Chart is used for graphical representation of data. To address your charting needs Smart View supports most of the popular chart types like bar, line, pie and radar.
Click the ‘Add Chart’ option from Add icon located at the bottom-left corner to add a chart view of your data.
Figure 30: Creating Chart(s)
Let us look at the various properties that can be specified for charts.
|(X-Axis) Field||Drag from available fields and drop on Group Fields section. You can also use the left/right arrow keys to move the fields from/to available fields||Each group field becomes X axis on a chart series|
|Group By||Select from list:
|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|
|Split||Check/Uncheck||You have an option to split the chart on an x-axis field into multiple charts (Split Order can take up to maximum of 50 charts)|
|Show Axis Title||Check/Uncheck||Check = Give a title by typing it in the box|
|Select from list:
|Rotation or angle of labels on the X axis
|Max Characters||Specify a number||Maximum number of characters to view for chart labels. If there are more characters, the label names will show maximum number of characters followed by an ellipsis|
|Max Height||Specify a percentage||You can alternately specify the percentage of screen space to be utilized by X-axis labels using Max Height value.
This field gets disabled if you specify value in Max Characters
|Ellipsis Position||Select from below:
|Choose whether the ellipsis should be shown as suffix or prefix to the label names|
|(Y-Axis) Field||Drag from available fields and drop on Value Fields section. You can also use the left/right arrow keys to move the fields from/to available fields||Each value 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:||Select series level chart type.
None = No series level chart type applied, uses the base chart type
|Trend||Set Trend options
||Opens trend dialog
A trend line can be used to depict trends in your existing data or forecasts of future data
|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 (The trend line option will not be available if base chart type is – Column, Pie, DoughNut, Radar or Bubble).
Uncheck = Switch off trend line for this series
|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||Specify a value between 2-10||Defines the order of polynomial trend line.
The order of the polynomial determines the number of fluctuations in the curve
|Specify a value between 0-N||Determines the number of data points to average and use as average value for trending|
|Forecast||Forward (x periods)
Backward (x periods)
|Specify trend line for future or back period of time|
|Infographics||Select from Color or Clipart
||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||blank||Give a desired title for Y-Axis|
|Stack Type||Select from options:
|Normal = No stacking
Stacked = stacks all values on top of each other on Y axis
100% Stacked = stacks values after recalculating to percent values
|Base Value||Specify a value between 0-N||Specify a base value (scale) of Y axis in the chart|
|Threshold||Set Threshold options
||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|
|Value Fields (Y-Axes)||Tabs
|Create new tab using + for secondary Y axis.
Drag fields on respective Y Axis tab
Figure 31: Chart(s) – Properties
|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 Type||Select from list:||Select the base chart type|
|Link||Select from list:
With Report Fields
Report Fields = Takes the first field of the grid as X axis on chart and first numeric field as Y axis on chart at run time
Matrix = Takes row / column fields as X axis on chart and summary fields as Y axis on chart
|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 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|
|Select field from list||The X or Y Axis values will be sorted based on the value of selected field|
|Order of sorting|
|Show (N)||Select from list:
|Restrict number of X axis values to given number|
|Select field from list||The X or Y Axis values will be split based on the value of selected field|
|Order of showing split charts|
|Show (N)||Select from list:
|Restrict number of X axis values to given number
|Miscellaneous Description||Click to open||Type a description to show along with your chart|
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.
You can create multiple charts on a smart report. You can also control the number of charts to display by specifying Charts Per Row by clicking the down arrow next to Chart tab located at the bottom-left of the view. More charts flow to the next row.
You have the option of Move to Tab on the chart title bar for moving a chart to new or any existing tab (in case of multiple charts in a tab).
You can also edit the chart name on the title bar by double-clicking on it.
You can delete a chart control by clicking Delete Chart icon on the top-right position of the chart. Click Delete option on the down arrow next to Chart tab on the bottom-left to delete the entire chart view. A confirmation message pops up confirming the deletion.