Scroll

Chart Wizard (through 2015.1)

NOTE. This information applies to Exago versions up to and including v2015.1. For the most recent version, see Chart Wizard.

To insert a chart select a cell and then click the Insert Chart button (). The Chart Wizard will appear. The Chart Wizard has three tabs: Appearance, Data and Labels.

NOTE. Charts should only be placed into a Group Header, Group Footer, Report Header or Report Footer sections.

Appearance

In the Appearance tab select the type of chart, its size, its colors and where to display the legend.

  • Select the chart type by clicking the icon that represents it. Check the ‘Use 3D Style’ box to make the chart three dimensional.
  • There are three ways to set the size of the chart.
    • Enter the height and width in the dimension boxes.
    • Resize the chart by dragging the lower right corner in the preview.
    • Check the box ‘Fit to Cell’.
  • In the color drop-down either select a color theme or specify a linear range of colors.
NOTE. The legend may overlap the chart if the size is too small.

There are two types of charts: single series and multi-series.

 

Single Series

PieDoughnutFunnel, and Pyramid charts utilize a single Data Field to visually compare each element to the whole.

Ex. Each section of a pie chart may represent a region and the size of the section indicates how many people live in that region.

Pareto charts are a special type of single series chart generally used to highlight the most important element amongst a group. The bars of a Pareto chart will display in descending order while a line show the cumulative percentage of the total. 

 

Multi-Series

Bar, Column, and Scatter charts display the values of one Data Field for each element of another Data Field.

Ex. A column chart will have a series of columns whose height indicates the number of customers in each region for each company.

Line and Spline charts display the values of one Data Field for each element of another Data Field, the second of which usually represents an interval of time.

Area Charts and Spline Area Charts are special types of Line and Spline charts which additionally display cumulative totals by filling in the areas underneath each Line or Spline.

Bubble Charts are a special type of Scatter chart which use a third Data Field to specify the size of the data points.

 

Data

Use the Data tab to set specific data values and data labels for the chart.

  • Use the Data Values drop-down to select the cell that contains the numeric value for the chart.
  • Use the Data Labels drop-down to select the cell that contains the Data Field that names each element of the chart.
  • Use the Y Values dropdown to select the cell containing the numeric values for the Y axis.
  • Use the X Values dropdown to select the select the cell containing the numeric values for the X axis.
  • From the Series Labels select the cell that contains the Data Field with the name of the series elements.
  • (Bubble Charts) Use the Bubble Size dropdown to select the select the cell containing the numeric values for the size of the bubbles.
  • (Bubble Charts) Use the Bubble Label dropdown to select the cell containing the Data Field with the name of each bubble.
  • Use the ‘Sort data by’ dropdowns to specify the order of the chart data.
    • Report Order – The chart will follow the order of the information on the report.
    • Data Labels – The chart will be sorted by the data labels (either alphabetically or numerically).
    • Data Values – The chart will be sorted by the data values.
  • To ignore values that are too large or too small, enter a value into ‘Exclude values less/greater than/’ boxes.
  • To manually set the axis values enter a value into the ‘Data Axis Minimum/Maximum Value’ boxes.
  • Check the ‘Align Data Labels Across Series’ if you have multi-series data with common data labels among series.
NOTE. Consider charting house values as a function of location and building type. We choose location as the series labels and building type as data labels.  Since each location uses the same building types, we check the 'Align Data Labels Across Series' box to align like data labels in the chart. On the other hand, if we want to chart city populations where we use country name as the series labels and city name as the data labels, we leave the box unchecked. This is because the data labels (city name) used for one series (country name) have no relation to those used in others.

 

Labels

In the Labels tab set the visual options of the Chart.

