Changes in 585b04a: Updated 7.0 Chart tab (markdown)

				Guides/ReportDesign/7.0-Chart-tab.md
			
          @@ -8,19 +8,32 @@ In the Chart tab, a chart can be created using the data in the table/view select

           The Charts Tab lets you create different variations of charts, including: 

          -* [[Trend|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.2-Trend-Selection]]

          -* [[Pie|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.3-Pie-Selection]]

          -* [[Plot|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.4-Plot-Selection]]

          -* [[Bar|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.5-Bar-Selection]]

          +* [[Trend|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.3-Trend-Selection]]

          +* [[Pie|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.4-Pie-Selection]]

          +* [[Plot|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.5-Plot-Selection]]

          +* [[Bar|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.6-Bar-Selection]]

           * Funnel   

           You can have multiple charts in one report or put multiple charts of summary information on a Dashboard to show key business metrics.

          -##7.1 None Selection

          +##7.1 Charting Basics

          +

          +Each chart tab hosts a single chart object. Each chart tab behaves identically, and is used to host a single distinct chart. Charts and [Visualizations](http://wiki.izenda.us/Guides/Izenda-Vision) both consume a chart object (or chart slot) but behave completely differently!

          +

          +Basic Izenda Charts each have a custom GUI (as opposed to Visualizations, which are simply enabled and then read a table in the Summary or Fields tab). Charts generally follow the pattern of Label -> Value -> Seperator, where:

          +

          +Label: Represents the slice, bar, timepoint, or other element on the chart. Each value from the field selected as the Label field will be used to place items on the chart.

          +Value: Represents the number that is displayed within each Label. The size of a pie slice, the size of a bar, or the height of a point on a line will be represented by the values of this field.

          +

          +*NOTE*: Values MUST be aggregated numeric output! It is possible to display simple static numeric values such as 'value of employee ID per employee' but the best practice is to only display aggregated data, such as a sum of all spending or a count of all employees, on a chart.

          +

          +Separator: Represents different charts within one chart object. This means that we can draw multiple lines, bars, or pies per time point per chart object. Without a separator you will get only one pie chart, one line, or one set of bars. Values of the separator will create distinct visual elements, such as a pie chart for every reported employee gender, a line for each country over time, or a bar chart with multiple bars per department, one for each work site.

          +

          +##7.2 None Selection

           When the chart type is None (…), no chart appears. If you want to remove a chart from a report, choose this option. This option is selected by default.

          -##7.2 Trend Selection

          +##7.3 Trend Selection

           Selecting a Trend chart type will generate a line graph with a number of different options to choose from on your report. There are two modes to select various options from: a simple view and an advanced view. 

          @@ -52,7 +65,7 @@ The table below describes the features of the **Trend** chart type selection.

           ![](/Guides/ReportDesign/7.0-Chart-tab/basic_trend_result.png)

          -###7.2.1 Creating a Basic Trend Chart

          +###7.3.1 Creating a Basic Trend Chart

           _**This tutorial will demonstrate how to create a Trend chart demonstrating the grouping function "Orders by Month". You can use our [[demo site|http://www.izenda.com/bi/ReportList.aspx]] to follow along with the instructions below.**_

          @@ -73,7 +86,7 @@ _**This tutorial will demonstrate how to create a Trend chart demonstrating the 

           ![](/Guides/ReportDesign/7.0-Chart-tab/advanced_trend_result.png)

          -###7.2.2 Creating an Advanced Trend Chart

          +###7.3.2 Creating an Advanced Trend Chart

           ***In this example, we will modify the trend chart created in 7.2.1 above by separating the data by year and smoothing out the graph.***

          @@ -94,7 +107,7 @@ _**This tutorial will demonstrate how to create a Trend chart demonstrating the 

             1. Click on the **Save** toolbar button. This will overwrite the old report with the new information you added **OR**

             2. Click on the **Save As** toolbar button to choose a new title/category to save your new report under.

          -##7.3 Pie Selection

          +##7.4 Pie Selection

           The image below shows the **Pie** Chart Type selection options on the **Chart** tab.

