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Help: Completing the Interactive Charts window

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Complete these tabs in order from left to right to define an interactive chart. After you complete all tabs, click  Apply   to save your inputs and return to the Summary View form.

 zzz 1. Completing the Type tab

Select a type for the chart in the left panel. The right panel shows subtypes of the selected type.

Selection

Description

Type

Select a type. For examples, review the small images or these definitions: area chart, bar chart, bubble chart, column chart, gauge chart, line chart, and pie chart.

Subtype

Select a subtype for the selected type.

For bars, columns, and area charts, the subtypes are:

  • Clustered — Groups bars or columns by category. Not used with area charts. This is the default.
  • Overlaid — Displays multiple bars (or columns or areas) on top of each other, grouped by category, with the series specified last on top.
  • Stacked — Stacks multiple bars (or columns or areas) end-to-end, grouped by category. Each bar represents the cumulative value of the values below.
  • 100% — Stacks bars (or columns or areas) end-to-end, adding to 100%. Each bar represents a percentage of the sum of values of a category.

For a pie chart, the subtypes are:

  • Normal — Contiguous pie slices.
  • Exploded — Pie slices not adjacent.
  • Doughnut — A wheel or pie with a central hole.

For a line chart, the subtypes are:

  • Segment — Line segments connect data points.
  • Step — Steps connect data points.
  • Horizontal — Horizontal bands surround data points.
  • Vertical — Vertical bands surround data points.
  • Curve — Smooth curves connect data points.
  • ReverseStep — Similar to step but data points connect right-to-left.

Gauge charts present a needle for a threshold value. For a Gauge chart, select a subtype type such as Normal, Pie, SemiPie, or Speedometer.

Bubble charts plot three Fields against a single Group By category. Select Bubble for the type and Normal for the subtype.

 zzz 2. Completing the Data tab

Select check boxes that control the axes of the interactive chart. Enter a text label of a word or short phrase for each axis.

Pie charts

Field

Description

Field

Select a field for the data for each pie wedge. Select from the properties in the Fields array on the Content tab.

Name Field

Select one field that is used as the name for the wedge in ToolTips and legends. Select from the properties in the Group By array on the Content tab.

Limit to top

Optional. To reduce the count of graph elements to a number that users can more easily interpret, choose a quantity. The default is no limit.

After the system sorts elements by Name Field, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5.

Bar, Column, Area, and Line charts

Field

Description

Category Axis

Select one or two category axes. Available categories are determined by the elements in the Group By array on the Content tab. If you select two category axes, select the major one first.

Optionally, enter a text label. If you don't enter a label, the Group By caption appears at runtime.

Data Axis

Select at least one data axis. Available data values are determined by the properties in the Fields array on the Content tab.

Optionally, enter a text label for each data axis. If you don't enter a label, the Field caption appears at runtime.

Swap Series/Groups

Select to cause the data axis to appear as the vertical axis (the Y axis) and the category axis to appear as the horizontal axis (the X axis.)

Leave unselected for the more familiar presentation, so that categories appear on the Y axis and data values on the X axis.

Uniform Minor Group

This check box appears when you select two Category Axis values and one Data Axis series.

Select to indicate that the values for the minor group are uniform and common among values of the major group.

Limit to top

Optional. To reduce the count of graph elements to a number that users can more easily interpret, choose a quantity. The default is no limit.

After sorting by largest category first, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5.

This value is ignored if you select the Swap Series/Groups box.

of

If you chose a numeric limit in the Limit to top field, identify which data axis when sorted determines the top elements.

Bubble charts

Field

Description

Group By

Select the Group By row on the Content tab.

X Axis

Select a property in a row from the Fields array on the Content tab to determine the horizontal axis location of each bubble.

Optionally, enter a text label. If you don't enter a label, the Fields caption appears at runtime.

Y Axis

Select another property in a row from the Fields array to determine the vertical axis location of each bubble.

Optionally, enter a text label. If you don't enter a label, the Fields caption appears at runtime.

Radius Axis

Select a third value from the Fields array to determine the radius of each bubble.

Limit to top

Optional. To reduce the count of graph elements to a number that users can more easily interpret, choose a quantity. The default is no limit.

After sorting by largest category first, the system combines elements that rank lower than the limit into a single chart element. For example, if you limit to the top 5 values, the chart contains the top 5 values plus a 6th value representing the sum of all values not in the top 5.

of

If you chose a numeric limit in the Limit to top field, identify which data axis when sorted determines the top elements.

Group By Format

Optional. Select an HTML property rule to format the values. (Choose an HTML property rule that returns a string value, such as Date. You can't use an HTML property that returns HTML markup here.)