  • Chart Title: Enter the text you want to appear in at the top of the chart.
  • X-Axis Title: Enter the text you want to appear on the bottom of the chart.
  • Y-Axis Title: Enter the text you want to appear on the left of the chart.
  • Point Labels: Use the dropdown to display the values of each element of the chart.
  • Legend Position: Use the dropdown to specify where to show the legend on the chart.
  • Label Font: To change the font, use the drop-down. The font names appear in the style that they represent.
  • Number Format…: Use the number format button menu to specify how data and axis labels should be formatted.
  • Benchmark Lines…: Use the benchmark lines button menu to add horizontal benchmark lines at specific sections of the chart. See Benchmark Lines.
NOTE. Single Series charts only have a Chart Title. Multi-series charts additionally have X and Y Axis titles.

 

Benchmark Lines

To add a Benchmark Line to a chart, open the Benchmark Lines menu by clicking the button in the Labels tab.

  • Press the New button () for each new benchmark you wish to add to your chart.
  • Label: Enter the text you want to appear as the label of the benchmark.
  • Value: Specify the numeric value you would like to define as the benchmark. The benchmark line will display horizontally at this point on the Y axis.
  • Color: Use the color drop-down to specify the color of the line.
  • Line Style: Use the drop-down to specify the style of the line (either Solid or Dashed).

The resulting Benchmark Line will appear as so on the chart:

 

Chart Types

The Charts Wizard supports a variety of single- and multi-series charts.

 

Pie

Pie Charts are used to compare numerical data fields as portions of a whole. The area of each “slice” of the pie is proportional to the quantity it represents. Doughnut, Pyramid, and Funnel charts are variations of Pie Charts and are created in the same manner.

In the following example, the pie represents the total number of Orders and each slice represents the number of Orders per Customer.

NOTE. This report is making use of a Group Footer section to get a count of orders per customer. A Group Header may also be used. 
NOTE. The following instructions also apply to Doughnut, Pyramid, and Funnel charts.

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Pie Chart menu and select the Pie Chart option.
    • Check the “Use 3D Style” box.
    • Choose a size and color scheme.

 

  • In the Data tab:
    • Set Data Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Data Labels to the cell ‘Customers.CompanyName’.

 

  • In the Labels tab:
    • Enter the text ‘Orders by Customer’ in the Chart Title.
    • Set Point Labels to ‘Data Values’ and the Legend Position to ‘Right’.

 

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

This is how the chart will appear in the final report:

NOTE. This example has a filter on Customers for brevity.

 

 

Doughnut

Doughnut Charts are Pie Charts with a hollowed out center. They are created in a similar fashion.

See Pie Charts for instructions on creating a Doughnut Chart. The example will result in the following:

Pyramid

A Pyramid Chart is a variation of a Pie Chart in which the data sections are represented as “slices” on a Pyramid. The area of each slice is proportional to the quantity it represents.

NOTE. The width of each slice is not representative of the data.

See Pie Charts for instructions on creating a Pyramid Chart. The example will result in the following:

 

 

Funnel

A Funnel Chart is a variation of a Pie Chart in which the data sections are represented as “slices” on a Funnel. The area of each slice is proportional to the quantity it represents. It can be thought of as a “reverse” Pyramid Chart.

NOTE. The width of each slice is not representative of the data.

See Pie Charts for instructions on creating a Funnel Chart. The example will result in the following:

 

Line

Line Charts display a series of data points connected by straight lines. They are often used to display a trend in data over intervals of time. The vertical axis shows the categories being compared. The horizontal axis shows the numerical value for each category.

In the following example, each line represents the total number of Orders per Year per Company.

NOTE. This report is making use of a Group Footer section to get a count of orders per year. A Group Header may also be used. 

The following instructions also apply to Spline, Area, and Spline Area charts.

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Line Chart menu and select the Line Chart option.
    • Choose a size and color scheme.

 

  • In the Data tab:
    • Set Data Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Data Labels to the cell ‘=Year({Orders.OrderDate})’.
    • Set Series Labels to the cell ‘Customers.CompanyName’.

 

 

  • In the Labels tab:
    • Enter the text ‘Yearly Orders’ in the Chart Title.
    • Enter the text ‘Year’ in the X-Axis Title.
    • Enter the text ‘Orders’ in the Y-Axis Title.

 

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

 

This is how the chart will appear in the final report:

NOTE. This example has a filter on Customers for brevity.

