Charts Widget

Use the Charts widget to add available charts to the report you are viewing, or to create a report using the Chart Builder. Added charts are included on reports when exported to Excel, PDF, or image formats.

Contents

You access the Charts widget on the Tools Report Action menu when viewing a report (Tools >> Charts).

Field Description
Widget ToolbarWidget Toolbar At the top of every widget are three action icons:
  • Details:Expands a panel with information about how to use the widget to build your report.
  • Refresh: Updates and reloads the content.
  • Close: Closes the widget.
Filter content Enter text to narrow results and quickly find content available in the active widget.

Chart Builder

On the left side of the Chart Builder are more than 40 types of charts to choose from, including the most common, like, Area, Bar, Column, Dependency Wheel, Line, and Pie. When you click a type to expand options, the Reporting Tool populates default chart options based on your report and builds a preview, making it easy for you to visualize the selected chart type. Click through the types and experiment with options from your report to build your chart.

The following are fields and options for all chart types.

Field Description
Title Choose the name that will display in the list of charts in the Charts widget Charts Library.
Description Enter a short description that will display beneath the chart title in the Charts Library.
Invert Toggle the X and Y axes between a horizontal or vertical orientation.
3D Select to display the selected chart type three dimensionally.
Public Select to make the chart available to all other users who have access to the active report. For those users, this chart will display in the Charts from other users section of the Charts Library, in the Charts widget.
Legend
Axis Labels
Data Labels
Stack drop-down Select stack options when using series.
Save to Chart Library /Save Chart Click to save the chart to the Charts Library for this report. If you mark the chart Public, you and other users who can access this report will also have the option to add it to their report. If selected from the library, the chart displays above the report when exported to PDF, Excel, or image format.
View Click to see the chart in the Report Working Area, and to have this chart display on reports exported to PDF, Excel, or image format.

Chart Menu

The Chart menu is available when the chart is viewed in the Report Working Area. From this menu you can view the chart full screen, undock the chart into a drag-able, resizable window, close the chart, or if you are the creator, open it in the Chart Builder to resume editing.

Chart Library/Saved Charts

Saved charts available to add to the active report display in the following sections, based on the creator:
  • Your Charts
  • Standard Charts
  • Charts Created by Other Users