7.0-Chart-tab

default

markdown

#7.0 Chart Tab

[[_TOC_]]

In the Chart tab, a chart can be created using the data in the table/view selected on the Data Sources tab.

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

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

* [[Trend|http://wiki.izenda.com/Guides/ReportDesign/7.0-Chart-tab#7.3-Trend-Selection]]
* [[Pie|http://wiki.izenda.com/Guides/ReportDesign/7.0-Chart-tab#7.4-Pie-Selection]]
* [[Plot|http://wiki.izenda.com/Guides/ReportDesign/7.0-Chart-tab#7.5-Plot-Selection]]
* [[Bar|http://wiki.izenda.com/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 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.com/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.

##7.3 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.

**Basic Trend Chart Tab**

![Basic Trend Chart](/Guides/ReportDesign/7.0-Chart-tab/basic_trend_tab.png)

**Advanced Trend Chart Tab**

![Advanced Trend Chart](/Guides/ReportDesign/7.0-Chart-tab/advanced_trend_tab.png)

_**Note:** Some options may not be available with certain [[charting engines|/API/CodeSamples/ChartingEngine]]._

The table below describes the features of the **Trend** chart type selection.

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

###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.**_

**Instructions**

1. From the ReportList.aspx page, click on the arrow icon next to **New** and click **Report** from the dropdown menu. When the page redirects, we need to select a data source.
2. Click on the **Data Sources** tab. Then click on the drop down box and choose **Orders**.
3. Click on the **Chart** tab. This is where we create charts.
4. Click on the **Chart Type** drop down box and choose **"Trend"** for the chart type.
5. Click on the **Date** drop down box and select **OrderDate** for our date field.
6. For the **Date** function select **Group (Month Name)** from the drop down box.
7. Click on the **Value** drop down box and select **OrderID** for our value field.
8. For the **Value** function select **Count Distinct** from the drop down box.
9. Click on the **Preview** tab so you can view the report. Let's add a title to this report.
10. Click on the **Misc** tab. In the **Title** text box enter "Orders by Month".
11. Click the **"Preview"** tab. Now the Report has a title. Let's save it.
12. Click on the **Save As** tool bar button, name your report and enter the category you want the report to be shown under.  Click OK. The Izenda report is saved. You may now view the report by navigating to it from the Report List page.

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

###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.***

**Instructions**

##7.4 Pie Selection

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

**Basic Pie Chart Tab**

![Basic Trend Chart](/Guides/ReportDesign/7.0-Chart-tab/basic_pie_tab.png)

**Advanced Pie Chart Tab**

![Advanced Trend Chart](/Guides/ReportDesign/7.0-Chart-tab/advanced_pie_tab.png)

_**Note:** Some options may not be available with certain [[charting engines|/API/CodeSamples/ChartingEngine]]._

_**The table below describes the Pie chart selection options. You can use our [[demo site|http://www.izenda.com/bi/ReportList.aspx]] to follow along with the instructions below.**_

|**Feature**|**Description**|
|:---------:|:-------------:|
|Title|This text box allows the user to add a title to the chart. It will appear above the chart.|
|Records|this text box allows the user to specify the maximum number of records to include in the chart data.|
|Label|Allows the user to select the field used for the label of each slice of the pie. The options in this field are detected automatically from your selected data sources.|
|Value|Allows the user to select the data metric for the chart. This can be filled with any numeric data.|
|Separator|Allows the user to separate their data into multiple charts based on a field value.|
|Show Legend|When checked, this displays a color-coded legend below the chart.|
|Show As 3D|When checked, this displays the chart in 3D.|
|Explode Largest Slice|When checked, this will cause the piece with the highest percentage to be separated from the rest of the pie.|
|Show Percentage|When checked, this will display the percentage of the pie each section represents.|
|Show Value Labels|When checked, this will display the numeric value of each slice.|
|Show Slice Labels|When checked, this will display the text value of each slice.|
|Combine Bottom %|A percentage entered as a whole number (i.e. an input value of 10 = 10%) that will combine entries with the smallest percentages until it meets or exceeds the given amount.|
|Chart Type|A dropdown where the user can select whether the chart will be a pie or a doughnut.|
|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.|

