Adding (Live) Charts to the Dashboard

  To add a (Live) Chart:

  1. Open a Dashboard section in design mode.

  2. From the Elements Catalog, expand Live Charts.

  3. Select a (Live) Chart and drag it to the Content pane.

    Available (Live) Charts include:

    • (Live) Bar Chart

    • (Live) Line Chart

    • (Live) Pie Chart

    • (Live) Radar Chart

    • (Live) Block Chart

    • (Live) Funnel Chart

    A (Live) chart object is added to the Contents pane.

  4. Select the (Live) Chart object and select Data Layout.

  5. In the Elements pane, expand the Results or Table section.

  6. Drag a fact column to the (actual) Fact pane of the data layout.

  7. To apply a data function to the Fact value in step 6, select the Fact value in the data layout and on the shortcut menu, choose Data Function.

  8. Select the data function from the sub-menu.

    Available data functions are:

    • Sum

    • Average

    • Count

    • Maximum

    • Minimum

  9. Drag a Category column to the XAxis, Wedge, or Slice pane of the data layout.

    Depending on the type of (Live) Chart, two or more data layout panes are displayed. The values that can be in the data layout panes are based on the chart type:

    • (Live) Bar Chart—Accepts Fact values and X-Axis values.

    • (Live) Line Chart—Accepts Fact values, Target Fact values and X-Axis values.

    • (Live) Pie Chart—Accepts Fact values, and Slice values.

    • (Live) Radar Chart—Accepts Fact values and Axis values.

    • (Live) Block Chart—Accepts Fact values and Wedge values.

    • (Live) Funnel Chart—Accepts Fact values, Target values, and X axis values.

  10. To apply a data function to category (numeric only) value in step 9, select the value and on the shortcut menu, choose Data Function.

  11. Select the data function from the sub-menu.

    Available data functions are:

    • Sum

    • Average

    • Count

    • Maximum

    • Minimum

  12. Optional for (Live) Line Charts only, drag a fact column to Target Fact pane of the data layout.

  13. To change (Live) Chart properties, select the (Live) Chart object and on the shortcut menu, select Properties.

    For more information about chart specific properties, see (Live) Chart Properties.

  14. Optional: Associate the (Live) Chart with a Slider.

    For more information, see: Adding a Slider to the Dashboard.

  15. To view the (Live) Chart, switch to the Dashboard section in run mode.