Intellicus Enterprise Reporting and Business Insights 19.1

Creating Chart

0 views June 28, 2020 0

Chart is used for graphical representation of data.  To address your charting needs ad hoc report supports most of the popular chart types like bar, line, pie and radar.

You can create multiple charts on an Ad hoc report.

Chart section provides + button to add more charts and specify the chart details in the new chart tab.

In the Ad hoc template you can control the number of charts displayed by the size. More charts flow to next row.

In case of a hyperlinked field (specified at the query object level) on either X or Y axis, you can drill down to open another report or URL on clicking the data point on chart.

create chart
Figure 12: Creating Chart

Chart properties
Item Values Comments
Query Object Check ‘Use Parent’s’ or select from object selector Select the parent query object to create chart on same dataset or a different query object to help you create chart on different datasets in the same report
Chart Title Type yourself Give a title to your chart
Chart Type Select from list Select the base chart type
chart type
Link Select from list:

 

With Report Fields

 

 

 

 

 

Matrix

 

 

Report Fields = Take report grouping fields as chart grouping fields and number fields from detail or summary section as chart series fields at run time

 

Matrix = Take row and column group fields as chart group fields and cell value fields as chart series fields

Clear Chart Action Removes all chart settings
Value Fields

(Y-Axes)

value fields
Value Fields Y-Axes Tabs

Y

Y1

Y2

+

Create new tab using + for secondary Y Axis.

Drag fields on respective Y Axis tab

Field Drag from available fields Each field becomes a Y axis on chart series
Function Select from list

Sum, Avg, Count, Min, Max and others

Value Fields will be aggregated on chart using this function
Series Type Select from list

series level chart

Select series level chart type.

(Parent) = No series level chart type applied, use base chart type

Trend Set Trend options

trend lines and forecast

Opens trend dialog

 

 

 

Show Trend Line Check/Uncheck Check = Adds a trend line to this series. Trend line will be a line type chart irrespective of base chart type and series chart type

 

Uncheck = Switch off trend line for this series

Trend Type Automatic

 

 

 

 

 

Manual

Automatic = The tool selects one of the trending algorithms automatically based on the data

Manual = You can choose one of the algorithms for drawing trend line: Exponential, Linear, Logarithmic, Polynomial, Power, Moving Average

Trend Manual Polynomial Order 0 – 5 Defines the order of polynomial trend line.

The order of the polynomial determines by the number of fluctuations in the curve

Trend Manual

Moving Average

 

0-N Determines the number of data points to average and use as average value for trending over a specific number of periods
Forecast Forward

Backward

Specify trend line for future or back period of time
Infographic Select from Color or Clipart

Infographic

You can select a color for the chart series or else default color would be picked from the system palette.

You can also assign a color for negative values i.e. values below a specified’ Negative Base’.

‘Use Negative Color For Decreasing Values’ option enables viewing values following a decreasing trend in the chosen negative color.

Choosing a clipart will help you display clipart image (SVG format) as chart patterns. You will have to place your SVG images as files or in folders under <Intellicus installation folder>> ReportEngine > Templates > Charts > Infographics

Once you have added the images, you will see the folder names as categories and images will be displayed in the box as thumbnails.
Choose the image of your choice and select a pattern (Layout Type). Click OK.

Title Type yourself Give a title to Y axis
Stack Type Select from options:

Normal

Stacked

100% Stacked

Normal = No stacking

Stacked = Stack all series of this Y axis

100% Stack = 100% stack all series of this Y axis

Base Value Specify a value between 0-N Specify a base value (scale) of Y axis in the chart
Threshold Set Threshold optionsThreshold Opens threshold dialog

Threshold Lines help to effectively communicate important points in your data like a key value, sales threshold, important date or the average of your data

Show Threshold Line Check/Uncheck

 

 

 

Check = Adds a threshold line for this series.

Uncheck = Switch off threshold line for this series

Threshold Value Specify value/range of values You can either specify a value for Threshold Line or a range of values for Threshold Band
Threshold Label Enter text Specify label text to appear for the threshold line or band on the chart
Threshold Color Select from color selector Specify the color of Threshold Line or Band
Group Fields

(X-Axis)

Field Drag from available fields Each field becomes a X axis on chart series
Group By Select from list:

YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Applicable for Date data type fields
Display Field Select a field from list On X axis data label, show the selected fields’ values instead of group field value
Pivot Check/Uncheck Check = Convert into series. All the values from this field become series at runtime
Show Axis Title Check/Uncheck Check = Give a title by typing it in the box
X–Axis

Label Angle

Select from list:

0

30

45

60

90

Rotation or angle of labels on the X axis
Settings
Show Legends Check/Uncheck Switch On or Off legends, you can also define the position of Legend from the drop down beside Show Legend option if you Switch On the Legend
Show Title Check/Uncheck Switch On or Off title
Show Point Labels Check/Uncheck Switch On or Off Data point labels
Show Description Check/Uncheck Whatever Description you give in Miscellaneous, will be displayed alongside the chart if you check here
Align Select from list

 

Top

 

Bottom

Position of chart when report has detailed data

Top = Show the chart at the top of report

Bottom = Show the chart at the bottom of the report

Level Select from list

 

Report

 

 

Page

Level of data to aggregate for chart

Report = All of report data will be aggregated in to one chart per report

Page = Data rendered in one page of detail section will be aggregated into a chart per page

Sorting
Sort Order Field Select field from list The X Axis values will be sorted based on the value of selected field
Sort Order Order Ascending

Descending

Order of sorting
Show (N) Select from list

(All)

1-50

Restrict number of X axis values to given number
Miscellaneous Description Click dots  to open Type a description to show along with your chart