 

Spline

Spline Charts display a series of data points connected by a fitted curve. They can be thought of as a variation of a Line Chart and are created in a similar fashion.

NOTE. The curve between data points is estimation; it does not represent actual data values.

See Line Charts for instructions on creating a Spline Chart. The example will result in the following:

 

Area

Area Charts are line charts in which the area below each line is filled in. They are generally used to compare the cumulative totals of different Data Fields over time. They can be thought of as a variation of a Line Chart and are created in a similar fashion.

See Line Charts for instructions on creating an Area Chart. The example will result in the following:

 

Spline Area

Spline Area Charts are spline charts in which the area below each spline is filled in. They are generally used to compare the cumulative totals of different Data Fields over time. They can be thought of as a variation of a Line Chart and are created in a similar fashion.

See Line Charts for instructions on creating a Spline Area Chart. The example will result in the following:

 

Bar

Bar Charts use bars to compare data between different categories. The X-Axis shows the categories being compared. The Y-Axis shows the numerical value for each category.

In the following example, each bar represents the total number of Orders per Employee per Company.

NOTE. The report designer here is making use of a Group Footer section and two sorts to get a count of orders by customer per employee. 
NOTE. The following instructions also apply to Stacked Bar, 100% Stacked Bar, Column, Stacked Column, and 100% Stacked Column charts.

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Bar Chart menu and select the Bar Chart option.
    • Check the “Use 3D Style” box.
    • Choose a size and color scheme.

 

  • In the Data tab:
    • Set Data Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Data Labels to the cell ‘=Customers.CompanyName’.
    • Set Series Labels to the cell ‘Employees.LastName’.

 

  • In the Labels tab:
    • Enter the text ‘Orders by Customer’ in the Chart Title.
    • Enter the text ‘Customer’ in the X-Axis Title.
    • Enter the text ‘Orders’ in the Y-Axis Title.

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

This is how the chart will appear in the final report:

NOTE. This example has a filter on Customers for brevity.

 

Stacked Bar

Stacked Bar Charts are Bar Charts which stack each data field in a group together on a single horizontal bar. Each bar represents a grouped Data Field, and each slice of the bar represents a data value in the group. They can be thought of as a variation of a Bar Chart and are created in a similar fashion.

See Bar Charts for instructions on creating a Stacked Bar Chart. The example will result in the following:

 

100% Stacked Bar

100% Stacked Bar Charts are Bar Charts which calculate the relative proportion for each data field in a group, and stack them together on a single horizontal bar so that they add up to 100%. Each bar represents a grouped Data Field, and each slice of the bar represents the proportion of a data value. 100% Stacked Bar Charts can be thought of as a variation of a Bar Chart and are created in a similar fashion.

See Bar Charts for instructions on creating a 100% Stacked Bar Chart. The example will result in the following:

 

Column

Column Charts use vertical bars to compare data between different categories. The X-Axis shows the categories being compared. The Y-Axis shows the numerical value for each category. They can be thought of as a variation of a Bar Chart and are created in a similar fashion.

See Bar Charts for instructions on creating a Column Chart. The example will result in the following:

 

Stacked Column

Stacked Column Charts are Bar Charts which stack each data field in a group together on a single vertical bar. Each bar represents a grouped Data Field, and each slice of the bar represents a data value in the group. They can be thought of as a variation of a Bar Chart and are created in a similar fashion.

See Bar Charts for instructions on creating a Stacked Column Chart. The example will result in the following:

 

100% Stacked Column

100% Stacked Column Charts are Bar Charts which calculate the relative proportion for each data field in a group, and stack them together on a single vertical bar so that they add up to 100%. Each bar represents a grouped Data Field, and each slice of the bar represents the proportion of a data value. 100% Stacked Column Charts can be thought of as a variation of a Bar Chart and are created in a similar fashion.

See Bar Charts for instructions on creating a 100% Stacked Column Chart. The example will result in the following:

Pareto

Pareto Charts are a special type of single series chart generally used to highlight the most important element amongst a group. The bars of a Pareto chart display in descending order while a line shows the cumulative percentage of the total.