###7.4.1 Creating a Basic Pie Chart

**Instructions**

1. From the ReportList.aspx page, click on the arrow icon next to **"New"** and click **"Report"** from the dropdown menu. When the page redirects, we need to select a data source.
2. Click on the **Data Sources** tab. Then click on the drop down box and choose **Orders**.
3. Click on the **Chart** tab. This is where we create charts.
4. Click on the **"Chart Type"** drop down box and choose **Pie** for the chart type.
5. Click on the **Label** dropdown box and select **ShipCountry** for our label field.
6. For the **Label** function select **Group** from the drop down box.
7. Click on the **"Value"** drop down box and select **OrderID** for our value field.
8. For the **Value** function select **Count Distinct** from the drop down box. Let's sort the values so the countries with the most orders will be together.
9. Click on the **Sort (z-a)** checkbox for the value field.
10. Click on the **Preview** tab so you can view the report. Let's add a title to this report.
11. Click on the **Misc** tab.
12. In the **Title** text box enter "Orders By Country"
13. Click the **Preview** tab. Now the Report is Titled. Let's Save it.
14. Click on the **Save As...** toolbar button, name your report, and enter the category you want the report to be shown under.  Click OK. The Izenda report is saved. You may now view the report by navigating to it from the Report List page.

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

###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.***

**Instructions**

1. Edit your newly created report. You can do this by selecting the category you stored it under on the Report List and clicking the **pencil** icon at the bottom right corner of the preview panel.
2. Click on the **Chart** tab.
3. Click on the **Value** dropdown box and select **Freight** for our value field and **Sum** for our function and **$0.00** for our format.
4. Click on the **Advanced Properties** button.
5. Click on the **Separator** drop down box and select **OrderDate**
6. Click on the **Separator** function dropdown box and select **Group(Year)**. This is how the data will be separated. Next, let's limit the number of records shown to 10.
7. Click on the **Records** textbox. Enter 10. Next, let's add a legend.
8. Click on the **Show Legend** check box to select it. Now, let's explode the largest slice from each year.
9. Click on the **Explode Largest Slice** check box. Now, let's add percentages to the pie graph.
10. Click on the **Show Percentage** check box. Now, let's also change the type of pie chart.
11. Click on the **Chart Type** drop down box and select **Doughnut**.
12. Click the **Preview** tab. Now the Pie Chart has been enhanced to show the countries with the most orders separated by year. Let's update the title for this report.
13. Click on the **Misc** tab.
14. In the **Title** text box enter "Orders By Country and Year"
15. Click the **Preview** tab. Let's Save it.
16. Save your report
  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.

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

##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.

_**Note:** Some options may not be available with certain [[charting engines|/API/CodeSamples/ChartingEngine]]._

**NOTE: PLOT CHART IS ONLY AVAILABLE IN THE DUNDAS CHARTING ENGINE**

**Basic Plot Chart Tab**

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

**Advanced Plot Chart Tab**

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

The table below describes the features of the **Plot** chart type selection.

***Below you can see the results of the plot chart type***

**Basic**

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

**Advanced**

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

##7.6 Bar Selection

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

**Basic Bar Chart Tab**

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

**Advanced Bar Chart Tab**

![](/Guides/ReportDesign/7.0-Chart-tab/advanced_bar_tab_2.png)

_**Note:** Some options may not be available with certain [[charting engines|/API/CodeSamples/ChartingEngine]]._

**The table below describes the Bar chart selection options. You can use our [[demo site|http://www.izenda.com/bi/ReportList.aspx]] to follow along with the instructions below.**

|**Feature**|**Description**|
|:---------:|:-------------:|
|Title|This text box allows the user to add a title to the chart. It will appear above the chart.|
|Records|this text box allows the user to specify the maximum number of records to include in the chart data.|
|Label dropdown menu|Allows the user to select a field to use as the x-axis data.|
|Value dropdown menu|Allows the user to select a field to use as the y-axis data.|
|Separator|Allows the user to select a field to separate the data into multiple groups with.|
|Value Ranges|This acts like the [[Advanced|http://wiki.izenda.com/Guides/ReportDesign/4.0-fields-tab#4.8-Advanced-Field-Settings-Button]] box's Value Ranges item. It will use the specified replacement values for given ranges of data. The number of ranges should correspond to the number of groupings you have in your data.|
|Line Value|When **Show Pareto** is checked, this will set an alternate metric to display on the trend line.|
|Show Legend|When checked, this will display the values supplied with the **Separator** field as a legend below the chart. The colors for the legend will correspond to the colors shown in the chart.|
|Show Pareto|When checked, this will display a trend chart superimposed upon the bar chart.|
|Stacked|When checked, this will cause the bars to be stacked as long as they're in the same grouping (determined by the value of the Separator dropdown). Otherwise, they are shown side-by-side.|
|Horizontal|When checked, this will rotate the bar chart 90 degrees. The bars will animate from left to right. They animate from bottom to top normally.|
|Shade Area Under Line|When **Show Pareto** is checked, this will cause the entire area underneath the trend line to be shaded semi-transparently.|
|Label Title (Bottom)|This text box allows the user to label the bottom section of the chart, allowing viewers to more easily read the data.|
|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.|

