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Overview

Type

Icon

When to Use

Horizontal Bar

You want to highlight values for easy comparison and plot your numbers horizontally. Use a bar chart to place less emphasis on time and focus on comparing values.

3D Horizontal Bar

Similar to the horizontal bar chart, but in three a dimensional form.

Stacked Horizontal Bar

Categorical data, grouped or stacked to assist comparison. Use when part-to-whole comparison is important.

Horizontal Cylinder

Similar to the horizontal bar, but having chart components shown in cylindrical form.

Proportional Bar

Displays how close values in different categories came to the highest category value.

Chart Data Options

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.

Bar Chart Tutorial

Summary

In order to set up a Bar Chart you will need:

  1. Create a report with chart display
    1. Select a field to use as the Label
    2. Select a field to use as the Metric
    3. Select a field to use as the Colour (if you have decided to create a cross tab report)
  2. Create your chart, selecting Bar as the type
  3. Provide the Label, Metric, and Colour options and Refresh
  4. Customise the Chart as required
  5. Close the Chart Builder
  6. Save your report

Tutorial

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

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

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

3. Select Ski Team as the View.

4. Now click the button to proceed.

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.

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

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

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

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

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.

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

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

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.

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 Close button to go back to the Report Preview page.

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

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



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