Creating Charts in Ad hoc Reports

Item

Values

Comments

Query Object

Check ‘Use Parent’s’ or select from object selector

Select the parent query object to create chart on same dataset or a different query object to help you create chart on different datasets in the same report

Chart Title

Type yourself

Give a title to your chart

Chart Type

Select from list

Select the base chart type

Link

Select from list:

With Report Fields

Matrix

Report Fields = Take report grouping fields as chart grouping fields and number fields from detail or summary section as chart series fields at run time

Matrix = Take row and column group fields as chart group fields and cell value fields as chart series fields

Clear Chart

Action

Removes all chart settings

Value Fields

(Y-Axes)

Value Fields Y-Axes

Tabs

Y

Y1

Y2

+

Create new tab using + for secondary Y Axis.

Drag fields on respective Y Axis tab

Field

Drag from available fields

Each field becomes a Y axis on chart series

Function

Select from list

Sum, Avg, Count, Min, Max and others

Value Fields will be aggregated on chart using this function

Series Type

Select from list

Select series level chart type.

(Parent) = No series level chart type applied, use base chart type

Trend

Set Trend options

Opens trend dialog

Show Trend Line

Check/Uncheck

Check = Adds a trend line to this series. Trend line will be a line type chart irrespective of base chart type and series chart type

Uncheck = Switch off trend line for this series

Trend Type

Automatic

Manual

Automatic = The tool selects one of the trending algorithms automatically based on the data

Manual = You can choose one of the algorithms for drawing trend line: Exponential, Linear, Logarithmic, Polynomial, Power, Moving Average

Trend Manual Polynomial Order

0 – 5

Defines the order of polynomial trend line.

The order of the polynomial determines by the number of fluctuations in the curve

Trend Manual

Moving Average

0-N

Determines the number of data points to average and use as average value for trending over a specific number of periods

Forecast

Forward

Backward

Specify trend line for future or back period of time

Infographic

Select from Color or Clipart

You can select a color for the chart series or else default color would be picked from the system palette.

You can also assign a color for negative values i.e. values below a specified’ Negative Base’.

‘Use Negative Color For Decreasing Values’ option enables viewing values following a decreasing trend in the chosen negative color.

Choosing a clipart will help you display clipart image (SVG format) as chart patterns. You will have to place your SVG images as files or in folders under <Intellicus installation folder>> ReportEngine > Templates > Charts > Infographics

Once you have added the images, you will see the folder names as categories and images will be displayed in the box as thumbnails.
Choose the image of your choice and select a pattern (Layout Type). Click OK.

Title

Type yourself

Give a title to Y axis

Stack Type

Select from options:

Normal

Stacked

100% Stacked

Normal = No stacking

Stacked = Stack all series of this Y axis

100% Stack = 100% stack all series of this Y axis

Threshold

Set Threshold options

Opens threshold dialog

Threshold Lines help to effectively communicate important points in your data like a key value, sales threshold, important date or the average of your data

Show Threshold Line

Check/Uncheck

Check = Adds a threshold line for this series.

Uncheck = Switch off threshold line for this series

Threshold Value

Specify value/range of values

You can either specify a value for Threshold Line or a range of values for Threshold Band

Threshold Label

Enter text

Specify label text to appear for the threshold line or band on the chart

Threshold Color

Select from color selector

Specify the color of Threshold Line or Band

Base Value

Specify a value between 0-N

Specify a base value (scale) of Y axis in the chart

Min and Max Value

Specify range of values

Specify the minimum and maximum scale values for Y-Axis

Group Fields

(X-Axis)

Field

Drag from available fields

Each field becomes a X axis on chart series

Group By

Select from list:

YEAR

QUARTER

MONTH

WEEK

DAY

HOUR

MINUTE

Applicable for Date data type fields

Display Field

Select a field from list

On X axis data label, show the selected fields’ values instead of group field value

Pivot

Check/Uncheck

Check = Convert into series. All the values from this field become series at runtime

Show Axis Title

Check/Uncheck

Check = Give a title by typing it in the box

X–Axis

Label Angle

Select from list:

0

30

45

60

90

Rotation or angle of labels on the X axis

Settings

Show Legends

Check/Uncheck

Switch On or Off legends, you can also define the position of Legend from the drop down beside Show Legend option if you Switch On the Legend

Show Title

Check/Uncheck

Switch On or Off title

Show Point Labels

Check/Uncheck

Switch On or Off Data point labels

Show Description

Check/Uncheck

Whatever Description you give in Miscellaneous, will be displayed alongside the chart if you check here

Align

Select from list

Top

Bottom

Position of chart when report has detailed data

Top = Show the chart at the top of report

Bottom = Show the chart at the bottom of the report

Level

Select from list

Report

Page

Level of data to aggregate for chart

Report = All of report data will be aggregated in to one chart per report

Page = Data rendered in one page of detail section will be aggregated into a chart per page

Sorting

Sort Order Field

Select field from list

The X Axis values will be sorted based on the value of selected field

Sort Order Order

Ascending

Descending

Order of sorting

Show (N)

Select from list

(All)

1-50

Restrict number of X axis values to given number

Miscellaneous Description

Click 

Type a description to show along with your chart