Chart Tab (Defining EAR and Cross-Publication EAR Reports)

A chart may be configured to display report information graphically. When a chart type is selected, corresponding settings appear. Labels for the settings apply to the chosen chart type.

Chart types:

Trend: Display a plot of results as a line on a graph with labeled elements.

Plot: Similar to Trend. Displays results as individual plot points (not connected by a line) on a graph with labeled elements.

Pie: Displays results as segments of a circle with labeled elements.

Bar: Displays results as bars on a graph with labeled elements.

Funnel: Displays results in funnel shape with labeled elements.

Basic steps for creating a chart:

Select a chart type from the drop-down list. (When a type is selected, corresponding settings appear.)
Title: Enter a title for the chart. Applies to all chart types.
Records: Enter a number to limit the number records returned. If this field is blank, the system will return all applicable records. Applies to all chart types.
Select two fields to be used to create the chart.
- Trend: Select Date and Value fields and related functions (if applicable).
- Plot: Select X and Y axis fields and related functions (if applicable).
- Pie, Bar, or Funnel: Select Label and Value fields and related functions (if applicable).
Optional: Click the Advanced Properties button for additional settings. See descriptions below.

Advanced properties

Advanced properties differ by chart type. Several options are available for most chart types:

Sort (z-a): Check the box to sort data in reverse order. (All chart types)
Separator: Creates separate charts based on selected field. Select field and function from drop-down lists. (All chart types except Funnel)
Show legend: Check the box to display a legend to the right of the chart. (All chart types except Funnel.)

Trend chart:

Show value labels: Check the box to display the data values as labels.
Smooth: Check the box to display line graph as smooth curves rather than spiked.
Label title (Bottom): Enter text to be displayed as a label for the horizontal axis.
Value title (Left): Enter text to be displayed as a label for the vertical axis on the left side of the chart.

Pie chart:

Show as 3D: Check the box to add three-dimensional appearance to pie graphic.
Explode largest slice: Check the box to display largest slice separated from pie graphic.
Show percentage: Check the box to display percentage for each portion of the chart.
Show value labels: Check the box to display the data values as labels.
Show slice labels: Check the box to display label for each slice.
Combine bottom %: Use this setting to combine smallest slices of a pie chart. Enter a number for the percentage to be combined.
Chart type: Use the drop-down menu to select the display option: Pie or Doughnut.
Target report: If the report has a field defined as a drill-down key to a subreport, and that field is included in the chart results, then clicking the relevant chart segment will drill-down to the underlying report. Use the drop-down menu to select the subreport. See Define a Subreport.
Effect: Use this setting in combination with Target report (above). Select the style of display for the subreport data. Options: Popup, Hover, Link.

Plot chart:

Connect: Check the box to connect the points plotted on the chart.

Bar chart:

Line value: Use the drop-down menu to select a field. Adds a line chart (plot chart with connected points) to the bar chart indicating the values of the selected field.
Show pareto: Check this box to add a cumulative trend line above bars and a right axis identifying percentage of total.
Stacked: Check this box to display bars stacked instead of side by side.
Horizontal: Check this box to display bars horizontally instead of vertically.
Shade area under line: Use with Line value setting (above). Adds shading below the line graph. Cannot be used with Horizontal setting (above).
Label title (Bottom): Enter text to be displayed as a label for the horizontal axis.
Value title (Left): Enter text to be displayed as a label for the vertical axis on the left side of the chart.
Value title (Right): Enter text to be displayed as a label for the vertical axis on the right side of the chart.
Target report: If the report has a field defined as a drill-down key to a subreport, and that field is included in the chart results, then clicking the relevant chart segment will drill-down to the underlying report. Use the drop-down menu to select the subreport. See Define a Subreport.
Effect: Use this setting in combination with Target report (above). Select the style of display for the subreport data. Options: Popup, Hover, Link.

Funnel chart:

Show percent: Check the box to display percentage for each portion of the chart.
Target report: If the report has a field defined as a drill-down key to a subreport, and that field is included in the chart results, then clicking the relevant chart segment will drill-down to the underlying report. Use the drop-down menu to select the subreport. See Define a Subreport.
Effect: Use this setting in combination with Target report (above). Select the style of display for the subreport data. Options: Popup, Hover, Link.

Note: At least one of the four key areas: Fields, Summary, Chart, Gauge must be configured for a report. (Settings on these four tabs are independent of each other with separate field selections for each one. Fields available for selection on these four tabs are from sources selected on the Data Sources tab.)