###7.6.1 Creating a Basic Bar Chart

**Instructions**

1. From the ReportList.aspx page, click on the arrow icon next to **New** and click **Report** from the dropdown menu. When the page redirects, we need to select a data source.
2. Click on the **Data Sources** tab. Then click on the drop down box and choose **Orders**.
3. Click on the **Chart** tab. This is where we create charts.
4. Click on the **"Chart Type"** drop down box and choose **Bar** for the chart type.
5. In the **Title** text box enter "Revenue by Month".
6. Click on the **Label** dropdown box and select **OrderDate** for our label field.
7. For the **Label** function select **Group(Month Name)** from the drop down box.
8. Click on the **"Value"** drop down box and select **Freight** for our value field.
9. For the **Value** function select **Sum** from the drop down box. 
10. For the **Format** dropdown box, select **$0.00**(money). Let's sort the values so the months are in sequential order.
11. Click on the **Sort** checkbox for the value field.
12. Click on the **Preview** tab so you can view the report. Let's Save it.
13. Click on the **Save As...** toolbar button, name your report, and enter the category you want the report to be shown under.  Click OK. The Izenda report is saved. You may now view the report by navigating to it from the Report List page.

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

###7.6.2 Creating an Advanced Bar Chart

**Instructions**

1. Edit your newly created report. You can do this by selecting the category you stored it under on the Report List and clicking the **pencil** icon at the bottom right corner of the preview panel.
2. Click on the **Chart** tab.
3. Click on the **Advanced Properties** button.
4. Click on the **Separator** drop down box and select **OrderDate**
5. Click on the **Separator** function dropdown box and select **Group(Year)**. This is how the data will be separated. 
6. Click on the **Line Value** dropdown box and select **UnitPrice**. 
7. Click on the **Line Value** function dropdown box and select **Average**.
8. Click on the **Show Legend** check box to select it. Now, let's also add a trend chart to this graph.
9. Click on the **Show Pareto** check box. Now, let's show the columns stacked on top of each other.
10. Click on the **Stacked** check box. Now, let's label the other sections of the chart.
11. In the **Label Title (Bottom)** text box, enter "Sales Month".
12. In the **Value Title (Left)** text box, enter "Total Revenue".
13. In the **Value Title (Right)** text box, enter "Average Price per Unit".
14. Click the **Preview** tab. Now the bar chart shows revenue by month and year as well as the average unit price for each month. Let's update the title for this report.
13. In the **Title** text box on the Chart tab, enter "Revenue by Month by Year".
15. Click the **Preview** tab. Let's Save it.
16. Save your report
  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.

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

Uploading file...

Header

Sidebar

![Izenda Logo](http://izenda.com/wp-content/uploads/2014/12/IzendaNewLogoBlueTR.png)

---

* [[Izenda 7 Series Documentation|https://www.izenda.com/docs/]]
* [[Release Notes]]
* [[Upgrade Best Practices|FAQ/Izenda-Update-Best-Practices]]
* [[FAQ]]
* [[Tutorials]]
* [[The Izenda API|/API/AdHocConfig]]
* [[The AdHocSettings class|/API/AdHocSettings]]
* [Developer Links and Guides](/Guides/Developer-Links-and-Guides)
* [[Known Issues]]

---

* <a href="http://www.izenda.com" rel="nofollow" target="_blank">Izenda Website</a>
* [Product Video](https://www.youtube.com/watch?v=X3-yWFq0w5A)
* <a href="http://www.izenda.com/blog" rel="nofollow" target="_blank">Izenda Blog</a>
* <a href="http://www.izenda.com/company/" rel="nofollow" target="_blank">About Us</a>
* <a href="http://www.izenda.com/contact-us/" rel="nofollow" target="_blank">Contact Us</a>

---
* [Guide To Report Design](/Guides/ReportDesign)
* [Making Custom Forms Video](http://www.youtube.com/watch?v=5b2axJlgdFs)

---

* [[Acknowledgements]]

Edit message:

Cancel

Editing 7.0-Chart-tab

Header

Sidebar