Working with charts

Charts provide a graphical view of your data, which enable you to spot trends and trend exceptions faster and easier than using the grid. Many different chart types and display modes are supported (see below). Common analysis operations can also be performed using the chart, such as drilling, filtering, sorting, pivoting, isolating and eliminating. See the corresponding sections under "Analyzing your data" for details on how to perform these actions from the chart.

Add a chart to the report

Open a chart window by pressing the command from the main ribbon. You can add multiple charts based on the same data source to a report.

       Chart types

You can change the type of chart from the combo box on the chart's toolbar.

The same drop down box is also available in the right-mouse menu from the chart.

You can choose from the following types:

 

Bar

All values are displayed as horizontal bars. Different series are displayed next to each other.

Bar Stacked 100%

All values are displayed as horizontal bars. Different series are stacked on top of each other and it size is determined by its percentage of the total for the whole bar.

Bar Stacked

All values are displayed as horizontal bars. Different series are stacked on top of each other.

Column

All values are displayed as vertical bars. Different series are displayed next to each other.

Column Stacked 100%

All values are displayed as horizontal bars. Different series are stacked on top of each other and it size is determined by its percentage of the total for the whole bar.

Column Stacked

All values are displayed as vertical bars. Different series are stacked on top of each other.

Line

All values are displayed as a single connected line.

Area

Similar to a line chart, however the area beneath the connected values is also assigned the series color.

Area Stacked 100%

Similar to a line chart, however the area beneath the connected values is also assigned the series color and different series are stacked on top of each other and the size is determined by it's percentage of the total.

Area Stacked

Similar to a line chart, however the area beneath the connected values is also assigned the series color and different series are stacked on top of each other.

Point

All values are displayed as individual points.

Spline

All values are displayed as a single connected line. The line is made smooth to flow through all individual points.

Pie

All values are displayed as slices of a pie. A pie is displayed for each row.

Doughnut

Similar to the pie except it contains a hole in the middle.

 

By default, the rows are shown in the legend and columns are plotted on the chart's x-axis (y-axis for horizontal charts).

This can be changed by setting the swap row/column mapping option.

Display values

When you hover with your mouse over a chart value (bar, line, pie slice, etc), an tip will appear containing the precise value of the item and relative contributions to the totals.
To display the values next to all chart items, see the displaying value labels topic in the chart options.

Copying the chart

You can copy the chart image to the clipboard right-clicking on the chart and selecting Copy Chart from the context menu.

Configure how the chart is printed and exported

To bring up the Print & Export Options dialog:

Click on the arrow next to the button and select the Print & Export Options command.
Click the button and click on the ellipsis next to the Export Settings option.

 

For more information on charts see:

 

1.Setting chart options
2.Change the chart appearance
3.Adding trend lines to the chart