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Chart Data Options

Option

Description

LabelColour

This is the category label for the X axis

SeriesSize

Typically a numeric value such as $. An item that you want to measure on your Chart

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

Tutorial

The following Pie Chart tutorial can be used for any of the above listed Pie Charts, with the exception of the Multi Pie, which simply requires the report to be changed to a cross tab in order to be implemented.

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1. Click on the Create link and select Report to begin building your report.

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2. You should now be on the Initialise Report page. Select the Drag and Drop Builder as the build tool.

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3. Select Ski Team as the View.

4. Now click the Image Removed button to proceed.

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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.

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6. Now you need to add metrics to your report. Click on the Image Removed next to the Time category to expand it.

7. Drag and drop the Image Removed Year field into the Columns area.

8. Now expand the Athlete Payment category and drag and drop the Image Removed Invoice Estimate dimension into the Columns area below Year. You will notice that the icon has changed to Image Removed, this is because the default aggregation for this field has been set to SUM in the view.

9. Click on Image Removed at the top of the page to move to the next step.

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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.

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11. Click on the Chart Menu, select Pie as the Chart Type and click on the picture of the Pie Chart to select it.

12. Click Save, this will load the options for a Pie Chart.

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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.

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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 Image Removed Close button to go back to the Report Preview page.

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19. It is now time to save your report. Click on the Report Menu and select Save.

20. Type Pie Chart Tutorial as the Name, and This Pie 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.

  1. Proceed to the Output step
  2. Save your report

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