Using Charts in an Interactive Grid

Create a chart in an interactive grid by selecting Chart in the Actions menu. Edit or remove the chart with the Edit Chart filter.

To create a chart from the data in an interactive grid:

  1. Click the Actions menu and select Chart.
    The Chart dialog appears.
  2. Select a chart type.
    The dialog populates with options specific to the selected chart type. For example, a bar chart has a different set of configuration fields than a pie chart. Select different types to see the range of available options.
    Description of ig_chart_dialog.png follows
    Description of the illustration ig_chart_dialog.png
  3. Configure the chart settings.
    For example, the following is a configuration for a Bar chart:
    • Orientation - Select Vertical for the bars to increase toward the top of the chart, or Horizontal to increase toward the right.

    • Label - Select the column to be used as the Label (the label appears beneath or beside the bar).

    • Value - Select the column to be used as the Value (the value is the quantity that determines the size of the bar).

    • Aggregation - (Optional) Select an additional aggregation to be performed on the column selected for the Value. Valid selections include: Count, Count Distinct, Minimum, Maximum, Sum, or Average.

  4. Click Save.
The chart appears. The following is an example of a bar chart that depicts project budgets with a sum aggregation. To switch the view between Grid and Chart, click the toggle that now appears at the top of the interactive grid.
Description of ig_chart.png follows
Description of the illustration ig_chart.png

To reconfigure the chart, click the Edit Chart filter.

To remove a chart, click the Remove Chart icon (X) adjacent to the chart filter.

You can only create one chart at a time in an interactive grid. To create a second chart, reconfigure the existing chart by clicking Edit Chart, or delete it by clicking the adjacent Remove Chart icon (X).