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Charts

OVERVIEW

Once you have created your report using the Report Builder, you can either run the report as is or you can add graphic representation in the form of charts. This can only be done if the user has specified aggregates for numeric and/or currency values. An Aggregate and Group By are required (one for the x-axis and one for the y-axis).

There are multiple chart forms available: Vertical Bar, Horizontal Bar, Line, Pie and Gauge. You can use a Chart Builder, Additional Settings and Preview section to assist you in the creation of visually appealing graphics.

ClosedVertical Bar, Horizontal Bar and Line Charts

The vertical bar, horizontal bar and line charts are used as graphical representations of data using bars, columns or lines to compare data. They all share the same Chart Builder and Additional Settings options.

ClosedChart Builder

ClosedLayout Options

ClosedAdditional Settings


ClosedPie Charts

Pie charts work well when you are trying to graphically represent the proportion of values as they add up to the total. For example, if you'd like to see quote totals from the last 30 days, you can see the entire total represented and which quotes make up the largest and smallest 'pieces of the pie'.

ClosedChart Builder

There are a few differences between the Chart Builder shown for Bar and Line Charts and Pie Charts.


ClosedGauge Charts

Gauges are used to track key performance indicators for a business to measure success. They are often used at the executive level and are frequently used in 'dashboards'. Gauges are often set with a target or a range in mind. The black needle or the dial indicates the current value of the attribute (or key performance indicators). For example, you can set a sales goal for the year, then you can also set mid-point ranges to represent sales targets by quarter.

ClosedChart Builder


NOTES

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