Creating Charts

Interactive Reporting charts consists of two layout elements: graphical elements (for example, chart bars or pie slices) and axis labels. When you assign Request items to the data layout, they become values or labels in your chart.

The instructions below are a starting point for building charts. As you use and become familiar with the Chart section, you learn ways to create the exact type of chart that fits your needs.

  To create a chart using the Chart data layout:

  1. Select Insert, then New Chart.

  2. If the data layout is not visible, click Data Layout on the Section title bar..

  3. Drag each line item from Elements to the data layout:

    • Drag values or facts (such as Units or Amount) in to the y pane in the data layout to create bar charts, pie charts or ribbon charts.

    • Drag a label item (such as Name, Product, or State) into the x pane in the data layout to create a 2‑D chart.

    • Drag a label item to the y pane in data layout to add a third dimension to your chart.

  4. Select Format , then Chart Type, and then the [chart type].

    Note:

    You can select and drag multiple items to the same data layout to add multiple values or labels for analysis. Items are hierarchically ordered in the sequence in which they are displayed in the data layout.