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h2. シリーズ選択タブの作成
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h3. 時間ベースのシリーズ選択レポートの設定

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 1.* 「作成」リンクをクリックして、シリーズ選択レポートの作成を開始します。 |
{column} 「作成」リンクをクリックして、シリーズ選択レポートの作成を開始します
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*2.* 「レポートの初期化」ページが表示されます。作成ツールとして「*ドラッグ＆ドロップで作成*」を選択したままにします。

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*3.* 「ソースシステム」および「データベースビュー」として「*Ski Team*」を選択します（未選択の場合）。

*4.* 「 !step_right_on.png!」 ボタンまたは「 !clickToContinue.png! 」ボタンをクリックっして次に進みます。


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*5.* 「*レポートデータ*」ページが表示されます。まず、出力オプションを「*グラフのみ*」に設定します（右側の「*レポートのオプション*」セクションで選択します）。これにより、グラフだけが表示されます。
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*6.* ここで、メトリックをレポートに追加する必要があります。「Camp」カテゴリーの横にある !expand.gif! アイコンをクリックして展開します。

*7.* 「 !rpt_dim.png! *Start Date*」フィールドを「カラム（列）」エリアにドラッグ＆ドロップします。

*8.* 「*Athlete*」カテゴリーを展開し、「 !rpt_dim.png! *Athlete ID」*ディメンションを「カラム（列）」エリアの「*Start Date*」の下にドラッグ＆ドロップします。アスリートIDではなくアスリートの数が表示されるように、このフィールドに集約を適用する必要があります。
*9.* 「*Athlete ID*」フィールドを選択し、「 !rpt_count_button.png!」（個数）ボタンをクリックします。「*Athlete ID*」にアイコン !rpt_dim_count.png! が表示されます。

*10.* 「 !rpt_metric.png! *Invoiced Amount*」フィールドおよび「 !rpt_metric.png! *Camp Rating*」フィールドも「Athlete ID」の下にドラッグする必要があります

11. ページ上部の「 !step_right_on.png! 」をクリックし、次のステップに移行します。
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12. 「レポートプレビュー」ページが表示されます。円グラフのイメージ（図を参照）をクリックして、グラフを設定できる「グラフの書式」ページに移動します。

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*13.* 「*グラフ*」メニューを開き、「グラフタイプ」として「*線グラフ*」を選択し、*線グラフ{*}の図をクリックして選択します。


*14.* 「*保存*」をクリックして、線グラフのオプションをロードします。
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*15.* 「グラフデータ」セクションで、グラフの各設定フィールドを選択します。
*16.* 「ラベル」を「Start Date」に設定し、表示される「タイムシリーズ」オプションをオンにします。
*17.* 使用可能な3つのシリーズのそれぞれを選択します。
*18.* 「*更新*」をクリックして、グラフを生成します。


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*19.* You should now have a chart that looks like the one pictured.
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*20.* Open the *Settings* menu and set the *Visable Series Selection* option to *Yes*. You will then be presented with a display option.

*21.* Select the *Left Panel* option for display.

*22.* You will also need to specify the desired trend. In this case the trends should be set to *Up*.

*23.* You will also want to set the *Units* displayed in the chart to *Month* in order to aggregate the data resulting in a clearer chart.

*24.* Click on *Save* to see your changes on the chart.
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Before finishing with the chart, the chart title should be removed in order to save screen space.

*25.* Open the *Title* menu.

*26.* Change the *Chart Title* option to *None* and click *Save*.
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*27.* Click on the !menu_close.png! Close button to go back to the Report Preview page.
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Before activating this report, the series names should be formated in order to make the series selection panel more user friendly.

*28.* Click on the *Columns* link at the top of the menu bar.
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*29.* Select *Count Athlete ID* from the drop down list.

*30.* Open the *Display* menu and change the *Display Name* to *Athletes*.

*31.* Click *Save* to complete.

*32.* Repeat these steps for the *Sum Invoiced Amount* field, updating the name to *Invoiced*.
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*33.* Click on the *Save* Menu and use *Series Selection - Time Series Line* as the Name.

*34.* Type *This Series Selection Line Chart was created using the Dashboard Tutorial* as the Description.

*35.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.

*36.* Click *Activate*.
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*37.* Your report should now match the one displayed here.
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h3. Setting up Series Selection Reports

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*1.* While still on the *Series Selection - Time Series Line* report, click on the *Copy* button to create a duplicate of the report you can manipulate and save separately.
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From here you will be taken to the *Report Data* step of the report builder. Instead of viewing the series by *Camp Start Date*, this report will view them by *Camp Demographic*.

*2.* Drag the *Start Date* off the *Columns* list and drag the *Camp Demographic* into its place.
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*3.* Click on !step_right_on.png! at the top of the page to move to the next step.
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*4.* You should now be on the Report Preview page. Click on the image of a Pie Chart (pictured here) to go to the Chart Format page where you can setup your chart.
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*5.* Click on the *Chart* Menu, select *Bar* as the Chart Type and click on the picture of the *Proportional Bar Chart* to select it.

*6.* Click *Save*, this will load the options for your Chart.
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*7.* In the *Chart Data* area, ensure that the *Label* is set to *Camp Demographic*. All other options should have been carried through from the original report during the copy process.

