Creating a Chart from the Actions Menu

Create charts in an interactive report with the Actions menu. You can create one chart for each interactive report. Once defined, you can switch between the chart and report views using buttons on the Search bar.

Creating a Chart

Use the Chart function in the Actions menu to create a chart in an interactive report.

To create a chart:

  1. Click the Actions menu and select Chart.
    The Chart dialog appears.
  2. In the Chart dialog, specify the appropriate options.
    1. Chart Type - Select the type of chart you want to create (horizontal bar, vertical bar, pie, or line).
    2. Label - Select the column to be used as the label.
    3. Axis for Title for Label - Enter the title to display on the axis associated with the column selected for Label (not available for pie chart)
    4. Value - Select the column to be used as the Value. If your function is a COUNT, a Value does not need to be selected.
    5. Axis Title for Value - Enter the title to display on the axis associated with the column selected for Value (not available for pie chart).
    6. Function - (Optional) Select a function to be performed on the column selected for Value.
    7. Orientation - Select whether chart elements extend up and down or sideways. (Not applicable for pie charts.)
    8. Sort - Select a sorting method.
  3. Click Apply.

The chart appears.

Tip:

The Search bar now contains two icons: View Report and View Chart. Click these icons to toggle between chart and report views.

Editing a Chart

Open the Chart dialog to edit a chart in an interactive report.

To edit a chart:

  1. While viewing a report:
    1. Click the Actions menu and select Chart.
      The Chart dialog appears.
    2. Edit your selections and click Apply.
  2. While viewing a chart:
    1. Click Edit Chart.
    2. Edit your selections and click Apply.

Deleting a Chart

Open the Chart dialog to remove a chart in an interactive report.

To delete a chart:

  1. While viewing a report:
    1. Click the Actions menu and select Chart.
      The Chart dialog appears.
    2. Click Delete.
  2. While viewing a chart:
    1. Click Edit Chart.
    2. Click Delete.

    Tip:

    You can also click the Remove Chart icon to the right of the Edit Chart filter.