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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} ||Type||Icon||When to Use|| |*Line*|!chart_line.png!|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*|!chart_line3d.png!|Similar to the line chart, but in three-dimensional form.| |*Z Chart*|!chart_z.png!|Trends over a short period of time; displaying the data, accumulative total, and moving total. | |*Stepped Line*|!chart_step.png!|A line chart where movement is shown in steps rather than straight lines.| h2. Chart Data Options {styleclass: Class=topLink}[top|#top]{styleclass} ||Option||Description|| |Label|This is the category label for the X axis| |Series|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.| h2. Line Chart Tutorial {styleclass: Class=topLink}[top|#top]{styleclass} h3. Summary In order to set up a Line Chart you will need: # Create a report with chart display ## Select a field to use as the *Label* ## Select a field to use as the *Metric* ## Select a field to use as the *Colour* (if you have decided to create a cross tab report) # Create your chart, selecting *Line* as the type # Provide the *Label*, *Metric*, and *Colour* options and *Refresh* # Customise the Chart as required # *Close* the Chart Builder # *Save* your report h3. Tutorial The following Line Chart tutorial can be used for any of the above listed Line Charts, with the exception of the Z Chart which is discussed later. {section} {column: width=30%} *1.* Click on the *Create* link and select *Report* to begin building your report. {column} {column: width=70%} !01.png! {column} {section} {section} {column: width=30%} *2.* You should now be on the Initialise Report page. Select the *Drag and Drop Builder* as the build tool. {column} {column: width=70%} !02.png! {column} {section} {section} {column: width=30%} *3.* Select *Ski Team* as the View. *4.* Now click the !step_right_on.png! button to proceed. {column} {column: width=70%} !2a.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *5.* You should now be on the *Step 1. Report Data* page. To start with, set the Output Options to *Chart Only* by selecting it in the *Report Options* section on the right. This will ensure that the information appears as a chart. {column} {column:width=70%} !3.png! {column} {section} {section} {column:width=30%} *6.* Now you need to add metrics to your report. Click on the !expand.gif! next to the *Time* category to expand it. *7.* Drag and drop the !rpt_dim.png! *Year* field into the *Columns* area. *8.* Now expand the *Athlete Payment* category and drag and drop the !rpt_metric.png! *Invoice Estimate* dimension into the *Columns* area below *Year*. You will notice that the icon has changed to !rpt_metric_sum.png!, this is because the default aggregation for this field has been set to *SUM* in the view. *9.* Click on !step_right_on.png! at the top of the page to move to the next step. {column} {column:width=70%} !4.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *10.* You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Builder page to setup your chart. {column} {column:width=70%} !ChartClick.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *11.* Click on the *Chart* Menu, select *Line* as the Chart Type and click on the picture of the *Line* Chart to select it. *12.* Click *Save*, this will load the options for a Line Chart. {column} {column:width=70%} !5.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *13.* In the *Chart Data* section you will need to select the data for each setting in the chart. *14.* Set the Label to *Year*. *15.* Set the Series to *Sum Invoice Estimate*. *16.* Click *Refresh* to generate your chart. {column} {column:width=70%} !6a.png! {column} {section} {section} {column:width=30%} *17.* You should now have a chart that looks like the one pictured. *18.* You now need to *Save* and *Activate* your chart. Click on the !menu_close.png! *Close* button to go back to the Report Preview page. {column} {column:width=70%} !7.png|thumbnail,border=1! {column} {section} {section} {column:width=30%} *19.* It is now time to save your report. Click on the *Report* Menu and select *Save*. *20.* Type *Line Chart Tutorial* as the Name, and *This Line Chart was created using the Charts Tutorial* as the Description. *21.* Enter *Tutorial* as the Category and *Charts* as the Sub Category. *22.* Click *Activate*. {column} {column:width=70%} !8.png|thumbnail,border=1! {column} {section} h2. Z Chart Tutorial {styleclass: Class=topLink}[top|#top]{styleclass} h3. Summary In order to set up a Z Chart you will need: # Create a report with chart display ## Select a date field to use as the *Label* ## Select a field to use as the *Metric* # Create your chart, selecting *Z Chart* as the type # Provide the *Label* and *Metric* options and *Refresh* # Customise the Chart as required # *Close* the Chart Builder # *Save* your report h3. Tutorial \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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