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  1. Create a report with chart display
    1. Select a date field to use as the Label
    2. Select a field to use as the Metric
  2. Create your chart, selecting Z Chart as the type
  3. Provide the Label and Metric options and Refresh
  4. Customise the Chart as required
  5. Close the Chart Builder
  6. Save your report

Tutorial

The Z Chart is a specially designed line chart used for period comparisons.

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1. Start creating a chart as you did with the other charts by clicking on the Create link.

2. On the Report Data page, drag and drop the Image Added Month dimension, and Image Added Profit Margin metric into the Column Fields area.

3. Change the aggregation on Profit Margin to average by selecting the field and clicking on the
Image Added icon.

4. Make sure that you select the Chart Only option as you have for the other charts.

5. Click on Image Added at the top of the page to move to the next step.

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6. On the Report Preview page click Columns link.

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7. Select Month as the Column.

8. Click on the Display Menu.

9. Set the Format to Date.

10. Select Other as the Date Format

11. Type MMMM, yy in the Format box.

12. These options will mean that instead of just displaying the Month names, Yellowfin will display the month name and then the year, eg: March, 09.

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13. On the Report Preview page click on the Pie Chart image as before.

14. Click on the Chart Menu and select Line as the Chart Type and Z Chart as the subtype.

15. Click Save to load the options for a Z Chart.

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16. Set the Label to be Month.

17. Set the Series to be Avg Profit Margin.

18. Click Refresh to view your chart.

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19. Your chart should now look like this one.

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20. You are now going to customise the look of your Z Chart. Click on the Chart Format Menu.

21. You are going to extend the chart so it shows 24 months worth of data at a time. When you do this, remember that Yellowfin needs double the amount of data in order to calculate the Moving Total. In this case it would need 48 months worth of data.

22. Click Save to see how these options have changed your chart.

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23. Click on the Image Added icon next to the Periodic Value to expand the options.

24. Set Line Shapes to Yes.

25. Set the Line Thickness to 2.

26. Repeat these steps for Cumulative Total and Moving Total.

27. Click Refresh to regenerate your chart.

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28. Your chart should now look like the one pictured here.

29. You are now finished with this chart so Save and Activate it.

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30. Click on the Close button to go back to the Report Preview page.

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31. Click on the Save Menu and use Z Chart Tutorial as the Name.

32. Type This Z Chart was created using the Charts Tutorial as the Description.

33. Enter Tutorial as the Category and Charts as the Sub Category.

34. Click Activate.

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