected group field one level down.
• 
  Opens the Group Options dialog to define the sort order of the group values and specify the number of the group values that will be displayed in the chart.
• 
  Removes the selected group field.

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.