Defining Chart Data

You define chart data using the Chart Properties property sheet. You can identify, from the controlling grid, the rows and columns that contain the data to display. You can reference data or formula rows and columns from the controlling grid by selecting contiguous or non contiguous rows and columns for the data range. You can also include or exclude auto calculations from the data set.

If you are designing a line, bar, or combo chart, you can reference multiple rows or columns from the grid. If you are designing a pie chart, you can reference any single row or column from the grid. When you define a combo chart, you specify the data rows and columns for the bar and line.

  Charts display aggregate rows or aggregate columns that expand. For example, if you specify row 1 and row 1 contains a function that retrieves 10 child members, the chart displays 10 data sets, or one data set for each child member.

  To define chart data:

  1. Open a report and create a grid and a chart.

  2. On the Chart Properties property sheet, select the type of chart to design (bar, line, pie, or combo) from the Chart Type drop-down list. The following figure shows the options on the Chart Properties property sheet. For more information, see Property Sheet Help.

    Figure 6. Chart Properties Property Sheet

    Chart Properties Property Sheet

    Note:

    When you are formatting a combo chart, the Chart Properties property sheet displays range selection options for data on the line and bar charts.

  3. From the Grid drop-down list, select the name of the grid for this chart to reference. The grid must exist on the current report.

  4. For Legend Items from Grid, select Rows to reference row data or Columns to reference column data.

  5. Specify the range of data to display in the chart for all chart types (bar, line, combo, or pie). In the Data Range list boxes, select the rows to include from the Rows list of check boxes and the columns to include from the Columns list of check boxes.

    Note:

    You can specify contiguous or non contiguous rows and columns when selecting a data range.

  6. Optional: To include auto calculations from the data set, select the Include Auto Calculation check box.

  7. Optional: To insert a page break before the chart, select the Page Break Before check box.

  8. Click the Format Chart button to apply formatting to the chart. See Using the Format Chart Dialog Box.

  9. Optional: Modify the horizontal and vertical positions for the object using the drop-down list boxes for Position Object on Report. For more information, see Positioning Charts on Reports.

  10. To add related content, select the Add Related Content check box, then click Setup. See Applying Related Content.

  11. In the Name field, enter a name for the chart.

  12. To view the chart with data, select File , and then Print Preview or Web Preview.