          @@ -128,7 +141,7 @@ _**The table below describes the Pie chart selection options. You can use our [[

           |Scale %|Allows the user to enter the percentage to scale the chart to. Entering 100% will yield the same result as putting nothing here.|

           |Target report|Allows you to specify a subreport to drilldown to. Drilldown reports will open in a new browser tab.|

          -###7.3.1 Creating a Basic Pie Chart

          +###7.4.1 Creating a Basic Pie Chart

           **Instructions**

          @@ -149,7 +162,7 @@ _**The table below describes the Pie chart selection options. You can use our [[

           ![Basic Pie Results](/Guides/ReportDesign/7.0-Chart-tab/basic_pie_result.png)

          -###7.3.2 Creating an Advanced Pie Chart

          +###7.4.2 Creating an Advanced Pie Chart

           ***In this lesson, we will modify the pie chart created above by separating the data by year so we can see which countries had the most orders each year.***

          @@ -176,7 +189,7 @@ _**The table below describes the Pie chart selection options. You can use our [[

           ![Advanced pie chart Results](/Guides/ReportDesign/7.0-Chart-tab/advanced_pie_result_2.png)

          -##7.4 Plot Selection

          +##7.5 Plot Selection

           Selecting a Plot chart type will generate a scatter plot chart. This acts very similar to the trend chart but has a few key differences.

          @@ -216,7 +229,7 @@ The table below describes the features of the **Plot** chart type selection.

           ![](/Guides/ReportDesign/7.0-Chart-tab/advanced_plot_results.png)

          -##7.5 Bar Selection

          +##7.6 Bar Selection

           The images below show the **Bar** Chart Type selection optiosn on the **Chart** tab.

          @@ -250,7 +263,7 @@ _**Note:** Some options may not be available with certain [[charting engines|/AP

           |Label Title (Left)|As with the entry above, but for the Left chart margin. The data displayed in the left margin describes the bar portion.|

           |Label Title (Right)|As with the entry above, but for the Right chart margin. The data displayed in the right margin describes the trend portion.|

          -###7.5.1 Creating a Basic Bar Chart

          +###7.6.1 Creating a Basic Bar Chart

           **Instructions**

          @@ -270,7 +283,7 @@ _**Note:** Some options may not be available with certain [[charting engines|/AP

           ![](/Guides/ReportDesign/7.0-Chart-tab/basic_bar_results.png)