Gauge charts

Field

Description

Field

Select a numeric property for the gauge data. Select a field the properties in the Fields array on the Content tab, on which a threshold is defined.

Minimum Value

Optional. Enter a constant to define the lowest value (leftmost value) to be shown in the gauge chart.

Maximum Value

Optional. Enter a constant to define the highest value (rightmost value) to be shown in the gauge chart. If the Minimum Value and Maximum Value fields are blank, the minimum and maximum values specified in the threshold apply.

Format Options

Optional. Select Number, Date/Time or Custom to format the gauge labels.

  • If you select Number, complete the Category, Precision, Thousands Separator and Negative Sign parameters.
  • If you select Date/Time, choose a pattern.
  • If you select Custom, select an HTML Property rule that requires no parameters.

 zzz 3. Completing the Axes tab

This tab is not used for pie or gauge charts. For other types, complete these fields to control the location and appearance of axes.

Field

Description

Group Axis
X Axis
 
Show Grid Lines Select to include grid lines for groups. If not selected, only tick marks appear.
Show Labels Select to label points on the group axis with values.
Placement For a bar chart, select Left or Right as the location of the group axis. For column, line, and area charts, select Bottom or Top as the location of the group axis.
Scale For a line chart, select Category or DateTime to identify the element of the group axis. (For other chart types, only Category is used)
Format (group ) Array SmartPrompt Select an HTML Property rule (Rule-HTML-Property) to be used to format the axis values. Click the magnifying glass button (Magnifying glass) to create, review or update the HTML Property rule.
Data Axis
Y Axis
 
Show Grid Lines

Select to include grid lines for the data axis. If not selected, only tick marks appear.

Show Labels

Select to label points on the data axis.

Placement

For column, line, and area charts, select Left or Right as the location of the data axis. For bar charts, select Bottom or Top as the location of the data axis.

Format

SmartPromptSelect Number, Date/Time, or Custom. The form changes to reflect your choice.

  • For the Number selection, complete the Category, Precision, ThousandsSeparator and Negative Sign parameters.
  • For the Date/Time selection, choose a pattern such as hh:mm:ss.
  • For the Custom selection, select an HTML Property rule that requires no parameters.
Radius Axis
For bubble charts only.
Show Labels Select to label points on the data axis.
Format

SmartPromptSelect Number, Date/Time, or Custom. The form changes to reflect your choice.

  • For the Number selection, complete the Category, Precision, ThousandsSeparator and Negative Sign parameters.
  • For the Date/Time selection, choose a pattern such as hh:mm:ss.
  • For the Custom selection, select an HTML Property rule that requires no parameters.

 zzz 4. Completing the Text tab

Complete these optional fields to label the chart and axes.

Field

Description

Chart  
Title Enter a word or phrase for the chart title.
Font Style Select a font style for the title.
Font Size Select a size in points for the title text.
Axis These fields are not used for pie charts.
X Axis Title Enter a word or phrase for the title of the group axis.
Y Axis Title Enter a word or phrase for the title of the data axis.
Radius Axis Title Enter a word or phrase for the title of the radius axis (bubble charts only).
Font Style Select a font style for the axis titles.
Font Size Select a size in points for the axis titles.

 zzz 5. Completing the Options tab

Select options to control other chart elements and to allow users to interact with the chart.

Field

Description

Customize Settings  
Chart Size

Select Small (300x200px), Medium (500x300px, or 350x300px for pie charts), Large (700x400px, or 400x300px for pie charts), or Custom. If you choose Custom, enter a width and height in pixels.

Show Data Tips

Select to display data points in ToolTip text.

Show Maximize Button

Select to include a maximize button (Maximize) that allows users of this interactive chart to open the chart in a new window at full screen size.

Show Data Button

Select to include a Show Data button (Maximize) that allows users to view the summary view data in tabular, non-chart format. This button is functional only when the chart is produced by the chart JSP tag.

Open in New Window

If the Show Data Button box is selected, select to cause the summary view data to open in a new window rather than in the current window.

Maximum Column/bar Width

For column and bar charts only. Choose a value between 0.1 and 1 to restrict the size of the largest column (or bar) as a fraction of the overall chart height (or width). For example, if a chart size is 300 pixels high and you select .5, columns in the chart can't be taller than 150 pixels. Accept the default setting of 0 to enforce no restriction.

Exploded /Inner Radius

For pie charts only. For Exploded pie charts, set to control the gap between pie slices. For Doughnut pie charts, set to control the size of the hole. Values between 0.1 to 0.5 are typical.

