Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Wiki Markup
{anchor:top}
{toc: class=contents}
h2. Overview
{styleclass: Class=topLink}[top|#top]{styleclass}

|*Area*|!chart_area.png!|You want to emphasize the magnitude of change over time. Use an area chart to show how much the value of a measure changes over time.
|*Stacked Area*|!chart_area_stacked.png!|You want to emphasise the magnitude of change over time, while comparing multiple categories.|

h3. Chart Data Options
||Option||Description||
|LabelHorizontal Axis|This is the category label for the X axis|
|SeriesVertical 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.|


h2. Area Chart Tutorial
{styleclass: Class=topLink}[top|#top]{styleclass}

h3. Summary
In order to set up an Area Chart you will need:
# Create a report with chart display
## Select a field to use as the *LabelHorizontal Axis*
## Select a field to use as the *MetricVertical Axis*
## Select a field to use as the *Colour* (if you have decided to create a cross tab report)
# Create your chart, selecting *Area* as the type
# Provide the *LabelHorizontal Axis*, *MetricVertical Axis*, and *Colour* options and *Refresh*
# Customise the Chart as required
# *Close* the Chart Builder
# *Save* your report


h3. Tutorial
{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 *Area* as the Chart Type and click on the picture of the *Area* Chart to select it. 

*12.* Click *Save*, this will load the options for an Area 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 *Area Chart Tutorial* as the Name, and *This Area 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. Stacked Area Chart Tutorial
{styleclass: Class=topLink}[top|#top]{styleclass}

{section}
{column: width=30%}
*1.* Begin building your report, like the Area Chart tutorial above, or edit the Area Chart previously created.
{column}
{column: width=70%}
!9.png! 
{column}
{section}

{section}
{column: width=30%}
*2.* Change your report to a *Cross Tab* display in the *Report Options* panel on the right.
{column}
{column: width=70%}
!10.png! 
{column}
{section}

{section}
{column: width=30%}
*3.* You will be prompted to confirm that you want to change the report to a Cross Tab, click *Confirm*.
{column}
{column: width=70%}
!11.png! 
{column}
{section}

{section}
{column: width=30%}
*4.* Make sure your report is fully populated, by using *Demographic* as Rows, *Year* as Columns, and *Invoiced Estimate* as the Metric.

*5.* Click on !step_right_on.png! at the top of the page to move to the next step. 

*6.* Edit your chart by clicking on the Pie Chart image.
{column}
{column: width=70%}
!12.png|thumbnail,border=1! 
{column}
{section}

{section}
{column:width=30%}
*7.* Click on the *Chart* Menu, select *Area* as the Chart Type and click on the picture of the *Stacked Area* Chart to select it. 

*8.* Click *Save*, this will load the options for an Area Chart. 
{column}
{column:width=70%}
!13.png|thumbnail,border=1!
{column}
{section}

{section}
{column:width=30%}
*9.* In the *Chart Data* section you will need to select the data for each setting in the chart.

*10.* Set the Label to *Year*. 

*11.* Set the Series to *Sum Invoice Estimate*. 

*12.* Set the Colour to *Demographic*.

*13.* Click *Refresh* to generate your chart.
{column}
{column:width=70%}
!14.png!
{column}
{section}

{section}
{column:width=30%}
*14.* You should now have a chart that looks like the one pictured. 

*18.* You now need to *Save* and *Activate* your chart.
{column}
{column:width=70%}
!15.png|thumbnail,border=1!
{column}
{section}
Proceed to the *Output* step
# *Save* your report

\\
\\
{horizontalrule}
{styleclass: Class=topLink}[top|#top]{styleclass}