*8.* Click *Refresh* to generate your chart.
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*9.* Once generated, you may notice your chart does not look ideal. To address this first resize the chart, dragging the bottom right corner, to ensure it is as clear as the one pictured here.
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*10.* In order to further style the chart, click on the *Labels* menu and select the *Custom* option for both *Label Style* and *Value Style*.

*11.* Set the options to:

Label Style: *Arial, 16pt, Bold*
Value Style: *Arial, 12pt, Italic*

*12.* Click *Save* to update your chart.
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*13.* Click on the !menu_close.png! Close button to go back to the Report Preview page.

*14.* From here you will need to activate your report. Click on the *Save* Menu and use *Series Selection Proportional Bar* as the Name.

*15.* Type *This Series Selection Proportional Bar Chart was created using the Dashboard Tutorial* as the Description.

*16.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.

*17.* Click *Activate*.
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*18.* Your chart should now look like the one pictured here.

You will need a third report to display on the dashboard for this tutorial. Copy the Proportional Bar report to create the last report.
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Once again you will be copying the report and changing the dimension that the series are being categorised by.

*19.* Copy the report.

*20.* Remove the *Camp Demographic* field, replacing it with the *Camp Region* field.

*21.* Continue to the *Report Preview* page and then move to the *Chart Builder*.
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*22.* Click on the *Chart* Menu, select *Pie* as the Chart Type and click on the picture of the *Pie Chart* to select it.

*23.* Click *Save*, this will load the options for your Chart.
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*24.* In the *Chart Data* area, ensure that the *Label* is set to *Camp Region*.

All other options should once again have been carried through from the original report during the copy process.

*25.* Click *Refresh* to generate your chart.
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As with the previous report, this chart would benefit from some custom label settings.

*26.* Click on the *Labels* menu.

*27.* Set *Labels* to *Yes*, ticking the *Category*, *Value*, and *Percentage* options for contents.

*28.* Set the *Style* to *Custom* with the following: *Arial*, *11pt*

*29.* Click *Save* to update your chart.
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You may notice that you now have the *Camp Region* displayed twice in the chart; once in the labels, once in the legend. Remove the legend to clean up the chart display.

*30.* Click on the *Position* menu, setting the *Legend Position* to *None*.

*31.* Click *Save* to update your chart.
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*32.* Click on the !menu_close.png! Close button to go back to the Report Preview page.

*33.* From here you will need to activate your report. Click on the *Save* Menu and use *Series Selection Pie* as the Name.

*34.* Type *This Series Selection Pie Chart was created using the Dashboard Tutorial* as the Description.

*35.* Enter *Tutorial* as the Category and *Charts* as the Sub Category.

*36.* Click *Activate*.
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*37.* Your chart should now look like the one displayed here.
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h2. Adding Reports
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*1.* To add a standard tab click on the !dash_add.png! Add Tab link on the Dashboard page and select the *Standard* option.

This will bring up a blank tab, ready for Reports to be added.
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*2.* To add a report to the dashboard, you will need to search for it in the list of active reports. Type Series Selection into the search box and click on   to see results.

*3.* One by one, drag these reports onto the tab, placing them as follows:

*Series Selection - Time Series Line* in the *top* portlet
*Series Selection Pie* in the *left* portlet
*Series Selection Proportional Bar* in the *right* portlet.
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*4.* Your tab should now look like the one pictured here.
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h2. Linking Series
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*1.* The last step in setting up a Series Selection tab is to link the series. Click on the *Series Select* menu.
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Firstly, you will need to select a master report to join your other reports to.

This will be the report you select series on, through dashboard, so select the one that displayed series the way you want.

In this case you're going to choose the Time Series report in order to select the series through a panel display, rather than a drop down list.

*2.* Select the *Series Selection Time Series Line* as the *Master Chart*.

*3.* Set the *Default Field* to *Athletes*.
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Once you've selected the master report, you will notice the other reports on the dashboard listed directly underneath on the left.

You will need to select these one by one and link them to the master, much as you would during the analytic setup.

*4.* Click on the *Series Selection Pie*.

You will know it's selected by the blue border around it.
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*5.* Link up matching series to the ones listed from the master report:

*Athletes* = *Athletes*
*Invoiced* = *Invoiced*
*Avg Camp Rating* = *Avg Camp Rating*

*6.* Click *Save* to complete the links.
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*7.* You will notice that the *Series Selection Proportional Bar* report has a red border. This means it still requires the links to be set up. Follow the same steps as above to link this report.

*8.* You should now have no red borders.
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*9.* Click on Return to Dashboard to finish the linking process.
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*10.* From here you will need to activate your tab. Click on the *Save* Menu and use *Series Selection Tab Tutorial* as the Name.

*11.* Type *This tab was created using the Dashboard Tutorial* as the Description.

*12.* Click *Activate*.
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h2. Using the Series Selection
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Using the series selection on the dashboard is the same as on an individual report.

*1.* Simply select the series you want to view, *Invoiced* for example, on the master report.
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*2.* Your charts should all be displaying the *Invoiced* series.
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