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Charts in reports

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Present data in a clearer way by using a wide range of charts that you can include in your reports. For example, to analyze the current workload, you can display data about case statuses as a pie chart.

Several charts include subtypes that provide more specialized ways of presenting data.

Available chart types

Column
Displays values as vertical bars.

The following subtypes are available:

  • Clustered – Groups columns together.
  • Stacked – Stacks columns of a given group together.
  • 100% – Stacks columns together. The total height for each column is always 100% of the height of the chart.
Line
Connects values with a line.

The following subtypes are available:

  • Segment – Indicates value variations with changes in the angle of the line.
  • Curved – Indicates value variations with a curved line.
  • Step – Indicates value variations with as steps, with the first value as a horizontal step.
  • Reverse Step – Indicates value variations with steps with the first value as a vertical step from the first to the second value.
  • Horizontal – Indicates value variations with points along a horizontal line.
Combo charts
Combine column charts and line charts. Combo charts include one vertical axis or two vertical axes. The two data sets share the same horizontal axis.

The following subtypes are available:

  • Single Y-Axis Clustered – Single horizontal axis with clustered columns.
  • Single Y-Axis Stacked – Single horizontal axis with stacked columns.
  • Dual Y-Axis Clustered – Double horizontal axis that applies to columns and lines. The columns on the chart are clustered.
  • Dual Y-Axis Stacked – Double horizontal axis that applies to columns and lines. The columns on the chart are stacked.
Area
Displays data sets one on top of another to identify relationships or differences among them.

The following subtypes are available:

  • Overlaid – Displays values as separate transparent ranges.
  • Stacked – Displays values as non-transparent layers.
  • 100% – Values cover the entire chart height.
Funnel
Displays values in descending order, which is represented by increasingly smaller graphics.

The following subtypes are available:

  • Normal – Each segment of the funnel is connected. You can click one segment to separate it from the rest.
  • Exploded – Separates each segment of the funnel.
Pyramid
Displays values in descending order represented by increasingly larger graphics. Mirror reflection shape of the funnel chart type.

The following subtypes are available:

  • Normal – Each segment of the pyramid is connected. You can click one segment to separate it from the rest.
  • Exploded – Separates each segment of the pyramid.
Bubble
Displays values as bubbles. The size of the bubble corresponds to the presented value.
Pie
Displays values as a segmented circle.

The following subtypes are available:

  • Normal – Each segment of the chart is connected. You can click the segments to separate them from the rest.
  • Exploded – Disconnects the segments and locates them away from the center of the chart. You can click the segments to connect them together.
  • Doughnut – The segments form a circle with an empty space in the center. You can click the segments to separate them from each other.
Bar
Displays values as horizontal bars.

The following subtypes are available:

  • Clustered – Groups the bars together.
  • Stacked – Stacks the columns of a given group together.
  • 100% – Stacks the columns together. The total height for each column is always 100% of the height of the chart.
Spark
Compresses charts so that you can embed them in a form or layout to show a wide range of data in a single view.

The following subtypes are available:

  • Line – Displays values as points connected with lines.
  • Column – Displays values as clustered columns.
Gauge
Displays a single value as a gauge.

The following subtypes are available:

  • 270 Degree Arch – Displays values in an arch with a marker in the center that indicates the value.
  • Speedometer – Displays values in a gauge that resembles a speedometer with a marker in the center that indicates the value.
  • Half dial – Displays values in a semicircle with a marker in the center that indicates the value.
  • Half arch – Displays values in an arch with a marker in the center that indicates the value.
  • Dial – Displays values in a circle with a marker in the center that indicates the value.
  • Linear – Displays values in a line graph with a marker that indicates the value.
  • Horizontal LED – Displays values in a horizontal line graph with a marker that indicates the value. Black and white stripes mark the value range.
  • Vertical LED – Displays values in a vertical line graph with a marker that indicates the value. Black and white stripes mark the value range.
  • Cylinder – Displays values in a three-dimensional cylindrical graph with a metric on the left that indicates the value.
  • Thermometer – Displays values in a gauge that resembles a thermometer with a metric on the left that indicates the value.
  • Adding charts in the Report Definition rule form

    Create a graphical representation of report data by adding a chart to a report in the report definition rule form. For example, you can include a chart featuring specified data sets to make a report more readable.

  • Removing charts in the Report Definition rule form

    Save space in reports by removing redundant charts from report definitions. For example, you can remove a chart when you delete the data that the chart uses, or in a report that presents open cases, you can remove a chart when the cases are resolved.

  • Enabling users to view detailed chart data

    Provide application users with the option to analyze charts more conveniently by displaying data from embedded reports in the form of a list report. This approach is beneficial when users want to analyze specific data from a chart that contains multiple records.

  • Exposing detailed chart data

    Analyze the data in reports whose charts you embed in your application more conveniently by displaying comprehensive information in the form of a list report. For example, you can use this functionality to view and examine all data that the report references, not only the data that the chart displays.

  • Data settings form in the Chart Editor

    For each drop zone in the Chart Editor, you can define column-specific format settings by using the Data settings form. The available options depend on the chart type and the type of data in that column.

  • Styling charts in the application skin

    Maintain consistent styling of report definition reports by using a chart theme. For example, you can set specific colors for all of the reports in your application, to avoid manually modifying each report.

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