Report Definitions
Working with the Chart Editor

The Settings area in the middle of the Chart Editor has three sections. Click the button below the "Settings" title to see the three options to select.

The fields that appear vary depending on the chart type selected, but include the following:

Data

• Limit To Top — This field allows you to set the maximum number of segments or unique elements in your chart. For example, a pie chart with more than 20 "slices" will not convey very meaningful information; but a pie chart drawing on the same data but only displaying the 10 most significant "slices" may be more informative.
• For bar, column, line, and area charts, an additional field appears to the right of the Limit To Top field. Select here the data column for which you are setting the limit. You can only select one column.
• For line and area charts, an Interpolate checkbox appears. Select this to have the chart project a line connecting data points. With this unchecked, a line chart, for instance, will appear as a series of dots rather than a continuous line.

Format

Field	Description
3D	If this checkbox appears, check it to provide the chart in both 3D and 2D formats. Users can switch back and forth between the displays.
Chart Size	Select from Small, Medium, Large, or Custom. If yo select Custom, additional fields appear where you can specify the height and width of the chart in pixels.
Text Format	Select from Bold, Bold Italic, Italic, and Regular. If you make no selection, the system sets the format to Regular. In the field to the right, set the font size.
Category Format	Select a format for the values that display in the X-axis of the chart, or in the value displays of segments of a pie chart.
Number Format	Select from General, Decimal, Currency, Percent, or Custom. If you select Custom, or if you click the chevron to the right of the field after making another selection, the Number Format Options table appears. Here you can set: Scale — select Number or Time. Decimal Places — Indicate the number of decimal places to display. Options include specified values, Auto, and All. Force Decimals? — Check this checkbox to force the values into decimal format. Prefix — For the data (Y) axis of charts, provide an optional prefix for values. Suffix — For the data (Y) axis of charts, provide an optional suffix for values. Separators — For the data (Y) axis of charts, provide the punctuation used in large numbers(such as 100,000 or 100.000).
X-Axis Label	For bar, column, line, and area charts, provide or edit the label for the X axis.
Y-Axis Label	For bar, column, line, and area charts, provide or edit the label for the Y axis.
Show Labels	Depending on the chart, check checkboxes to display labels for: Data. When you check this checkbox, further options appear: Placement: select Outside, or Callout Include Value: Check this checkbox to include the value of the data segment. Include Name: Check this checkbox to include the name of the data segment. Data Tooltip: Check this checkbox to have a data tooltip appear when the user hovers over the segment. X-Axis Y-Axis Data Tooltip when the user hovers over a data point or data segment
Show Grid Lines	For charts where it is relevant, check the checkboxes to display horizontal grid lines, vertical grid lines, or both.
Width Ratio	For column or bar, what proportion of the chart is used for data, compared to what part is left clear to make the data more readable. This is an ideal number, that may not be attained depending on the data the chart is attempting to display.
Line Drop Shadow	For line, check this checkbox to display a drop shadow with each chart line.
Line Weight	For line, set the thickness of chart lines in pixels.
Show Legend	Check this checkbox to display a list of the colors used in the chart, with the data columns they represent.
Legend Direction	Select Horizontal or Vertical.
Legend Placement	Select Bottom or Right.

Options

Field	Description
Show Maximize Button	Check this checkbox to display a control that allows the user to access a large version of the chart.
Show Data Button	For charts embedded in sections, check this checkbox to display the data button. When the user clicks this button the data supporting the chart appears in a new window.
Open in New Window	For charts embedded in sections, this checkbox governs whether, when the "Data" button (see above) is clicked, the data display appears in a new window.
Show Slider	For line, column, bar, and area charts, you can specify a slider. The slider lets the user zoom in and out to see the whole chart or some segment of it by moving two sliders along a track. If you check the Show Slider checkbox, further fields appear where you specify: Title — the title that appears over the slider, such as "Date Range". Size — The vertical or horizontal length of the slider (depending on the chart type) in pixels. Defaults to 200. Group Count — Set the value where the right-side slider control appears when the chart first displays. The user can then adjust the location of both sliders. The left-side slider appears at the left-most position on the scale.

The Chart Preview is a design tool to help you quickly assign data columns from the report to the axes and other properties the chart requires.

Title controls

At the top of the Chart Preview are three fields where you create and format the chart title. Provide, in order:

• the text for the title
• the font size
• the font weight and/or decoration

Chart data assignment

The main area of the Chart Preview presents a stylized image of the selected chart type. Beside and across the image are several targets, indicated by rectangles formed by dashed lines. Drag properties or calculations from the Property Explorer at left, or columns from the report below, to the appropriate target:

• The vertical target to the left of the image is generally where you place the property for the Y-axis of the chart.
• The horizontal target below the image is where
  • for bar, column, area and line charts, you place the property for the X-axis of the chart.
  • for pie, funnel, and pyramid charts you place the group-by property that populates the chart's segments.
• If a target appears across the middle of the chart, you can drag a single summary column, or multiple group-by columns.

To preview the chart, click the Save & Preview button at the top right. You can do this as often as you wish during the chart development process.

Apply your changes by clicking Apply. Abandon your changes and close the Chart Editor by clicking Cancel. Remove the chart from the report by clicking Remove Chart.