Overview

Type

Icon

When to Use

Line

You want to view trends over time by plotting data at points connected by lines. Use a line chart to plot many metrics.

3D Line

Similar to the line chart, but in three-dimensional form.

Z Chart

Trends over a short period of time; displaying the data, accumulative total, and moving total.

Stepped Line

A line chart where movement is shown in steps rather than straight lines.

 

Chart Data Options

Option

Description

Horizontal Axis

This is the category label for the X axis

Vertical Axis

Typically a numeric value such as $. An item that you want to measure on your Chart

Colour

This option is only available if you have a cross tab data set available and is used to determine the colour applied for cross tab series data.

 

Line Chart Tutorial

Summary

In order to set up a Line Chart you will need:

  1. Create a report with chart display
    1. Select a field to use as the Horizontal Axis
    2. Select a field to use as the Vertical Axis
    3. Select a field to use as the Colour (if you have decided to create a cross tab report)
  2. Create your chart, selecting Line as the type
  3. Provide the Horizontal Axis, Vertical Axis, and Colour options
  4. Customise the Chart as required
  5. Proceed to the Output step
  6. Save your report

 

Tutorial

1.  Start the Report creation process by using one of these methods:

 

    • Left Side Nav - open the left side navigation panel, click on Create, select the Report option

 

    • Top Right Button - click on the create button, select the Report option.

 

    • Toolbar - click on the Create link in the toolbar, select the Report option.


You will now see the New Report lightbox.

Left Side Nav

Top Right

(with Left Side Navigation enabled)

Toolbar

2. Click on the Ski Team view in order to use the fields defined within it for creating the report.

3. You will now be taken to the Data step of the Report Builder.

4. Add Year and Invoiced Amount to Columns.

5. Proceed to the Charts step of the builder.

6. Select the Line chart from the Line section of the charts panel on the right of the screen.

7. Set the following components:

  • Horizontal Axis: Year
  • Vertical Axis: Sum Invoiced Amount

8. Save your report

Z Chart Tutorial

Summary

In order to set up a Z Chart you will need:

  1. Create a report with chart display
    1. Select a date field to use as the Horizontal Axis
    2. Select a field to use as the Vertical Axis
  2. Create your chart, selecting Z Chart as the type
  3. Provide the Horizontal Axis and Vertical Axis options
  4. Customise the Chart as required
  5. Proceed to the Output step
  6. Save your report

 

Tutorial

1. Click the Create link in the main navigation bar of the system, and select the Report option.

2. You will now be on the Report Initialisation page. Ensure the Drag and Drop Builder has been selected to use for report creation.

3. Click on the Ski Team view in order to use the fields defined within it for creating the report.

4. Add Month and Profit Margin to Columns.

5. Proceed to the Charts step of the builder.

6. Select the Z Chart from the Line section of the charts panel on the right of the screen.

7. Set the following components:

  • Horizontal Axis: Month
  • Vertical Axis: Sum Profit Margin

8. Save your report