In the following example, each bar represents the number of Orders per Customer, and the line represents the cumulative percentage of the total Orders.

NOTE. This report is making use of a Group Footer section to get a count of orders per customer. A Group Header may also be used.

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Bar Chart menu and select the Pareto Chart option.
    • Check the “Use 3D Style” box.
    • Choose a size and color scheme.

 

 

  • In the Data tab:
    • Set Data Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Data Labels to the cell ‘Customers.CompanyName’.

 

  • In the Labels tab:
    • Enter the text ‘Orders by Customer’ in the Chart Title.
    • Enter the text ‘Customer’ in the X-Axis Title.
    • Enter the text ‘Orders’ in the Y-Axis Title.

 

 

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

 

This is how the chart will appear in the final report:

NOTE. This example has a filter on Customers for brevity.

 

 

Scatter

A Scatter Chart uses coordinates to display values for two variables in a set of data. One variable is represented on the X-Axis, and another is represented on the Y-Axis. They are typically used to show correlations between variables for large sets of data.

In the following example, the data points on the chart are coordinate pairs of the total number of Orders per Customer, and the average Order price per Customer.

NOTE. This report is making use of a Group Footer section to get a count of orders per customer and an average order price per customer. A Group Header may also be used. 

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Scatter Chart menu and select the Scatter Chart option.
    • Choose a size and color scheme.

 

 

  • In the Data tab:
    • Set Y Values to the cell ‘=Average({OrderDetails.UnitPrice})’.
    • Set X Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Series Labels to ‘None’.

 

  • In the Labels tab:
    • Enter the text ‘Price vs Num. Orders’ in the Chart Title.
    • Enter the text ‘Number of Orders’ in the X-Axis Title.
    • Enter the text ‘Average Price’ in the Y-Axis Title.
    • Set the Legend Position to ‘None’

 

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

NOTE. The data rows are suppressed for clarity.

This is how the chart will appear in the final report:

 

Bubble

A Bubble Chart uses bubbles of variable size as coordinates to display values for three variables in a set of data. One variable is represented on the X-Axis, another is represented on the Y-Axis, and a third is represented by the size of the bubble.

In the following example, the data bubbles are coordinate pairs of the total number of Orders per Customer, and the average Order price per Customer. The size of the bubbles is the average Discount per Customer.

NOTE. This report is making use of a Group Footer section to get a count of orders per customer, average order price per customer, and average discount per customer. A Group Header may also be used. 

  • Add a Report Footer section to the report. Select all the cells in the Report Footer and click the Merge Cells button ().
  • Select the merged cell and click the Insert Chart button ().
  • In the Appearance tab:
    • Click on the Scatter Chart menu and select the Bubble Chart option.
    • Choose a size and color scheme.

 

  • In the Data tab:
    • Set Y Values to the cell ‘=Average({OrderDetails.UnitPrice})’.
    • Set X Values to the cell ‘=AggCount({Orders.OrderID})’.
    • Set Series Labels to ‘Customers.CompanyName’.
    • Set Bubble Sizes to ‘=Average({OrderDetails.Discount})’
    • Set Bubble Labels to ‘None’.

 

  • In the Labels tab:
    • Enter the text ‘Price vs Num. Orders’ in the Chart Title.
    • Enter the text ‘Number of Orders’ in the X-Axis Title.
    • Enter the text ‘Average Price’ in the Y-Axis Title.
    • Set the Legend Position to ‘None’

 

 

  • Click Finish and execute the report as HTML.

This is how the chart will appear in the report designer:

NOTE. The chart will appear as a template in the report designer. It will not populate the field data.

NOTE. The data rows are suppressed for clarity.

 

This is how the chart will appear in the final report:

NOTE. This example has a filter on Customers for brevity.


Hidden Article Information

Article Author
Nick
created 2016-04-04 17:59:30 UTC
updated 2016-08-19 13:24:48 UTC

Labels
charts, Charts Wizard, Creating Charts, About Charts, Single Series Charts, Building Charts, Chart info, charting, Legacy Version, Multi Series Charts,
Have more questions? Submit a request