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Sum Chart from Report

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In the example below, we are creating a sum chart from a report to represent Computers by Region.

From the Charts tab, you can create charts from reports.  To create:

  1. Click the New Chart button to bring up the New Chart wizard
  2. Enter the properties of the new chart

    1. Name – Applications by Category
    2. Source Type – Report
    3. Source Report – Computers by Region

      1. Name
      2. Region (Lookup)
    4. Data Method – Sum
    5. Legend Number Format – No
    6. Legend Leading Character – This field was left blank
    7. Description – This field was left blank
    8. Chart Type – Pie
    9. Heading Color – Grey
    10. Chart Span – Half Width
    11. Chart Position – After: Computers by Type
    12. Results to Show – All
    13. Show Zero Values – NO. This will omit all zero values from the chart legend.
    14. Show by Default – YES
    15. Enabled – YES
  3. Select the data columns and filters of the new chart

    1. Data Column – Region
      1. Filter – None selected. This will display all Region values on the chart.
      2. Label – The label was left blank. The field is ignored unless one or more filter values are selected.
      3. Color – Black. The field is ignored unless one or more filter values is selected.
    2. Secondary Filter – Not applicable for this example
  4. Click the Preview Chart button to preview the chart before saving. Click the Close button to exit the chart preview.
  5. Click the Create Chart button when finished to create the chart. You will be redirected back to the Charts tab. Click the Cancel button to cancel the operation.
  6. The Computers by Region pie chart is shown below: