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Create Chart Dialog Box

You can use the Create Chart dialog box to create a chart in a report. This topic describes the options in the dialog box.

Designer displays the Create Chart dialog box when you navigate to Insert > Chart, or drag a chart icon from the Components panel into a report, and provides you with different options in the dialog box according to the type of the data resource you use for the chart: business view or query resource.

Create Chart Dialog Box - Business View Based

When you use the Create Chart dialog box for creating a chart using a business view, Designer displays the following screens in the dialog box:

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the chart.

Create Chart - Data

Business view box

This box lists the predefined business views in the current catalog. Select one and Designer automatically creates a dataset based on it for the chart.

  • <New Business View...>
    Select to create a business view in the catalog using the Business View Editor dialog box. Designer does not display this option when you use the dialog box in a library component.

More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use. Designer does not display this pair of buttons when you use the dialog box in a library component.

  • New Dataset
    Select to create a dataset based on a business view in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when the parent object where you have specified to insert the chart already applies a dataset. Select it if you want the chart to inherit the dataset from its parent.

Edit

Select to edit the specified business view in the Business View Editor dialog box or dataset in the Dataset Editor dialog box. Designer does not display this button when you use the dialog box in a library component.

Type Screen

Use this screen to specify the chart type. When using business view as the data resource, you can only create a 2-D chart.

Create Chart - Type

Single chart

Select to create a single chart.

  • Chart Type
    This box lists all the chart types that you can use to create a single chart. Select the type you want.
  • Subtype
    This box lists all the subtypes of the selected chart type. Select the subtype for the chart. You can point to a subtype icon to get its name.

Combo chart

Select to create more than one type using the primary or secondary axis. The types should be featured as a combination chart.

  • Chart Type
    This box lists all the chart types that you can use in a combo chart. Select the type you want.
  • Subtype
    This box lists all the subtypes of the selected chart type. Select the subtype for the combo chart. You can point to a subtype icon to get its name.
  • Chart Type Groups
    This box lists the chart types that you select to use in the combo chart.
    • Primary Axis
      • <Add Combo Type>
        Select to add a chart type to the primary axis.
    • Secondary Axis
      • <Add Combo Type>
        Select to add a chart type to the secondary axis.
  • Trash Can button Remove button
    Select to delete the specified chart type from the Chart Type Groups box.

Display Screen

Use this screen to specify the data to display in the chart. Designer displays different options in the Display screen according to the type of the chart: common chart types, organization chart, or heat map.

For Common Chart Types

Create Chart - Display

Title

Specify the title of the chart.

Resources

This box lists the available data fields that you can use for the chart.

Add button Add button

Select to add the specified field in the Resources box to the chart axis.

Remove button Remove button

Select to remove the specified field from the chart.

Category/Series

This box lists the field that you add to display on the category/series axis of the chart. For a gauge chart, you can select Advanced to show or hide the Category and Series boxes.

For a real time chart, if you do not specify the category field, Designer displays the text "Use System Refresh Time" in the Category box by default, meaning, Designer uses the time at which the chart refreshes itself as the category value. Designer disables the Series box in this case.

Show Values

This box lists the values that you add to show in the chart.

  • Edit button Edit button
    Designer enables this button when you select a constant value or an average value in the Show Values box. Select it to open the Edit Additional Value dialog box to edit the value.
  • Move Up button Move Up button
    Select to move the specified value higher in the display order.
  • Move Down button Move Down button
    Select to move the specified value lower in the display order.
  • Bubble chart options
    Designer displays the following options for a bubble chart.
    • Add button Add button
      Select to add a new pair of Y-Axis and Size for the bubble chart.
    • Trash Can button Remove button
      Select to delete the specified value or axis from the bubble chart.
    • X-Axis
      This node lists the value that you add to show on the X axis of the bubble chart. By default, Designer applies the field that you add to the category axis of the chart as the value. You can add another value to display instead.
    • Y-Axis
      This node lists the value that you add to show on the Y axis of the bubble chart.
    • Size
      This node lists the value that you add to show as the bubble size.

Motion Bar for Playable Chart

Designer enables this option only for single bar, bench, or bubble chart in a web report or library component. Select it and then add a field as the motion field to make the chart a motion chart. A motion field can only be of the Integer, Date, or Time data type.

  • Special Function
    Designer enables this button when the motion field is Date data type. Select it to open the Special Function dialog box to define special function to the motion field.

Real Time

Designer enables this option only for single bar, bench, line, or area chart in a web report or library component. Select it to run the chart in real time mode.

  • Use System Time for Category
    Select to use the time at which the chart refreshes itself as the category value.
  • Refresh Interval
    Specify the time interval at which the chart gets data and refreshes itself automatically.
  • Show Most Recent N Points
    Specify the number of points to keep for the real time data in the chart.
  • Incremental Fetch
    Select to open the Unique Key dialog box to configure a unique key for the real time chart.

For Organization Chart

Create Chart - Org Display

Node

Specify the field the values of which to display as the nodes in the org chart.

Parent

Specify the field which shows the "reporting to" relationship among the node field values.

Resources

This box lists the available data fields that you can add to display in each node in the org chart. You can also add images and labels to the nodes.

Add button Add button

Select to add the specified field in the Resources box to display in the org chart.

Remove button Remove button

Select to remove the specified field from the org chart.

Properties

This box presents a node model for specifying the information that you want to display in each node in the org chart.

For Heat Map

Create Chart - Heat Map Display

Resources

This box lists the available data fields that you can use for the heat map.

Add button Add button

Select to add the specified field in the Resources box to display in the heat map.

Remove button Remove button

Select to remove the specified field from the heat map.

Area

This box lists the groups that you add for the heat map. There should be at least one group.

  • Move Up button Move Up button
    Select to move the specified group to a higher group level.
  • Move Down button Move Down button
    Select to move the specified group to a lower group level.
  • Color By
    Select to use the group to determine the fill color of the rectangles.
  • Label By
    Select to show the values of the group in the innermost rectangles.
  • Special Group
    Select to open the User Defined Group dialog box to define how to group information.
  • Order/Select N
    Select to open the Group Options dialog box to specify the sort order of the group values and define the number of the group values to display in the heat map.

Property

This box lists the aggregations that you add to calculate data in the heat map based on the lowest group.

  • Size By
    Select to use the aggregation to determine the size of the rectangles.
  • Color By
    Select to use the aggregation to determine the fill color of the rectangles.
  • Label By
    Select to show the values of the aggregation in the innermost rectangles.

Dataset Filter Screen

Use this screen to filter the dataset the chart applies.

Designer displays the same options in the Dataset Filter screen as those in the Edit Dataset Filter dialog box.

Create Chart - Filter

Layout Screen

Use this screen to specify the layout of the chart elements. Designer does not display some options for certain chart types. For more information about the options, select here.

Create Chart - Layout

Style Screen

Use this screen to specify the style of the chart.

Create Chart - Style

Style

This box lists the styles you can apply. Select the style for the chart.

Preview

This box displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Designer displays this option and selects it by default when you have specified to insert the chart into a banded object. Clear it if you do not want the chart to inherit the style of its parent.

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Create Chart Dialog Box - Query Based

When you use the Create Chart dialog box for creating a chart using a query resource, Designer displays the following screens in the dialog box:

Designer displays these buttons in all the screens:

Back

Select to go back to the previous screen.

Next

Select to go to the next screen.

Finish

Select to finish your work and close the dialog box.

Cancel

Select to close the dialog box without saving any changes.

Help

Select to view information about the dialog box.

Data Screen

Use this screen to specify the dataset for the chart.

Create Chart - Data

Data resource box

This box lists the predefined data resources in the current catalog. Select one and Designer automatically creates a dataset based on it for the chart.

  • <New XXX...>/<Add XXX...>
    Select to create or add a data resource of the same type in the catalog.

More Options/Less Options

Select to show or hide the options for specifying the dataset you want to use.

  • New Dataset
    Select to create a dataset based on a data resource in the current catalog.
  • Existing Dataset
    Select to use a dataset from the ones that you have created in the current report.
  • Current Dataset
    Designer enables this option when the parent object where you have specified to insert the chart already applies a dataset. Select it if you want the chart to inherit the dataset from its parent.

Edit

Select to edit the specified query in the Query Editor dialog box or dataset in the Dataset Editor dialog box.

Type Screen

Use this screen to specify the chart type.

Create Chart - Type

Single chart

Select to create a single chart.

  • Chart Type
    This box lists all the chart types that you can use to create a single chart. Select the type you want.
  • Subtype
    This box lists all the subtypes of the selected chart type. Select the subtype for the chart. You can point to a subtype icon to get its name.

Combo chart

Select to create more than one type using the primary or secondary axis. The types should be featured as a combination chart.

  • Chart Type
    This box lists all the chart types that you can use in a combo chart. Select the type you want.
  • Subtype
    This box lists all the subtypes of the selected chart type. Select the subtype for the combo chart. You can point to a subtype icon to get its name.
  • Chart Type Groups
    This box lists the chart types that you select to use in the combo chart.
    • Primary Axis
      • <Add Combo Type>
        Select to add a chart type to the primary axis.
    • Secondary Axis
      • <Add Combo Type>
        Select to add a chart type to the secondary axis.
  • Trash Can button Remove button
    Select to delete the specified chart type from the Chart Type Groups box.

Display Screen

Use this screen to specify the data to display in the chart. Designer displays different options in the Display screen according to the type of the chart: common chart types, organization chart, or heat map.

For Common Chart Types

Create Chart - Display

Resources

This box lists the available data fields that you can use for the chart.

Add button Add button

Select to add the specified field in the Resources box to the chart axis.

Remove button Remove button

Select to remove the specified field from the chart.

Category/Series

This box lists the field that you add to display on the category/series axis of the chart. For a gauge chart, you can select Advanced to show or hide the Category and Series boxes.

For a real time chart, if you do not specify the category field, Designer displays the text "Use System Refresh Time" in the Category box, meaning, Designer uses the time at which the chart refreshes itself as the category value. Designer disables the Series box in this case.

Show Values

This box lists the values that you add to show in the chart. For a back-to-back bench chart, you can only add one value.

  • Edit button Edit button
    Designer enables this button when you select a constant value or an average value in the Show Values box. Select it to open the Edit Additional Value dialog box to edit the value.
  • Move Up button Move Up button
    Select to move the specified value higher in the display order.
  • Move Down button Move Down button
    Select to move the specified value lower in the display order.
  • Bubble chart options
    Designer displays the following options for a bubble chart.
    • Add button Add button
      Select to add a new pair of Y Axis and Radius for the bubble chart.
    • Trash Can button Remove button
      Select to delete the specified value or axis from the bubble chart.
    • X Axis
      This node lists the value that you add to show on the X axis of the bubble chart. By default, Designer applies the field that you add to the category axis of the chart as the value. You can add another value to display instead.
    • Y Axis
      This node lists the value that you add to show on the Y axis of the bubble chart.
    • Radius
      This node lists the value that you add to show as the bubble size.
  • Back-to-back chart options
    Designer displays the following options for a back-to-back chart.
    • Show Values
      Designer enables this option only for a 2-D back-to-back chart. Select it if you want to specify the values on the origin left and right of the value axis in the chart respectively.
      • Left
        This box lists the value that you specify to show on the origin left of the value axis. You can only add one value.
      • Right
        This box lists the value that you specify to show on the origin right of the value axis. You can only add one value.
    • Series Values
      Designer enables this option after you add a series field to the chart. Select it if you want to specify the series values on the origin left/right of the value axis in the chart manually.
      • Left/Right
        This box lists the series values that you add on the origin left/right of the value axis. You can edit the values either in the Left box or the Right box.
      • Move Up button Move Up button
        Select to move the specified value higher in the value list.
      • Move Down button Move Down button
        Select to move the specified value lower in the value list.
      • Add button Add button
        Select to add a new value line. Double-click in the line to specify the value.
      • Trash Can button Remove button
        Select to delete the specified value.
    • Series Conditions
      Designer enables this option after you add a series field to the chart. Select it if you want to specify the series values on the origin left/right of the value axis in the chart using condition. You can edit the condition either in the Left box or Right box.
      • Left/Right
        This box lists the condition expression which you add to define the series values on the origin left/right of the value axis. You can edit either the Left box or Right box.
      • Edit button Edit button
        Select to open the Edit Conditions dialog box to edit the condition which defines the series values on the origin left/right of the value axis.
      • Trash Can button Remove button
        Select to delete the added condition.

For Organization Chart

Create Chart - Org Display

Node

Specify the field the values of which to display as the nodes in the org chart.

Parent

Specify the field which shows the "reporting to" relationship among the node field values.

Resources

This box lists the available data fields that you can add to display in each node in the org chart. You can also add images and labels to the nodes.

Add button Add button

Select to add the specified field in the Resources box to display in the org chart.

Remove button Remove button

Select to remove the specified field from the org chart.

Properties

This box presents a node model for specifying the information you want to display in each node in the org chart.

For Heat Map

Create Chart - Heat Map Display

Resources

This box lists the available data fields that you can use for the heat map.

Add button Add button

Select to add the specified field in the Resources box to display in the heat map.

Remove button Remove button

Select to remove the specified field from the heat map.

Area

This box lists the groups that you add for the heat map. There should be at least one group.

  • Move Up button Move Up button
    Select to move the specified group to a higher group level.
  • Move Down button Move Down button
    Select to move the specified group to a lower group level.
  • Color By
    Select to use the group to determine the fill color of the rectangles.
  • Label By
    Select to show the values of the group in the innermost rectangles.
  • Special Group
    Select to open the User Defined Group dialog box to define how to group information.
  • Special Function
    Select to open the Special Function dialog box to define special function to a group.
  • Order/Select N
    Select to open the Group Options dialog box to specify the sort order of the group values and define the number of the group values to display in the heat map.

Property

This box lists the summaries that you add to calculate data in the heat map based on the lowest group.

  • Size By
    Select to use the summary to determine the size of the rectangles.
  • Color By
    Select to use the summary to determine the fill color of the rectangles.
  • Label By
    Select to show the values of the summary in the innermost rectangles.

Filter

Use this screen to narrow down the data to display in the chart.

Designer displays the same options in the Filter screen as those in the Edit Filter dialog box.

Create Chart - Filter

Layout Screen

Use this screen to specify the layout of the chart elements. Designer does not display some options for certain chart types. For more information about the options, select here.

Create Chart - Layout

Style Screen

Use this screen to specify the style of the chart.

Create Chart - Style

Style

This box lists the styles you can apply. Select the style for the chart.

Preview

This box displays a diagram illustrating the effect of the selected style on the chart.

Inherit Style

Designer displays this option and selects it by default when you have specified to insert the chart into a banded object. Clear it if you do not want the chart to inherit the style of its parent.

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