          -###7.5.2 Creating an Advanced Bar Chart

          +###7.6.2 Creating an Advanced Bar Chart

           **Instructions**

...	...	@@ -8,19 +8,32 @@ In the Chart tab, a chart can be created using the data in the table/view select
8	8
9	9	The Charts Tab lets you create different variations of charts, including:
10	10
11		-* [[Trend\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.2-Trend-Selection]]
12		-* [[Pie\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.3-Pie-Selection]]
13		-* [[Plot\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.4-Plot-Selection]]
14		-* [[Bar\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.5-Bar-Selection]]
	11	+* [[Trend\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.3-Trend-Selection]]
	12	+* [[Pie\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.4-Pie-Selection]]
	13	+* [[Plot\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.5-Plot-Selection]]
	14	+* [[Bar\|http://wiki.izenda.us/Guides/ReportDesign/7.0-Chart-tab#7.6-Bar-Selection]]
15	15	* Funnel
16	16
17	17	You can have multiple charts in one report or put multiple charts of summary information on a Dashboard to show key business metrics.
18	18
19		-##7.1 None Selection
	19	+##7.1 Charting Basics
	20	+
	21	+Each chart tab hosts a single chart object. Each chart tab behaves identically, and is used to host a single distinct chart. Charts and [Visualizations](http://wiki.izenda.us/Guides/Izenda-Vision) both consume a chart object (or chart slot) but behave completely differently!
	22	+
	23	+Basic Izenda Charts each have a custom GUI (as opposed to Visualizations, which are simply enabled and then read a table in the Summary or Fields tab). Charts generally follow the pattern of Label -> Value -> Seperator, where:
	24	+
	25	+Label: Represents the slice, bar, timepoint, or other element on the chart. Each value from the field selected as the Label field will be used to place items on the chart.
	26	+Value: Represents the number that is displayed within each Label. The size of a pie slice, the size of a bar, or the height of a point on a line will be represented by the values of this field.
	27	+
	28	+NOTE: Values MUST be aggregated numeric output! It is possible to display simple static numeric values such as 'value of employee ID per employee' but the best practice is to only display aggregated data, such as a sum of all spending or a count of all employees, on a chart.
	29	+
	30	+Separator: Represents different charts within one chart object. This means that we can draw multiple lines, bars, or pies per time point per chart object. Without a separator you will get only one pie chart, one line, or one set of bars. Values of the separator will create distinct visual elements, such as a pie chart for every reported employee gender, a line for each country over time, or a bar chart with multiple bars per department, one for each work site.
	31	+
	32	+##7.2 None Selection
20	33
21	34	When the chart type is None (…), no chart appears. If you want to remove a chart from a report, choose this option. This option is selected by default.
22	35
23		-##7.2 Trend Selection
	36	+##7.3 Trend Selection
24	37
25	38	Selecting a Trend chart type will generate a line graph with a number of different options to choose from on your report. There are two modes to select various options from: a simple view and an advanced view.
26	39
...	...	@@ -52,7 +65,7 @@ The table below describes the features of the Trend chart type selection.
52	65
53	66	![](/Guides/ReportDesign/7.0-Chart-tab/basic_trend_result.png)
54	67
55		-###7.2.1 Creating a Basic Trend Chart
	68	+###7.3.1 Creating a Basic Trend Chart
56	69
57	70	_This tutorial will demonstrate how to create a Trend chart demonstrating the grouping function "Orders by Month". You can use our [[demo site\|http://www.izenda.com/bi/ReportList.aspx]] to follow along with the instructions below._
58	71
...	...	@@ -73,7 +86,7 @@ _**This tutorial will demonstrate how to create a Trend chart demonstrating the
73	86
74	87	![](/Guides/ReportDesign/7.0-Chart-tab/advanced_trend_result.png)
75	88
76		-###7.2.2 Creating an Advanced Trend Chart
	89	+###7.3.2 Creating an Advanced Trend Chart
77	90
78	91	*In this example, we will modify the trend chart created in 7.2.1 above by separating the data by year and smoothing out the graph.*
79	92
...	...	@@ -94,7 +107,7 @@ _**This tutorial will demonstrate how to create a Trend chart demonstrating the
94	107	1. Click on the Save toolbar button. This will overwrite the old report with the new information you added OR
95	108	2. Click on the Save As toolbar button to choose a new title/category to save your new report under.
96	109
97		-##7.3 Pie Selection
	110	+##7.4 Pie Selection
98	111
99	112	The image below shows the Pie Chart Type selection options on the Chart tab.
100	113
...	...	@@ -128,7 +141,7 @@ _**The table below describes the Pie chart selection options. You can use our [[
128	141	\|Scale %\|Allows the user to enter the percentage to scale the chart to. Entering 100% will yield the same result as putting nothing here.\|
129	142	\|Target report\|Allows you to specify a subreport to drilldown to. Drilldown reports will open in a new browser tab.\|
130	143
131		-###7.3.1 Creating a Basic Pie Chart
	144	+###7.4.1 Creating a Basic Pie Chart
132	145
133	146	Instructions
134	147
...	...	@@ -149,7 +162,7 @@ _**The table below describes the Pie chart selection options. You can use our [[
149	162
150	163	![Basic Pie Results](/Guides/ReportDesign/7.0-Chart-tab/basic_pie_result.png)
151	164
152		-###7.3.2 Creating an Advanced Pie Chart
	165	+###7.4.2 Creating an Advanced Pie Chart
153	166
154	167	*In this lesson, we will modify the pie chart created above by separating the data by year so we can see which countries had the most orders each year.*
155	168
...	...	@@ -176,7 +189,7 @@ _**The table below describes the Pie chart selection options. You can use our [[
176	189
177	190	![Advanced pie chart Results](/Guides/ReportDesign/7.0-Chart-tab/advanced_pie_result_2.png)
178	191
179		-##7.4 Plot Selection
	192	+##7.5 Plot Selection
180	193
181	194	Selecting a Plot chart type will generate a scatter plot chart. This acts very similar to the trend chart but has a few key differences.
182	195
...	...	@@ -216,7 +229,7 @@ The table below describes the features of the Plot chart type selection.
216	229
217	230	![](/Guides/ReportDesign/7.0-Chart-tab/advanced_plot_results.png)
218	231
219		-##7.5 Bar Selection
	232	+##7.6 Bar Selection
220	233
221	234	The images below show the Bar Chart Type selection optiosn on the Chart tab.
222	235
...	...	@@ -250,7 +263,7 @@ _Note: Some options may not be available with certain [[charting engines\|/AP
250	263	\|Label Title (Left)\|As with the entry above, but for the Left chart margin. The data displayed in the left margin describes the bar portion.\|
251	264	\|Label Title (Right)\|As with the entry above, but for the Right chart margin. The data displayed in the right margin describes the trend portion.\|
252	265
253		-###7.5.1 Creating a Basic Bar Chart
	266	+###7.6.1 Creating a Basic Bar Chart
254	267
255	268	Instructions
256	269
...	...	@@ -270,7 +283,7 @@ _Note: Some options may not be available with certain [[charting engines\|/AP
270	283
271	284	![](/Guides/ReportDesign/7.0-Chart-tab/basic_bar_results.png)
272	285
273		-###7.5.2 Creating an Advanced Bar Chart
	286	+###7.6.2 Creating an Advanced Bar Chart
274	287
275	288	Instructions
276	289