Series Effect

Use an effect to allow users to interact with the chart. This is most useful for line charts with a DateTime axis and for other charts with many category values. Select an effect:

  • Slide — To redraw the chart interactively by moving along values of the data axis.
  • Zoom — To grow or shrink a segment of the chart to make detail more visible or less visible.
  • Interpolate — For line and area graphs, to convert the image gradually.

Effects are not available for the Stacked and 100% chart subtypes.

Line Weight in Pixels

For line charts, select to control the width of lines in pixels.

Drop Shadow Filter

For line charts, select to apply a drop shadow to lines.

Legend  
Show Legend

Select to present a legend identifying chart categories and colors for each category. If not selected, other fields in this area of the tab are ignored.

Direction

Select Horizontal or Vertical for the legend presentation.

Placement

Select Top, Left, Bottom or Right for the legend location relative to the chart.

Slider  
Show Slider

Select to present a slider control. If not selected, other fields in this area of the tab are ignored. Not used with pie charts.

Title

Optional. Enter title text to appear to the left of the slider, identifying the function or units of the slider.

Size

Optional. Enter a width in pixels for the slider.

Group Count

Optional. Enter a maximum number of group elements to present initially. The user can move the slider to see more or fewer elements.

Label  
Show Label

(Pie charts only) Select to show labels that display information about each data point. If not selected, other fields in this area of the tab are ignored.

Include Field

(Pie charts only) Select to include the value of the wedge in the label.

Include NameField

(Pie charts only) Select to include the name of the wedge in the label.

Include Percent

(Pie charts only) Select to include the size of the wedge relative to the pie in the label.

Label Position

(Pie charts only) Optional. Indicate how to render labels for each wedge.

  • Inside — Draw labels inside the chart.
    Callout — Draw labels in two vertical stacks on each side of the chart.
  • Inside with Callout — Draw labels inside the chart, but if the labels are too small, convert them to callout labels.
    Outside — Draw labels outside the boundary of the pie chart.
Gauge Settings

These fields apply only to gauge charts. Enter lengths, thickness and radius values in pixels.

Major Ticks

Enter an integer to set the number of major tick marks on the chart.

Minor Ticks

Enter an integer to set the number of major tick marks on the chart.

Major Tick Length

Set the length of major tick marks.

Minor Tick Length

Set the length of minor tick marks.

Major Tick Thickness

Set the width of major tick marks.

Minor Tick Thickness

Set the width of minor tick marks.

Border Thickness

Set the width of the border.

Border Alpha

Select a value between 0.0 and 1.0 to control the color of the background of the border.

Cover Radius

Set the radius of the gauge cover.

Cover Alpha

Select a value between 0.0 and 1.0 to set the color of the background of the cover.

Needle Thickness

Set the width of the needle.

Needle Alpha

Select a value between 0.0 and 1.0 to set the color of the background of the needle.

Needle Style

Select Normal or Pointed as a needle style. For Pointed, enter Base Width and Top Width values.

 zzz 6. Completing the Color tab

Optionally, you can specify one or more colors for the chart background and for the foreground elements (bars, columns, slices, and so on).

Colors are defined by the HTML standard of 6 hexadecimal digits representing red, green, and blue. You can type the digits representing the color you want, or use the Windows color picker installed on your workstation.

Field

Description

Background Color

ArrayOptional. Identify a background color. Leave blank for a default transparent background.

Click  Color   to access a color picker dialog box.

If you enter two or more colors in this array, the chart includes a background with a gradient in the order the colors are listed. Typically, specify only one or two background colors.

Foreground Color

ArrayOptional. Leave blank to accept default colors for chart elements.

Complete this array to control colors for the pie wedges, bars, columns or other elements in the chart. For column or bar charts, specify only one foreground color.

For pie charts, order is significant: the first color listed is used for the top category (largest slice), and so on.

 

Identify a foreground color. Click  Color   to access a color picker dialog box.

Conditional Foreground Color

ArrayOptional. For bar, column, and pie charts, you can associate a color with each category value. This assures color consistency from run to run of the report, in that a category value that is green on January 1 appears as green again when the summary view rule is rerun on January 20.

Leave the Foreground Color array blank if you complete this array.

 

SmartPromptIdentify a category for the pie chart.

()

Select a comparator.

 

Enter a value of that category.

 

Identify a foreground color for the slice that represents the value. Click  Color   to access a color picker dialog box.

Gauge Color Settings

These fields apply only to gauge charts.

Major Tick

Specify a color for the major tick marks.

Minor Tick

Specify a color for the minor tick marks.

Border

Specify a color for the border.

Cover

Specify a color for the gauge cover.

Cover Border

Specify a color for the border of the gauge cover.

Needle

Specify a color for the needle.

Related topicchart JSP tag

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